Ford Motor (NYSE:F) Upgraded by Zacks Research to “Strong-Buy” Rating

Ford Motor (NYSE:F) was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report 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 research analysts also recently weighed in on F. Jefferies Financial Group raised shares of Ford Motor from an “underperform” rating to a “hold” rating and upped their target price for the stock from $9.00 to $12.00 in a research note on Monday, October 6th. Royal Bank Of Canada boosted their price objective on Ford Motor from $11.00 to $12.00 and gave the stock a “sector perform” rating in a research report on Friday, October 24th. Piper Sandler raised shares of Ford Motor from a “neutral” rating to an “overweight” rating and raised their target price for the company from $11.00 to $16.00 in a report on Thursday, January 8th. HSBC lifted their price target on shares of Ford Motor from $9.80 to $12.80 and gave the stock a “hold” rating in a research note on Tuesday. Finally, Barclays raised their price objective on shares of Ford Motor from $11.00 to $12.00 and gave the company an “equal weight” rating in a report on Monday, October 27th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $12.89.

Ford Motor Trading Down 0.3%

F opened at $13.99 on Monday. The company has a quick ratio of 0.98, a current ratio of 1.12 and a debt-to-equity ratio of 2.20. The firm has a market cap of $55.72 billion, a P/E ratio of 12.06 and a beta of 1.62. Ford Motor has a 52 week low of $8.44 and a 52 week high of $14.50. The business has a fifty day simple moving average of $13.32 and a 200-day simple moving average of $12.31.

Ford Motor (NYSE:F) last posted its earnings results on Thursday, October 23rd. The auto manufacturer reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.38 by $0.07. The firm had revenue of $50.53 billion for the quarter, compared to analyst estimates of $43.08 billion. Ford Motor had a return on equity of 11.94% and a net margin of 2.48%.Ford Motor’s revenue was up 9.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.49 EPS. On average, equities analysts expect that Ford Motor will post 1.47 earnings per share for the current year.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Grove Bank & Trust lifted its stake in shares of Ford Motor by 110.7% during the fourth quarter. Grove Bank & Trust now owns 1,903 shares of the auto manufacturer’s stock valued at $25,000 after buying an additional 1,000 shares during the period. Olistico Wealth LLC purchased a new position in shares of Ford Motor during the 4th quarter worth $26,000. Corsicana & Co. acquired a new stake in shares of Ford Motor during the third quarter worth $25,000. Murphy Middleton Hinkle & Parker Inc. purchased a new stake in shares of Ford Motor in the fourth quarter valued at $29,000. Finally, Trust Co. of Toledo NA OH acquired a new position in Ford Motor in the second quarter valued at $25,000. 58.74% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Ford Motor

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

• Positive Sentiment: TD Cowen raised its price target on Ford from $13.00 to $15.00 (hold), signaling modest upside and reinforcing near-term investor confidence. TD Cowen raises Ford price target to $15.00
• Positive Sentiment: Multiple outlets and analysts (Zacks lists F in momentum/value screens and Zacks/other pieces highlight its earnings-beat history) are casting Ford as a value/momentum and income candidate, which can attract retail and income-focused flows. Why Fast-paced Mover Ford Motor (F) Is a Great Choice for Value Investors
• Positive Sentiment: Power Ford (a dealership) reported record 2025 deliveries, underscoring healthy retail demand in at least some regions — a supportive datapoint for revenue and inventory-turn narratives. Power Ford Earns #1 Sales Ranking in New Mexico and Top 10 Phoenix Region Honors for 2025
• Neutral Sentiment: Jim Cramer praised CEO Jim Farley’s execution, which can bolster investor sentiment but is qualitative rather than a direct financial catalyst. Ford Motor (F) CEO Jim Farley has done a great job, says Jim Cramer
• Neutral Sentiment: Coverage pieces (The Motley Fool, Zacks, GM vs Ford comparisons) are fueling debate on valuation and long-term upside vs peers; useful for positioning but not immediate catalysts. Should You Buy Ford Stock While It’s Under $15?
• Negative Sentiment: HSBC raised its target to $12.80 but that remains below the current share price, implying potential downside from that shop’s view and adding mixed guidance to the analyst picture. HSBC raises Ford price target to $12.80 (still below market)
• Negative Sentiment: Policy uncertainty: CEO Jim Farley urged a North American trade deal with Mexico and Canada as “critical” for the industry, while former President Trump dismissed it as “irrelevant” — leaving trade-policy risk and potential supply-chain/tariff implications unresolved. Ford CEO says trade deal with Mexico and Canada is ‘critical’ for industry

Ford Motor Company Profile

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.