From Financial Modeling Prep: 2025-04-09 13:07:00

Ford Motor (NYSE:F) was downgraded by Bernstein SocGen Group from Market Perform to Underperform, with a price target cut from $9.40 to $7. The downgrade reflects concerns over the impact of vehicle tariffs and potential future tariffs on auto parts, leading to a more than 35% hit to free cash flow.

Bernstein’s analysis also predicts a significant decrease in adjusted earnings projections for 2025 and 2026 by over 41% and 36%, respectively. The firm cites trade policy shifts as a major factor in the potential financial blow to Ford’s outlook.

In addition to tariff costs, the downgrade considers a decline in consumer sentiment that could dampen vehicle demand. Bernstein believes Ford’s current valuation does not fully account for the risks posed by the uncertain economic and political environment.

Amidst trade-related pressures and underperformance in the stock, Bernstein anticipates further weakness for Ford. Investors are advised to prepare for a challenging road ahead as the company navigates these obstacles.



Read more at Financial Modeling Prep:: Tariff Troubles Ahead: Bernstein Cuts Ford to Unde…