UBS upgrades Ford to Buy, Goldman trims price target but stays Neutral amid mixed outlook.

UBS upgraded Ford Motor to Buy from Neutral, citing a strong earnings growth path with a $15 price target, expecting Ford to earn over $2 per share by 2027. Meanwhile, Goldman Sachs lowered its price target from $15 to $13 but maintained a Neutral rating due to near-term sector challenges like rising costs and weak sales in China. Ford reported solid 2025 results with strong cash flow and growth in its Ford Pro segment, but the stock trades below analyst targets with a 5% dividend yield. Investors face a choice between UBS's optimistic recovery outlook and Goldman's cautious stance, balancing potential long-term gains against short-term risks.