In a report released today, Mark Delaney from Goldman Sachs maintained a Hold rating on Ford Motor, with a price target of $15.00.
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Mark Delaney has given his Hold rating due to a combination of factors that balance improving fundamentals with ongoing risks. Ford’s latest quarter showed revenue ahead of expectations, but earnings were pressured by higher tariff-related costs, and the new EBIT outlook for 2026, while reasonable, sits only modestly above prior Street assumptions.
He acknowledges encouraging progress on profitability, including meaningful cost reductions, growth in higher-margin software and services, and future EBIT upside as F‑Series production normalizes and aluminum costs ease. However, he tempers this optimism with concerns about an increasingly intense competitive landscape, particularly from Chinese automakers and in Ford’s electric vehicle segment, and notes that Ford’s valuation already embeds a premium to peers, justifying a Neutral (Hold) stance.
In another report released today, Morgan Stanley also maintained a Hold rating on the stock with a $14.00 price target.
Based on the recent corporate insider activity of 42 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of F in relation to earlier this year.