Ford Motor (F) stock has risen 5.6% over the past week, gained 3.8% in the last month, and is up a strong 31.6% over the past year. Wall Street’s analysts are neutral, with a Hold consensus and a 12‑month price target of $13.88, implying modest upside from the last closing price of $12.16.
Claim 30% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
Analyst Joseph Spak of UBS has just upgraded Ford to Buy, raising his conviction while keeping a $15 price target, which points to additional potential upside from current levels. Spak believes Ford has a credible path to earning more than $2 in EPS by 2027 and eventually moving toward $3 later in the decade.
His thesis centers on Ford’s product portfolio, a more favorable U.S. regulatory environment, and a more pragmatic electric vehicle strategy that focuses on profitability rather than just volume. He also highlights growth prospects in higher‑margin Pro software and an emerging battery energy storage system business that could provide less cyclical, profitable expansion.
Spak notes that recent worries over higher gasoline and aluminum prices have pressured the shares, but he sees those concerns as overdone, especially with aluminum costs hedged through 2026. He argues the market is underestimating Ford’s earnings power, effectively pricing in 2027 EPS of about $1.73, around 16% below his own forecast.
Looking ahead, he expects Ford’s 2026 EBIT to land at the high end of the $8–$10 billion guidance range, helped by tariff benefits and cost improvements even after factoring in headwinds. This N‑star analyst ranks 11,979 out of 12,125, with a 44.42% success rate and an average return of ‑8.40% per rating. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.