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F

Ford Motor Company

NYSE: F · CONSUMER CYCLICAL · AUTO MANUFACTURERS

$12.24
-1.29% today

Updated 2026-04-29

Market cap
$49.66B
P/E ratio
—
P/S ratio
0.27x
EPS (TTM)
$-2.06
Dividend yield
4.81%
52W range
$9 – $15
Volume
51.2M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Ford Motor Company (F) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$12.24
Consensus
$13,020.00
+106272.55%
2030 Target
$604.36
+4837.58%
DCF
$21.82
+35.24% MoS
15 analysts:
2 Buy10 Hold2 Sell

Management guidance

No specific CEO revenue targets disclosed in available data. Management is focused on EV strategy pivot (repurposing EV plant for battery energy storage systems for data centers) and maintaining F-Series truck dominance. Guidance appears focused on operational efficiency and margin recovery rather than top-line growth targets.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,008.04
$202.1B Rev × 20x P/S
Base case (2030)
$604.36
$202.1B Rev × 12x P/S
Bear case (2030)
$402.52
$202.1B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$176.2B$185.0B$187.3B$178.5B$180.6B$186.7B$194.2B$202.1B
Revenue growth—5.0%1.2%-4.7%1.2%3.4%4.0%4.1%
EPS$2.03$1.84$1.09$1.56$1.89$2.15$2.45$2.78
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$533.60$540.56$559.12$581.16$604.36

Catalysts & risks

Growth catalysts
+ EV strategy pivot to battery energy storage systems (BESS) for data centers creating new high-margin revenue stream
+ F-Series truck brand leadership maintained; opportunity to recapture market share as inventory rebuilds post-supplier disruptions
+ New manufacturing method using aluminum gigacasting reducing production costs and improving vehicle repairability economics
+ Potential margin expansion from software/connectivity services expansion (following GM's OnStar/Super Cruise model)
+ Share buyback program ($32M shares) providing shareholder returns amid valuation recovery
Key risks
- Q1 2026 US sales declined 9% YoY with EV volumes plunging ~70%; affordability crisis limiting demand across segments
- Structural margin pressure: -4.4% profit margin, -2.85% ROA, negative EPS (-$2.06 TTM) indicates operational stress
- Trump tariff impact already costing US automakers $35B+; Ford's North American manufacturing base exposed to further tariff escalation
- EV inventory clearance requiring aggressive pricing (Honda cut Prologue $7,500); Ford's EV competitiveness questioned after write-downs
- Quality/recall burden: 254K SUV recall (Q1 2026), historic recall volumes despite CEO bonus payout; reputational and cost risk
- Cyclical industry downturn evident: automotive demand strained, competitor GM also facing headwinds, used vehicle market softening

Methodology

Ford Motor Company's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 15 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.