RBC Capital Ford · F

RBC Capital Raises Ford Price Target to $13

Analyst: Tom Narayan 1 min read Reproduced verbatim
Rating
Sector Perform
Target
$13
from $11 (+18%)
Outcome
Reached
on May 13, 2026
RBC Capital and Ford logos

What the analyst said

RBC Capital analyst Tom Narayan raised the price target on Ford (NYSE: F) to $13.00 (from $11.00) while maintaining a Sector Perform rating.

“$1B in higher raw mats to come later in the year offset this however, but underlying EBIT moves higher for ’26 thanks in part to better software and services contribution esp at Pro.

Finally, it appears unlikely for a Ford/China OEM collaboration in the US near term, but we think the door is still open especially if production is US-based.”

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This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

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 +2% (from $12.24). 12-month window: day 191 of 365, closes on April 30, 2027.

Track record

This call✓ Target reached on May 13, 2026, 13 days after the note.

Firm track recordRBC Capital: 47% of its 17 targets at least a year old were reached within 12 months (#26 of 26 firms). Accuracy ranking →

RBC Capital on Ford

RBC Capital price targets on Ford

3 calls from April 30, 2026 to October 29, 2026. The target went from $13 to $14 (+8%). The rating stayed Hold.

RBC Capital targetF share price
  1. October 29, 2026Target cut from $15 (−7%)Hold$14
  2. July 29, 2026Target raised from $13 (+15%)Hold$15
  3. April 30, 2026 This noteEarliest call shownHold$13
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Other analysts on Ford

CitiBuy Kept rating and price target Nov 2 $20maintained 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 UBSBuy Cut price target −12%, kept rating Oct 7 $15from $17
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.