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

Ford Motor Company (NYSE:F) ranks among the stocks with the lowest forward PE ratios. Piper Sandler reaffirmed its Overweight rating and $16 price target for Ford Motor Company (NYSE:F) on January 26. The firm highlighted the possibility of warranty enhancements as a major upside driver for 2026. In 24 of the last 27 quarters, Ford Motor Company (NYSE:F) has outspent rival General Motors on warranty costs as a % of vehicle price, indicating that the company has a history of quality concerns.

According to Piper Sandler, Ford Motor Company (NYSE:F) may increase its EBIT by up to $2.8 billion in 2026 compared to 2025 if these quality issues are resolved. This would result in a $0.54 increase in EPS year-over-year. This possible earnings boost would add to Ford Pro’s solid performance, which Piper Sandler describes as Ford’s highest-margin business with access to the housing sector.

Meanwhile, on January 23, Barclays analyst Dan Levy reissued a Hold rating on Ford Motor Company (NYSE:F) and lifted the company’s price target from $12 to $13. The firm stated that the update represents the company’s revised forecast on the mobility segment as part of its Q4 earnings outlook.

Ford Motor Company (NYSE:F) designs, manufactures, markets, and services a full range of vehicles, including cars, trucks such as F-Series, SUVs, commercial vans, and luxury Lincoln models.

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Disclosure: None. This article is originally published at Insider Monkey.