The Latest Example of BYD Becoming No. 1 Globally Isn't a Joke

Chinese automaker BYD is rapidly expanding its global presence, particularly in Europe where its sales jumped 131% in August and achieved 11.7% market share. BYD aims to surpass Toyota as the world's top-selling automaker by 2030, though U.S. tariffs currently block its entry into the American market. The company's growth demonstrates that Chinese automakers are now a serious competitive threat globally.

09/30/2026, 1:45 PM • The Motley Fool

Is Ford Stock a Buy for Its Dividend?

Ford Motor Company offers an attractive 4.6% forward dividend yield with a well-covered payout ratio of 30.6%. However, the article cautions dividend-focused investors against treating it as a long-term 'set it and forget it' holding due to Ford's history of suspending dividends during economic downturns (2007 and 2020), cyclical business performance, and poor dividend growth track record. While the stock trades at a low valuation of 7x forward earnings, ongoing headwinds from inflation, tariffs, and geopolitical uncertainty pose risks.

09/26/2026, 8:04 AM • The Motley Fool

Prediction: Ferrari Is a Better Buy Than Ford for the Next Decade

The article argues that Ferrari is a superior long-term investment compared to Ford over the next decade. While Ford's stock gained 84% total return over 10 years, Ferrari's surged 742%. The author attributes this to Ferrari's strong economic moat, pricing power, brand prestige, and superior earnings growth (377% net income increase vs. Ford's 33% decline), making it harder to replicate Ferrari's business model than Ford's.

09/26/2026, 5:08 AM • The Motley Fool

Is Ford Stock a Buy for Its Dividend?

Ford Motor Company offers an attractive dividend yield of over 4.5%, well above the S&P 500 average. With management raising full-year EBIT guidance to $10-11 billion and adjusted free cash flow guidance to $6-7 billion, the dividend is well-covered. However, the quarterly payout of $0.15 per share has remained flat since 2022. The company's EV unit loses $4 billion annually, but Ford Energy's pivot into energy storage could drive future growth and potentially lead to dividend increases by late 2027.

09/25/2026, 10:15 AM • The Motley Fool

Rivian vs. the S&P 500: Which Investment Wins Through 2030?

Rivian stock has plummeted 80% from its IPO price of $78 to $15, significantly underperforming the S&P 500's 120% gain. However, the article argues the EV maker could rebound through 2030 by successfully ramping up production of its more affordable R2 SUV, expanding capacity with a new Georgia plant, and achieving profitability by 2028. If Rivian executes its growth plans and reaches half a million vehicles annually by decade's end, it could substantially outperform the broader market.

09/24/2026, 12:05 PM • The Motley Fool

The Elite Portfolio: Why Savvy Investors Are Backing These Overlooked Stocks

Ferrari and BYD are two overlooked automotive stocks that savvy investors should consider despite recent underperformance versus the S&P 500. Ferrari operates with exceptional margins and pricing power in the ultra-luxury segment, while BYD leverages vertical integration and mass-market volume growth to compete globally. Both companies have compelling competitive advantages that position them well for future growth.

09/23/2026, 11:15 AM • The Motley Fool

Detroit Automakers Turn Back the Clock on the Arsenal of Democracy -- Investors Should Cheer

General Motors and Ford are entering the defense business to diversify revenue and improve profit margins. GM Defense is expected to generate nearly $700 million in revenue this year with a projected 30%+ compound annual growth rate and 12-15% operating margins, significantly higher than traditional automotive margins. This strategic pivot aims to change investor perception of automakers as low-margin businesses.

09/22/2026, 6:05 PM • The Motley Fool

The Under-the-Radar Stock Big Money Is Quietly Buying Up

Institutional investors are pouring nearly $7 billion into Ford Motor Company in Q2 2026, driven by improved vehicle quality rankings and the launch of Ford Energy, a new battery storage business targeting data centers and industrial customers. Ford ranked third in JD Power's 2026 Initial Quality Study and plans to generate $500-600 million in annual operating profits from Ford Energy at full capacity.

