Ford Motor Company — Wall Street Analyst Estimates & Price Targets

NYSEConsumer CyclicalAuto - ManufacturersCIK 0000037996ford.comAbout F

Last close · Oct 16, 202612.43+0.12 (+0.97%)

Market cap$49.6B

5 firms' latest targets, last 90 days: median $15.00 ($14.00–$17.50), 21% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 5 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-10-12	Truist	$16.00	—	—	+33%	+29%
2026-10-09	Deutsche Bank	$15.00	—	—	+23%	+21%
2026-10-06	Industrial Alliance Securities	$14.00	—	—	+15%	+13%
2026-07-29	Morgan Stanley	$15.00	—	—	+0%	+21%
2026-07-26	Jefferies	$17.50	$14.50	▲ 21%	+22%	+41%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2023reported	$176.2B	+11%	$1.08	—	est. $172.4B+2%	est. $1.87	8
2024reported	$185.0B	+5%	$1.46	+35%	est. $182.8B+1%	est. $1.80	8
2025reported	$187.3B	+1%	-$2.06	-241%	est. $182.2B+3%	est. $1.14	9
2026	$185.7B	-1%	$1.87	+64%	$179.2B–$191.8B	$1.80–$1.94	8
2027	$190.0B	+2%	$1.92	+3%	$184.6B–$196.0B	$1.85–$2.07	8
2028	$195.3B	+3%	$2.12	+10%	$175.6B–$207.1B	$1.87–$2.52	7
2029	$199.2B	+2%	$2.59	+22%	$188.7B–$211.1B	$2.41–$2.79	3
2030	$210.1B	+5%	$3.31	+28%	$199.0B–$222.6B	$3.09–$3.57	5

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$15.00median target, 21% above the last close

Firms with a target · last 90 days: 5
Lowest – highest target: $14.00 – $17.50
Current grades of 15 firms: positive / neutral / negative: 6 / 8 / 1
Upgrades / downgrades · 12 months: 4 / 0
Consensus revenue growth · next 3 FY: +1% a year

Current grades

each firm's latest · 15 firms

As of	Firm	Grade
2026-10-12	J.P. Morgan	“Overweight”
2026-10-07	UBS	“Buy”
2026-10-06	Goldman Sachs	“Neutral”
2026-07-30	BNP Paribas Exane	“Neutral”
2026-07-29	RBC Capital	“Sector Perform”
2026-07-29	TD Cowen	“Hold”
2026-07-29	Citigroup	“Buy”
2026-07-29	Piper Sandler	“Overweight”
2026-07-27	Jefferies	“Buy”
2026-07-09	Barclays	“Equal Weight”

5 more

2026-06-25	Wells Fargo	“Underweight”
2026-05-29	Bank of America	“Buy”
2026-05-13	Morgan Stanley	“Equal Weight”
2026-01-13	HSBC	“Hold”
2025-12-22	Evercore ISI	“In Line”

Grade changes

last 24 months · 11

Date	Firm	Grade
2026-07-29	Citigroup	“Neutral” → “Buy” upgrade
2026-07-27	Jefferies	“Hold” → “Buy” upgrade
2026-04-14	UBS	“Neutral” → “Buy” upgrade
2026-01-08	Piper Sandler	“Neutral” → “Overweight” upgrade
2025-10-06	Jefferies	“Underperform” → “Hold” upgrade
2025-04-10	Goldman Sachs	“Buy” → “Neutral” downgrade
2025-04-09	Bernstein	“Market Perform” → “Underperform” downgrade
2025-01-22	Barclays	“Overweight” → “Equal Weight” downgrade
2024-12-16	Jefferies	“Hold” → “Underperform” downgrade
2024-12-05	Wolfe Research	“Peer Perform” → “Underperform” downgrade
2024-11-07	Bernstein	“Outperform” → “Market Perform” downgrade

