Q3 EPS Estimates for General Motors Lifted by Zacks Research

General Motors Company (NYSE:GM) (TSE:GMM.U) – Investment analysts at Zacks Research boosted their Q3 2026 EPS estimates for General Motors in a report issued on Wednesday, January 21st. Zacks Research analyst Team now expects that the auto manufacturer will earn $3.10 per share for the quarter, up from their prior forecast of $2.74. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share. Zacks Research also issued estimates for General Motors’ Q4 2026 earnings at $3.09 EPS, FY2026 earnings at $11.65 EPS, Q1 2027 earnings at $2.80 EPS, Q2 2027 earnings at $3.06 EPS, Q3 2027 earnings at $3.34 EPS, Q4 2027 earnings at $3.21 EPS and FY2027 earnings at $12.41 EPS.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 EPS for the quarter, beating the consensus estimate of $2.32 by $0.48. The company had revenue of $48.59 billion during the quarter, compared to analysts’ expectations of $44.60 billion. General Motors had a net margin of 1.62% and a return on equity of 12.29%. The business’s revenue for the quarter was down .3% compared to the same quarter last year. During the same period in the previous year, the company earned $2.96 EPS.

GM has been the topic of a number of other research reports. Barclays reaffirmed an “overweight” rating and issued a $100.00 target price on shares of General Motors in a report on Friday. Evercore ISI raised their price objective on General Motors from $68.00 to $74.00 and gave the company an “outperform” rating in a research note on Monday, November 24th. Benchmark reissued a “buy” rating on shares of General Motors in a research note on Wednesday, October 22nd. Royal Bank Of Canada raised their price target on shares of General Motors from $77.00 to $86.00 and gave the company an “outperform” rating in a research note on Wednesday, October 22nd. Finally, Mizuho set a $100.00 price target on shares of General Motors in a report on Friday, January 9th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $80.00.

General Motors Stock Performance

NYSE GM opened at $81.00 on Friday. The firm’s 50 day simple moving average is $78.39 and its 200 day simple moving average is $65.57. The firm has a market capitalization of $75.56 billion, a price-to-earnings ratio of 16.30, a P/E/G ratio of 0.64 and a beta of 1.31. The company has a current ratio of 1.23, a quick ratio of 1.06 and a debt-to-equity ratio of 1.40. General Motors has a 1 year low of $41.60 and a 1 year high of $85.18.

Hedge Funds Weigh In On General Motors

Several institutional investors and hedge funds have recently added to or reduced their stakes in GM. Elevation Wealth Partners LLC raised its stake in shares of General Motors by 500.0% during the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock valued at $27,000 after acquiring an additional 275 shares during the last quarter. Founders Capital Management acquired a new stake in General Motors in the fourth quarter valued at $31,000. Steigerwald Gordon & Koch Inc. bought a new position in General Motors during the 3rd quarter worth $29,000. Kelleher Financial Advisors acquired a new position in General Motors during the 3rd quarter worth about $29,000. Finally, Trust Co. of Toledo NA OH bought a new stake in shares of General Motors in the 2nd quarter valued at about $25,000. 92.67% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CAO Christopher Hatto sold 15,697 shares of the company’s stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $70.00, for a total value of $1,098,790.00. Following the completion of the transaction, the chief accounting officer owned 12,007 shares of the company’s stock, valued at $840,490. This represents a 56.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 0.54% of the stock is owned by corporate insiders.

Key General Motors News

Here are the key news stories impacting General Motors this week:

• Positive Sentiment: Zacks Research sharply raised EPS forecasts across 2026–2027 and reiterated a “Strong‑Buy” view, lifting quarter and full‑year estimates (FY2027 to $12.41 vs prior ~$10). Higher earnings consensus increases upside to valuation and supports near‑term share gains. Read More.
• Positive Sentiment: JPMorgan raised its price target to $100 (overweight), signaling bullish analyst conviction and creating fresh upside for investors relative to recent levels. Broker upgrades often spark buying momentum. Read More.
• Positive Sentiment: FDIC approval clears the way for GM to form an industrial bank, enabling expanded captive-finance and other financial services that can boost financing margins and recurring revenue over time. Read More.
• Neutral Sentiment: GM is shifting production of a China‑built Buick compact SUV to its Fairfax, Kansas plant starting in 2028 and will end the rebooted Chevy Bolt EV at Fairfax — a manufacturing consolidation that reduces geopolitical/tariff risk and boosts U.S. content but also signals deprioritizing the Bolt lineup. The near‑term impact is mixed for margins and EV positioning. Read More.
• Negative Sentiment: The FTC has taken action against GM/OnStar over privacy concerns, introducing regulatory/legal risk that could lead to fines, compliance costs or reputational damage — a potential near‑term headwind for sentiment. Read More.
• Negative Sentiment: Analysts and commentary warn that fast‑growing Chinese EV makers remain a competitive threat globally; persistent pricing and share pressure from low‑cost entrants could constrain GM’s EV margin expansion. Read More.

About General Motors

General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.

GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.