Jim Cramer Notes That He Loves “What Ford Is Doing With the Battery Business”
Key takeaways
- Cramer highlighted the company’s new business, as he stated:
- I didn’t want to chase this one, and I’m glad I waited because this month, Ford stock has been pummeled… In time, I believe that Ford can legitimately become a real player in the battery store space.
- But in the end, this is a smaller business that may pay off in the future, not something that really matters right now.
Jim Cramer Notes That He Loves “What Ford Is Doing With the Battery Business” Syeda Seirut Javed Sat, June 20, 2026 at 8:28 PM GMT+7 3 min read F Ford Motor Company (NYSE:F) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Cramer highlighted the company’s new business, as he stated:
Last month, Ford Motor rolled out a new business called Ford Energy, which is their bet on battery storage… When Ford unveiled Ford Energy, they suddenly got… data center exposure, and once some analysts started pushing the story, well, the stock just roared. Now, I saw this happening, but you know what? I didn’t want to chase this one, and I’m glad I waited because this month, Ford stock has been pummeled… In time, I believe that Ford can legitimately become a real player in the battery store space. Between their manufacturing expertise and the fact that these battery storage solutions will be made in America, I bet they could be a fairly attractive supplier for customers in search of these products…
Until we see some signs that the ravenous demand for AI infrastructure is being sated, something we certainly haven’t seen so far, then I’m operating on the assumption that there will be a ton of demand for these batteries. But in the end, this is a smaller business that may pay off in the future, not something that really matters right now. Assuming Ford can hit its targets, and I don’t know if it can, the energy business won’t be reflected in their numbers until late next year, except as a cost. That said, Ford already… it trades at a very reasonable price. It trades just over eight times this year’s earnings estimates, 4.3% dividend yield, and again, that’s before doing any battery sales. However, it’s not like Ford’s benefited from having a cheap stock…