Morgan Stanley Starts Ford (F) Coverage With $14 Target Amid Prolonged EV Slowdown

Ford Motor Company (NYSE:F) is included among the 13 Best Blue Chip Stocks to Buy Under $50.

Morgan Stanley Starts Ford (F) Coverage With $14 Target Amid Prolonged EV Slowdown

On December 8, Morgan Stanley began coverage of Ford Motor Company (NYSE:F) with an Equal Weight rating and $14 price target. The move is part of the firm’s 2026 outlook for the autos and shared mobility sector following the change in analysts. The firm said it is “leaning more cautious” heading into next year, expecting the electric vehicle “winter” to continue through 2026. This cautious view is partially balanced by a “moderately more positive” outlook on internal combustion engines and hybrids, the analysts noted in a research update.

On December 9, Renault announced a partnership with Ford Motor Company (NYSE:F) to develop small, more affordable electric vehicles for the European market and to jointly produce commercial vans. The collaboration is aimed at reducing costs and addressing rising competition from Chinese automakers.

As part of the partnership, the first of the two planned small EVs will be built at a Renault plant in northern France and is expected to reach European showrooms in 2028. According to Farley, CEO of Ford, these vehicles will be smaller than anything Ford plans for the US market and will fill a gap in the automaker’s lineup.

The two companies will also work together to develop Renault and Ford brand vans for Europe. The partnership came together after a renewed team visited Ford’s Detroit headquarters in March.

Ford Motor Company (NYSE:F) designs, manufactures, markets, and services a full range of vehicles, including cars, trucks such as F-Series, SUVs, commercial vans, and luxury Lincoln models.

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