Analyst Andrew Percoco of Morgan Stanley maintained a Hold rating on Ford Motor, retaining the price target of $14.00.
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Andrew Percoco has given his Hold rating due to a combination of factors tied to Ford’s near‑term earnings pressure and longer‑term opportunities. The company’s 2026 profit outlook landed slightly below both his and the market’s expectations, with the temporary Novelis aluminum outage and related tariff expenses weighing on results and creating a notable, but transitory, cost headwind.
At the same time, Percoco sees underlying earnings power that looks stronger once these one‑off cost issues fade, as well as upside from Ford’s increased capital spending on trucks, multi‑energy vehicles, and its energy/storage segment. He also notes Ford’s growing push into software and services, which could diversify profits beyond the traditional auto cycle, yet he appears to be waiting for clearer evidence on execution and margin progress before turning more positive, supporting a balanced Hold stance.
According to TipRanks, Percoco is ranked #209 out of 12061 analysts.
In another report released yesterday, RBC Capital also maintained a Hold rating on the stock with a $12.00 price target.