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Jim Cramer on Ford Motor Company (F): A ‘Value Trap’ Held Down by Tariffs and Warranties

Syeda Seirut Javed

Fri, Apr 18, 2025, 8:30 AM 5 min read

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We recently published a list of Jim Cramer Put These 6 Stocks Under the Microscope. In this article, we are going to take a look at where Ford Motor Company (NYSE:F) stands against other stocks that Jim Cramer discusses.

On Wednesday, Mad Money host Jim Cramer weighed in on how companies are grappling with the challenge of issuing guidance during the earnings season.

“So far this earnings season, the great dilemma is how the heck are you supposed to deal with your guidance? How do you come up with a forecast when you got no idea what the future’s going to look like? I don’t have it. You don’t have it. They don’t have it.”

READ ALSO 12 Stocks on Jim Cramer’s Radar Recently and Jim Cramer Discussed These 12 Stocks Recently

Cramer pointed to a series of recent developments that have added to the uncertainty. Among the most disruptive, he said, is the sudden rollout of a sweeping tariff policy, which includes a 10% base tariff on all imported goods. It has triggered retaliatory measures from several trading partners. Cramer mentioned that China has stopped accepting deliveries of Boeing aircraft. On top of that, he noted a noticeable decline in international tourism. “The whole thing’s a bit of a mess,” he said. He added:

“So aside from purely domestic companies with little economic sensitivity, how on earth can executives give you any kind of forecast for 2025 here? Coming into earnings season, I figured most of them would just simply pull their outlooks. I mean, who could blame them?”

As the earnings season is underway, however, Cramer said he is seeing a variety of responses. Some companies, especially the major banks, are opting to reiterate their full-year outlooks. But he noted that these institutions generally do not issue detailed guidance on metrics like revenue or earnings per share in the first place. Meanwhile, several companies have managed to surpass Wall Street’s expectations for the quarter, only to stick with previously issued full-year forecasts.

“But here’s the bottom line: With earnings season in full swing, I’m surprised more companies haven’t pulled their full year forecast like Delta. The most common strategy that’s been seen so far is beat and maintain from a handful of companies like the banks and a couple of healthcare companies holding up so far.”

For this article, we compiled a list of 6 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 16. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.


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