Ford (F) closed down 1.10% at $13.41 as the market continues to digest the company's recent major EV reset announcement and a substantial $20 billion special charge.
- Piper Sandler maintained an Overweight rating and a $16.00 price target, projecting that resolving quality issues could generate $2.8 billion in incremental EBIT by 2026.
- Valuation remains contentious, as Simply Wall St's DCF model suggests a fair value of only $7.33 per share, highlighting a wide disagreement among analysts.
- Despite facing headwinds from Chinese competition and ongoing recalls, the stock's 40.32% one-year return reflects investor optimism regarding cost restructuring and the strength of the Ford Pro segment.