Piper Sandler Keeps Overweight on Ford, Sees Warranty Fixes as a Key 2026 Upside
Piper Sandler maintained an Overweight rating and a $16.00 price target on Ford, citing the potential for substantial earnings improvement in 2026 should the automaker reduce warranty-related costs. The firm highlights up to $2.8 billion of incremental EBIT versus 2025 and a $0.54 per-share EPS uplift as a scenario if quality trends meaningfully im…