FINWIRES · TerminalLIVE
FINWIRES

Ford's Potential Earnings Power Underappreciated, UBS Says

-- Ford Motor (F) has a "credible path" to delivering 2027 EPS of above $2, with a march towards $3 beyond 2027, UBS Securities said in a Tuesday note.

The report pointed among others to its product portfolio, a more lenient US regulatory backdrop, and an emerging battery energy storage system opportunity.

The note also said recent concerns over higher gasoline and aluminum prices are overdone as aluminum prices are hedged and not impacting 2026.

"The market is pricing in 2027 EPS of $1.73, ~16% below our forecast and under appreciating that transient headwinds dissipate in 2H26E and 2027E+ EPS power," the report said.

UBS upgraded Ford to buy from neutral, with a $15 price target.

Price: $12.65, Change: $+0.49, Percent Change: +4.03%

Related Articles

Australia

Jefferies Raises Quest Diagnostics Price Target to $225 From $220

Quest Diagnostics (DGX) has an average rating of overweight and mean price target of $219, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $204.33, Change: $+8.02, Percent Change: +4.09%

$DGX
Australia

Truist Securities Cuts Tractor Supply Price Target to $44 From $55, Hold Rating Kept

Tractor Supply (TSCO) has an average rating of overweight and mean price target of $56.19, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $39.92, Change: $-4.90, Percent Change: -10.92%

$TSCO
Sectors

Sector Update: Energy

Energy stocks were higher Tuesday afternoon, with the NYSE Energy Sector Index rising 1.1% and the State Street Energy Select Sector SPDR ETF (XLE) adding 1.2%.The Philadelphia Oil Service Sector Index was climbing 1.8%, while the Dow Jones US Utilities Index fell 1.3%.Front-month West Texas Intermediate crude oil was rising 4.8% to $93.94 a barrel, and the global benchmark Brent crude contract was advancing 4.4% to $99.68 a barrel. Henry Hub natural gas futures increased 0.3% to $2.70 per 1 million BTU.In corporate news, Halliburton (HAL) shares gained 4.1% after it reported lower Q1 adjusted net income and revenue that still topped analysts' expectations.

$HAL