• Ford Motor Company faces challenges in the EV market but shows promise in its Ford Pro segment.
• Jefferies upgraded Ford to Hold from Underperform with a price target of $12, indicating a cautious but improved outlook.
• Ford's EV segment, Ford Model e, reported a significant loss, highlighting the need for strategic adjustments in this rapidly evolving sector.

Ford Motor Company, trading under the symbol "F" on the NYSE, is a well-known player in the automotive industry. With a rich history in manufacturing vehicles, Ford is a household name. However, the company faces stiff competition from other automotive giants and new entrants in the electric vehicle (EV) market.

On October 6, 2025, Philippe Houchois from Jefferies set a price target of $12 for Ford. At that time, Ford's stock was priced at $12.67, indicating a price difference of approximately -5.29% from the target. TheFly reported that Jefferies upgraded Ford to Hold from Underperform, suggesting a more neutral stance on the stock.

Currently, Ford's stock is trading below $12, which might present an attractive investment opportunity. The company's valuation suggests that its individual segments could be worth more than the whole. However, Ford is struggling to keep pace with the rapidly changing automotive industry, especially in the EV sector.

In the first half of 2026, Ford's commercial business, Ford Pro, showed strong performance, particularly in light trucks and vans. This contrasts with the low-margin internal combustion engine (ICE) and hybrid car business in Ford Blue. Ford's EV segment, Ford Model e, reported a significant loss of $5.1 billion last year, highlighting the challenges in this area.

Ford's stock, currently priced at $12.67, has seen a 3.68% increase today, translating to a $0.45 rise. The stock's trading range today was between $12.20 and $12.67, with the latter being its highest price over the past year. Ford's market capitalization is approximately $49.53 billion, with a trading volume of 94.89 million shares.