Wall Street Cautious on Ford Motor Company (F)

​Ford Motor Company (NYSE:F) is among the Best Affordable Stocks Under $40 to Buy. Wall Street maintains a cautious stance on Ford Motor Company (NYSE:F) after the company posted mixed results for fiscal Q4 2025.

Recently, on February 16, Elizabella Pang from DBS reiterated a Hold rating on the stock with a $13 price target. However, on February 11, Alexander Potter from Piper Sandler maintained a Buy rating on the stock with a price target of $16.

​The company reported quarterly revenue of $42.45 billion, reflecting 5.54% year-over-year decline. Despite the decline, the revenue still surpassed estimates by $670.46 million. However, the EPS of $0.13 fell below expectations by $0.06. Management noted that the net income for fiscal 2025 was impacted by “a $2 billion headwind for Novelis fires and the net tariff impact of $2 billion.”

​At the macro level, fiscal 2025 marked the fifth consecutive year of revenue growth. Notably, Ford Motor Company (NYSE:F) also gained 13.2% US market share in 2025, making it the best performance in six years.

​Jim Farley, Ford president and CEO, noted:

We’ll continue building on our strong foundation to achieve our target of 8% adjusted EBIT margin by 2029.

​For fiscal 2026, management anticipates adjusted EBIT of $8.0 billion to $10.0 billion, along with an adjusted free cash flow of $5.0 billion to $6.0 billion. Analyst Potter from Piper Sandler noted that he expects the company to meet or exceed the top-end of these guidelines, driven by market share gains for high margins Ford Pro segment.

​​Ford Motor Company (NYSE:F) develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans, and cars, and Lincoln luxury vehicles worldwide.

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