Ford stock has been on a bit of a roller coaster ride in recent years, which isn’t terribly surprising given the many uncertainties present in the automotive market, in general. Ford wound up pivoting in a big way after demand for EVs failed to meet expectations, and is now focusing on a diverse powertrain lineup while developing cheaper all-electric options, coupled with a focus on passion products. Now, thanks to those moves and some regulatory relief, another Wall Street company has upgraded its outlook on Ford stock.
According to Investing.com, that firm is Jefferies, which opted to upgrade its Ford stock rating from Underperform to Hold this week, as well as raise its price target for those shares from $9 to $12 – a bit lower than its current price of $12.67, as of this writing. Jefferies noted that it made this change based on several enticing opportunities for Ford that include weakened emissions regulations, along with its strong credit generation history and CAFE compliance.
Ford CEO Jim Farley previously stated that the Trump administration’s efforts to roll back or eliminate greenhouse gas emissions regulations will ultimately save the company considerable money, though the automaker also requested “modest” greenhouse gas emissions standards that would take effect for the 2025 model year and “steadily become more stringent over time.” At the moment, the administration is mulling the idea of nixing greenhouse gas emissions regulations altogether, though that proposal is currently open for public comments and hasn’t been finalized yet.
Regardless, any sort of rollback or softening of those rules stands to benefit Ford, as its line of full-size trucks and SUVs make up 43 percent of its sales volume in the U.S., as Jefferies noted. Additionally, that same firm believes that Ford’s efforts to market more affordable EVs will ultimately pay off and slash losses incurred by its Model e division in the future as well.
Though it has 650 supercharged horsepower.
That site is going to grow yet again very soon.
It could make U.S. automakers 'immune' to tariffs.
It gets pretty close to the GT's torque figure, too.
That money could be going to both plants and new products.
Slipping to second place, but still in control year-to-date.