Ford (F) Stock: Upgraded as Analyst Sees Profit Boost from 2027 EV Launch

TLDR

Piper Sandler raised Ford (F) stock rating to Overweight with $16 price target from $11
Stock trading near 52-week high of $14.00 after 51.5% annual gain
Ford abandoning unprofitable first-generation EVs for new 2027 platform
2025 sales rose 6% to 2.2 million vehicles with market share at 13.2%
Company recalled 272,645 vehicles and canceled $7.2 billion LG battery contract

Piper Sandler upgraded Ford stock to Overweight from Neutral on Thursday. The price target rose to $16 from $11.

Ford shares trade near their 52-week high of $14.00. The stock has gained 51.5% over the past year.

The upgrade centers on Ford’s electric vehicle strategy change. Piper Sandler views the pivot as positive for future profits.

Ford is ditching its first-generation EVs. These models drained cash and lacked buyer appeal.

The automaker remains committed to electric vehicles. A new approach debuts in 2027.

Piper Sandler backs Ford’s next-generation EV platform. The system launches in 2027.

The platform mirrors manufacturing techniques from Tesla and Chinese competitors. Ford needs this to stay competitive in electric vehicles.

Before 2027, the firm expects margin growth. Reduced warranty spending and improved product mix should help.

Ford trades at a P/E ratio of 11.7. Market cap sits at $55.46 billion.

The stock pays a 5.46% dividend yield. Ford has paid dividends for 14 straight years.

Ford captured 13.2% U.S. market share in 2025. That’s a 0.6 point increase.

Total 2025 sales reached 2,204,124 vehicles. Sales jumped 6% from 2024.

F-Series trucks led the way. Sales hit 828,832 units, up 8.3%.

The F-Series remains America’s top-selling truck for 49 years running.

Ford issued a recall for 272,645 U.S. vehicles. The problem involves park function failure.

Models affected include F-150 Lightning BEV and Mustang Mach-E. Vehicles could roll away without warning.

The company ended a battery supply deal with LG Energy Solution. The contract was worth $7.2 billion.

Ford stopped production on certain EV models. This aligns with dropping first-generation electric vehicles.