Ford Motor Market Sentiment

Market sentiment signals for Ford Motor (F): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Jul 30, 2026	BNP Paribas	James Picariello—	+2.3%	$14 → $15	Maintained	Neutral
Jul 29, 2026	Citigroup	Michael Ward—	+41.1%	$19 → $20	Upgrade	Neutral→Buy
Jul 29, 2026	JP Morgan	Rajat Gupta—	+20.0%	$16 → $17	Maintained	Overweight
Jul 29, 2026	TD Cowen	Itay Michaeli—	+5.9%	$13 → $15	Maintained	Hold
Jul 29, 2026	RBC Capital	Tom Narayan—	+5.9%	$13 → $15	Maintained	Sector Perform
Jul 29, 2026	Piper Sandler	Alexander Potter—	+20.0%	$16 → $17	Maintained	Overweight
Jul 27, 2026	Jefferies	Philippe Houchois—	+23.5%	$15 → $18	Upgrade	Hold→Buy
Jul 17, 2026	JP Morgan	Rajat Gupta—	+12.9%	$15 → $16	Maintained	Overweight
Jul 14, 2026	BNP Paribas	James Picariello—	-1.2%	$13 → $14	Maintained	Neutral
Jul 9, 2026	Barclays	Dan Levy—	-1.2%	$13 → $14	Maintained	Equal-Weight
Jun 25, 2026	Wells Fargo	Colin Langan—	-22.4%	$10 → $11	Maintained	Underweight
Jun 8, 2026	UBS	Joseph Spak—	+20.0%	$14 → $17	Maintained	Buy
Jun 1, 2026	Citigroup	Michael Ward—	+34.1%	$13 → $19	Maintained	Neutral
May 29, 2026	B of A Securities	John Murphy—	+41.1%	$17 → $20	Maintained	Buy
May 15, 2026	RBC Capital	Tom Narayan—	-8.3%	$13 → $13	Maintained	Sector Perform
May 13, 2026	Morgan Stanley	Andrew Percoco—	-1.2%	$14 → $14	Maintained	Equal-Weight
May 4, 2026	Citigroup	Michael Ward—	-8.3%	$14 → $13	Maintained	Neutral
May 1, 2026	TD Cowen	Itay Michaeli—	-8.3%	$14 → $13	Maintained	Hold
Apr 30, 2026	UBS	Joseph Spak—	-1.2%	$15 → $14	Maintained	Buy
Apr 30, 2026	RBC Capital	Tom Narayan—	-8.3%	$11 → $13	Maintained	Sector Perform
Apr 15, 2026	TD Cowen	Itay Michaeli—	-1.2%	$15 → $14	Maintained	Hold
Apr 14, 2026	Goldman Sachs	Mark Delaney—	-8.3%	$15 → $13	Maintained	Neutral
Apr 14, 2026	UBS	Joseph Spak—	+5.9%	$15 → $15	Upgrade	Neutral→Buy
Mar 31, 2026	Wells Fargo	Colin Langan—	-29.4%	$11 → $10	Maintained	Underweight
Feb 11, 2026	RBC Capital	Tom Narayan—	-15.3%	$12 → $12	Maintained	Sector Perform