Jim Cramer Backs Ford's Battery Business Strategy
Jim Cramer expressed enthusiasm for Ford's moves in the battery space, calling out the automaker's EV strategy as something worth watching.
Jim Cramer is putting Ford on his radar, and if you're a retail trader who's been sleeping on F shares, that might be worth a second look. The CNBC host made clear he's a fan of what the Detroit automaker is doing with its battery business — a segment that's become central to Ford's longer-term EV ambitions.
Ford has been aggressively restructuring its electric vehicle operations, separating its EV unit — Model e — from its legacy internal combustion business. The battery strategy sits at the heart of that pivot. Getting the battery cost equation right is arguably the single biggest lever any legacy automaker can pull to compete with Tesla and Chinese rivals flooding the global market.
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Cramer's endorsement isn't a buy signal on its own, but it does shine a light on a narrative that institutional money has been quietly building around. Ford is one of the few legacy automakers that has been transparent about its EV losses and committed to a path toward profitability in that segment. That kind of honesty tends to attract long-term holders, not just momentum traders.
For retail investors, the tradeable angle here is straightforward: if Ford can demonstrate that its battery strategy is delivering real cost reductions, the stock has a credible re-rating story. Watch for updates on battery sourcing deals and Model e margin improvements in upcoming earnings calls — those are the data points that will either validate or kill this thesis.
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