Ford Motor Market Sentiment

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Jul 30, 2026	BNP Paribas	James Picariello—	+14.1%	$14 → $15	Maintained	Neutral
Jul 29, 2026	Citigroup	Michael Ward—	+57.4%	$19 → $20	Upgrade	Neutral→Buy
Jul 29, 2026	JP Morgan	Rajat Gupta—	+33.8%	$16 → $17	Maintained	Overweight
Jul 29, 2026	TD Cowen	Itay Michaeli—	+18.0%	$13 → $15	Maintained	Hold
Jul 29, 2026	RBC Capital	Tom Narayan—	+18.0%	$13 → $15	Maintained	Sector Perform
Jul 29, 2026	Piper Sandler	Alexander Potter—	+33.8%	$16 → $17	Maintained	Overweight
Jul 27, 2026	Jefferies	Philippe Houchois—	+37.7%	$15 → $18	Upgrade	Hold→Buy
Jul 17, 2026	JP Morgan	Rajat Gupta—	+25.9%	$15 → $16	Maintained	Overweight
Jul 14, 2026	BNP Paribas	James Picariello—	+10.1%	$13 → $14	Maintained	Neutral
Jul 9, 2026	Barclays	Dan Levy—	+10.1%	$13 → $14	Maintained	Equal-Weight
Jun 25, 2026	Wells Fargo	Colin Langan—	-13.5%	$10 → $11	Maintained	Underweight
Jun 8, 2026	UBS	Joseph Spak—	+33.8%	$14 → $17	Maintained	Buy
Jun 1, 2026	Citigroup	Michael Ward—	+49.5%	$13 → $19	Maintained	Neutral
May 29, 2026	B of A Securities	John Murphy—	+57.4%	$17 → $20	Maintained	Buy
May 15, 2026	RBC Capital	Tom Narayan—	+2.3%	$13 → $13	Maintained	Sector Perform
May 13, 2026	Morgan Stanley	Andrew Percoco—	+10.1%	$14 → $14	Maintained	Equal-Weight
May 4, 2026	Citigroup	Michael Ward—	+2.3%	$14 → $13	Maintained	Neutral
May 1, 2026	TD Cowen	Itay Michaeli—	+2.3%	$14 → $13	Maintained	Hold
Apr 30, 2026	UBS	Joseph Spak—	+10.1%	$15 → $14	Maintained	Buy
Apr 30, 2026	RBC Capital	Tom Narayan—	+2.3%	$11 → $13	Maintained	Sector Perform
Apr 15, 2026	TD Cowen	Itay Michaeli—	+10.1%	$15 → $14	Maintained	Hold
Apr 14, 2026	Goldman Sachs	Mark Delaney—	+2.3%	$15 → $13	Maintained	Neutral
Apr 14, 2026	UBS	Joseph Spak—	+18.0%	$15 → $15	Upgrade	Neutral→Buy
Mar 31, 2026	Wells Fargo	Colin Langan—	-21.3%	$11 → $10	Maintained	Underweight
Feb 11, 2026	RBC Capital	Tom Narayan—	-5.6%	$12 → $12	Maintained	Sector Perform

Jul 30, 2026

BNP Paribas

James Picariello—

+14.1%

$14 → $15

Maintained

Neutral

Jul 29, 2026

Citigroup

Michael Ward—

+57.4%

$19 → $20

Upgrade

Neutral→Buy

Jul 29, 2026

JP Morgan

Rajat Gupta—

+33.8%

$16 → $17

Maintained

Overweight

Jul 29, 2026

TD Cowen

Itay Michaeli—

+18.0%

$13 → $15

Maintained

Hold

Jul 29, 2026

RBC Capital

Tom Narayan—

+18.0%

$13 → $15

Maintained

Sector Perform

Jul 29, 2026

Piper Sandler

Alexander Potter—

+33.8%

$16 → $17

Maintained

Overweight

Jul 27, 2026

Jefferies

Philippe Houchois—

+37.7%

$15 → $18

Upgrade

Hold→Buy

Jul 17, 2026

JP Morgan

Rajat Gupta—

+25.9%

$15 → $16

Maintained

Overweight

Jul 14, 2026

BNP Paribas

James Picariello—

+10.1%

$13 → $14

Maintained

Neutral

Jul 9, 2026

Barclays

Dan Levy—

+10.1%

$13 → $14

Maintained

Equal-Weight

Jun 25, 2026

Wells Fargo

Colin Langan—

-13.5%

$10 → $11

Maintained

Underweight

Jun 8, 2026

UBS

Joseph Spak—

+33.8%

$14 → $17

Maintained

Buy

Jun 1, 2026

Citigroup

Michael Ward—

+49.5%

$13 → $19

Maintained

Neutral

May 29, 2026

B of A Securities

John Murphy—

+57.4%

$17 → $20

Maintained

Buy

May 15, 2026

RBC Capital

Tom Narayan—

+2.3%

$13 → $13

Maintained

Sector Perform

May 13, 2026

Morgan Stanley

Andrew Percoco—

+10.1%

$14 → $14

Maintained

Equal-Weight

May 4, 2026

Citigroup

Michael Ward—

+2.3%

$14 → $13

Maintained

Neutral

May 1, 2026

TD Cowen

Itay Michaeli—

+2.3%

$14 → $13

Maintained

Hold

Apr 30, 2026

UBS

Joseph Spak—

+10.1%

$15 → $14

Maintained

Buy

Apr 30, 2026

RBC Capital

Tom Narayan—

+2.3%

$11 → $13

Maintained

Sector Perform

Apr 15, 2026

TD Cowen

Itay Michaeli—

+10.1%

$15 → $14

Maintained

Hold

Apr 14, 2026

Goldman Sachs

Mark Delaney—

+2.3%

$15 → $13

Maintained

Neutral

Apr 14, 2026

UBS

Joseph Spak—

+18.0%

$15 → $15

Upgrade

Neutral→Buy

Mar 31, 2026

Wells Fargo

Colin Langan—

-21.3%

$11 → $10

Maintained

Underweight

Feb 11, 2026

RBC Capital

Tom Narayan—

-5.6%

$12 → $12

Maintained

Sector Perform

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