BofA reinstates Ford with a Buy amid improved regulatory backdrop

As previously reported, BofA reinstated coverage of Ford (F) with a Buy rating and $17 price target Ford is positioned to capitalize on the significant shift in the regulatory backdrop under the current administration, which should enable it to shift focus to its most margin accretive trucks and SUVs, the analyst tells investors. As Model E losses abate, and the company’s high-margin commercial business stabilizes, the firm expects Ford to make progress toward its 8% EBIT margin guide from 4.8% in 2026, the analyst added.