Buy the dip on Ford as aluminum fears are 'overblown', says UBS

Cnbc · 🇮🇷 public Iran · Apr 14, 2026 · 347 words · By Liz Napolitano

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What to know about Buy the dip on Ford as aluminum fears are 'overblown', says UBS

Concerns around aluminum and gas prices have weighed too much on Ford Motor , making it a prime target for investors to buy on the dip, according to UBS.

Claims checked 12

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center75%

Right25%

4 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Concerns around aluminum and gas prices have weighed too much on Ford Motor , making it a prime target for investors to buy on the dip, according to UBS.

Why it matters

The investment bank upgraded the automaker to buy from neutral.

Common ground

It maintained its $15 price target on shares, suggesting 23.4% upside from Monday's close.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: Buy the dip on Ford as aluminum fears are 'overblown', says UBS?
What evidence would most clearly confirm or weaken the claim that two fires broke out at Novelis' aluminum plant in New York late last year?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/04/14/buy-the-dip-on-ford-as-aluminum-fears-are-overbl…

fact_checkClaims Checked

eFinder analyzed this article and checked 12 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

info Single Source 6

check_circle Corroborated 2

schedule Pending 2

cancel Disputed 1

help Insufficient Evidence 1

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Claim 1: “two fires broke out at Novelis' aluminum plant in New York late last year”

CORROBORATED

Multiple sources (Google News, syracuse.com, and a report mentioning the Wall Street Journal) confirm fires at the Novelis plant in Oswego, New York.

travel_explore

web search NEUTRAL — Update: Firefighters from two counties battling fire at Novelis aluminum plant in Oswego County (19 photos).
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…

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web search NEUTRAL — A fire at an aluminum plant in Oswego, New York could disrupt business for Ford (NYSE: F) and other automakers for months, The Wall Street Journal reported. While the fire occurred at the plant on Sep…
https://www.forbes.com/sites/stevebanker/2025/10/08/a-tier-1…

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web search NEUTRAL — Four-alarm fire at Novelis Aluminum plant in Oswego County.Ford said it anticipates the Novelis plant resuming full production between May and September. Novelis employs 1,122 full-time and four part-…
https://www.syracuse.com/business/2026/02/back-to-back-fires…

check_circle

Claim 2: “The automobile maker has used aluminum in the body of some of its trucks, including the Ford F-150, for years.”

CORROBORATED

Multiple independent sources (MotorBiscuit and other web results) confirm that Ford uses aluminum body panels for the F-150 since 2015.

travel_explore

web search NEUTRAL — At the moment, the Ford F-150 and F-Series Super Duty are the only trucks that have both aluminum bodies and aluminum beds. Chevrolet Silverado did replace some steel Silverado body panels with alumin…
https://www.motorbiscuit.com/which-ford-trucks-have-aluminum…

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web search NEUTRAL — Since 2015, every Ford F-150 has used aluminum body panels, helping cut up to 700 lbs from the truck’s weight. This change improved fuel economy and allowed for better payload ratings. Ford kept a hig…
https://vehq.com/pickup-trucks-with-aluminum-bodies/

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web search NEUTRAL — Ford F-150 trucks at a dealership in Weatherford, Tex.Conceived for an era of high gasoline prices, the F-150 has lost its fuel-efficiency selling point, while its key material has gotten costlier. Fo…
https://www.nytimes.com/2018/03/01/business/ford-f150-alumin…

info

Claim 3: “London Metal Exchange spot aluminum prices have risen roughly 16% since the Iran war began, according to UBS.”

SINGLE SOURCE

The provided evidence for this claim consists of NBA schedules and player profiles, which are completely irrelevant to aluminum prices or the Iran war.

travel_explore

web search NEUTRAL — ESPN has the full 2025-26 Denver Nuggets Postseason NBA schedule. Includes game times, TV listings and ticket information for all Nuggets games.
https://www.espn.com/nba/team/schedule/_/name/den

travel_explore

web search NEUTRAL — May 9, 2026 · The 2026 NBA playoffs are underway. Keep up with every series right here.
https://www.espn.com/nba/story/_/id/48419498/nba-playoffs-20…

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web search NEUTRAL — Feb 23, 1997 · View the profile of Denver Nuggets Guard Jamal Murray on ESPN. Get the latest news, live stats and game highlights.
https://www.espn.com/nba/player/_/id/3936299/jamal-murray

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Claim 4: “The investment bank upgraded the automaker to buy from neutral.”

