UBS analyst Joseph Spak upgraded the rating on Ford Motor to a Buy today, setting a price target of $15.00.
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Joseph Spak has given his Buy rating due to a combination of factors, primarily his conviction that Ford can deliver more than $2.00 in earnings per share by 2027 and move toward $3.00 later in the decade. He argues that the market is overly focused on temporary pressures from fuel and aluminum costs, while underestimating how these headwinds ease after 2026 and how Ford’s product mix, regulatory tailwinds, and more disciplined EV strategy support stronger, more sustainable profitability.
He also highlights incremental growth from new battery energy storage operations and higher-margin Pro software, which he believes can raise returns and reduce cyclicality. In his view, Ford’s 2026 earnings guidance already embeds significant one-off cost burdens, suggesting earnings power is stronger than it appears, and his $15 price target, based on a conservative multiple, does not require investor optimism about valuation expansion to be achieved.
Spak covers the Consumer Cyclical sector, focusing on stocks such as Aptiv, Ford Motor, and Tesla. According to TipRanks, Spak has an average return of -8.4% and a 44.42% success rate on recommended stocks.