Bonds rising as stocks suffer — but don’t count on long-term bonds as a cushion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2025
0mins
Should l Buy F?
Source: MarketWatch
Bond Performance: Bonds have shown positive returns in February, with the iShares Core U.S. Aggregate Bond ETF gaining 1.8% so far this month.
Stock Market Trends: In contrast, the S&P 500 index has declined by 1.4%, reflecting investor concerns over recent economic data and corporate earnings forecasts.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy F?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on F
Wall Street analysts forecast F stock price to rise
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 12.700
Low
11.00
Averages
13.65
High
16.00
Current: 12.700
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ford's February Sales Decline by 5.5%
- Significant EV Sales Drop: Ford's electric vehicle sales plummeted by 71% in February, with only 2,122 units sold, indicating weak market demand that could impact the company's future EV strategy and market share.
- Hybrid Vehicle Struggles: Hybrid vehicle sales fell by 21.8% year-over-year, totaling 12,010 units, reflecting ongoing consumer preference for traditional gas-powered vehicles, which may pose challenges for Ford's transition to greener models.
- Diverse Vehicle Sales Performance: Ford's car sales surged by 54.5%, while truck and SUV sales declined by 9.4% and 2.4%, respectively, highlighting shifting consumer preferences that may require Ford to adjust its product lineup to meet market demands.
- F-Series Truck Sales Decline: Sales of the F-Series trucks dropped by 16.2%, with the F-150 Lightning experiencing a staggering 76.3% decline, putting pressure on Ford's profitability and brand image, necessitating a reevaluation of its electric truck strategy.
See More
FORD: U.S. ELECTRIFIED VEHICLE SALES REACH 14,132 UNITS IN FEBRUARY
- Sales Figures: Ford reported total electric vehicle sales of 14,132 units in February.
- Market Performance: This figure reflects Ford's ongoing efforts to increase its presence in the electric vehicle market.
See More
Bank of America Optimistic on Auto Industry Outlook
- Industry Performance Outlook: Bank of America analysts predict that the auto industry will outperform expectations under a new regulatory environment, particularly as higher-margin internal combustion engine vehicles drive growth, with Ford and General Motors highlighted as top picks.
- Electric Vehicle Sales Forecast: EV sales are expected to decline by over 20% by 2026, primarily due to the phaseout of consumer incentives, with 40% of EV programs being canceled, which will pressure market penetration.
- General Motors Rating Upgrade: General Motors received a Buy rating from BofA, benefiting from the removal of CAFÉ penalties and greenhouse gas relief, allowing a shift towards more profitable trucks and SUVs.
- Ford Motor's Positive Outlook: Ford Motor also earned a Buy rating, as a more favorable regulatory backdrop is expected to enable a shift towards higher-margin truck and SUV platforms, contributing to stock price increases.
See More
Tesla Loses Carbon Credit Revenue Stream as Major Clients Exit
- Client Loss Impact: Toyota and Stellantis have exited Tesla's carbon credit pool, indicating they will not purchase credits for 2026, which leads to a significant loss of revenue for Tesla and could adversely affect its future financial performance.
- Self-Reduction Strategy: Toyota aims to reduce emissions through new electric models like the bZ4X and Urban Cruiser, demonstrating confidence in its ability to manage emissions independently, potentially weakening Tesla's competitive edge in the carbon credit market.
- Independent Pool Plans: Stellantis is collaborating with Leapmotor to establish its own carbon credit pool, a move that could further dilute Tesla's market share and impact its standing in carbon credit trading.
- Stock Price Reaction: Tesla's stock fell 2.98% to $392.43 at market close on Tuesday, with an additional decline of 0.29% in after-hours trading, reflecting market concerns over the loss of carbon credit customers.
See More
Berkshire Hathaway Shares Decline Amid Market Volatility
- Stock Volatility: Berkshire Hathaway's A-shares closed at $721,044.89 and B-shares at $481.36, reflecting an 11% decline from their peak, indicating the impact of market uncertainty on its stock performance.
- Long-term Performance: Over the past five years, Berkshire's A-shares have appreciated approximately 89%, outperforming the S&P 500's 78% gain during the same period, showcasing its relative strength in the market.
- Employment Data Expectations: The U.S. is expected to add 48,000 jobs, with ADP employment data set to be released at 8:15 a.m., which could significantly influence market sentiment.
- Industry Dynamics: CrowdStrike's CEO will discuss cybersecurity issues on
See More
General Motors Stock Price Fluctuations and Dividend Analysis
- Shareholder Return Analysis: Warren Buffett's purchase of 10 million shares of General Motors at $33.95 in 2017 would yield a 159.4% return today if held, highlighting the potential and risks of long-term investments.
- Declining Financial Performance: General Motors reported $185 billion in revenue for 2025, down 1.3%, with earnings per share (EPS) dropping to $3.24, a 48.7% decline, primarily due to a slowdown in its electric vehicle business and a $7.2 billion write-down.
- Dividend and Buyback Plans: Despite financial challenges, GM raised its quarterly dividend by 20% to $0.18 per share and announced a $6 billion stock repurchase authorization, indicating confidence in future cash flows.
