Ford (F) Stock: Hits 52-Week High After Piper Sandler Upgrade

TLDR

• Piper Sandler upgraded Ford (F) stock to Overweight with $16 price target, up from $11
• Ford stock reached 52-week high of $14.00 with 51.5% annual return
• Automaker pivoting from unprofitable first-gen EVs to new 2027 platform
• U.S. market share grew to 13.2% with 2.2 million vehicles sold in 2025
• F-Series trucks posted 8.3% sales increase, remaining America’s best-selling truck for 49th year

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Piper Sandler upgraded Ford stock to Overweight from Neutral on Thursday. The firm raised its price target to $16 from $11.

Ford Motor Company, F

Ford stock trades near its 52-week high of $14.00. The shares have delivered 51.5% returns over the past year.

The analyst firm cited Ford’s electric vehicle strategy pivot as the key driver. Piper Sandler called the shift a “welcome development” for future profitability.

Ford is abandoning its first-generation EVs. These models lost money and failed to attract buyers.

The company isn’t giving up on electric vehicles. Instead, Ford is preparing a smarter approach for 2027.

Next-Generation Platform Coming

Piper Sandler expressed confidence in Ford’s upcoming EV platform. The new system launches in 2027.

The platform will use manufacturing methods like Tesla and Chinese automakers. This change is critical for competing in today’s EV market.

Until 2027, Piper Sandler expects margin improvements. Lower warranty costs and better product mix should drive gains.

Ford’s current valuation shows a P/E ratio of 11.7. The market cap stands at $55.46 billion.

Strong Sales Numbers

Ford’s U.S. market share reached 13.2% in 2025. That’s up 0.6 percentage points.

Total sales hit 2,204,124 vehicles. This represents 6% growth year-over-year.

F-Series trucks dominated once again. Sales reached 828,832 units, up 8.3%.

The F-Series holds its title as America’s best-selling truck for 49 consecutive years.

Operational Challenges

Ford is recalling 272,645 vehicles across the U.S. The issue involves potential park function failure.

Affected models include the F-150 Lightning BEV and Mustang Mach-E. Vehicles could roll away unexpectedly.

The company canceled a $7.2 billion battery contract with LG Energy Solution. This decision ties to halting production of certain EV models.

The cancellation aligns with Ford’s broader strategy shift. The automaker is moving away from unprofitable first-generation electric vehicles.

Ford offers a 5.46% dividend yield. The company has maintained dividend payments for 14 consecutive years.

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