06:20 AM EDT, 05/06/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We maintain a 12-month target of $9, based on a 2026 P/E of 7.8x, a slight premium to historic averages. We lower our adjusted EPS estimates to $0.90 from $1.30 for '25 and to $1.15 from $1.60 for '26. F posts Q1 adjusted EPS of $0.14 vs. $0.49 (-71%), ahead of the $0.02 consensus. The beat was driven by a stronger-than-expected top line, as automotive revenue fell 6.2% to $37.4B ($1.6B ahead of consensus) and adjusted EBIT margin contracted 400 bps to 2.5% F suspended the full year adjusted EBIT guidance it introduced in February of $7.0B-$8.5B. The company estimated a full year adverse tariff impact on adjusted EBIT of $1.5B. From our perspective, it is clear the company faces significant operational and market-related headwinds - even absent tariffs - noting Ford's U.S. market share losses over the past 5-10 years. While Ford's U.S. sales have rebounded so far in 2025 (+3.2% YTD through April), we think serious structural issues remain and we have little confidence in management's ability to execute.