** Ford Motor F.N suspended its annual guidance on Monday because of uncertainty around U.S. President Donald Trump's tariffs, saying the levies would cost the co about $1.5 billion in adjusted earnings before interest and taxes
** Shares of automaker down 2.2% in premarket trading
SHIFTING GEARS
** Barclays ("equal weight", PT: $9) sees opportunity for co to leverage cost advantages and gain US market share
** Goldman Sachs ("hold", PT: $10) sees co's strong U.S. market position and cost management as positives but is cautious about premium valuation and international competition challenges, noting tariffs' impact but potential mitigation through higher vehicle prices
** Morningstar (fairvalue: $16) sees co's decision to withhold updated guidance as a cautious approach given unpredictable tariff environment
** Daiwa Capital Markets ("neutral") says "Ford is better positioned compared to competition with higher US content but is unlikely to escape a weaker demand environment".
(Reporting by Rashika Singh in Bengaluru)
((rashika.singh@thomsonreuters.com))