Selected Stock Price Target News — July 27, 2026

By Mathew Auto

Three of Wall Street’s most-watched auto and mobility names moved today. Jefferies upgraded Ford Motor ($F) a day ahead of its Tuesday earnings call. Piper Sandler‘s Alexander Potter upgraded both Rivian ($RIVN) and Mobileye ($MBLY) the same morning. That’s the same analyst moving on two names at once. Rivian is fresh off a dilutive equity raise. Mobileye is still absorbing news that its founder is stepping down as CEO.

Jefferies Turns Bullish On Ford A Day Before Its Q2 Print

Ford makes and sells vehicles under the Ford and Lincoln brands. Its Ford Credit arm finances many of those sales. First quarter revenue came in at $43.25 billion. That’s up 6.4 percent from a year earlier. Earnings per share landed at $0.66, beating estimates. Ford raised its full-year profit guidance that quarter on $1.3 billion in tariff relief.

Today, Jefferies analyst Philippe Houchois upgraded Ford from Hold to Buy. He raised his price target from $14.50 to $17.50. The move comes one day before Ford reports second quarter results on Tuesday. Investors are watching three things: tariff costs, EV losses, and the pace of Ford’s software push. The first quarter’s tariff relief may not repeat every quarter.

Ford’s Stock Price Target News This Week

John Murphy of BAML holds the Street-high target on Ford at $20. It’s a Buy he’s carried since September 2019. His price targets have been met 12 of 20 times, 60 percent. Joseph Spak of UBS also holds Buy, at $17, since April 2026. His targets have hit 22 of 27 times, 81.48 percent. Colin Langan of Wells Fargo is the lone Sell on the board. He’s held it at $11 since July 2022, and his targets have hit 13 of 26 times, 50 percent. Houchois’s new $17.50 target lands between Spak’s $17 and Murphy’s $20 Street-high. It’s well above Langan’s lone $11 Sell.

Rivian’s Q2 Deliveries Beat Guidance, But A $1.2 Billion Raise Still Spooked The Stock

Rivian makes electric vehicles. Its lineup includes the R1 truck and SUV, the newly launched R2 compact SUV, and commercial vans built for Amazon. First quarter revenue reached $1.38 billion, up from $1.24 billion a year earlier. Still, the net loss narrowed to $416 million from $545 million on the same comparison.

Rivian delivered 12,194 vehicles in the second quarter. That topped its own guidance of 9,000 to 11,000, helped by R2’s first deliveries. The company raised its full-year delivery outlook to 65,000-70,000 vehicles from 62,000-67,000. But Rivian also priced a 75 million share public offering at $15.50. It raised roughly $1.2 billion, earmarked for general corporate purposes and a Department of Energy loan structure. The stock dropped as much as 17 percent on the dilution news. That happened even though the underlying revenue and delivery news was strong.

After the quarter closed, Volkswagen invested $1.0 billion in Rivian for roughly 63 million shares. That’s part of the two companies’ software joint venture. Uber-affiliated entities separately agreed to invest $300 million. Up to $950 million more could follow, tied to autonomous-vehicle milestones down the road. Today, Piper Sandler’s Potter upgraded Rivian from Neutral to Overweight on the R2 demand. He lifted his target from $18 to $20.

Rivian’s Stock Price Target News This Week

Ivan Feinseth of Tigress Partners carries the Street-high target on Rivian at $25. It’s a Buy he’s held since December 2021, though his targets have met 0 of 4 times so far. James Picariello of BNP holds Buy at $22 since May 2025, with 1 of 3 targets met. Michael Shlisky of D.A. Davidson holds Hold at $15, the most recent prior call on the board before today. His targets have met 15 of 16 times, 93.75 percent. Potter’s new $20 target sits between Shlisky’s $15 Hold and Picariello’s $22. It’s still below Feinseth’s $25 Street-high.

Mobileye Beats On Revenue And EPS, But Its Founder Is Stepping Down As CEO

Mobileye makes the EyeQ chips and software that power driver-assistance and autonomous-driving systems. Those chips are installed in more than 200 million vehicles worldwide. Intel remains its largest shareholder. That’s a legacy of Intel’s $15.3 billion acquisition of Mobileye in 2017. Mobileye was later spun back out as its own public company in 2022. Volkswagen and its MOIA subsidiary are among the automakers now buying Mobileye’s self-driving systems, not just its chips. Second quarter revenue came in at $508 million, flat year over year but 4.7 percent above estimates. Adjusted earnings per share reached $0.19, well above the $0.06 estimate. Mobileye also raised its full-year revenue guidance to $2 billion at the midpoint.

On July 23, founder Amnon Shashua said he will step down as CEO. That comes after nearly three decades running the company, once a successor is found. Mobileye is pushing into robotaxis and robotics. That shift already included January’s $900 million purchase of Shashua’s own humanoid-robotics startup, Mentee Robotics. Despite the earnings beat, shares fell roughly 6 percent that day. Investors were reacting to the leadership news and a softer third-quarter revenue outlook. Mobileye also said it plans to launch its own robotaxi service in a U.S. city in 2027, putting it on both sides of the autonomous-vehicle business it has long supplied. Today, Potter also upgraded Mobileye to Overweight, boosting his target from $10 to $12.

Mobileye’s Stock Price Target News This Week

George Gianarikas of Canaccord carries the Street-high target on Mobileye at $17. It’s a Buy he’s held since June 2023, and none of his 9 targets have been met yet. Vijay Rakesh of Mizuho holds Hold at $8, the most recent prior call before Potter’s. His targets have met 11 of 18 times, 61.11 percent. Tom Narayan of RBC also holds Hold, at $7, the low end of the board. His targets have met 7 of 13 times, 53.85 percent. Potter’s new $12 target is above Rakesh’s and Narayan’s Holds. It’s still well below Gianarikas’s $17 Street-high.

That closes out today’s stock price target news across three of the Street’s most active names. Track records for every analyst above are on anachart.com. Deeper analysis, including retired analysts going back to 2004 and on demand research, is at anachart.store.