49 older than 24 months

2024-10-01	Goldman Sachs	“Neutral” → “Buy” upgrade
2024-09-25	Morgan Stanley	“Overweight” → “Equal Weight” downgrade
2024-01-17	UBS	“Buy” → “Neutral” downgrade
2023-11-01	Barclays	“Equal Weight” → “Overweight” upgrade
2023-07-31	Jefferies	“Buy” → “Hold” downgrade
2023-06-05	Citigroup	“Neutral” → “Buy” upgrade
2023-05-30	Jefferies	“Hold” → “Buy” upgrade
2023-05-25	Daiwa Capital	“Underperform” → “Neutral” upgrade
2023-05-04	RBC Capital	“Sector Perform” → “Perform” revised
2023-02-15	Tudor Pickering	“Buy” → “Hold” downgrade
2023-02-03	Deutsche Bank	“Hold” → “Sell” downgrade
2022-10-10	UBS	“Neutral” → “Sell” downgrade
2022-10-05	Morgan Stanley	“Equal Weight” → “Overweight” upgrade
2022-05-13	Morgan Stanley	“Underweight” → “Equal Weight” upgrade
2022-05-12	Wells Fargo	“Overweight” → “Underweight” downgrade
2022-04-07	Barclays	“Overweight” → “Equal Weight” downgrade
2022-01-20	Jefferies	“Buy” → “Hold” downgrade
2022-01-14	RBC Capital	“Outperform” → “Sector Perform” downgrade
2021-12-02	Wolfe Research	“Outperform” → “Peer Perform” downgrade
2021-11-02	Nomura	“Neutral” → “Reduce” downgrade
2021-10-20	Credit Suisse	“Neutral” → “Outperform” upgrade
2021-05-27	RBC Capital	“Sector Perform” → “Outperform” upgrade
2021-04-22	Wolfe Research	“Peer Perform” → “Outperform” upgrade
2021-03-19	Barclays	“Equal Weight” → “Overweight” upgrade
2021-02-09	Argus Research	“Hold” → “Buy” upgrade
2021-02-01	Morgan Stanley	“Equal Weight” → “Underweight” downgrade
2021-01-22	J.P. Morgan	“Neutral” → “Overweight” upgrade
2020-11-25	Morgan Stanley	“Overweight” → “Equal Weight” downgrade
2020-10-12	Benchmark	“Hold” → “Buy” upgrade
2020-09-08	Evercore ISI	“Underperform” → “In Line” upgrade
2020-03-24	UBS	“Buy” → “Neutral” downgrade
2020-02-07	Credit Suisse	“Outperform” → “Neutral” downgrade
2020-02-07	DZ Bank	“Buy” → “Sell” downgrade
2020-02-04	CFRA	“Hold” → “Buy” upgrade
2020-01-07	Wolfe Research	“Peer Perform” → “Outperform” upgrade
2020-01-02	Evercore ISI	“In Line” → “Underperform” downgrade
2019-10-24	Deutsche Bank	“Buy” → “Hold” downgrade
2019-08-06	Morgan Stanley	“Equal Weight” → “Overweight” upgrade
2019-05-10	Bank of America	“Neutral” → “Buy” upgrade
2019-04-05	Nomura	“Neutral” → “Reduce” downgrade
2018-10-29	Goldman Sachs	“Neutral” → “Buy” upgrade
2018-10-19	Morgan Stanley	“Overweight” → “Equal Weight” downgrade
2018-05-29	Jefferies	“Hold” → “Buy” upgrade
2018-05-15	Piper Sandler	“Overweight” → “Neutral” downgrade
2018-03-14	Morgan Stanley	“Underweight” → “Overweight” upgrade
2017-10-16	RBC Capital	“Outperform” → “Sector Perform” downgrade
2017-10-13	Barclays	“Overweight” → “Equal Weight” downgrade
2017-10-04	Standpoint Research	“Hold” → “Buy” upgrade
2017-08-04	Nomura	“Buy” → “Neutral” downgrade

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.