Key Highlights

● Ford Motor closed at about $12.17 on 9 October 2026.

● Market data consensus target is $15.43, implying about 26.8% upside.

● The second data set shows a mean of $15.75 and a median of $15.

● UBS lowered its target from $17 to $15 on 7 October.

Ford Motor (NYSE:F), an S&P 500 member, closed at about $12.17 on Friday 9 October 2026. Ratings are mostly Hold, and recent target changes have been downward.

What Is the Latest Analyst Price Target?

Market data reports a consensus 12-month price target of $15.43 for Ford from 19 analysts, which implies upside of about 26.8% from $12.17. Targets range from $11.00 to $20.00.

The second data set shows a mean of $15.75, a median of $15, a high of $20 and a low of $12.80 across 20 analysts. The two data sets therefore differ by a few cents on the average and by more on the low end.

Recent named broker targets, between $14 and $20, are broadly consistent with these averages. Because the share price is low, a small change in a target produces a large percentage change in implied upside, so the consensus target suggests sizeable potential upside but should be read with care.

What Are Wall Street Analysts Saying?

Opinion is cautious. Market data records 7 Buy, 11 Hold and 1 Sell rating, giving a consensus of Hold. The second data set shows 8 Strong Buy or Buy and 12 Hold, with no Sell ratings.

Recent target moves have been negative. According to market data, UBS lowered its target from $17 to $15 on 7 October, and Goldman Sachs cut from $16 to $14 on 6 October while keeping a Neutral rating. An independent ratings service downgraded the stock from Buy (B) to Hold (C-) on 2 October.

Late July was more positive. Citigroup upgraded to Buy with a $20 target, Jefferies upgraded to Buy at $17.50, and JPMorgan and Piper Sandler each raised to $17 with Overweight ratings. TD Cowen and RBC lifted targets to $15, and DZ Bank upgraded from Sell to Hold with a $16 target.

What Could Help the Stock Reach the Price Target?

For Ford to approach the consensus target, the shares would need to recover from current levels, which would probably require evidence that earnings are improving. The July wave of upgrades and target increases suggests some analysts saw a better outlook around the company's late-July results period.

What Could Prevent the Stock Reaching the Target?

The most recent target cuts from UBS and Goldman Sachs show that confidence has softened since July. Consensus is also split, with 11 of 19 analysts on Hold according to market data and one Sell.

Risks for large automakers include tariffs, supply chain costs, warranty expenses, weak demand for electric vehicles and pricing pressure. Because the target range runs from $11 to $20, analyst opinions on fair value diverge widely, and the low target is below the current price.

What Should Investors Watch Next?

Investors may also wish to watch whether other brokers follow UBS and Goldman Sachs in trimming targets, and whether the Buy and Hold split moves.

Ford's Wide Target Range From $11 to $20

Ford closed at about $12.17 on 9 October 2026, with the market data consensus of $15.43 suggesting about 26.8% upside and the second data set at $15.75. The target range runs from $11 to $20, so the low target is below the current price.