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Ford price target raised to $9.50 from $9 at Piper Sandler

Piper Sandler raised the firm’s price target on Ford (F) to $9.50 from $9 and keeps a Neutral rating on the shares. The firm notes Ford shares are indicated lower by 1.6% in after-hours trading, due to mixed Q2 results. Despite record revenue of $50.2B, Ford swung to a net loss in Q2, driven by costs associated with a fuel injector recall, the cancellation of an electric vehicle program, and an $800M tariff headwind. While Piper is still uncertain regarding the full impact of tariffs, the probability of a “tariff winter” seems lower than it did in Q1, and as a result, the firm has increased its U.S. new vehicle sales forecast.

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