Ford price target lowered to $14 from $16 at Goldman Sachs

Goldman Sachs lowered its Ford (F) price target to $14 from $16 and kept a Neutral rating on the shares, in a note previewing the automaker’s Q3 results. The firm trimmed its 2026 EBIT and EPS estimates after recent F-150 production downtime tied to a supply issue. Despite the reduced forecasts, the analyst expects Ford could still report results broadly in line with its guidance. The downgrade reflects near-term operational disruption rather than a full change in outlook, positioning investors to watch whether production normalizes and whether earnings track management’s targets.