Ford Motor shares declined 0.77% to $13.74 as broader market retreats and escalating tariff concerns weighed on investor sentiment. Despite these headwinds, analysts maintain a positive long-term outlook with a fair value estimate significantly above current trading levels.
- Tariff Pressures: U.S. import tariffs reached a 90-year high of 13%, with Goldman Sachs projecting a potential increase to 17% by year-end, threatening manufacturing margins.
- Cost Headwinds: The company's 2026 guidance already accounts for $1.5 billion to $2 billion in additional aluminum costs following the Novelis plant fire.
- Analyst Valuation: Morningstar maintains a fair value of $16 for the stock, suggesting potential upside if macroeconomic conditions stabilize.