What the analyst said
TD Cowen analyst Itay Michaeli reiterated on October 27, 2025, an ‘Hold’ rating and $13 price target on Ford.
“Positive Share Price Reaction Warranted; Focus Turns to EV Actions;
Post the 10Q filing, we’re updating estimates & raising our PT to $15 from $13.
With Q3 inline with our preview thoughts (here) and broader call for a positive turn in US automaker sentiment (here), we remain fundamentally constructive on Ford.
Still, the next major stock move could hinge on the extent of upcoming EV cost efforts that Ford alluded to, which we’d like to gain more conviction on.”
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Where the price stands
F trades at $12.44. The 6 analysts who set a target in the last 3 months range from $12 to $20, with a median of $14.50. This $13 target is 10% below the median.
Since the note F has moved −10% (from $13.84). The 12-month window closed on October 27, 2026.
Track record
This call✓ Target reached on November 4, 2025, 8 days after the note.
Firm track recordTD Cowen: 83% of its 36 targets at least a year old were reached within 12 months (#5 of 26 firms). Accuracy ranking →
TD Cowen on Ford
TD Cowen price targets on Ford
3 calls from October 27, 2025 to July 29, 2026. The target went from $13 to $15 (+15%). The rating stayed Hold.
- July 29, 2026Target raised from $13 (+15%)Hold$15
- May 1, 2026Kept the $13 targetHold$13
- October 27, 2025 This noteEarliest call shownHold$13
Other analysts on Ford
CitiBuy
Kept rating and price target · Nov 2
$20maintained
RBC CapitalHold
Cut price target −7%, kept rating · Oct 29
$14from $15
Morgan StanleyHold
Cut price target −7%, kept rating · Oct 29
$13from $14
Goldman SachsHold
Cut price target −14%, kept rating · Oct 29
$12from $14
JP MorganBuy
Cut price target −6%, kept rating · Oct 12
$16from $17