{"id":58828,"date":"2026-02-16T07:43:41","date_gmt":"2026-02-16T07:43:41","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2026\/02\/16\/ford-otomotiv-froto-hisseleri-12-ay-icinde-bu-fiyati-gorebilir\/"},"modified":"2026-02-16T07:43:41","modified_gmt":"2026-02-16T07:43:41","slug":"ford-otomotiv-froto-hisseleri-12-ay-icinde-bu-fiyati-gorebilir","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2026\/02\/16\/ford-otomotiv-froto-hisseleri-12-ay-icinde-bu-fiyati-gorebilir\/","title":{"rendered":"Ford Otomotiv (FROTO) hisseleri 12 ay i\u00e7inde bu fiyat\u0131 g\u00f6rebilir"},"content":{"rendered":"

Ford Otomotiv Sanayi A.\u015e. (FROTO) 4\u00c72025 bilan\u00e7o sonras\u0131nda arac\u0131 kurumlardan hisse senedi i\u00e7in\u00a0hedef fiyat<\/a>\u00a0a\u00e7\u0131klamalar\u0131 gelmeye devam ediyor. 16 \u015eubat g\u00fcn\u00fc bir arac\u0131 kurum Ford Otomotiv hisseleri i\u00e7in hedef fiyat\u0131n\u0131 g\u00fcncelledi.<\/p>\n

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Hedef fiyat haberleri \u2013 FROTO hisse yorumu<\/h2>\n

Kurum, Ford hissesi i\u00e7in hedef fiyat\u0131n\u0131 yukar\u0131 y\u00f6nl\u00fc revize etti. Raporda \u015fu ifadalere yer verildi; \u201cFROTO i\u00e7in \u0130NA bazl\u0131 hisse ba\u015f\u0131na hedef fiyat\u0131m\u0131z\u0131, \u0130NA de\u011ferlememizin 3 ay ileriye ta\u015f\u0131nmas\u0131, makro varsay\u0131mlar\u0131m\u0131zdaki revizyon, \u00fcr\u00fcn karmas\u0131ndaki de\u011fi\u015fiklikten kaynaklanan ara\u00e7 ba\u015f\u0131na gelirde yukar\u0131 y\u00f6nl\u00fc revizyon, \u015firket 2026 beklentilerinin modelimize yans\u0131t\u0131lmas\u0131 ve a\u00e7\u0131klanan 2025 mali sonu\u00e7lar\u0131yla g\u00fcncelledi\u011fimiz tahminlerimiz nedeniyle y\u00fckseltiyoruz. Hisse senedi i\u00e7in AL tavsiyemizi yineliyoruz. Ford Otosan\u2019\u0131n sa\u011fl\u0131kl\u0131 bilan\u00e7osunu, y\u00fcksek kapasite kullan\u0131m oran\u0131n\u0131, elektrikli ara\u00e7lardaki \u00f6nc\u00fc konumunu, c\u00f6mert temett\u00fc politikas\u0131n\u0131 ve ihracat odakl\u0131 i\u015f modelini be\u011fenmeye devam ediyoruz. Hem yurti\u00e7i hem de Avrupa\u2019daki otomotiv talebindeki zay\u0131fl\u0131k ve Asya\u2019daki rakiplerden gelen artan rekabet nedeniyle beklenenden d\u00fc\u015f\u00fck karl\u0131l\u0131k, ba\u015fl\u0131ca risk fakt\u00f6rleridir<\/p>\n

