Bernstein Ups Ford (F) Price Target, Cautions on H2 Risks

On May 24, Bernstein SocGen Group maintained its Underperform rating for Ford Motor Company (NYSE:F) but revised its price target from $7 to $8.30.

Daniel Roeska, the firm’s analyst, cautioned about possible difficulties in the second half of 2025 but pointed to the year’s strong start as a reason for optimism.

According to Roeska, Ford’s strong first-quarter performance in 2025 and probable continued strength in the second quarter are encouraging indicators. He did, however, warn that production reductions and tariff challenges are signs that Ford Motor Company (NYSE:F) may be bracing for a second-half decline.

That said, Roeska pointed out that Ford’s plans to minimize the effects of tariffs, alongside the robust performance of Ford Credit, might give the company the possibility of weathering the storm. Knowing this, Bernstein SocGen Group lowered Ford’s 2026 earnings per share prediction by 5.8% to $1.66.

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Read More: 10 Best Stocks to Buy According to the Bill & Melinda Gates Foundation Trust and 15 Best Stocks to Buy According to Jim Simons’ Renaissance Technologies.

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