Ford Motor Company (NYSE: F) will report its Q4 2021 Earnings today. The automaker is in the midst of a massive shift to electrification, surged by billions of dollars in investments and a reputation as one of the most successful legacy automotive companies to turn to EVs in a changing sector so far. Ford’s Earnings Call is set to begin at 4:05 PM EST today. Here’s what to expect.
Wall Street Consensus
Wall Street expectations predict that Ford will post a profit of .45 cents per share and an increase in revenue to $35.5 billion. The estimates are courtesy of Refinitiv, a global provider of financial market data and infrastructure. Increases in EPS are attributed to Ford’s improved semiconductor situation. As noted by GM earlier this week in their Q4 Earnings Call, CEO Mary Barra believes shortages in semiconductor availability will decrease. By Q3 and Q4, Barra said that “we’re going to be really starting to see the semiconductor constraints diminish.”
Ford was affected by the semiconductor shortage, as was every automotive company on the planet. However, there is an indication from several companies and sector analysts that the issues regarding chip shortages could subside by late 2022, which will only provide positive benefits for the electrification industry as more vehicles can be delivered due to a plentiful chip and semiconductor supply.
Ford’s Farley commits to 600k units in 22 months: ‘I think we’re one of the first to scale’
Growth
Ford has already outlined tremendous growth targets on behalf of CEO Jim Farley. Farley committed Ford to several increased production capacity plans, one for the F-150 Lightning and one for the Mustang Mach-E. Additionally, Farley said Ford should be able to deliver 600,000 electric vehicles in 22 months, citing that he feels the company could be the first legacy automaker to scale EVs.
Ford’s electrification switch has already contributed to a strong shift in powertrain choice. Ford saw growth overall in January 2022 compared to the same month in 2021, but most of the growth was due to its electrification options. With the F-150 Lightning order bank opening up in January, pre-order holders were able to finalize their trim and package level for Ford’s introductory electric truck.
According to Refinitiv, analysts believe Ford will earn between $1.54 and $2.35 EPS on revenue of $147.5 billion.
Ford’s stock price has increased substantially since Farley took the CEO position in 2020. The automaker recently achieved a $100 billion valuation due to the increase.
Rivian
CNBC notes that some analysts may have skewed forecasts if they did not pay attention to Ford’s financing adjustments that it revealed last month. Ford stated that it made $8.2 billion on its investment in Rivian. The gains occurred when the company went public.
“The company also reclassified a $900 million profit on its equity investment in Rivian to a special item which will impact the company’s full-year adjusted earnings guidance,” CNBC wrote in its synopsis of Ford’s Earnings Call.
Analysts Consensus
Dan Ives, an analyst for Wedbush, said, “Huge step in the right direction as Farley doubling down on EV vision. We believe Ford is in the midst of massive EV transformation led by Electric F-150.”
Additionally, Philippe Houchois of Jeffries stated, “Ford is back, with strong earnings and a repaired balance sheet. Shares have also rerated on recovered earnings that now approach cyclical highs.”
Disclosure: Joey Klender is not a Ford Stockholder.
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Investor's Corner
Tesla welcomes Chipotle President Jack Hartung to its Board of Directors
Tesla announced the addition of its new director in a post on social media platform X.

Tesla has welcomed Chipotle president Jack Hartung to its Board of Directors. Hartung will officially start his tenure at the electric vehicle maker on June 1, 2025.
Tesla announced the addition of its new director in a post on social media platform X.
Jack Hartung’s Role
With Hartung’s addition, the Tesla Board will now have nine members. It’s been a while since the company added a new director. Prior to Hartung, the last addition to the Tesla Board was Airbnb co-founder Joe Gebbia back in 2022. As noted in a Reuters report, Hartung will serve on the Tesla Board’s audit committee. He will also retire from his position as president and chief strategy officer at Chipotle, and transition into a senior advisor’s role at the restaurant chain, next month.
Hartung has had a long career in the Mexican grill, joining Chipotle in 2002. He held several positions in the company, most recently serving as Chipotle’s President and Chief Strategy Officer. Tesla highlighted Hartung’s accomplishments in a post on its official account on X.
“Over the past 20+ years under Jack’s financial leadership, Chipotle has seen significant growth with over 3,700 restaurants today across the United States, Canada, the United Kingdom, France, Germany, Kuwait and the United Arab Emirates. Jack was named ‘CFO of the Year’ by Orange County Business Journal and Best CFO in the restaurant category by Institutional Investor,” Tesla wrote in its post on X.
Tesla Board and Musk
Tesla is a controversial company with a controversial CEO, so it is no surprise that the Board of Directors tend to get flak as well. Two weeks ago, for example, Tesla Board Chair Robyn Denholm slammed The Wall Street Journal for publishing an article alleging that company directors had considered a search for a potential successor to Elon Musk. Denholm herself has also been criticized for offloading her TSLA shares.
More recently, news emerged suggesting that the Tesla Board of Directors had formed a special committee aimed at exploring a new pay package for CEO Elon Musk. The committee is reportedly comprised of Tesla board Chair Robyn Denholm and independent director Kathleen Wilson-Thompson, and they would be exploring alternative compensation methods for Musk’s contributions to the company.
Investor's Corner
Rivian stock rises as analysts boost price targets post Q1 earnings
Rivian impressed with smaller-than-expected losses & strong revenue, pushing analysts to raise price targets.

