Evercore ISI sees Ford supplier's plant fire hitting F-Series output

** Evercore ISI sees Ford's F.N aluminum supplier's plant fire hitting F-Series output, $500 mln to $1 bln EBIT impact or $1.50 to $2 hit to co's stock

** A fire that broke out at Novelis' New York aluminum plant last month will disrupt business at Ford and other automakers for months, Wall Street Journal reported on Monday

** "Ford traded down 6% yesterday to $11.92 but we short-term downside to $10 to $11," Evercore says

** Three of 25 brokerages rate the stock "buy" or higher, 19 "hold" and three "sell" or lower; their median PT is $11 - data compiled by LSEG

** As of last close, shares up about 20% YTD