Ford stock is down more than 50 percent year-to-date, leaving some analysts to believe the stock is grossly undervalued. But just how undervalued is it — and why? Lisa Whalen, automotive and mobility analyst for Morning Consult, breaks down the debate, the state of EV stocks, and how a potential recession could impact the industry. "It certainly was heartening to see such great sales performance from Ford, in particular, in June," she said. "Year-over-year sales outperformed the industry quite drastically, and it's a very positive indicator to see. Having said that, one month does not a trend make. So it will be interesting to watch throughout the summer."