Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 5 Stocks

2. Ford Motor Company (NYSE:F)

Number of Hedge Fund Holdings in Q4 2025: 52

Auto giant Ford Motor Company (NYSE:F)’s stock is up by 18.7% over the past year and down by 8.5% year-to-date. While the shares struggled at the close of February and the start of March, over the month, they are up by 6%. As per The Fly, TD Cowen trimmed Ford Motor Company (NYSE:F)’s share price target to $14 from $15 and kept a Hold rating on the shares. The firm remarked that its coverage was part of the commentary about the broader automotive sector. UBS discussed Ford Motor Company (NYSE:F)’s stock on April 15th as it upgraded the shares to Buy from Neutral and reiterated a $15 share price target. The bank commented that the car company was on track to post an earnings per share of $2 or higher in 2027 and noted that its earnings power was underappreciated. Cramer discussed the effect of disruption in the aluminum market on Ford Motor Company (NYSE:F):

“Look,Ford, which is at the same price that it has been at some time, seems to be just hit by all these. They have a lot of aluminum exposure. It’s been a real tough run for Jim Farley. There was a pretty good article today about how little inventory they have.

“Ford just seems to be vulnerable for a lot of different things. And, they were very vulnerable for tariffs. I didn’t think that they would get hurt as badly as they did for tariffs. And tariffs really have had more of an impact for Ford than pretty much  any other company in the country.”