General Motors (NYSE:GM) Raised to “Buy” at DZ Bank

General Motors (NYSE:GM) (TSE:GMM.U) was upgraded by stock analysts at DZ Bank from a “hold” rating to a “buy” rating in a report released on Thursday, MarketBeat reports. The brokerage presently has a $98.00 price target on the auto manufacturer’s stock. DZ Bank’s target price suggests a potential upside of 16.66% from the stock’s previous close.

Several other equities research analysts have also recently weighed in on the company. Mizuho upped their target price on General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a research note on Wednesday. Deutsche Bank Aktiengesellschaft raised their price objective on General Motors from $82.00 to $83.00 and gave the company a “hold” rating in a research note on Wednesday. Evercore ISI lifted their target price on General Motors from $68.00 to $74.00 and gave the company an “outperform” rating in a research report on Monday, November 24th. UBS Group increased their target price on shares of General Motors from $97.00 to $102.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, TD Cowen reaffirmed a “buy” rating on shares of General Motors in a report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $85.70.

General Motors Stock Down 2.6%

GM opened at $84.01 on Thursday. The stock has a fifty day moving average of $80.13 and a 200-day moving average of $66.85. The company has a market capitalization of $75.94 billion, a P/E ratio of 27.91, a P/E/G ratio of 0.78 and a beta of 1.31. General Motors has a fifty-two week low of $41.60 and a fifty-two week high of $87.31. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.06 and a current ratio of 1.17.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, beating analysts’ consensus estimates of $2.26 by $0.25. The company had revenue of $45.29 billion during the quarter, compared to the consensus estimate of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm’s quarterly revenue was down 5.1% on a year-over-year basis. During the same period in the previous year, the business earned $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, equities analysts expect that General Motors will post 11.44 EPS for the current year.

General Motors announced that its Board of Directors has approved a stock repurchase program on Tuesday, January 27th that authorizes the company to buyback $6.00 billion in shares. This buyback authorization authorizes the auto manufacturer to buy up to 8.1% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s leadership believes its stock is undervalued.

Insiders Place Their Bets

In other news, CAO Christopher Hatto sold 7,724 shares of the firm’s stock in a transaction dated 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 sale, the chief accounting officer directly owned 12,007 shares in the company, valued at $864,504. This trade represents a 39.15% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Company insiders own 0.54% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Bogart Wealth LLC boosted its stake in shares of General Motors by 15.6% in the 4th quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock worth $74,000 after buying an additional 122 shares during the last quarter. PDS Planning Inc lifted its holdings in General Motors by 3.4% during the fourth quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer’s stock worth $325,000 after acquiring an additional 131 shares during the period. Kentucky Trust Co boosted its position in General Motors by 5.1% in the fourth quarter. Kentucky Trust Co now owns 2,944 shares of the auto manufacturer’s stock worth $239,000 after purchasing an additional 144 shares during the last quarter. Tiemann Investment Advisors LLC grew its stake in General Motors by 3.1% in the 3rd quarter. Tiemann Investment Advisors LLC now owns 5,045 shares of the auto manufacturer’s stock valued at $308,000 after purchasing an additional 150 shares during the period. Finally, Hemington Wealth Management grew its stake in General Motors by 14.5% in the 3rd quarter. Hemington Wealth Management now owns 1,219 shares of the auto manufacturer’s stock valued at $74,000 after purchasing an additional 154 shares during the period. 92.67% of the stock is currently owned by institutional investors and hedge funds.

General Motors News Roundup

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

• Positive Sentiment: Q4 earnings beat and bullish outlook: GM posted a Q4 adjusted EPS beat and guided to stronger full‑year earnings, which underpins bullish analyst revisions and supports longer‑term upside. After +50% Return in 2025, GM Gets Off to a Strong Start in 2026
• Positive Sentiment: Share repurchase announced: GM plans a $6.0 billion buyback, which is a direct capital-return action that can support the stock and EPS per share. GM to Buyback $6.00 billion in Outstanding Shares
• Positive Sentiment: Analyst upgrades and higher targets: Several firms raised price targets (e.g., Mizuho to $105; DZ Bank upgraded to buy), reflecting improving sentiment after the quarter. These lifts support upside potential. Mizuho Increases GM Price Target to $105
• Neutral Sentiment: Positive style/momentum coverage: Zacks published momentum and growth writeups highlighting GM as attractive to different investor styles — helpful for sentiment but not an immediate catalyst. General Motors is a Top‑Ranked Momentum Stock
• Neutral Sentiment: Longer-term price forecasts: Several outlets published multi‑year forecasts that are generally bullish based on GM’s cash flow and pickup/SUV franchise, but these are outlook pieces rather than immediate drivers. GM Price Prediction and Forecast 2026‑2030
• Negative Sentiment: Large EV and China-related charges: GM took roughly $7B of special charges tied to scaling back EV capacity, supply‑chain settlements and China JV restructuring — a hit to reported net income and a reminder of execution risk in EV transition. Coverage of GM charges and industry context
• Negative Sentiment: EV program changes and cancellations: Reports indicate canceled models and discontinuation of the Bolt as GM refocuses EV plans — this creates near‑term writeoffs and uncertainty about future EV margins and timing. GM’s EV losses from cancellations
• Negative Sentiment: Restructuring, plant shifts and job cuts: GM announced a shift reduction in Canada cutting roughly 500 jobs and faces reports of potential plant sales — signals of cost actions but also short‑term disruption and local community/political friction. GM shift reduction in Canada to cut 500 jobs
• Negative Sentiment: Trade/tariff uncertainty: Analysts flagged evolving tariff and trade policy risks that could raise costs and pressure margins — a macro/regulatory headwind investors are watching. Tariff turbulence risks for GM

General Motors Company Profile

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.