Jefferies turns bullish on Ford, GM ahead of earnings, citing stronger margins

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Go back to Jefferies turns bullish on Ford, GM ahead of earnings, citing stronger margins

Ford earnings preview: Jefferies lifts stock to Buy, calls a margin trough ahead of Q2 results

July 28, 2026 1:30 PM EDT

Jefferies upgraded Ford Motor (NYSE: F) to Buy from Hold ahead of the automaker's second-quarter results, arguing in a note to clients that margins are bottoming and management could lift full-year guidance.

Analyst Philippe Houchois said the firm sees the second quarter as "a low point for volume with post-Novelis production set to normalize up."... More