Ford Motor is drawing fresh attention after Blue Bird Corporation agreed to take over design, manufacturing, and sales of the next generation F-53 and F-59 stripped chassis, using Ford powertrains, from early 2028. Ford shares trade at US$13.93, with a 5.37% 90-day return and a 25.9% one-year total shareholder return. The most followed narrative places fair value at $14.85, implying the stock is 6.2% undervalued, driven by Ford Pro's paid software subscriptions up 24% year-over-year and aftermarket approaching 20% of Pro EBIT. However, a Simply Wall St discounted cash flow model estimates value at $10.56, suggesting the stock is overvalued, while tariff costs and recall-related quality issues remain key risks.
Blue Bird CorpBlue Bird takes over design, manufacturing, and sales of next-gen F-53/F-59 chassis, expanding its product line.
Ford Motor CompanyFord supplies powertrains for the chassis deal, but impact is mixed with tariff and quality risks.
