
F Stock Forecast & Price Target
F Analyst Ratings
Bulls say
Ford Motor Co. is proactively positioning itself in the electrification market by significantly increasing its expected electric vehicle investment to $50 billion from 2022 through 2026, which underscores its commitment to sustainability and innovation. The company's recent tariff policy changes are anticipated to enhance its EBIT by $1 billion, contributing to improved margin forecasts for 2026 and supporting a positive revenue outlook driven by resilient pricing and strong demand. Moreover, Ford's robust presence in key markets, including a 13% market share in the United States, solidifies its competitive standing as it adapts and grows within the evolving automotive landscape.
Bears say
Ford Motor Company's outlook is negatively impacted by a combination of factors including a net loss reported in 2Q despite achieving record revenue of $50.2 billion, largely due to significant costs from a fuel injector recall, the cancellation of an electric vehicle program, and an $800 million tariff headwind. Anticipated lower underlying Q4 EBIT for 2025, projected to be around $1.740 billion, indicates a decline of approximately $845 million quarter-over-quarter, compounded by the potential adverse effects of a weaker macroeconomic environment and increasing competition on profitability. Additionally, rising commodity prices and Ford's ongoing investments in "emerging opportunities" pose risks as the company may struggle to pass on increased costs and may not achieve success in these ventures.
This aggregate rating is based on analysts' research of Ford Motor Company and is not a guaranteed prediction by Public.com or investment advice.
F Analyst Forecast & Price Prediction
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