09/17/2026, 8:05 PM • The Motley Fool

Stellantis' $25 Billion Gamble: Can a Fresh and Balanced Strategy Spark a Turnaround in Its Profit Engine?

Stellantis is committing $25 billion (60% of its $70 billion FaSTLAne 2030 plan) to North America, its profit engine, to develop 11 new vehicles and expand market coverage by 50%. The strategy balances affordable vehicles under $40,000 with high-margin performance models from Jeep and Ram brands. Success depends on achieving 8-10% operating margins, 35% volume growth, and 80% capacity utilization by 2030.

09/17/2026, 4:05 PM • The Motley Fool

Tesla Gets Sucked Further Into China's Price War -- Here's Why It Will Succeed Anyway

Tesla cut prices on its Model 3 and Model Y in China amid a brutal price war and slumping domestic sales (down 12% year-over-year). However, the company is offsetting domestic weakness through exports from its Shanghai factory, which now account for over 50% of production and are often more profitable than domestic sales. This export strategy is helping Tesla navigate China's challenging market conditions.

09/17/2026, 3:05 AM • The Motley Fool

Ford Motor vs. Tesla: Which Automotive Stock Is a Better Buy in 2026?

The article compares Ford Motor and Tesla as investment options for 2026. Ford offers stability with strong free cash flow ($3.5B), a dominant commercial vehicle business, and a low valuation (8.4x Forward P/E), despite a $8.2B net loss in FY2025. Tesla presents high growth potential in AI and autonomous robotics but faces concerning fundamentals: negative free cash flow, operating margins collapsed to 1%, and a premium valuation (191.9x Forward P/E). The author recommends Ford for investors seeking current automotive exposure over speculative future bets.

09/14/2026, 6:17 AM • The Motley Fool

Where Will Ford Be in 5 Years?

Ford's stock has gained 21% over the past 12 months but only 9% over five years. While the company's Ford Pro segment and new energy division offer some growth potential, the analyst argues Ford is unlikely to become a market-beating investment due to a mature automotive market, cyclical demand, high capital expenditures, and thin profit margins. The best-case scenario is a 50% stock appreciation over five years, driven primarily by valuation expansion rather than operational improvements.

09/06/2026, 11:30 AM • The Motley Fool

History Says What Ford Stock Has Done in the 2 Years After Each Full-Year Loss

Ford posted an $8.2 billion loss in 2025, driven primarily by EV strategy restructuring charges, but maintained record revenue of $187.3 billion and positive operating cash flow of $21.3 billion. Historical analysis of seven prior full-year losses since 2001 shows Ford stock returns two years later ranged from -70% to +633%, with the strongest recoveries following the final loss of a losing stretch. The 2025 loss appears more similar to the 2002 recovery case than the 2006 downturn, though significant uncertainty remains regarding tariffs, recalls, and EV transition costs.

08/28/2026, 7:23 PM • The Motley Fool

Despite Its Flaws, Tesla Still Dominates the World in This Index. Is the Stock a Buy Now?

Tesla ranks first in Gartner's Digital Automaker Index 2026 with a score of 82.7%, maintaining its dominance in AI and software technology. While legacy automakers like GM and Ford continue to fall behind, Tesla faces challenges with aging vehicle inventory and massive capital expenditures for robotaxi and AI ventures. The company's transition into technology-based businesses carries greater uncertainty but demonstrates capability as the automotive industry becomes software-defined.

08/27/2026, 3:31 AM • The Motley Fool

How Ford Is Using an Unusual Strategy to Reverse Business in a Key Region. Hint: It's Using Competitors.

Ford is partnering with Chinese automaker Geely to develop a compact crossover SUV using Geely's GEA electric platform for the European market, launching in 2029. This reversal of traditional joint venture dynamics allows Ford to leverage Chinese low-cost manufacturing and EV technology while Geely gains European expansion. Geely-owned Centurion Industries will invest $259 million for a 34% stake in Ford's Valencia facility.

08/26/2026, 7:35 PM • The Motley Fool