Ford (F) Stock Jumps to 52-Week High as Analyst Raises Price Target

TLDR

• Piper Sandler upgraded Ford (NYSE:F) stock from Neutral to Overweight with a $16 price target, up from $11
• Ford stock hit a 52-week high of $14.00, delivering 51.5% returns over the past year
• The upgrade follows Ford’s strategic shift away from unprofitable first-generation EVs toward a new platform launching in 2027
• Ford’s U.S. market share increased to 13.2% in 2025, with total sales up 6% to 2.2 million vehicles
• The company recalled 272,645 vehicles due to park function issues and canceled a $7.2 billion battery contract with LG Energy Solution

Piper Sandler raised Ford’s stock rating to Overweight from Neutral on Thursday. The firm also increased its price target to $16 from $11.

Ford Motor Company, F

The upgrade comes as Ford trades near its 52-week high of $14.00. Over the past year, Ford stock has climbed 51.5%.

Piper Sandler pointed to Ford’s recent electric vehicle strategy shift as the main reason for the upgrade. The analyst firm called this move a “welcome development” for the automaker’s future profitability.

Ford is moving away from its first-generation EVs. These vehicles were losing money and didn’t attract many buyers.

The decision doesn’t mean Ford is abandoning electric vehicles entirely. Instead, the company is preparing for a smarter approach.

Piper Sandler expressed confidence in Ford’s next-generation EV platform. This new platform is set to launch in 2027.

The upcoming platform will use manufacturing methods similar to Tesla and Chinese automakers. This shift is necessary for Ford to compete in the modern EV market.

Between now and 2027, Piper Sandler expects Ford to improve its profit margins. The firm believes reduced warranty costs and a better product mix will drive these gains.

Strong Sales Performance

Ford’s recent sales data shows strength across its lineup. The company’s U.S. market share reached 13.2% in 2025, a 0.6 percentage point increase.

Total sales for 2025 hit 2,204,124 vehicles. This represents a 6% jump from the previous year.

The F-Series trucks continued their dominance. These trucks remained America’s best-selling for the 49th straight year.

F-Series sales reached 828,832 units in 2025. That’s an 8.3% increase year-over-year.

Recent Challenges

Ford faces some operational hurdles despite strong sales. The company is recalling 272,645 vehicles in the U.S.

The recall involves a potential loss of park function. This defect could allow vehicles to roll away unexpectedly.

The recall affects several electric and hybrid models. These include the F-150 Lightning BEV and Mustang Mach-E.

Ford also canceled a major battery supply contract with LG Energy Solution. The deal was worth approximately $7.2 billion.

The cancellation stems from Ford’s decision to halt production of certain EV models. This aligns with the company’s broader strategy shift away from first-generation electric vehicles.

Ford currently trades at a P/E ratio of 11.7 with a market cap of $55.46 billion. The stock offers a dividend yield of 5.46%, and the company has maintained dividend payments for 14 consecutive years.

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