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Barclays analyst Dan Levy raised the firm's price target on Ford to $11 from $9 and keeps an Equal Weight rating on the shares. The firm previewed the Q2 reports for autos and mobility group, saying the results are likely to be solid. Barclays prefers suppliers over the automakers due to uncertainty in the second half of 2025.

UBS analyst Joseph Spak raised the firm's price target on Ford to $11 from $9 and keeps a Neutral rating on the shares. The firm expects "broadly strong" results from U.S. autos, auto parts, and auto tech, but the group could take a breather, the analyst tells investors in a research note. While it's tough to be negative when there are beats and numbers move higher, UBS says it's "tough" to be overly positive on valuation.

Goldman Sachs raised the firm's price target on Ford to $11 from $10 and keeps a Neutral rating on the shares as part of a broader research note on U.S. Autos and Industrial Tech industry. The firm is raising its US auto forecast to reflect more measured tariff levels than what had been initially proposed, even though it still expects auto sales in the US to moderate in the second half after pre-buying ahead of tariffs and what will likely be higher pricing in the second half due to tariffs, the analyst tells investors in a research note. Goldman Sachs sees US auto sales at 15.75M and 15.50M units in 2025 and 2026 respectively, compared to its prior forecast of 15.40M and 15.25M.

RBC Capital raised the firm's price target on Ford to $10 from $9 and keeps a Sector Perform rating on the shares as part of a broader research note previewing Q2 for global automaker OEMs. Sentiment for U.S. autos continues to be negative, with OEMs absorbing tariffs in Q2, though starting in Q3, pricing offsets will ramp up dealer inventories and pressure vehicle sales, especially given tariff pre-buy in the first half of 2025, the analyst tells investors in a research note. For the company, Ford is unlikely to revise its FY25 tariff guide, and the firm warns that consensus may be too high for Q2.

Piper Sandler analyst Alexander Potter raised the firm's price target on Ford to $9 from $8.50 and keeps a Neutral rating on the shares. The firm still likes used car tech stocks, and notes that tariffs are still a source of uncertainty, but less so than a few months ago. EV sales momentum is regionalizing as China and Europe left the U.S. behind, Piper says.

Catch up on the weekend's top five stories with this list compiled by The Fly: 1) Boeing (BA) has begun flying the 737 Max jets that were refused by Chinese airline customers back to the U.S., Julie Johnsson, Siddharth Vikram Philip, and Danny Lee of Bloomberg reports. The jet was intended for Xiamen Air and flew from Zhoushan to Guam. There are at least two other planes in Zhoushan awaiting delivery. 2) Tesla's (TSLA) production launch for an affordable car has been delayed, Abhirup Roy, Aditi Shah, and Hyunjoo Jin of Reuters reports, citing three sources with knowledge of the matter. Global production of the lower-cost Model Y is expected to begin in the U.S., the sources said. Production is expected to occur at least a few months later than originally outlined in Tesla's public plan, with a range of revised targets from Q3 to early next year, the sources added. 3) Citing interviews with current and former company leaders, investors, customers and dealers, as well as public filings, the Wall Street Journal details how a dispute over the next CEO of Harley-Davidson (HOG), remote work and DEI led to a director's resignation and his public battle to oust other board members. 4) Ford (F) has stopped shipping pickup trucks, SUVs and sports cars to China to avoid increased tariffs, Mike Colias of Wall Street Journal reports, citing people familiar with the matter. Ford halted shipments this week of F-150 Raptors, Mustang muscle cars and Bronco SUVs built in Michigan, as well as Lincoln Navigators made in Kentucky, sources told the Journal. 5) More than 50 years ago, PepsiCo (PEP) began making concentrate in Ireland because of the country's low corporate tax rate, but that strategy is now backfiring as the concentrate for nearly all U.S. sales of Pepsi and Mountain Dew is subject to a 10% tariff, Laura Cooper of Wall Street Journal reports. While Coca-Cola (KO) for decades has also produced concentrate in Ireland, the company makes most of the concentrate for its American sodas in Atlanta and Puerto Rico, a U.S. territory, the Journal points out.