Deutsche Bank downgrades Ford, cites ugly fourth quarter and 'aggressive' 2023 guidance

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Deutsche Bank downgrades Ford, cites ugly fourth quarter and 'aggressive' 2023 guidance
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Ford's ugly fourth quarter is sending a warning signal to analysts at Deutsche Bank.

A large fourth-quarter miss from Ford is sending a warning signal to analysts at Deutsche Bank. Analyst Emmanuel Rosner downgraded shares of the automaker to a sell from a hold rating in a Friday note to clients, citing the company's high valuation and downside to its "aggressive" 2023 outlook. The guidance and fourth-quarter miss "in our view showcase considerable operational shortfalls and suggest meaningful downside risk to earnings trajectory," he said.

Shares shed more than 7% before the bell after Ford reported grim fourth-quarter earnings that fell short of both Wall Street and its own full-year forecast as it grappled with execution and supply chain management problems. Rosner also casted doubt over the company's 2023 guidance, which calls for between $9 billion and $11 billion in adjusted earnings before interest and taxes in part through more than $2.5 billion in cost-cutting initiatives.

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