Street View: Mixed signals for Ford as outlook remains uncertain

Ford Motor F.N suspended its annual guidance on Monday because of uncertainty around U.S. President Donald Trump's tariffs, saying the levies would cost the co about $1.5 billion in adjusted earnings before interest and taxes

Shares of automaker down 2.2% in premarket trading

SHIFTING GEARS

Barclays ("equal weight", PT: $9) sees opportunity for co to leverage cost advantages and gain US market share

Goldman Sachs ("hold", PT: $10) sees co's strong U.S. market position and cost management as positives but is cautious about premium valuation and international competition challenges, noting tariffs' impact but potential mitigation through higher vehicle prices

Morningstar (fairvalue: $16) sees co's decision to withhold updated guidance as a cautious approach given unpredictable tariff environment

Daiwa Capital Markets ("neutral") says "Ford is better positioned compared to competition with higher US content but is unlikely to escape a weaker demand environment".