Piper Sandler Sees $2.8 Billion EBIT Upside for Ford (F)

1 month ago 14

Sheryar Siddiq

Tue, February 3, 2026 astatine 3:34 AM CST 2 min read

Ford Motor Company (NYSE:F) ranks among the stocks with the lowest guardant PE ratios. Piper Sandler reaffirmed its Overweight standing and $16 terms people for Ford Motor Company (NYSE:F) connected January 26. The steadfast highlighted the anticipation of warranty enhancements arsenic a large upside operator for 2026. In 24 of the past 27 quarters, Ford Motor Company (NYSE:F) has outspent rival General Motors connected warranty costs arsenic a % of conveyance price, indicating that the institution has a past of prime concerns.

According to Piper Sandler, Ford Motor Company (NYSE:F) whitethorn summation its EBIT by up to $2.8 cardinal successful 2026 compared to 2025 if these prime issues are resolved. This would effect successful a $0.54 summation successful EPS year-over-year. This imaginable net boost would adhd to Ford Pro’s coagulated performance, which Piper Sandler describes arsenic Ford’s highest-margin concern with entree to the lodging sector.

Meanwhile, connected January 23, Barclays expert Dan Levy reissued a Hold standing connected Ford Motor Company (NYSE:F) and lifted the company’s terms people from $12 to $13. The steadfast stated that the update represents the company’s revised forecast connected the mobility conception arsenic portion of its Q4 net outlook.

Ford Motor Company (NYSE:F) designs, manufactures, markets, and services a afloat scope of vehicles, including cars, trucks specified arsenic F-Series, SUVs, commercialized vans, and luxury Lincoln models.

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READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds.

Disclosure: None. This nonfiction is primitively published at Insider Monkey.


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