Rivian stock is gaining traction as Wall Street analysts raise price targets following the electric vehicle (EV) maker’s first-quarter earnings report. Despite a dip after the announcement, optimism surrounds Rivian’s cost control and upcoming lower-priced cars.
Last week, Rivian reported a better-than-expected Q1 gross profit, surpassing Wall Street’s forecasts with adjusted losses of $0.48 per share against expectations of $0.92 per share. The company also reported a revenue of $1.24 billion compared to the $1.01 billion anticipated.
However, the EV automaker cut its 2025 delivery forecast and capital spending due to President Donald Trump’s tariffs. It explained that it is “not immune to the impacts of the global trade and economic environment.” RIVN stock dropped nearly 6% post-earnings, closing at $12.72 per share.
Wall Street remains upbeat about Rivian, citing progress toward launching lower-priced vehicles in 2026 and effective cost management. On Monday, Stifel analyst Stephen Gengaro raised his RIVN price target to $18 from $16, maintaining a “Buy” rating. He highlighted Rivian’s “solid progress” toward key milestones.
Conversely, Bernstein’s Daniel Roeska gave RIVN a “Sell” rating. However, Roeska also lifted his Rivian price target to $7.05 from $6.10, acknowledging “better” Q1 results. He warned that profitability remains distant and hinges on multiple product launches by the decade’s end.
Overall, Wall Street’s average price target for RIVN climbed from $14.18 to $14.31, a modest 13-cent increase reflecting positive sentiment. About one-third of analysts covering Rivian rate it a Buy, compared to the S&P 500’s average Buy-rating ratio of 55%.
On Monday, Rivian stock rose 2.7% to $14.64, slightly trailing the S&P 500 and Dow Jones Industrial Average, which gained 3.3% and 2.8%, respectively. The uptick may also stem from broader market gains tied to news of a temporary U.S.-China tariff suspension.
As Rivian navigates trade challenges and scales production at its Illinois factory, its Q1 performance and analyst support signal resilience. With lower-priced EVs on the horizon, Rivian’s strategic moves could bolster its position in the competitive EV market, offering investors cautious optimism for long-term growth.
Investor's Corner
Tesla (TSLA) poised to hit $1 trillion valuation again amid reports of Trump China deal
TSLA stock was up about 8% at $322.56 per share on Monday’s premarket.

Tesla shares (NASDAQ:TSLA) are on a tear on Monday’s premarket amidst reports that the United States and China have agreed to significantly roll back tariffs on each other’s goods for an initial 90-day period.
As of writing, the premarket price of TSLA shares suggests that the electric vehicle maker might end Monday with a $1 trillion valuation once more.
Tesla and China
TSLA stock was up about 8% at $322.56 per share on Monday’s premarket. As noted in a report from Barron’s, these prices suggest that the company could achieve a trillion-dollar valuation again, a level not seen since late February. Similar to Tesla, the S&P 500 and the Dow Jones Industrial Average were also up 2.8% and 2.1%, respectively, on Monday’s premarket.
The United States and China’s decision to roll back its tariffs would likely be appreciated by CEO Elon Musk. Despite working for the Trump administration’s Department of Government Efficiency (DOGE), and despite Tesla being least affected by the Trump administration’s tariffs due to its strong domestic supply chains in the United States, China, and Europe, Musk has noted that he is a supporter of non-predatory tariffs.
The United States and China’s Agreement
In a joint statement from the United States and China posted on the White House’s official website, the two countries agreed to lower reciprocal tariffs on each other by 115% for 90 days. This means that the United States will temporarily lower its overall tariffs on Chinese goods from 145% to 30%, as noted in an ABC 12 report. China, on the other hand, will also lower its tariffs on American goods from 125% to 10%.
The talks were led by Chinese Vice Premier He Lifeng and Treasury Secretary Scott Bessent and U.S. Trade Representative Jamieson Greer, as per the joint statement. Bessent shared his thoughts about the matter in a comment in Geneva. “The consensus from both delegations is neither side wants to be decoupled, and what have occurred with these very high tariffs … was an equivalent of an embargo, and neither side wants that. We do want trade. We want more balance in trade. And I think both sides are committed to achieving that,” he said.
A spokesperson from China’s Commerce Ministry also shared a statement about the matter. As per the spokesperson, the deal was an “important step by both sides to resolve differences through equal-footing dialogue and consultation, laying the groundwork and creating conditions for further bridging gaps and deepening cooperation.”
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