Ford stock has taken a proverbial beating from Wall Street analysts as of late, and for a few good reasons – concerns over tariffs and how they’ll affect costs, soaring warranty costs stemming from quality woes that first surfaced years ago, and uncertainties surrounding the economy and regulatory environment, in general. However, some analysts have begun changing their outlooks on Ford stock to be a bit more positive as of late, and that’s true when we look at overall averages as well.
According to GuruFocus, the average target price for Ford stock at the moment is $9.65, with a low estimate of $7 and a high of $14. That average is 8.26 percent lower than the current share price of $10.52 (as of this writing), but things get a bit rosier when we look at the longer term. One year from now, Ford stock is estimated to be valued at $11.71, which is 11.36 percent higher than the current price. On top of that, the current consensus among 27 brokerage firms is that Blue Oval shares are a “hold,” with an average rating of 3.1 on a scale of 1-5.
There are several positives and negatives worth noting when it comes to those thinking about investing in Ford stock, as one might imagine. On the plus side, the automaker achieved its best pickup sales result in the U.S. in 20 years in Q1 2025, delivering $1 billion in earnings before interest and taxes (EBIT), a 20 percent gain in business for Ford Pro, big improvements on J.D. Power’s 2025 U.S. Vehicle Dependability Study, and roughly $1 billion in planned cost cuts over the course of 2025.
However, Ford also suspended its full-year 2025 guidance due to tariff-related uncertainties and potential supply chain disruptions, and it’s facing plenty of unknowns due to those same levies, as well as changing emissions policies around the globe. Regardless, Wolfe Research just adjusted its rating on Ford stock upward, from Underperform to Peer Perform, pointing out the fact that The Blue Oval is outperforming its peers in many regards.
Comment
Wall Street analysts are brain-dead these days. The tariff impacts (price increases) haven’t even been realized yet. Same over at GM. Both are in bad shape, but GM worse.