Ford Motor (NYSE:F) Stock Price Expected to Rise, BNP Paribas Exane Analyst Says

Ford Motor (NYSE:F) had its price target raised by investment analysts at BNP Paribas Exane from $14.00 to $14.50 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the auto manufacturer’s stock. BNP Paribas Exane’s target price would suggest a potential downside of 2.32% from the stock’s current price.

F has been the subject of several other reports. Wells Fargo & Company boosted their target price on Ford Motor from $10.00 to $11.00 and gave the stock an “underweight” rating in a research report on Thursday, June 25th. Weiss Ratings reissued a “buy (b)” rating on shares of Ford Motor in a research note on Wednesday, June 24th. Zacks Research raised shares of Ford Motor from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 6th. UBS Group boosted their price objective on shares of Ford Motor from $14.00 to $17.00 and gave the company a “buy” rating in a report on Monday, June 8th. Finally, Barclays upped their target price on shares of Ford Motor from $13.00 to $14.00 and gave the company an “equal weight” rating in a research note on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Ford Motor currently has a consensus rating of “Hold” and an average price target of $15.65.

Ford Motor Trading Down 2.8%

Shares of Ford Motor stock traded down $0.43 during trading on Thursday, reaching $14.85. 39,665,247 shares of the company were exchanged, compared to its average volume of 61,089,789. The company has a quick ratio of 0.94, a current ratio of 1.09 and a debt-to-equity ratio of 2.84. Ford Motor has a twelve month low of $10.68 and a twelve month high of $17.78. The business has a 50-day moving average price of $14.53 and a 200-day moving average price of $13.46. The firm has a market capitalization of $59.15 billion, a price-to-earnings ratio of -7.94, a P/E/G ratio of 0.36 and a beta of 1.82.

Ford Motor (NYSE:F) last released its quarterly earnings data on Tuesday, July 28th. The auto manufacturer reported $0.42 EPS for the quarter, beating analysts’ consensus estimates of $0.33 by $0.09. Ford Motor had a positive return on equity of 16.74% and a negative net margin of 3.93%.The business had revenue of $48.30 billion during the quarter, compared to the consensus estimate of $47.24 billion. During the same quarter in the prior year, the company posted $0.37 earnings per share. The firm’s revenue was down 3.8% on a year-over-year basis. Sell-side analysts anticipate that Ford Motor will post 1.62 EPS for the current fiscal year.

Institutional Investors Weigh In On Ford Motor

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Maripau Wealth Management LLC raised its holdings in Ford Motor by 1.6% in the 1st quarter. Maripau Wealth Management LLC now owns 46,606 shares of the auto manufacturer’s stock valued at $538,000 after acquiring an additional 749 shares during the period. Parkside Financial Bank & Trust boosted its holdings in shares of Ford Motor by 7.4% during the fourth quarter. Parkside Financial Bank & Trust now owns 10,999 shares of the auto manufacturer’s stock worth $144,000 after acquiring an additional 756 shares during the period. Robertson Stephens Wealth Management LLC grew its position in shares of Ford Motor by 1.8% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 42,683 shares of the auto manufacturer’s stock valued at $560,000 after purchasing an additional 761 shares during the last quarter. CRA Financial Services LLC grew its position in shares of Ford Motor by 4.4% in the fourth quarter. CRA Financial Services LLC now owns 18,327 shares of the auto manufacturer’s stock valued at $240,000 after purchasing an additional 775 shares during the last quarter. Finally, Southern Financial Group LLC increased its stake in shares of Ford Motor by 2.3% during the first quarter. Southern Financial Group LLC now owns 34,714 shares of the auto manufacturer’s stock worth $401,000 after purchasing an additional 776 shares during the period. Institutional investors and hedge funds own 58.74% of the company’s stock.

Key Stories Impacting Ford Motor

Here are the key news stories impacting Ford Motor this week:

• Positive Sentiment: Ford’s second-quarter adjusted earnings of $0.42 per share exceeded consensus expectations, while management raised its 2026 adjusted EBIT outlook to $10 billion–$11 billion. Strong pricing, demand for higher-margin trucks and SUVs, and improved performance in the core business supported the upgrade. Ford lifts annual guidance
• Positive Sentiment: Ford also secured its largest U.S. military contract since the Cold War to build F-Series-based tactical truck prototypes for the Army. The program could diversify revenue and leverage Ford’s existing truck expertise, although the financial value and timing were not disclosed. Ford lands Army truck contract
• Positive Sentiment: Several analysts raised their price targets following the results. Citigroup upgraded Ford to “buy” with a $20 target, while JPMorgan and Piper Sandler raised targets to $17 and maintained bullish ratings. Ford declared a regular quarterly dividend of $0.15 per share, supporting its roughly 4% yield.
• Neutral Sentiment: Unusually high call-option activity indicates increased speculative interest following the earnings report, but options volume does not necessarily reflect durable institutional conviction.
• Negative Sentiment: CEO Jim Farley warned employees that Chinese automakers could potentially enter the U.S. market within five to 10 years. Such competition could pressure Ford’s pricing, market share and investment requirements despite current trade barriers. Ford CEO discusses Chinese competition
• Negative Sentiment: The quarter included an approximately $1.3 billion GAAP net loss, largely related to a $3.6 billion impairment tied to the BlueOval SK battery joint venture. Ford’s Model e EV unit remains unprofitable, while aluminum supply disruptions and commodity costs are expected to weigh on 2026 margins.

Ford Motor Company Profile

Ford Motor Company (NYSE: F) is an American multinational automaker headquartered in Dearborn, Michigan. Founded by Henry Ford in 1903, the company became an early pioneer of mass-production techniques with the Model T and the adoption of the moving assembly line. Today, Ford designs, manufactures, markets and services a broad range of vehicles and mobility solutions under the Ford and Lincoln brands, spanning passenger cars, SUVs, pickup trucks and commercial vehicles.

Ford’s business activities extend beyond vehicle production to include parts and aftermarket services, fleet and commercial sales, and automotive financing through Ford Motor Credit Company.