What the analyst said
UBS analyst Joseph Spak reiterated a Buy rating and $17 price target on Ford (NYSE: F).
“DOT Sec.
Duffy sent a letter to Ford expressing concern about their relationship with Chinese entities including: 1) their CATL battery license, 2) Geely European JV, 3) delayed plans to reshore Lincoln to the US from China, and 4) reported discussion with BYD over hybrid components.
Duffy urged Ford to reduce its dependence on foreign technology. Lawmakers and the US auto industry have pushed for restrictions on China involvement in the US auto market.
We believe the CATL LFP license is the key issue for investors as that is central to LFP batteries (out of their Marshall, MI facility) for the new upcoming UEV platform and Fathom product as well as their BESS initiative.”
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Where the price stands
F trades at $12.25. The 5 analysts who set a target in the last 3 months range from $12 to $16, with a median of $14. This $17 target is 21% above the median, the highest on the Street.
Since the note F has moved −13% (from $14). 12-month window: day 51 of 365, closes on September 9, 2027.
Track record
This callOpen: F has not reached $17 yet. This 12-month target is scored on September 9, 2027.
Firm track recordUBS: 88% of its 41 targets at least a year old were reached within 12 months (#7 of 21 firms). Accuracy ranking →
UBS on Ford
UBS price targets on Ford
6 calls from December 16, 2025 to October 7, 2026. The target went from $12.50 to $15 (+20%). The rating moved from Hold to Buy.
- October 7, 2026Target cut from $17 (−12%)Buy$15
- September 9, 2026 This noteTarget raised from $14 (+21%)Buy$17
- May 6, 2026Kept the $14 targetBuy$14
- April 30, 2026Upgraded to Buy, target raised from $12.50 (+12%)Buy$14
- January 8, 2026Kept the $12.50 targetHold$12.50
- December 16, 2025Earliest call shownHold$12.50
Other analysts on Ford
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
Goldman SachsHold
Cut price target −13%, kept rating · Oct 6
$14from $16