2026\u2019da yurti\u00e7i otomotiv pazar\u0131n\u0131n 1,4 milyon adedin \u00fczerinde \u00f6ng\u00f6r\u00fcyoruz.\u00a0<\/em>2025 y\u0131l\u0131n\u0131n ba\u015f\u0131ndaki t\u00fcm temkinli beklentilere ra\u011fmen, T\u00fcrkiye otomotiv pazar\u0131 (a\u011f\u0131r ticari ara\u00e7lar dahil) y\u0131ll\u0131k bazda b\u00fcy\u00fcyerek 2025 y\u0131l\u0131nda 1,41 milyon adede ula\u015ft\u0131. Alt\u0131n fiyatlar\u0131ndaki keskin art\u0131\u015f\u0131n yaratt\u0131\u011f\u0131 servet etkisi, ara\u00e7 bulunabilirli\u011findeki art\u0131\u015f, yo\u011fun rekabetin tetikledi\u011fi sat\u0131\u015f indirimleri ve kampanyalar\u0131 ile ge\u00e7en Kas\u0131m ay\u0131ndaki art\u0131\u015ftan sonra bile hala daha d\u00fc\u015f\u00fck \u00d6TV\u2019ye sahip olan elektrikli ara\u00e7lara y\u00f6nelik devam eden talep, 2025\u2019teki g\u00fc\u00e7l\u00fc pazar b\u00fcy\u00fcmesinin ba\u015fl\u0131ca nedenleriydi. 2026 y\u0131l\u0131nda da, elektrikli ara\u00e7lara adaptasyonun, g\u00fc\u00e7l\u00fc TL\u2019nin ve daha y\u00fcksek ithal ara\u00e7 bulunabilirli\u011finin 2026 y\u0131l\u0131nda da otomotiv talebinin ana itici g\u00fc\u00e7leri olmas\u0131n\u0131 bekliyoruz. \u00c7in markalar\u0131ndan yo\u011fun rekabetle kar\u015f\u0131 kar\u015f\u0131ya kalan Avrupal\u0131 \u200b\u200botomobil \u00fcreticilerinin 2025\u2019te oldu\u011fu gibi T\u00fcrkiye\u2019ye ara\u00e7 tahsis etmesi bekleniyor. 2026 y\u0131l\u0131nda toplam yurti\u00e7i otomotiv pazar\u0131n\u0131n y\u0131ll\u0131k bazda sadece %4\u2019l\u00fck bir art\u0131\u015fla 1,45 milyon adede ula\u015faca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor; ancak y\u00fcksek ara\u00e7 arz\u0131 ve agresif rekabet nedeniyle sekt\u00f6r kar marjlar\u0131n\u0131n bask\u0131 alt\u0131nda kalaca\u011f\u0131n\u0131 tahmin ediyoruz.
2026\u2019da Ford\u2019un yurti\u00e7i pazar pay\u0131 d\u00fc\u015f\u00fc\u015f\u00fcn devam\u0131 bekleniyor.<\/em><\/strong> Y\u0131ll\u0131k bazda 0,5 y\u00fczde puan kayb\u0131yla Ford, 2025 y\u0131l\u0131nda yerli hafif ara\u00e7 pazar\u0131nda %8,0\u2019l\u0131k pazar pay\u0131yla Stellantis (&,3), Do\u011fu\u015f Otomotiv (,1) ve Renault\u2019nun (,4) ard\u0131ndan 4. s\u0131rada yer ald\u0131. \u015eirket, 2025\u2019e k\u0131yasla ila #\u2019l\u00fck bir daralmayla 2026\u2019da 90 bin- 100bin adet (\u0130\u015f Yat\u0131r\u0131m: 100 bin adet) yurti\u00e7i perakende sat\u0131\u015f hacmi hedefliyor. Ford Otosan, Ford Motor Company\u2019nin Ford Focus model \u00fcretimini durdurmas\u0131 sonucu \u00fcr\u00fcn gam\u0131ndan \u00e7\u0131kmas\u0131 nedeniyle 2026\u2019da \u00f6ng\u00f6rd\u00fc\u011f\u00fc 1,3-1,4 milyon toplam yurti\u00e7i otomotiv pazar b\u00fcy\u00fckl\u00fc\u011f\u00fc \u00fczerinden %1,2 \u2013 %1,4\u2019l\u00fck bir pazar pay\u0131 kayb\u0131 tahmin ediyor. Ford Otosan y\u00f6netimi, Ford Focus modelinin yoklu\u011funun sat\u0131\u015f hacimlerinde d\u00fc\u015f\u00fc\u015fe yol a\u00e7sa da 2026 y\u0131l\u0131nda genel karl\u0131l\u0131k \u00fczerinde olumlu bir etkiye sahip olaca\u011f\u0131na inan\u0131yor.
Ford Otosan 2026 ihracat adetlerinde temkinli.<\/em>\u00a0<\/strong>2025 y\u0131l\u0131nda ,2\u2019lik (y\u0131ll\u0131k 1,8 y\u00fczde puan art\u0131\u015fla) pazar pay\u0131yla Avrupa (AB Birle\u015fik Krall\u0131k) ticari ara\u00e7 pazar\u0131nda 11. y\u0131l \u00fcst \u00fcste tart\u0131\u015fmas\u0131z liderli\u011fini s\u00fcrd\u00fcrmesine ra\u011fmen, 2025\u2019teki %8,5\u2019lik y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan 2026 i\u00e7in Avrupa ticari ara\u00e7 pazar\u0131na ili\u015fkin temkinli bir tutum sergiliyor. Nitekim, \u015firket 2026 y\u0131l\u0131nda T\u00fcrkiye operasyonlar\u0131ndan 390 bin-420 bin adet (\u0130\u015f Yat\u0131r\u0131m: 405 bin adet) ve Romanya operasyonlar\u0131ndan 190 bin \u2013 210 bin adet (\u0130\u015f Yat\u0131r\u0131m: 200 bin adet) ihracat hacmi \u00f6ng\u00f6r\u00fcyor; bu rakamlar 2025\u2019de s\u0131ras\u0131yla 400 bin ve 203 bin adet olarak ger\u00e7ekle\u015fmi\u015fti. Toplam toptan sat\u0131\u015f hacminin 2025\u2019teki 700 bin adetten 2026\u2019da 670 bin -730 bin adede ula\u015fmas\u0131 bekleniyor. \u015eirketi 2026 y\u0131l\u0131 \u00f6ng\u00f6rd\u00fc\u011f\u00fc 690 bin 740 bin adet \u00fcretim hacmi, 2025\u2019teki t KKO\u2019na k\u0131yasla 2026\u2019da t-y\u2019luk KKO\u2019una i\u015faret ediyor.
