UBS upgraded Ford (F) to Buy from Neutral with a $15 price target, citing a credible path to $2+ earnings per share by 2027 and eventual $3 per-share power driven by product strength and a more pragmatic EV strategy.<\/p>\n
The divergence between UBS\u2019s bullish earnings recovery call and Goldman Sachs\u2019 cautious near-term outlook frames Ford at a crossroads: the market\u2019s 8x forward P\/E suggests uncertainty rather than the recovery potential Ford\u2019s Ford Pro business and improving operational cash flow could deliver.<\/p>\n
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE<\/a>.<\/p>\n Ford Motor (NYSE:F<\/a>) is drawing fresh attention from two major Wall Street firms. UBS upgraded F stock to Buy from Neutral, while Goldman Sachs trimmed its price target but kept a Neutral rating. Together, the calls frame a stock at a crossroads: real earnings power building beneath the surface, with near-term headwinds still in play.<\/p>\n UBS analyst Joseph Spak upgraded Ford to Buy from Neutral with an unchanged price target of $15, citing a credible path to meaningful earnings growth. Goldman Sachs analyst Mark Delaney lowered the firm’s price target on Ford to $13 from $15 while keeping a Neutral rating, pointing to softer near-term conditions across the auto sector.<\/p>\n Ticker<\/p>\n Company<\/p>\n Firm<\/p>\n Action<\/p>\n Old Rating<\/p>\n New Rating<\/p>\n Old Target<\/p>\n New Target<\/p>\n F<\/p>\n Ford Motor Company<\/p>\n UBS<\/p>\n Upgrade<\/p>\n Neutral<\/p>\n Buy<\/p>\n $15<\/p>\n $15<\/p>\n F<\/p>\n Ford Motor Company<\/p>\n Goldman Sachs<\/p>\n Price Target Cut<\/p>\n Neutral<\/p>\n Neutral<\/p>\n $15<\/p>\n $13<\/p>\n UBS envisions a compelling earnings recovery story unfolding at Ford. The firm sees a “credible path” to Ford earning over $2 in earnings per share in 2027, or 17% above consensus. That’s a bold call relative to where the Street currently sits.<\/p>\n READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks<\/a><\/p>\n Beyond 2027, UBS believes Ford should head toward $3 in earnings per share power, driven by its product portfolio, a “more lenient” U.S. regulatory backdrop, and a “more pragmatic” electric vehicle strategy. The firm also argues that concerns over higher gasoline prices and higher aluminum prices are overdone in Ford shares.<\/p>\n Goldman Sachs takes a more cautious stance. Auto OEMs and suppliers are expected to deliver in-line to softer results this quarter due to rising input costs and weak Q1 auto sales in China. That context explains the target trim, even as Goldman stops short of a downgrade.<\/p>\n Ford reported strong operational results in 2025 despite EV write-downs. Full-year revenue came in at $187.27 billion, with operating cash flow of $21.282 billion, up 38% year over year. The balance sheet carries $23.356 billion in cash and equivalents.<\/p>\n Story Continues <\/p>\n Ford Pro remains the crown jewel. Ford Pro paid software subscriptions grew 30% in 2025, and Super Duty pickups posted their best volume year since 2004, up 10%. Management is targeting an 8% adjusted EBIT margin by 2029, a significant step up from current levels.<\/p>\n F stock is trading at $12.71, well below both the UBS target of $15 and the broader analyst consensus target of $14.04. The forward P\/E ratio sits at 8x, suggesting the market is pricing in continued uncertainty rather than the recovery UBS envisions. For investors watching the price target debate, check out Tuesday’s top Wall Street analyst research calls.<\/p>\n Ford also carries a dividend yield of 5% at current prices, with $0.60 in annual dividends per share. For income-focused investors, that yield offers a tangible return while the earnings recovery thesis plays out.<\/p>\n The divergence between UBS and Goldman Sachs captures exactly where Ford stands. UBS sees an underappreciated earnings recovery; Goldman sees near-term friction warranting patience. Both views are defensible.<\/p>\n If you believe Ford’s product cycle, Ford Pro momentum, and a pragmatic EV pivot can drive earnings toward $2 or more per share in 2027, the current valuation looks attractive. That said, tariff headwinds, quality costs, and ongoing EV losses are real risks. If the long-term recovery thesis plays out, a position sized accordingly could reward patient investors more than a short-term trade.<\/p>\n Wall Street is pouring billions into AI, but most investors are buying the wrong stocks. The analyst who first identified NVIDIA as a buy back in 2010 \u2014 before its 28,000% run \u2014 has just pinpointed 10 new AI companies he believes could deliver outsized returns from here. One dominates a $100 billion equipment market. Another is solving the single biggest bottleneck holding back AI data centers. A third is a pure-play on an optical networking market set to quadruple. Most investors haven’t heard of half these names. Get the free list of all 10 stocks here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"UBS upgraded Ford (F) to Buy from Neutral with a $15 price target, citing a credible path to…\n","protected":false},"author":2,"featured_media":48887,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[129],"tags":[2125,1079,28101,28100,8979,5255,223],"class_list":{"0":"post-48886","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ubs","8":"tag-earnings-growth","9":"tag-earnings-per-share","10":"tag-ford-explorer","11":"tag-ford-motor","12":"tag-goldman-sachs","13":"tag-target","14":"tag-ubs"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116405506330588321","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/48886","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=48886"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/48886\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/48887"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=48886"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=48886"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=48886"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}