Ford (F) Stock Predictions: What Investors Should Expect in 2026 and Beyond

Ford (F)'s forecast

Ford has been a consistent stock performer for literally decades, with a dividend yield that currently is sitting around 4.4%. The automaker has a legacy company making trucks and cars that everyone knows, but has also gotten into fleet software sales and subscriptions, which has helped to balance out some cyclicality that comes with the auto industry. It's also currently attempting to build one of the cheapest electric vehicles (EVs) on the market. If that's a success, it could reinvigorate interest in the EV space.

2026 forecast

Let's face it, Ford isn't a super exciting stock, and people don't expect a lot out of it. It's the old reliable that has always been around, as far as many investors' timelines are concerned. And that's fair. Wall Street made 21 recommendations for it in January, and 16 of them were Holds, a sign this is a stock no one expects a lot out of, but that also isn't plummeting to its doom.

The company remains solid, and if it can avoid accumulating too much debt in developing its new EV line, Wall Street might like it a lot better next year. For now, the analyst price target is an average of $13.76 versus its late January price of $13.44.

CoinCodex, a technical analysis site, is even less impressed, giving it an average annualized price of just $9.89 per share.

2030 forecast

Ford is planning on spending a lot of money in the next few years, and its research and development (R&D) for its inexpensive EV car is operating in the red, so the next five years are kind of murky at best for stock prices. CoinCodex predicts an average annualized price of $7.22, but I think if things go as planned, or even close to as planned, there will be more interest in the stock, and it should trade for a higher price.

Of course, Ford still pays a decent dividend, and that can't be forgotten when you're considering the future value of the stock. As long as it maintains, you're still making money with a hefty dividend payout.

Ford's highlights and risks

Ford's brand recognition and long history as a successful auto manufacturer have given it a lot of room to experiment and take some chances. Some of these things have turned into great ideas for the company. Here are some highlights and risks to consider.

• Ford's $30k EV solution. The company has been setting itself up to compete with much cheaper Chinese electric vehicles with a purported low-cost EV for the U.S. market. The company has put considerable money and effort into this concept. It's both a risk and a highlight. If it goes well, it will be a big deal for Ford stocks, but if it fails, it's going to just be a massive black hole for the balance sheet.
• Non-vehicle income streams. Ford is also getting into other income streams, which include mass-producing its battery technology for other companies and developing fleet software for commercial customers. Both of these streams could be expanded and become much larger contributors to the company's income, helping to even out the bumpy nature of car sales and mitigate the effects of an over-extended consumer by leaning more into corporations and business customers.
• Tariff drama continues. Tariffs are still possibly uncertain, as they seem to come and go like the wind, raising prices on a whole bunch of raw materials and electronic components that Ford needs to produce vehicles. The chaos they're bringing to the American economy is also putting pressure on car buyers, who may be putting off upgrading or choosing less expensive alternatives.

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