Y\u00fcksek tek haneli reel sat\u0131\u015f gelir b\u00fcy\u00fcme beklentisi.<\/em>\u00a0<\/strong>\u015eirket, \u00fcr\u00fcn karmas\u0131ndaki de\u011fi\u015fiklik (t\u00fcrev modellerin sat\u0131\u015flar\u0131n\u0131n artmas\u0131) nedeniyle heyecans\u0131z sat\u0131\u015f hacmi b\u00fcy\u00fcmesi beklentilerine ra\u011fmen, 2026\u2019da y\u00fcksek tek haneli reel gelir b\u00fcy\u00fcmesi \u00f6ng\u00f6r\u00fcyor. Ford Otosan y\u00f6netimi, 2025\u2019teki %8,0\u2019e k\u0131yasla 2026 i\u00e7in %7-%8\u2019lik D\u00fczeltilmi\u015f FAV\u00d6K marj\u0131 \u00f6ng\u00f6r\u00fcyor. \u015eirketin beklentilerinden yola \u00e7\u0131kt\u0131\u011f\u0131m\u0131z hesaplamalar\u0131m\u0131zda, Ford Otosan\u2019\u0131n 2026\u2019da 1,1 milyar TL net sat\u0131\u015f geliri ve 69,3 milyar TL analist FAV\u00d6K (D\u00fczeltilmi\u015f FAV\u00d6K 85,1 milyar TL ve %7,7 marj) elde edece\u011fini \u00f6ng\u00f6r\u00fcyoruz.
G\u00fc\u00e7l\u00fc nakit rezervleri, 2026 i\u00e7in c\u00f6mert temett\u00fc \u00f6demesine i\u015faret ediyor.<\/em>\u00a0<\/strong>Ford Otosan\u2019\u0131n 2025 y\u0131l sonu itibariyle 64 milyar TL nakit rezervi ve 99 milyar TL net bor\u00e7 pozisyonu bulunuyor. \u015eirketin serbest nakit ak\u0131\u015f\u0131, faaliyet performans\u0131ndaki iyile\u015fme ve sermaye harcamalar\u0131ndaki d\u00fc\u015f\u00fc\u015f sayesinde 2024\u2019teki 0,5 milyar TL\u2019den 2025\u2019te 80 milyar TL\u2019ye \u00f6nemli \u00f6l\u00e7\u00fcde artt\u0131. Ford Otosan y\u00fcksek yat\u0131r\u0131m d\u00f6ng\u00fcs\u00fcn\u00fc tamamlam\u0131\u015f olsa da, \u015firket 2026 i\u00e7in a\u011f\u0131rl\u0131kl\u0131 olarak \u00fcr\u00fcnlerle ilgili yat\u0131r\u0131mlara y\u00f6nelik 300-400 milyon \u20ac\u2019luk yat\u0131r\u0131m harcamas\u0131 b\u00fct\u00e7eliyor. G\u00fc\u00e7l\u00fc nakit rezervleri ve y\u00fcksek yat\u0131r\u0131m d\u00f6ng\u00fcs\u00fcn\u00fcn sonlanmas\u0131 g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, Ford Otosan\u2019\u0131n 2026\u2019da toplam 38,6 milyar TL (nominal) temett\u00fc da\u011f\u0131taca\u011f\u0131n\u0131 (%7,9\u2019luk toplam temett\u00fc verimi ) tahmin ediyoruz.
\u201cAvrupa\u2019da \u00dcretilmi\u015ftir\u201d olas\u0131 etkileri.\u00a0<\/em>AB, T\u00fcrkiye otomotiv end\u00fcstrisi ihracat\u0131n\u0131n neredeyse p\u2019ini olu\u015fturmaktad\u0131r. AB otomotiv end\u00fcstrisinin 4. en b\u00fcy\u00fck ihracat pazar\u0131 olan T\u00fcrkiye, AB otomotiv end\u00fcstrisi ihracat\u0131nda %8\u2019lik bir paya sahiptir. T\u00fcrkiye\u2019nin G\u00fcmr\u00fck Birli\u011fi stat\u00fcs\u00fc ve yerle\u015fik tedarik\u00e7i ili\u015fkileri, Avrupa\u2019n\u0131n d\u00fcnyada artan rekabet ve ticaret sava\u015flar\u0131na kar\u015f\u0131 alaca\u011f\u0131 potansiyel korumac\u0131l\u0131k politikalar\u0131nda \u00f6nem arz edecektir.\u00a0 T\u00fcrkiye\u2019nin AB otomotiv sanayiine derin entegrasyonu, esnek rekabet g\u00fcc\u00fc ve AB ile \u00f6ng\u00f6r\u00fclebilir i\u015f ortakl\u0131\u011f\u0131 g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, T\u00fcrkiye otomotiv sanayinin \u00f6nde gelen temsilcileri, \u2018AB\u2019de \u00dcretilmi\u015ftir\u2019 yakla\u015f\u0131m\u0131n\u0131n T\u00fcrkiye\u2019nin otomotiv sanayiini olumsuz etkilemesini beklemeseler de bunu bir risk unsuru oldu\u011funu da vurguluyorlar.\u201d
\u27a2 Raporun tamam\u0131n\u0131 PDF olarak g\u00f6r\u00fcnt\u00fclemek i\u00e7in a\u015fa\u011f\u0131daki dosyay\u0131 indirebilirsiniz.<\/p>\n

