Ford Upgrades to Overweight as $19.5B EV Asset Write-Down Refocuses Strategy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
0mins
Source: Benzinga
- EV Strategy Shift: Ford's decision to partner with Renault and write down $19.5 billion in EV assets is seen as a strategic refocus on its most profitable segments, which could enhance overall profitability.
- Rating Upgrade: Piper Sandler analyst Alexander Potter upgraded Ford's rating from Neutral to Overweight while raising the price target from $11 to $16, reflecting an optimistic outlook on the company's future profitability.
- Earnings Forecast Increase: The analyst expects Ford to achieve earnings of $1.95 per share, surpassing the market consensus of $1.77 per share, indicating potential in reducing warranty spending and optimizing product mix.
- Stock Price Movement: Although Ford's shares declined by 0.94% to $14.26 at publication, the analyst's positive rating could drive a rebound in stock price, boosting investor confidence.
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 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
3 Buy
10 Hold
1 Sell
Hold
Current: 13.770
Low
11.00
Averages
13.65
High
16.00
Current: 13.770
Low
11.00
Averages
13.65
High
16.00
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.
