Ford (F) Stock Surges to 52-Week High on Analyst Upgrade and EV Strategy Shift
Ford Motor Company's stock (NYSE:F) reached a 52-week high of $14.00, marking a 51.5% gain over the past year, after Piper Sandler upgraded its rating from Neutral to Overweight. The firm also raised its price target to $16 from $11, citing Ford's strategic pivot away from unprofitable first-generation electric vehicles (EVs) as a key driver for future profitability.
The automaker's U.S. market share climbed to 13.2% in 2025, with total sales increasing 6% to 2.2 million vehicles. Ford's decision to cancel a $7.2 billion battery contract with LG Energy Solution and recall 272,645 vehicles due to park function issues did little to dampen investor enthusiasm. The company is now focusing on a next-generation EV platform set to launch in 2027, which analysts view as a more sustainable approach to electrification.