- Optimistic Future Outlook: The company expects EPS to reach between $11 and $13 in 2026, a significant increase from 2025, reflecting a renewed focus on the traditional gas-powered vehicle market and potential recovery in profitability.
See More
Ford's February Sales Decline by 5.5%
- Significant EV Sales Drop: Ford's electric vehicle sales plummeted by 71% in February, with only 2,122 units sold, indicating weak market demand that could impact the company's future EV strategy and market share.
- Hybrid Vehicle Struggles: Hybrid vehicle sales fell by 21.8% year-over-year, totaling 12,010 units, reflecting ongoing consumer preference for traditional gas-powered vehicles, which may pose challenges for Ford's transition to greener models.
- Diverse Vehicle Sales Performance: Ford's car sales surged by 54.5%, while truck and SUV sales declined by 9.4% and 2.4%, respectively, highlighting shifting consumer preferences that may require Ford to adjust its product lineup to meet market demands.
- F-Series Truck Sales Decline: Sales of the F-Series trucks dropped by 16.2%, with the F-150 Lightning experiencing a staggering 76.3% decline, putting pressure on Ford's profitability and brand image, necessitating a reevaluation of its electric truck strategy.
See More
FORD: U.S. ELECTRIFIED VEHICLE SALES REACH 14,132 UNITS IN FEBRUARY
- Sales Figures: Ford reported total electric vehicle sales of 14,132 units in February.
- Market Performance: This figure reflects Ford's ongoing efforts to increase its presence in the electric vehicle market.
See More
Bank of America Optimistic on Auto Industry Outlook
- Industry Performance Outlook: Bank of America analysts predict that the auto industry will outperform expectations under a new regulatory environment, particularly as higher-margin internal combustion engine vehicles drive growth, with Ford and General Motors highlighted as top picks.
- Electric Vehicle Sales Forecast: EV sales are expected to decline by over 20% by 2026, primarily due to the phaseout of consumer incentives, with 40% of EV programs being canceled, which will pressure market penetration.
- General Motors Rating Upgrade: General Motors received a Buy rating from BofA, benefiting from the removal of CAFÉ penalties and greenhouse gas relief, allowing a shift towards more profitable trucks and SUVs.
- Ford Motor's Positive Outlook: Ford Motor also earned a Buy rating, as a more favorable regulatory backdrop is expected to enable a shift towards higher-margin truck and SUV platforms, contributing to stock price increases.
See More
Tesla Loses Carbon Credit Revenue Stream as Major Clients Exit
- Client Loss Impact: Toyota and Stellantis have exited Tesla's carbon credit pool, indicating they will not purchase credits for 2026, which leads to a significant loss of revenue for Tesla and could adversely affect its future financial performance.
- Self-Reduction Strategy: Toyota aims to reduce emissions through new electric models like the bZ4X and Urban Cruiser, demonstrating confidence in its ability to manage emissions independently, potentially weakening Tesla's competitive edge in the carbon credit market.
- Independent Pool Plans: Stellantis is collaborating with Leapmotor to establish its own carbon credit pool, a move that could further dilute Tesla's market share and impact its standing in carbon credit trading.
- Stock Price Reaction: Tesla's stock fell 2.98% to $392.43 at market close on Tuesday, with an additional decline of 0.29% in after-hours trading, reflecting market concerns over the loss of carbon credit customers.
See More
Berkshire Hathaway Shares Decline Amid Market Volatility
- Stock Volatility: Berkshire Hathaway's A-shares closed at $721,044.89 and B-shares at $481.36, reflecting an 11% decline from their peak, indicating the impact of market uncertainty on its stock performance.
- Long-term Performance: Over the past five years, Berkshire's A-shares have appreciated approximately 89%, outperforming the S&P 500's 78% gain during the same period, showcasing its relative strength in the market.
- Employment Data Expectations: The U.S. is expected to add 48,000 jobs, with ADP employment data set to be released at 8:15 a.m., which could significantly influence market sentiment.
- Industry Dynamics: CrowdStrike's CEO will discuss cybersecurity issues on
See More
General Motors Stock Price Fluctuations and Dividend Analysis
- Shareholder Return Analysis: Warren Buffett's purchase of 10 million shares of General Motors at $33.95 in 2017 would yield a 159.4% return today if held, highlighting the potential and risks of long-term investments.
- Declining Financial Performance: General Motors reported $185 billion in revenue for 2025, down 1.3%, with earnings per share (EPS) dropping to $3.24, a 48.7% decline, primarily due to a slowdown in its electric vehicle business and a $7.2 billion write-down.
- Dividend and Buyback Plans: Despite financial challenges, GM raised its quarterly dividend by 20% to $0.18 per share and announced a $6 billion stock repurchase authorization, indicating confidence in future cash flows.
- Optimistic Future Outlook: The company expects EPS to reach between $11 and $13 in 2026, a significant increase from 2025, reflecting a renewed focus on the traditional gas-powered vehicle market and potential recovery in profitability.
See More
