In a volatile market with many uncertainties - ranging from tariffs to supply chain issues - Ford stock has experienced its fair share of ups and downs in recent months. Most recently, many Wall Street investment firms have opted to hold the proverbial line in terms of price targets and recommendations as it pertains to Ford stock, though a few have taken a more bullish approach. Now that The Blue Oval has released its Q3 2025 financial report, another firm is opting to raise its price target for Ford stock, too.
That firm is TD Cowen, according to Investing.com, which has raised its price target for Ford stock from $13 to $15, though it's also maintaining a rating of "hold" on those same 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.
TD Cowen noted that it remains "fundamentally constructive" when it comes to Ford stock, adding to its more general positive sentiment shift for American automakers, in general, but it did add that the future will present some challenges - largely, FoMoCo's ability to compensate for the elimination of the federal EV tax credit by cutting costs. Analysts said that they need "more conviction" when it comes to those specific efforts before revising their outlook upward.
Aside from taking a $700 million dollar tariff hit in Q3 2025, Ford faces a major challenge 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.
Comment
“Believes” is another word for “Hopes”.
And “Hope” is a lousy business strategy.