Jefferies Turns Bullish on Detroit: Upgrades Ford and General Motors
Jefferies upgrades Ford to Buy ($17.50 PT) and GM to Buy ($99 PT). Stronger production, healthy U.S. demand and solid 2027 outlook drive the dual upgrades.
Jefferies upgrades Ford to Buy ($17.50 PT) and GM to Buy ($99 PT). Stronger production, healthy U.S. demand and solid 2027 outlook drive the dual upgrades.
Strong Q2 results driven by premium trucks and cost cuts.
Ford shares set to log their best day in seven months. Morgan Stanley highlights massive potential in Ford Energy’s battery storage business, with a $600 million profit opportunity.
GM beat Q1 earnings, raised outlook. Profit up; EV costs hurt income. Strong SUV/truck sales. US leader; China profits steady growth.
Analysts turn positive on Tesla, Ford Motor Company, and General Motors, seeing better growth and buying opportunities ahead.
GM sales fell 10% in Q1 2026 due to high 2025 sales, storms, and pricey cars; some SUVs did well, EVs dropped 28%.