What the analyst said
JPMorgan analyst Rajat Gupta lowered the price target on Ford (NYSE: F) to $16 (from $17) while maintaining an Overweight rating.
“We see a muted setup for F/GM into 3Q26 earnings as we believe preliminary 2027 outlook commentary is likely to present a cautious tone.
While we expect in-line to slightly better 3Q26 prints, investor focus is likely to be on 2027 revisions and we don’t see results driving meaningful upside: JPMe 3Q26 Ford EBIT/EPS of $2.5 bn/$0.43 compares to consensus $2.4 bn/$0.41, while JPMe 3Q26 GM EBIT/EPS of $4.1 bn/$3.60 compares to consensus of $4.1 bn/$3.52.”
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Where the price stands
F trades at $12.17. The 10 analysts who set a target in the last 3 months range from $14 to $20, with a median of $15.50. This $16 target is 3% above the median.
12-month window: day 0 of 365, closes on October 12, 2027.
Track record
This callOpen: a 12-month target, scored on October 12, 2027, a year after the note.
Firm track recordJP Morgan: 58% of its 12 targets at least a year old were reached within 12 months (#20 of 20 firms). Accuracy ranking →
JP Morgan on Ford
JP Morgan price targets on Ford
4 calls from May 11, 2026 to October 12, 2026. The target went from $15 to $16 (+7%). The rating stayed Buy.
- October 12, 2026 This noteTarget cut from $17 (−6%)Buy$16
- July 29, 2026Target raised from $16 (+6%)Buy$17
- July 17, 2026Target raised from $15 (+7%)Buy$16
- May 11, 2026Earliest call shownBuy$15
Other analysts on Ford
UBSBuy
Cut price target −12%, kept rating · Oct 7
$15from $17
Goldman SachsHold
Cut price target −13%, kept rating · Oct 6
$14from $16
UBSBuy
Kept rating and price target · Sep 9
$17maintained
Morgan StanleyHold
Kept rating and price target · Aug 27
$14maintained
Morgan StanleyHold
Cut price target −7%, kept rating · Aug 20
$14from $15