Ford price target raised to $12 from $11 at RBC Capital

RBC Capital raised the firm’s price target on Ford (F) to $12 from $11 and keeps a Sector Perform rating on the shares. The company’s strong Q3 results likely benefited from some pull-forward from Q4, but with that said, the recent tariff policy adjustment and fire recovery expected in FY26 should result in numbers moving higher, the analyst tells investors in a research note. RBC adds however that it continues to monitor EV losses, which did worsen in Q3.