Ford (F) Could Benefit From Replacement Demand, Says EvercoreISI in 2027 Outlook

Ford Motor Company (NYSE:F) is included among the 15 Dividend Stocks Paying 4%+ Yield in 2025.

On November 26, EvercoreISI increased its price target on Ford Motor Company (NYSE:F) to $12 from $10 and maintained an In Line rating on the shares. The firm updated its outlook for the auto sector to 2027 and sees potential in the market due to the “K economy” and replacement demand. The firm expects over 20% upside for the auto sector in the next year, fueled by a shift from “25 Fears” to “27 Outlooks.”

Though Ford Motor Company (NYSE:F) was making significant efforts in the EV market, it did not indicate a positive outcome for the company. In fact, Ford’s Model e segment reported nearly $4 billion in losses over the last nine months. On December 2, it announced a 61% YoY decline in EV sales, selling just 4,247 units. That said, the company is making adjustments to its EV strategy and plans to launch its Universal EV Platform by 2027. In addition, it is expanding its hybrid and commercial vehicle offerings.

Despite struggling with the market shifts, Ford Motor Company (NYSE:F) reported record revenue of $50.5 billion, which showed a 9% growth from the same period last year. The net income for the quarter came in at $2.4 billion, with adjusted EBITDA of $2.6 billion. The company also demonstrated a solid cash position, posting an operating cash flow of $7.4 billion and free cash flow of $4.3 billion.

Ford Motor Company (NYSE:F) is an American multinational automobile manufacturer that sells a wide range of vehicles under its brand.

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