Ford Motor Company (F)’s Earnings “Could Evaporate” Rapidly, Warns Jim Cramer

Ford Motor Company (NYSE:F) is one of the Jim Cramer Says Trump’s Angry At Everybody & Discusses These 11 Stocks.

Ford Motor Company (NYSE:F) has become somewhat of a regular feature on Cramer’s morning show due to the auto industry’s exposure to trade tensions and tariffs. Over the course of this year, he has maintained that the firm can experience business disruption from tariffs. However, Cramer also believes that when compared to GM, Ford Motor Company (NYSE:F) is in a better position to navigate supply chain uncertainties. His recent remarks about the firm saw Cramer wonder if its EV investments could be at risk from the Trump administration and outlined that the firm’s CEO should be worried about trade tensions. Here are Cramer’s latest comments about Ford Motor Company (NYSE:F):

“Well look there could be big shutdowns of assembly lines if they don’t get all they need.

“Right . .look I can’t wait to hear what Powell says because car prices are the ones that I think you’re gonna feel it first. You’ll feel that . . .and it’s going to be bad.

“I mean autos are right in the firing line and I feel badly for them because now I know, you can figure these things out, like what, you’re gonna say to yourself, why does Ford Motor, a great company with a great balance sheet, sell at seven times earnings? And the answer is because earnings could evaporate very quickly if they have to charge the extra costs.”

A close-up of an auto assembly line, revealing the complexity of the manufacturing process.

In a previous appearance, Cramer commented on Ford Motor Company (NYSE:F)’s stock and the trade environment:

“Right well first if you wanna try to make money make off, you’re a trader, it’s General Motors, which had the most problems. . .four billion dollar shifts production from Mexico. So that’s a clear ramp to 53 I think. Ford’s got it too, they were the two that were held back.”

While we acknowledge the potential of F as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.