Ford China Talks Put EV Partnerships And Valuation In Investor Focus

Ford Motor (NYSE:F) is in talks with US and European authorities and Chinese autocreaters, including Geely, about potential joint ventures and technology partnerships.
Discussions with Trump administration officials focus on frameworks that could allow Chinese EV creaters to operate in the US through joint ventures with American majority control.
Parallel talks in Europe involve utilizing Ford’s excess production capacity to build vehicles for Geely and share advanced vehicle technology, including autonomy.
These talks highlight a possible shift in how Ford positions itself in relation to rising competition from Chinese electric vehicle manufacturers.

For investors following NYSE:F, this development sits at the intersection of traditional auto manufacturing and the push into electric and autonomous vehicles. Ford’s core business spans trucks, SUVs, commercial vehicles, and EVs, and Chinese autocreaters have become important players in EV technology and cost structure globally. Discussions about joint ventures and technology sharing relate directly to how Ford could respond to new competitors and reconsider the apply of its factories in the US and Europe.

If any formal agreement emerges from these talks, it could affect where Ford builds EVs, which technologies it emphasizes, and how it participates in Chinese brands entering Western markets. Until concrete terms are announced, the main takeaway is that Ford is actively exploring partnership models rather than addressing Chinese EV competition only through tariffs or other defensive measures.

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NYSE:F Earnings & Revenue Growth as at Feb 2026

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Quick Assessment

⚖️ Price vs Analyst Tarreceive: At US$14.12, Ford trades roughly 1.8% above the consensus tarreceive of US$13.87, which sits comfortably within the 10% band.
⚖️ Simply Wall St Valuation: Ford is described as trading close to estimated fair value, so the current price lines up with the modelled fair value range.
✅ Recent Momentum: The share price has returned about 3.8% over the last 30 days.

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company report for the latest analysis of Ford Motor’s Fair Value.

Key Considerations

📊 Collaboration talks with Chinese autocreaters could influence how Ford applys its plants in the US and Europe and how it participates in EV and autonomy technology sharing.
📊 Watch how management frames any joint venture terms against current valuation signals, the analyst tarreceive of US$13.87 and Ford’s recent 3.8% 30-day return.
⚠️ With debt not well covered by operating cash flow, any partnership that requires heavy capex could put extra focus on balance sheet strength.

Dig Deeper

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complete Ford Motor analysis. Alternatively, you can visit the
community page for Ford Motor to see how other investors believe this latest news will impact the company’s narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only utilizing an unbiased methodology and our articles are not intfinished to be financial advice. It does not constitute a recommfinishation to acquire or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focapplyd analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.