The Goldman Sachs Group Issues Pessimistic Forecast for Ford Motor (NYSE:F) Stock Price

Posted by Stanley Muller on Oct 8th, 2026

Ford Motor logo Ford Motor (NYSE:F – Get Free Report) had its target price dropped by stock analysts at The Goldman Sachs Group from $16.00 to $14.00 in a report released on Tuesday, Benzinga reports. The brokerage presently has a “neutral” rating on the auto manufacturer’s stock. The Goldman Sachs Group’s target price suggests a potential upside of 15.56% from the stock’s current price.

A number of other analysts also recently weighed in on the stock. JPMorgan Chase & Co. increased their target price on shares of Ford Motor from $16.00 to $17.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Royal Bank Of Canada boosted their price target on shares of Ford Motor from $13.00 to $15.00 and gave the stock a “sector perform” rating in a research report on Wednesday, July 29th. Barclays upped their price objective on shares of Ford Motor from $13.00 to $14.00 and gave the company an “equal weight” rating in a research note on Thursday, July 9th. TD Cowen increased their price objective on shares of Ford Motor from $13.00 to $15.00 and gave the stock a “hold” rating in a research report on Wednesday, July 29th. Finally, Dbs Bank raised shares of Ford Motor from a “hold” rating to a “moderate buy” rating in a research note on Tuesday, August 11th. Seven investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $15.43.

View Our Latest Analysis on Ford Motor

Ford Motor Trading Down 1.3%

NYSE F opened at $12.12 on Tuesday. The business’s 50-day moving average price is $13.63 and its two-hundred day moving average price is $13.54. Ford Motor has a 12 month low of $11.11 and a 12 month high of $17.78. The firm has a market capitalization of $48.31 billion, a PE ratio of -6.48, a price-to-earnings-growth ratio of 0.25 and a beta of 1.93. The company has a current ratio of 1.09, a quick ratio of 0.93 and a debt-to-equity ratio of 3.07.

Ford Motor (NYSE:F – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The auto manufacturer reported $0.42 earnings per share for the quarter, beating the consensus estimate of $0.33 by $0.09. The company had revenue of $48.30 billion during the quarter, compared to analysts’ expectations of $47.24 billion. Ford Motor had a positive return on equity of 17.23% and a negative net margin of 3.93%.The business’s quarterly revenue was down 3.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.37 earnings per share. On average, analysts expect that Ford Motor will post 1.86 EPS for the current year.

Hedge Funds Weigh In On Ford Motor

Institutional investors and hedge funds have recently modified their holdings of the business. MV Capital Management Inc. acquired a new position in shares of Ford Motor during the 4th quarter valued at $25,000. Manning & Napier Advisors LLC bought a new position in Ford Motor during the second quarter worth $31,000. Legacy Wealth Managment LLC ID grew its holdings in Ford Motor by 108.4% in the first quarter. Legacy Wealth Managment LLC ID now owns 2,365 shares of the auto manufacturer’s stock worth $27,000 after purchasing an additional 1,230 shares during the period. Caldwell Trust Co grew its holdings in Ford Motor by 605.8% in the first quarter. Caldwell Trust Co now owns 2,534 shares of the auto manufacturer’s stock worth $29,000 after purchasing an additional 2,175 shares during the period. Finally, SJS Investment Consulting Inc. increased its stake in Ford Motor by 343.3% in the first quarter. SJS Investment Consulting Inc. now owns 2,633 shares of the auto manufacturer’s stock valued at $30,000 after purchasing an additional 2,039 shares in the last quarter. 58.74% of the stock is currently owned by institutional investors.

Key Ford Motor News

Here are the key news stories impacting Ford Motor this week:

Positive Sentiment: UBS maintains a buy rating: UBS lowered its price target from $17 to $15 but still sees roughly 23.8% potential upside, signaling confidence that Ford’s shares are undervalued despite the more conservative target.
Positive Sentiment: Next-generation EV quality controls: Ford CEO Jim Farley said upcoming EVs will be able to detect and flag assembly mistakes from inside the vehicle. The technology could improve manufacturing quality, reduce rework and support customer satisfaction. Ford CEO says the next generation of EVs have a trick up their sleeve to help prevent assembly mistakes
Positive Sentiment: Potential Q3 earnings catalysts: Ford’s truck and SUV demand, increasing software subscriptions and improving retail market share could support revenue and earnings growth in the company’s upcoming quarterly report. Can Ford’s Truck and SUV Strength Drive Q3 Earnings Growth?
Neutral Sentiment: Ford recently outperformed the broader market in a trading session, but the move appears more market-related than tied to a new fundamental announcement. Ford Motor Company Outperforms Broader Market
Negative Sentiment: Goldman Sachs cuts target and remains neutral: Goldman reduced its price target from $16 to $14 while retaining a neutral rating, reflecting a less optimistic view of Ford’s valuation and near-term prospects. The Goldman Sachs Group Issues Pessimistic Forecast for Ford Motor
Negative Sentiment: The UBS and Goldman target reductions, despite UBS’s buy rating, may weigh on sentiment by reinforcing concerns about Ford’s earnings outlook and execution.

About Ford Motor

(Get Free Report)

Ford Motor Co is an American automobile manufacturer that designs, manufactures, markets and services a broad range of vehicles and mobility-related products. Its lineup includes cars, trucks, sport utility vehicles, commercial vehicles and electric vehicles sold under the Ford brand, as well as luxury vehicles marketed through its Lincoln brand.

Founded by Henry Ford in 1903 and headquartered in Dearborn, Michigan, Ford is one of the world’s oldest major automakers. The company helped popularize mass automobile production and continues to serve customers in North America, South America, Europe and other international markets through manufacturing, sales and distribution operations.

Ford organizes its operations around Ford Blue for gasoline and hybrid vehicles, Model e for electric vehicles, and Ford Pro for commercial customers and related services.