FConsumer Cyclical · Auto ManufacturersThe 20 Wall Street analysts covering Ford Motor Co. hold a median 12-month price target of $16 — +23.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 64 of 100 as at 23 Sept 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Ford Motor Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (91): Analysts have, on balance, been raising their forecasts.
Issuance (34): The company has been issuing shares or taking on financing, diluting existing holders.
Size (5): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on F, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +23.3% from it.
Of the 20 most recent actions, 10 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 July 2026 | BNP Paribas | Maintains | Neutral | $14 → $15 |
| 29 July 2026 | Citigroup | Upgrade | Buy | $19 → $20 |
| 29 July 2026 | JP Morgan | Maintains | Overweight | $16 → $17 |
| 29 July 2026 | Piper Sandler | Maintains | Overweight | $16 → $17 |
| 29 July 2026 | RBC Capital | Maintains | Sector Perform | $13 → $15 |
| 29 July 2026 | TD Cowen | Maintains | Hold | $13 → $15 |
| 27 July 2026 | Jefferies | Upgrade | Buy | $15 → $18 |
| 17 July 2026 | JP Morgan | Maintains | Overweight | — |
| 17 July 2026 | JP Morgan | Maintains | Overweight | $15 → $16 |
| 14 July 2026 | BNP Paribas | Maintains | Neutral | — |
| 14 July 2026 | BNP Paribas | Maintains | Neutral | $13 → $14 |
| 9 July 2026 | Barclays | Maintains | Equal-Weight | $13 → $14 |
| 9 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 25 June 2026 | Wells Fargo | Maintains | Underweight | — |
| 8 June 2026 | UBS | Maintains | Buy | — |
| 1 June 2026 | Citigroup | Maintains | Neutral | — |
| 29 May 2026 | B of A Securities | Maintains | Buy | — |
| 15 May 2026 | RBC Capital | Reiterates | Sector Perform | — |
| 13 May 2026 | Morgan Stanley | Reiterates | Equal-Weight | — |
| 4 May 2026 | Citigroup | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. F appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Sept 2026, Ford Motor Co. returned +15.4% against +17.0% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 53% of US stocks
Cheaper than 89% of US stocks
Cheaper than 55% of US stocks
Cheaper than 11% of US stocks
Higher than 22% of US stocks
Higher than 32% of US stocks
Higher than 7% of US stocks
Higher than 48% of US stocks
Higher than 25% of US stocks
Higher than 32% of US stocks
Higher than 45% of US stocks
Higher than 79% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Ford Motor Co. has a market value of $52.5B and an enterprise value of $193.7B.
Revenue in the twelve months to 30 June 2026: $188.0B. The latest quarter shrank 3.8% year on year.
Net income over the same four quarters: −$7.4B, a −3.9% net margin.
Free cash flow in the twelve months to 30 June 2026: $7.3B, after $9.7B of capital spending.
Ford Motor Co. spent $311.0M on share buybacks and $2.4B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 12.0×; forward P/E: 6.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.55%, paying out 64% of earnings.
Ford Motor Co. employs 169,000 people — $1.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| FFord Motor Co. | $52.5B | 64 |
| GMGeneral Motors Co. | $73.5B | 78 |
| RIVNRivian Automotive, Inc. | $21.7B | 28 |
| VFSVinFast Auto Ltd. | $7.5B | 13 |
| NKENIKE, Inc.* | $53.4B | 32 |
| EBAYeBay, Inc.* | $48.9B | 87 |
| AZOAutoZone, Inc.* | $47.3B | 46 |
* Nearest Consumer Cyclical names by size — few auto manufacturers companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Ford Motor Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Ford Motor Company (F) shares fell 1.18% to close at $12.95 in the latest trading session, a larger decline than the broader market. Zacks Investment Research reported the drop.
Why it matters — The decline indicates Ford underperformed the overall market in the latest session, which is notable for investors tracking the stock's recent price movement.
According to Barron's, GM and Tesla CEOs are expected to attend a dinner with President Trump and President Xi, while Ford was apparently not invited. Ford's stock dipped ahead of the event.
Why it matters — Ford watchers would care because being left out of a high-level dinner with both presidents could signal the company is less central to trade or policy discussions affecting the auto sector.
Ford and General Motors are once again competing for defense contracts, reviving the region's historic role in the "Arsenal of Democracy." Analysts suggest these defense efforts could add to profitability in the near term.
Why it matters — Ford watchers would care because pursuing defense business could provide a new revenue stream that may boost the company's bottom-line profits.
Zacks Investment Research highlights Ford Motor Company (F) as a top value stock for long-term investors, using its Zacks Style Scores system to identify market-beating opportunities. The piece frames Ford as a strong pick based on the firm's stock-selection methodology.
Why it matters — Ford watchers would care because the item signals positive analyst recognition of F as a value-oriented stock possessing long-term investment appeal.
Zacks highlights Ford among four auto stocks offering dividend yields above 2%, supported by payout ratios below 60% and varied growth drivers amid auto-sector risks. The item identifies Ford as one of the dividend-friendly stocks positioned to weather industry challenges.
Why it matters — For Ford watchers, the item points to the company's dividend yield and payout ratio as relative strengths within a tougher auto-industry environment.
The 20 Wall Street analysts covering Ford Motor Co. have a median 12-month price target of $16, with estimates ranging from $13 to $20. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 20 analysts covering Ford Motor Co., 8 rate it a Buy, 12 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Ford Motor Co. 64 out of 100 across roughly 4,600 US stocks as at 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Sept 2026, Ford Motor Co. ranks 64 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (91 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies +23.3% from the last close, and Ticker Nerd's factor model ranks Ford Motor Co. 64 out of 100 as at 23 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Ford Motor Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for F are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $13 to $20 over the next 12 months.
Ford Motor Co. returned +15.4% over the 12 months to 23 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Ford Motor Co. is a global automotive manufacturer that designs, builds, markets, and services a broad range of vehicles under the Ford and Lincoln brands.
The most recent item we track (Zacks Investment Research, 23 Sept 2026): "Ford Motor Company (F) Registers a Bigger Fall Than the Market: Important Facts to Note". Ford Motor Company (F) shares fell 1.18% to close at $12.95 in the latest trading session, a larger decline than the broader market. Zacks Investment Research reported the drop.
Ford Motor Co. is a global automotive manufacturer that designs, builds, markets, and services a broad range of vehicles under the Ford and Lincoln brands. Its current product lineup includes pickup trucks, SUVs, commercial vans, passenger cars, electric vehicles, hybrid vehicles, and luxury models, serving retail buyers, fleet operators, government agencies, and commercial customers. The company also provides connected vehicle services, software-enabled features, and automotive financial services through Ford Credit, including financing and leasing products for dealerships and consumers. Ford Motor Co. operates through its Ford Blue, Ford Model e, Ford Pro, and Ford Credit business segments, reflecting its focus on conventional vehicles, electric mobility, commercial solutions, and lending services. Headquartered in Dearborn, Michigan, Ford Motor Co. remains a major participant in the global automotive market, with an integrated business model that combines vehicle manufacturing, digital services, and financial support across consumer and commercial segments.
CEO Mr. James Duncan Farley Jr. · 169,000 employees · United States · https://www.ford.com