DISPUTED

There is conflicting evidence regarding the upgrade. CNBC reports an upgrade to 'buy' from 'neutral', while Bloomberg reports an upgrade to 'neutral' from 'reduce'.

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web search NEUTRAL — UBS Warburg upgraded Ford Motor ( F ) to neutral from reduce. Analyst Saul Rubin says the market has become unduly pessimistic about Ford's near-term outlook.
https://www.bloomberg.com/news/articles/2003-03-11/ubs-warbu…

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web search NEUTRAL — #READYSETFORD The official YouTube channel for Ford Motor Company. Subscribe for weekly videos showcasing our vehicles, innovation and stories that inspire you to do more.
https://www.youtube.com/channel/UCKA96UxTdgFBwGZMGZ-135w

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web search NEUTRAL — UBS upgrades Teradyne to buy from sell UBS upgraded the test equipment designer and manufacturer due to "the realization that the non-AAPL test market is growing much faster than we thought."
https://www.cnbc.com/2021/10/28/thursday-street-analyst-call…

+ 1 more evidence source

schedule

Claim 5: “Shares are down 7% in the year to date, underperforming the overall market.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 6: “During the same time, shares of the automaker have fallen 13.7%.”

SINGLE SOURCE

The provided evidence consists of job search pages and is entirely irrelevant to Ford's share price performance.

travel_explore

web search NEUTRAL — Stay connected by joining our network! Enter your e-mail and tell us a bit about yourself, and we'll keep you informed about upcoming events and opportunities that match your interests. Extraordinary …
https://wd5.myworkdaysite.com/en-US/recruiting/devonenergy/C…

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web search NEUTRAL — Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most im…
https://wd1.myworkdaysite.com/en-US/recruiting/rrts/careers

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web search NEUTRAL — Our team is a diverse group of people, all with a passion for aviation. We strive for excellence, and recognize that everyone – no matter which job title they hold – is responsible for our success. We…
https://wd503.myworkdaysite.com/en-US/recruiting/aaregional/…

schedule

Claim 7: “Ford's guidance that called for $1bn y/y headwind from commodities (which primarily consisted of steel, aluminum and memory pricing).”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 8: “steel has already been on 'contract' or set for 2026.”

INSUFFICIENT EVIDENCE

No evidence was found after searching for this claim.

info

Claim 9: “Ford shares have slid by double-digit percentage points since the end of February.”

SINGLE SOURCE

The provided evidence consists of job search pages and is entirely irrelevant to Ford's share price performance.

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info

Claim 10: “Last fall, Ford told investors that the first of those two incidents stood to reduce its profits by up to $2 billion.”

SINGLE SOURCE

The provided evidence consists of job search pages and does not mention Ford's profit projections or the Novelis plant fire impact.

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info

Claim 11: “Ford has 'hedged' their aluminum exposure for this year”

SINGLE SOURCE

Only one source (CNBC) is provided that confirms Ford has hedged its aluminum exposure; no other independent sources corroborate this.

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cross reference SUPPORTS — Ford has "hedged" its exposure to aluminum for this year.
https://www.cnbc.com/2026/05/05/aluminum-prices-hormuz-ford-…

info

Claim 12: “It maintained its $15 price target on shares, suggesting 23.4% upside from Monday's close.”

SINGLE SOURCE

The provided web search results for this claim only contain general information about UBS as a company and do not mention a specific price target for Ford shares.

travel_explore

web search NEUTRAL — Starting on 9 June 2003, all UBS business groups, including UBS Paine Webber and UBS Warburg, were rebranded under the UBS moniker following company's start of operations as a unified global entity.
https://en.wikipedia.org/wiki/UBS

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web search NEUTRAL — Wealth management services in the United States are provided by UBS Financial Services Inc. Member SIPC
https://onlineservices.ubs.com/olsauth/ex/pbl/ubso/dl

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web search NEUTRAL — UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer.
https://www.ubs.com/

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.