Ford and Renault Partnership: Ford is collaborating with Renault to develop affordable electric vehicles (EVs) in Europe, aiming to regain market share after a significant decline since 2019. This partnership will leverage Renault's Ampere platform for cost-effective production.
Production and Timeline: The EVs will be produced in northern France, utilizing Renault's existing infrastructure, with the first model expected to launch in early 2028. This collaboration also opens opportunities for joint development of light commercial vehicles.
Strategic Diversification: The alliance with Renault complements Ford's existing partnerships, such as with Volkswagen, providing a diversified strategy for entering the European EV market and enhancing competitiveness against traditional and Chinese automakers.
Market Performance and Valuation: Ford's shares have increased by 38% this year, outperforming the industry average. The company is currently viewed as undervalued based on its price/sales ratio, indicating potential for future growth.
Wall Street analysts forecast F stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for F is 13.65 USD with a low forecast of 11.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast F stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for F is 13.65 USD with a low forecast of 11.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
10 Hold
1 Sell
Hold
Current: 13.710
Low
11.00
Averages
13.65
High
16.00
Current: 13.710
Low
11.00
Averages
13.65
High
16.00
Barclays
Equal Weight
maintain
$12 -> $13
2026-01-23
New
Reason
Barclays
Price Target
$12 -> $13
AI Analysis
2026-01-23
New
maintain
Equal Weight
Reason
Barclays raised the firm's price target on Ford to $13 from $12 and keeps an Equal Weight rating on the shares. The firm adjusted targets in the autos and mobility group as part of a Q4 preview. Barclays continue to prefer the car markers, saying they are benefiting from "healthy" production rates and reduced electric vehicle losses.
JPMorgan
Ryan Brinkman
Overweight
maintain
$14 -> $15
2026-01-21
New
Reason
JPMorgan
Ryan Brinkman
Price Target
$14 -> $15
2026-01-21
New
maintain
Overweight
Reason
JPMorgan analyst Ryan Brinkman raised the firm's price target on Ford to $15 from $14 and keeps an Overweight rating on the shares. The firm upped 2026 estimates for Ford and General Motors well ahead of consensus to reflect stronger global production. It sees "billion dollar tailwinds" from reduced emissions compliance costs. JPMorgan expects GM's and Ford's 2026 guidance to benefit from eliminated penalties associated with incomplete compliance with U.S. federal corporate average fuel economy and greenhouse gas.
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Piper Sandler
Neutral -> Overweight
upgrade
$11 -> $16
2026-01-08
Reason
Piper Sandler
Price Target
$11 -> $16
2026-01-08
upgrade
Neutral -> Overweight
Reason
Piper Sandler upgraded Ford to Overweight from Neutral with a price target of $16, up from $11. The firm views Ford's electric vehicle "capitulation" as a "welcome development." The company's next generation EV platform "aligns with the modern manufacturing philosophy" of Tesla and the Chinese car markers. Piper sees Ford's strategic realignment boosting its performance in 2026 and 2027.
Evercore ISI
In Line
maintain
$12 -> $14
2025-12-22
Reason
Evercore ISI
Price Target
$12 -> $14
2025-12-22
maintain
In Line
Reason
Evercore ISI raised the firm's price target on Ford to $14 from $12 and keeps an In Line rating on the shares, reflecting a positive outlook driven by a refocus on U.S. ICE/hybrid vehicles and increased F150 production.
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
