Overview
- Ford shares rose about 4.4% in early trading after UBS raised the stock to Buy on Tuesday with a $15 price target.
- UBS argues the market is pricing 2027 earnings at about $1.73 per share, while its forecast is roughly 16% higher with a path above $2 in 2027 and toward $3 beyond.
- The bullish case cites a friendlier U.S. regulatory backdrop, a measured electric-vehicle push, growth in battery energy storage, and higher-margin Pro software.
- UBS downplays recent headwinds from gasoline and aluminum, noting Ford’s aluminum costs are hedged for 2026 and expecting pressures to ease in the second half of the year.
- The call breaks with wider Street views tracked by TipRanks, which show 4 Buys, 8 Holds, 1 Sell and a $13.88 average target, and it follows a near 9% year-to-date slide in the stock.