Ford Motor (F) stock has fallen 11.1% over the past week and 5.7% over the past month, yet it remains up 39.5% over the last 12 months. Wall Street’s analysts are neutral, with a Hold consensus and an average 12‑month price target of $14.02, implying modest upside from the last closing price of $12.81.
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Analyst Alexander Perry of BofA has just reinstated coverage on Ford with a Buy rating and a price target of $17, suggesting notable upside from current levels. Perry argues that Ford is well positioned to benefit from a more favorable regulatory backdrop that allows it to focus on higher-margin trucks and SUVs.
The report highlights that Ford is aiming to move its EBIT margin from 4.8% in 2026 to 8%, with a meaningful step-up expected in 2027. Perry bases his $17 target on a valuation of 3.8 times his 2027 adjusted EBITDA estimate, suggesting room for earnings growth even as the broader analyst community stays cautious.
Ford’s strong position in pickup trucks is a key pillar of this bullish view, with the company holding over 30% share and the F-Series remaining the number one U.S. nameplate. The analyst also notes recent gains in market share and sees Ford’s Blue retail business benefiting from stronger U.S. demand and a shift to higher-margin trims such as the Ranger Raptor.
Even Ford’s loss-making electric vehicle segment, Model E, is expected to improve, with losses projected at $4.3 billion in 2026, a $500 million improvement versus 2025, and a path to profitability by 2029 supported by a $30,000 mid-sized electric pickup planned for 2027. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.