Jim Cramer has publicly lauded Ford Motor CEO Jim Farley for his leadership, citing tangible progress in electrification, cost discipline, and market positioning. The endorsement comes as Ford continues its transformation amid industry-wide shifts.
- Jim Cramer publicly endorsed Ford CEO Jim Farley’s leadership in early January 2026.
- Ford reported a 25% YoY increase in EV sales in Q4 2025, led by the Mustang Mach-E and F-150 Lightning.
- Adjusted operating income improved by 17% in Q4 2025, reflecting cost discipline and product mix.
- Ford revised its EV sales target to 40% of North American volume by 2028, up from 25% by 2025.
- Ford’s stock rose 4.3% over five trading days post-commentary, signaling improved investor confidence.
- Industry peers are reassessing Ford’s strategic model amid broader challenges in EV rollout and margins.
Ford Motor Company (F) CEO Jim Farley has received strong validation from influential financial commentator Jim Cramer, who highlighted Farley's effective execution of Ford’s long-term strategy. Cramer emphasized Farley’s role in steering the automaker through volatile market conditions, including supply chain disruptions and rising interest rates, while maintaining operational focus. The praise follows Ford’s recent announcement of a 25% year-over-year increase in electric vehicle (EV) sales during the fourth quarter of 2025, with the Mustang Mach-E and F-150 Lightning leading the charge. Additionally, Ford reported a 17% improvement in adjusted operating income for the same period, reflecting disciplined cost management and higher-margin product mix. These figures underscore Farley’s emphasis on profitability over rapid EV expansion. Market reaction has been positive, with Ford’s stock rising 4.3% over the past five trading days following Cramer’s commentary. Analysts note that investor sentiment has improved as Ford’s EV strategy has matured, with the company now projecting 40% of its North American vehicle sales to be electric by 2028. This compares to a previous target of 25% by 2025, signaling a revised and more confident outlook. The broader automotive sector has taken note, particularly as competitors grapple with EV development delays and margin pressures. Ford’s ability to balance innovation with financial discipline under Farley’s leadership appears to be setting a benchmark for the industry. Investors are now reevaluating Ford’s valuation, with several major fund managers increasing exposure in Q4 2025.