Prior to the release of The Blue Oval's Q2 2025 earnings report, the investment firm Barclays raised its price target for Ford stock from $9 to $11, though it also maintained its rating of Equal Weight on those shares. It was a vote of confidence in Ford stock amid quite a lot of uncertainties, though the firm still expressed concerns regarding the potential impacts of tariffs, the economy, and consumer sentiment. Regardless, Barclays is even more bullish on Ford stock following the automaker's Q3 financial results.
According to TipRanks, Barclays has now opted to raise its price target for Ford stock yet again - this time, from $11 to $12 - though it continues to maintain a rating of Equal Weight on the shares. This decision stems from FoMoCo's Q3 results, which beat analyst expectations and seemingly sets it up nicely as we head into the final quarter of the year - and move into 2026. Barclays wasn't the only investment firm to upgrade its outlook on Ford stock following these rosy Q3 results, however.
It was joined by TD Cowen, which raised its price target for Ford stock from $13 to $15, though it also maintained a rating of "hold" on those shares. The reasoning behind this move stems from the fact that traders gravitated toward Blue Oval shares following the release of its Q3 financials, at which point the stock was trading near its 52-week high and offering a notable 6.29 percent dividend yield.
Aside from taking a $700 million dollar tariff hit in Q3 2025, Ford does face some major challenges in the coming months after one of its largest aluminum suppliers - Novelis - suffered a major fire at one of its plants back in September. The Blue Oval admitted that this disaster could wind up costing it as much as $2 billion in the short term due to lost production. However, the automaker also believes that it can at least halve that loss in 2026 by boosting production of the Ford F-150 and Ford Super Duty.
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