Ford Partners with Renault to Launch Affordable EVs by 2028
Written by Emily J. Thompson, Senior Investment Analyst
Source: Newsfilter
Updated: 1 day ago
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Source: Newsfilter
- Strategic Partnership: Ford has entered into a strategic partnership with Renault Group to jointly develop two Ford-branded electric vehicles on Renault's Ampere platform, set to launch in 2028, aiming to enhance efficiency through shared architecture while ensuring distinct Ford design and driving dynamics.
- Multi-Energy Vehicles: Ford plans to introduce a new generation of multi-energy vehicles expected to hit the European market in 2028, which will enhance Ford's existing product lineup and support customer electrification journeys, thereby boosting the company's competitiveness in a highly aggressive market.
- Commercial Vehicle Innovation: The Ford Pro division has delivered an estimated 820,000 additional days of vehicle uptime to European businesses through the Ford Liive Uptime system, showcasing Ford's strong capabilities in the commercial vehicle sector and driving productivity for commercial customers.
- Policy Advocacy: Ford calls on European policymakers to align CO2 targets with market realities to ensure a successful industrial transition, emphasizing the need for diverse electrification options for consumers to stimulate demand rather than stifle it.

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Analyst Views on F
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 12.46 USD with a low forecast of 10.00 USD and a high forecast of 15.00 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.
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 12.46 USD with a low forecast of 10.00 USD and a high forecast of 15.00 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.
Current: 13.080

Current: 13.080

Morgan Stanley assumed coverage of Ford with an Equal Weight rating and $14 price target. The firm adjusted ratings in the autos and shared mobility group as part of its 2026 outlook following a change in analysts. Morgan Stanley is "leaning more cautious" into next year, saying the electric vehicle "winter" will sustain through 2026. This is counterbalanced by a "moderately more positive" outlook on internal combustion engines and hybrids, the analyst tells investors.
In Line
maintain
$10 -> $12
Reason
Evercore ISI raised the firm's price target on Ford to $12 from $10 and keeps an In Line rating on the shares. The firm, which adjusts its auto sector targets to 2027 methodologies, contends that the sector shows promise due to the "K-economy" and replacement demand. The firm sees 20%-plus upside for the auto sector in the next year, driven by a shift from "25 Fears" to "27 Outlooks," the analyst added.
Equal Weight
maintain
$11 -> $12
Reason
Barclays analyst Dan Levy raised the firm's price target on Ford to $12 from $11 and keeps an Equal Weight rating on the shares. The company reported a Q3 beat, solidly ahead of expectations, the analyst tells investors in a research note. The firm likes Ford's setup heading into 2026.
Citi analyst Michael Ward raised the firm's price target on Ford to $13.50 from $11 and keeps a Neutral rating on the shares. The company reported a Q3 earnings beat despite a $1B hit from higher tariffs, the analyst tells investors in a research note. Citi upped estimates earnings for Ford post the earnings beat.
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.