Piper Sandler Ford · F

Piper Sandler Raises Ford Price Target to $17

1 min read Reproduced verbatim
Rating
Overweight
Unchanged
Target
$17
from $16 (+6%)
Upside
+36%
F at $12.53 today
Piper Sandler and Ford logos

What the analyst said

Piper Sandler analyst Alexander Potter raised the price target on Ford (NYSE: F) to $17 (from $16) while maintaining an Overweight rating.

“Hiking PT & Staying OW After Q2; We are reiterating our Overweight rating after Ford posted another beat/raise in Q2. The shares are indicated higher by ~4% after-hours.

There’s “noise” in the full-year numbers (e.g. commodity inflation, battery factory ramp-up costs, aluminum supplier restart timing, EV charges, tariff refunds, etc.), but stripping all this out, Ford’s underlying business is performing well.

Our estimates are rising not because of one-time items, but because of steady demand for high-margin vehicles, as well as an ongoing contribution from lower warranty costs and higher software/services revenue (these latter two items are key pillars of our thesis).

Our price target remains based on 8x FY27E EPS, but due to higher estimates, we now value Ford at $17/share, up from $16 previously.”

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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 $12.53. The 6 analysts who set a target in the last 3 months range from $12 to $20, with a median of $14.50. This $17 target is 17% above the median.

Since the note F has moved −16% (from $14.96). 12-month window: day 99 of 365, closes on July 29, 2027.

Track record

This callOpen: F has not reached $17 yet. This 12-month target is scored on July 29, 2027.

Firm track recordPiper Sandler: 78% of its 37 targets at least a year old were reached within 12 months (#15 of 26 firms); on Ford, 0 of 2. Accuracy ranking →

Earnings reactionOne of 7 notes after Ford’s Jul 28 results: 6 raised · 0 cut · 0 kept. See every call →

Piper Sandler on Ford

Piper Sandler price targets on Ford

6 calls from July 31, 2025 to July 29, 2026. The target went from $9.50 to $17 (+79%). The rating moved from Hold to Buy.

Piper Sandler targetF share price
  1. July 29, 2026 This noteTarget raised from $16 (+6%)Buy$17
  2. February 11, 2026Kept the $16 targetBuy$16
  3. January 26, 2026Kept the $16 targetBuy$16
  4. January 8, 2026Upgraded to Buy, target raised from $11 (+45%)Buy$16
  5. October 24, 2025Target raised from $9.50 (+16%)Hold$11
  6. July 31, 2025Earliest call shownHold$9.50
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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
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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.