Ford Motor (F) stock has risen 0.7% over the past week, gained 5.6% in the last month, and climbed 24.4% over the past year. Wall Street’s analysts are neutral, with a Hold consensus and an average 12‑month price target of $13.69, implying moderate upside from the last closing price of $12.17.
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Analyst Alexander Perry of BofA has reiterated a Buy rating on Ford, setting a price objective of $17.00, which points to meaningful upside from current levels. His view stands out against the broader Hold consensus, suggesting that some on the Street see a more bullish path ahead for the automaker.
Perry argues that Ford is benefiting from a stronger sales mix at its Ford Blue unit, with a shift toward higher‑margin trims such as the Ranger Raptor and Explorer Tremor. He notes resilient demand for trucks among higher‑income customers, and sees further opportunity in boosting high-margin versions of the F‑150 as competitors like GM remain lean on truck inventory.
On the electric side, Perry highlights improving losses in Ford’s Model E business as its universal electric vehicle platform scales, including a $30,000 small pickup aimed at a larger, more affordable market. Ford still targets breakeven for Model E by 2029, driven by lower Gen 1 EV losses and greater scale at its Louisville UEV facility expected around 2028.
The analyst also sees outsized growth in Ford’s high-margin software and services, projected to expand about 8% annually through 2030 from a $15 billion base in 2025, even as the company manages aluminum supply issues and related cost headwinds. Alexander Perry ranks 10,685 out of 12,173 analysts on TipRanks, with a 37.5% success rate and an average return of -2.6% per rating. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.