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Recurring Digital Revenues And EV Platforms Will Create Value

Published
06 Aug 24
Updated
04 Oct 25
AnalystConsensusTarget's Fair Value
US$11.15
2.3% overvalued intrinsic discount
04 Oct
US$11.41
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1Y
6.4%
7D
-9.9%

Author's Valuation

US$11.152.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Oct 25
Fair value Increased 1.69%

Analysts have modestly lifted Ford Motor’s fair value estimate from $10.97 to $11.15 per share. They cite increased price targets, which are attributed to stronger U.S. auto demand and industry resilience despite ongoing margin and pricing concerns.

Shared on18 Sep 25
Fair value Increased 1.53%

Analysts raised Ford’s price target to $10.96 (from $10.80) on solid Q2 results and improved U.S. auto sales forecasts, though rising competitive pressure from Japanese imports and tariff-related pricing headwinds temper the outlook. Analyst Commentary Japanese trade deal lowers vehicle import tariffs for Japanese automakers entering the U.S. to 15% from 25%, increasing competitive pressure on Ford as domestic OEMs do not benefit equally.

Shared on07 May 25
Fair value Increased 4.96%

Shared on09 Apr 25

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on02 Apr 25
Fair value Decreased 3.74%

AnalystConsensusTarget has decreased profit margin from 3.9% to 3.4% and increased future PE multiple from 8.5x to 9.4x.

Shared on26 Mar 25
Fair value Decreased 2.02%

AnalystConsensusTarget has increased revenue growth from -2.0% to -2.4%.

Shared on19 Mar 25
Fair value Increased 1.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 2.41%

AnalystConsensusTarget has increased revenue growth from -0.4% to -2.0%.