Ford Motor Stock: Analyst Price Targets and Outlook

Analyst Ratings:: The consensus among 24 analysts is a "Hold." RBC Capital raised its price target to $11, while Jefferies Financial Group increased it to $9 but maintained an 'Underperform' rating.

Stock Performance:: Ford's stock has gained 11.8% over the past year, underperforming the S&P 500 Index, which rallied nearly 20.1%. However, in 2025, F stock is up 14.3%, surpassing the SPX’s 8.6% rise year-to-date.

EV Losses:: Ford's electric vehicle business is operating at a loss, impacting overall margins.

Q2 2025 Results:: Ford reported adjusted EPS of $0.37, a 21.3% year-over-year decline. Revenue totaled $50.2 billion, a 5% year-over-year increase.

Analyst Price Target Adjustments: Jefferies raised its price target to $9 but maintains an 'Underperform' rating, citing tariff exposure and ongoing EV losses. RBC Capital increased its price target to $11 with a 'Sector Perform' rating.

Electric Vehicle Performance: Losses in the EV sector continue to weigh on Ford's profitability. However, efforts to reduce these losses are expected to materialize from 2026.

Tariff Exposure: Ford's full-year net tariff guidance is approximately $2 billion, comparable to Stellantis and General Motors.

Q2 2025 Earnings: The company's Q2 results showed a decline in adjusted EPS but an increase in revenue, indicating mixed performance.

Upcoming EV Strategy: Ford is set to reveal a new EV strategy focusing on more affordable models.

Analyst ratings for Ford Motor Co. (F) are mixed, with a consensus "Hold" rating.

Ford's stock performance has been volatile, with gains in 2025 but underperformance compared to the S&P 500 over the past year.

Losses in the EV sector and tariff exposure remain significant challenges for Ford.

Ford is expected to reveal a new EV strategy, focusing on more affordable models, which could impact future performance.