General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) had its target price upped by stock analysts at Deutsche Bank Aktiengesellschaft from $82.00 to $83.00 in a report released on Wednesday,Benzinga reports. The firm presently has a “hold” rating on the auto manufacturer’s stock. Deutsche Bank Aktiengesellschaft’s target price indicates a potential downside of 2.37% from the stock’s previous close.
A number of other research firms have also weighed in on GM. Piper Sandler reiterated an “overweight” rating and issued a $105.00 price target on shares of General Motors in a research report on Wednesday. Zacks Research raised General Motors from a “hold” rating to a “strong-buy” rating in a report on Friday, October 24th. Citigroup lifted their target price on shares of General Motors from $86.00 to $98.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Evercore ISI boosted their target price on shares of General Motors from $68.00 to $74.00 and gave the company an “outperform” rating in a research note on Monday, November 24th. Finally, The Goldman Sachs Group set a $104.00 price objective on shares of General Motors in a research note on Tuesday. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, General Motors has an average rating of “Moderate Buy” and a consensus target price of $83.50.
Check Out Our Latest Report on GM
General Motors Stock Performance
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last released its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, beating the consensus estimate of $2.26 by $0.25. The firm had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. General Motors had a net margin of 1.62% and a return on equity of 12.29%. The firm’s revenue for the quarter was down 5.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, sell-side analysts forecast that General Motors will post 11.44 earnings per share for the current fiscal year.
General Motors declared that its board has approved a stock repurchase plan on Tuesday, January 27th that permits the company to repurchase $6.00 billion in shares. This repurchase authorization permits the auto manufacturer to repurchase up to 8.1% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s management believes its shares are undervalued.
Insider Buying and Selling at General Motors
In other news, CAO Christopher Hatto sold 7,724 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $72.00, for a total value of $556,128.00. Following the completion of the transaction, the chief accounting officer owned 12,007 shares of the company’s stock, valued at $864,504. This represents a 39.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Company insiders own 0.54% of the company’s stock.
Institutional Trading of General Motors
Institutional investors have recently added to or reduced their stakes in the stock. Elevation Wealth Partners LLC boosted its position 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 buying an additional 275 shares during the last quarter. Founders Capital Management bought a new position in General Motors during the fourth quarter valued at about $31,000. Steigerwald Gordon & Koch Inc. bought a new stake in General Motors in the third quarter worth about $29,000. Kelleher Financial Advisors bought a new position in shares of General Motors during the 3rd quarter valued at approximately $29,000. Finally, Trust Co. of Toledo NA OH bought a new position in shares of General Motors during the 2nd quarter worth $25,000. 92.67% of the stock is currently owned by institutional investors.
Key Headlines Impacting General Motors
Here are the key news stories impacting General Motors this week:
- Positive Sentiment: Q4 adjusted EPS beat expectations ($2.51 vs. ~2.2) and core profit rose thanks to stronger SUV and pickup demand, supporting the earnings-driven upside. Read More.
- Positive Sentiment: Board approved a $6.0 billion share repurchase (authorizes ~8.1% of shares) and raised the quarterly dividend 20% — both immediate shareholder-friendly actions that lift valuation multiples. Read More.
- Positive Sentiment: Recurring software/subscription revenue is growing — in-vehicle tech services generated nearly $2 billion in 2025 — improving margin visibility and recurring revenue mix. Read More.
- Positive Sentiment: Analyst/market commentary frames GM as a value play after the actions above; some bullish takes point to buybacks and software upside as multi-year catalysts. Read More.
- Neutral Sentiment: GM is improving the EV ownership experience (myBrand apps integrate Electrify America charging), which supports long-term EV adoption but is not an immediate earnings driver. Read More.
- Neutral Sentiment: GM Financial reported steady results, providing some stability to consolidated profitability but with limited market-moving surprise. Read More.
- Negative Sentiment: GM booked a large EV-related charge (reported ~$7.2B / $7.6B restructuring) tied to scaling back EV investments, which produced a net loss for the quarter and raises near-term earnings volatility. Read More.
- Negative Sentiment: FY2026 EPS guidance (9.75–10.50) came in below some sell-side consensus (~11.9), leaving room for disappointment if execution slips. Read More.
- Negative Sentiment: Revenue slightly missed estimates and GM warned of material tariff/headwind costs ($3–4B), which pressure margins if not offset by pricing or mix. Read More.
- Negative Sentiment: Supply-chain risk: GM (and Ford) have been reported in talks over financing for parts supplier First Brands — a reminder of supplier concentration risks that could affect production. 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.
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