Ford: The AI Pop & Drop Offers Opportunity, 4%+ Dividend
Ford remains a "Buy," supported by strong Q1 results, robust free cash flow, and a 4.25% dividend yield. Q2 guidance is upbeat, with adjusted EBIT raised to $8.5–$10.5 billion for FY 2026, reflecting cost reductions and high demand. Valuation is compelling: $1.75 normalized EPS and a 10x P/E yield a $17.50 price target, with technicals showing strong support near $13.