New York, Jan 10, 2026, 07:39 EST — Market closed
Ford Motor (F.N) ended the week higher after an analyst upgrade, though the shares slipped 1.3% on Friday to close at $14.20. The stock traded between $14.09 and $14.43 in the session, with about 68 million shares changing hands.
Thursday’s move did most of the work. Ford jumped 4.7% a day earlier after Piper Sandler lifted its rating, pulling the stock into focus again as investors weigh whether legacy automakers can defend profits while stepping back from costly electric-vehicle (EV) projects. (Reuters)
That debate has spread across Detroit. General Motors said on Thursday it would take a $6 billion charge as it scales back EV investments, a reminder that the industry is still adjusting to softer demand and policy shifts that have hit EV economics. (Reuters)
Piper Sandler analyst Alexander Potter upgraded Ford to “overweight” and raised his price target to $16 from $11, arguing the company’s retreat from first-generation EV bets could clean up the earnings picture. “Positive earnings revisions seem likely,” Potter wrote, pointing to a less combative U.S. regulatory backdrop and what he described as limited competitive pressure from China in the U.S. market. (MarketWatch)
Other forecasts remain more cautious. Fintel data carried by Nasdaq put Ford’s average one-year price target at $13.12 as of Dec. 21, with estimates ranging from $9.90 to $17.16, leaving the new $16 call near the top end of the spread. (Nasdaq)
Technically, the tape is still choppy. Ford closed the week at $14.20 versus $13.34 a week earlier, after peaking at $14.50 on Thursday, according to Ford Authority’s weekly stock table. (Ford Authority)
But the path from “better narrative” to better margins is not straight. U.S. consumer sentiment edged up in early January, yet households remained worried about inflation and the labor market — a mix that can matter for big-ticket purchases like vehicles. (Reuters)
Macro data could also steer the next leg. The U.S. consumer price index for December is due on Tuesday at 8:30 a.m. ET, while the Federal Reserve’s next policy meeting is scheduled for Jan. 27-28 — dates that can swing rate expectations and, by extension, auto-loan affordability. (Bureau of Labor Statistics)
Ford has also been pulled into the CES chatter around autonomy and software, even if the industry has cooled on expensive “go it alone” bets. Reuters reported on Friday that Ford and GM have abandoned in-house efforts for fully autonomous vehicles, as chipmakers and suppliers pitch partnership-heavy approaches to bring costs down. (Reuters)
The next hard catalyst for Ford shares is earnings. Wall Street Horizon lists Ford’s fourth-quarter and full-year report as confirmed for Feb. 10 after the U.S. market close, when investors will look for 2026 guidance, cost progress and a clearer read on how quickly EV losses can narrow. (Wallstreethorizon)
