Citi analyst Michael Ward has maintained their neutral stance on F stock, giving a Hold rating today.
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Michael Ward has given his Hold rating due to a combination of factors influencing Ford Motor’s current strategic realignment. Ford’s announcement of a significant shift in its energy strategy, which includes a substantial $19.5 billion in special items and $5.5 billion in cash costs, indicates a major restructuring effort that will impact financial performance in the coming years. The charges, primarily related to asset write-downs and supplier reimbursements, are expected to affect the company’s results in 2026 and 2027.
Furthermore, Ford’s decision to delay and alter its plans for the Blue Oval City plant, shifting focus from all-electric to affordable internal combustion engine pickups, reflects a strategic pivot in response to market conditions. Additionally, Ford’s investment in a battery energy storage business represents a new venture aimed at leveraging excess battery capacity and expertise. While these initiatives are proactive, they also introduce uncertainties and financial burdens that justify a Hold rating, as the long-term benefits are yet to be realized.
According to TipRanks, Ward is a 4-star analyst with an average return of 7.8% and a 57.50% success rate. Ward covers the Consumer Cyclical sector, focusing on stocks such as Lithia Motors, Ford Motor, and AutoNation.
In another report released today, Barclays also maintained a Hold rating on the stock with a $12.00 price target.