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<\/div>\n<\/div>\n
<\/object>FROTO_Sirket-Guncelleme_160226<\/a>\u0130ndir<\/a><\/div>\n

FROTO hisse hedef fiyat 2026<\/h2>\n

\u0130\u015fte arac\u0131 kurumlar\u0131n Ford Otomotiv hissesi i\u00e7in belirledi\u011fi hedef fiyat ve tavsiyesi; Not:\u00a0Arac\u0131 kurumlar\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 hedef fiyatlar 12 ayl\u0131kt\u0131r ve ger\u00e7ekle\u015fme garantisi yoktur ancak s\u00f6z konusu beklentiler uzman analistler taraf\u0131ndan finansal tablo analizleri sonucu ortaya koyulmaktad\u0131r.<\/em><\/p>\n

\"|<\/figure>\n

\u0130\u015f Yat\u0131r\u0131m<\/h3>\n

\u0130\u015f Yat\u0131r\u0131m, FROTO \u2013 Ford Otosan i\u00e7in hedef fiyat\u0131n\u0131 147,75 TL\u2019den 172,60 TL\u2019ye y\u00fckseltirken, tavsiyesini \u201cal\u201d olarak s\u00fcrd\u00fcrd\u00fc.<\/p>\n

\n\n\n\n\n\n\n\n\n
Arac\u0131 Kurum<\/strong><\/td>\n\u0130\u015f Yat\u0131r\u0131m<\/td>\n<\/tr>\n
Hedef fiyat<\/strong><\/td>\n172,60 TL<\/td>\n<\/tr>\n
Son fiyat (\u0130st: FROTO)<\/strong><\/td>\n133,20 TL<\/td>\n<\/tr>\n
Tavsiye<\/strong><\/td>\nAl<\/td>\n<\/tr>\n
Prim potansiyeli<\/strong><\/td>\n),57<\/td>\n<\/tr>\n
A\u00e7\u0131klanma tarihi<\/strong><\/td>\n16 \u015eubat 2026<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n

Kaynak:<\/strong> ForInvest Haber, \u0130\u015f Yat\u0131r\u0131m Ara\u015ft\u0131rma<\/em><\/p>\n

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Yar\u0131n bir \u015firket y\u00fczde 233,333 oran\u0131nda bedelsiz sermaye art\u0131r\u0131m\u0131 yapacak<\/a><\/p><\/blockquote>\n<\/div>\n<\/figure>\n

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