11:20 AM EDT, 04/30/2026 (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 raise our 12-month target by $1 to $13, based on a 2027 P/E of 6.8x, a discount to F's five-year average forward P/E of 8.0x. We raise our adjusted EPS estimates to $1.80 from $1.42 for 2026 and to $1.90 from $1.75 for 2027. Following Ford's Q1 earnings release, we are raising our estimates, but maintaining a Hold rating on the shares. Ford's Q1 earnings were well ahead of consensus, but the beat was largely led by a $1.3B one-time IEEPA tariff refund benefit reflecting amounts paid between March 2025 and February 2026. Candidly, given the strength of Q1 results, we think the company's 2026 adjusted EBIT guidance should have been increased by more than $0.5B. A closer examination of the outlook indicated ~$2B of expected commodity cost inflation, offset by material cost and warranty reductions of $1B. As a result, our estimates for the balance of the year have been lowered. Furthermore, management's track record of execution has been inconsistent and we recommend remaining on the sidelines.