Morgan Stanley Reiterates Equalweight on Ford, $14 Price Target
- Rating
- Equalweight
- Unchanged
- Target
- $14
- Unchanged
- Outcome
- Reached
- on August 20, 2026
What the analyst said
Morgan Stanley analyst Andrew Percoco reiterated an Equalweight rating and $14 price target on Ford (NYSE: F) on August 27, 2026.
“What happened? Ford named Dave Carroll president of Ford Energy, effective Aug. 31, succeeding Lisa Drake, who will retire at year-end following a 32-year career at Ford.
Carroll joins from ENGIE North America, where he served as CEO and chief renewables officer and grew the company’s renewable operating assets by >12x over six years.
At Ford Energy, Carroll will oversee battery cell manufacturing, system assembly, commercial strategy and sales, reporting to Ford Vice Chair John Lawler. Ms.
Drake, who established Ford Energy in January 2026 after previously leading key elements of Ford’s EV and battery industrialization, will remain through Dec. 31 to support the transition.
Our Take: We view the appointment of Mr. Carroll to President of Ford Energy as a positive development for the company. Mr.
Carroll brings extensive expertise in renewables/energy storage to Ford at a pivotal period for its Energy business.
We remain bullish Ford Energy and expect additional customer announcements over the coming months.”
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Where the price stands
F trades at $11.95. The 5 analysts who set a target in the last 3 months range from $14 to $16, with a median of $15. This $14 target is 7% below the median, the lowest on the Street.
Since the note F has moved −14% (from $13.90). 12-month window: day 62 of 365, closes on August 27, 2027.
Track record
This call✓ Target reached on August 20, 2026, 0 days after the note. Same target as this firm’s August 20, 2026 note, so it is scored there.
Firm track recordMorgan Stanley: 89% of its 37 targets at least a year old were reached within 12 months (#6 of 21 firms). Accuracy ranking →
Morgan Stanley on Ford
Morgan Stanley price targets on Ford
3 calls from July 29, 2026 to August 27, 2026. The target went from $15 to $14 (−7%). The rating stayed Hold.
- August 27, 2026 This noteKept the $14 targetHold$14
- August 20, 2026Target cut from $15 (−7%)Hold$14
- July 29, 2026Earliest call shownHold$15
