Ford Motor (NYSE:F) Raised to Strong-Buy at Zacks Research

Ford Motor (NYSE:F) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research note issued on Monday,Zacks.com reports. Zacks Research also issued estimates for Ford Motor’s Q1 2026 earnings at $0.26 EPS, Q2 2026 earnings at $0.34 EPS, Q3 2026 earnings at $0.41 EPS, Q4 2026 earnings at $0.40 EPS, FY2026 earnings at $1.42 EPS, Q1 2027 earnings at $0.41 EPS, Q2 2027 earnings at $0.41 EPS and Q3 2027 earnings at $0.42 EPS.

Several other equities analysts have also recently commented on F. Evercore ISI boosted their target price on Ford Motor from $12.00 to $14.00 and gave the stock an “in-line” rating in a research report on Monday, December 22nd. The Goldman Sachs Group raised their price objective on shares of Ford Motor from $11.00 to $12.00 and gave the company a “neutral” rating in a research report on Monday, September 29th. Jefferies Financial Group raised shares of Ford Motor from an “underperform” rating to a “hold” rating and lifted their price objective for the stock from $9.00 to $12.00 in a report on Monday, October 6th. Morgan Stanley increased their target price on Ford Motor from $11.00 to $14.00 and gave the company an “equal weight” rating in a research note on Monday, December 8th. Finally, JPMorgan Chase & Co. lifted their price target on Ford Motor from $13.00 to $14.00 and gave the stock an “overweight” rating in a research note on Monday, October 20th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $12.89.

Ford Motor Stock Down 0.1%

Ford Motor stock traded down $0.02 during midday trading on Monday, reaching $13.97. The stock had a trading volume of 16,190,087 shares, compared to its average volume of 64,390,047. The company has a current ratio of 1.12, a quick ratio of 0.98 and a debt-to-equity ratio of 2.20. Ford Motor has a 12 month low of $8.44 and a 12 month high of $14.50. The company has a fifty day moving average price of $13.32 and a two-hundred day moving average price of $12.31. The company has a market capitalization of $55.64 billion, a P/E ratio of 12.05 and a beta of 1.62.

Ford Motor (NYSE:F) last announced its quarterly earnings results on Thursday, October 23rd. The auto manufacturer reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.38 by $0.07. The business had revenue of $50.53 billion for the quarter, compared to analysts’ expectations of $43.08 billion. Ford Motor had a net margin of 2.48% and a return on equity of 11.94%. The firm’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same quarter last year, the firm earned $0.49 EPS. As a group, equities analysts expect that Ford Motor will post 1.47 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. Cary Street Partners Investment Advisory LLC increased its stake in Ford Motor by 16.5% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 5,470 shares of the auto manufacturer’s stock valued at $65,000 after purchasing an additional 776 shares during the period. Cyndeo Wealth Partners LLC grew its position in Ford Motor by 7.2% during the fourth quarter. Cyndeo Wealth Partners LLC now owns 11,697 shares of the auto manufacturer’s stock worth $153,000 after buying an additional 784 shares during the period. Capital Investment Advisors LLC increased its stake in Ford Motor by 1.3% in the 3rd quarter. Capital Investment Advisors LLC now owns 64,112 shares of the auto manufacturer’s stock valued at $767,000 after purchasing an additional 824 shares in the last quarter. Silverlake Wealth Management LLC increased its position in shares of Ford Motor by 1.7% in the third quarter. Silverlake Wealth Management LLC now owns 48,085 shares of the auto manufacturer’s stock valued at $575,000 after buying an additional 827 shares in the last quarter. Finally, L2 Asset Management LLC raised its position in Ford Motor by 4.7% during the third quarter. L2 Asset Management LLC now owns 18,317 shares of the auto manufacturer’s stock worth $219,000 after acquiring an additional 827 shares during the last quarter. Hedge funds and other institutional investors own 58.74% of the company’s stock.

Ford Motor News Summary

Here are the key news stories impacting Ford Motor this week:

• Positive Sentiment: Zacks highlights that Ford shares are up ~40% over the past year yet still look cheap, supporting continued investor interest in the stock as a value/momentum pick. Ford Stock Up 40% in a Year & Still Looks Cheap
• Positive Sentiment: Zacks Research upgraded Ford from “hold” to “strong-buy” and raised multiple quarterly and FY EPS estimates (notably lifting FY2026 and several 2026–27 quarter forecasts), giving the stock clearer upside on fundamentals. Zacks Upgrade / Estimate Revision
• Positive Sentiment: TD Cowen bumped its price target to $15 (from $13), signaling incremental buy-side support and ~7% upside vs. the recent price. TD Cowen Price Target Raise
• Positive Sentiment: Media and retail-investor coverage is favorable: Ford made Zacks’ Rank #1 income list and prominent commentators (including Jim Cramer) have praised CEO execution, which can boost retail demand. Zacks Rank #1 / Media Coverage
• Neutral Sentiment: Ford CEO Jim Farley said a new North American trade deal with Mexico and Canada is “critical” for the industry — a policy risk/reward that could materially affect margins and supply chains but isn’t an immediate earnings event. Ford CEO on Trade Deal
• Neutral Sentiment: Local sales recognition (Power Ford top dealer results) and industry reviews note that U.S. auto sales hit post‑2019 highs in 2025 — supportive backdrop for volume but not a company-specific catalyst. Power Ford Dealer Honors
• Negative Sentiment: HSBC raised its target to $12.80 but that target sits below the recent market price, implying some analyst caution on upside — a potential headwind if other brokers follow suit. HSBC Price Target Note
• Negative Sentiment: Zacks trimmed Q1 2026 EPS modestly (from $0.27 to $0.26) amid its broader estimate revisions — a small near-term haircut within an otherwise upward revision cycle.

About Ford Motor

Ford Motor Company (NYSE: F) is an American multinational automaker headquartered in Dearborn, Michigan. Founded by Henry Ford in 1903, the company became an early pioneer of mass-production techniques with the Model T and the adoption of the moving assembly line. Today, Ford designs, manufactures, markets and services a broad range of vehicles and mobility solutions under the Ford and Lincoln brands, spanning passenger cars, SUVs, pickup trucks and commercial vehicles.

Ford’s business activities extend beyond vehicle production to include parts and aftermarket services, fleet and commercial sales, and automotive financing through Ford Motor Credit Company.