General Motors

GM · NYSE

$77.09−$5.66 (−6.84%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $82.75

GM analyst rating

BuyConsensus of 21 analysts over the last 12 months. 90% rate it a buy.

Strong buy1
Buy18
Hold1
Underperform1
Sell0

12-month price target · 30 analysts

Average $103.91 (+34.8% upside)

Low: $71.71
Now: $77.09
High: $138.60

Upgrades and downgrades

The latest rating actions, newest first

GM analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 12, 2026	Maintains	Overweight	$120.00 → $110.00	50%
RBC Capital	Oct 12, 2026	Maintains	Outperform	$100.00 → $102.00	56%
UBS	Oct 7, 2026	Maintains	Buy	$114.00 → $112.00	39%
Goldman Sachs	Oct 6, 2026	Maintains	Buy	$103.00 → $112.00	60%
UBS	Sep 14, 2026	Maintains	Buy	$102.00 → $114.00	39%
Tigress Financial	Jul 28, 2026	Maintains	Strong Buy	$92.00 → $130.00	56%
Jefferies	Jul 27, 2026	Upgrade	Hold → Buy	$90.00 → $99.00	46%
Wells Fargo	Jul 22, 2026	Maintains	Underweight	$60.00 → $61.00	41%
Morgan Stanley	Jul 22, 2026	Maintains	Overweight	$100.00 → $101.00	67%
TD Cowen	Jul 22, 2026	Maintains	Buy	$126.00 → $132.00	42%

The case for and against

Updated Oct 14, 2026

Bull case

General Motors is attractive because its Q2 beat and $500M guidance raise signal durable pricing power and disciplined cost control, while lower warranty costs and better pricing support a stronger 2026 EBIT range of $14-16B. Its core truck and SUV franchise remains a major advantage, with about 40% share in full-size pickups and 2025 U.S. share at 17.4%, up 60 basis points from 2024, reinforcing pricing resilience in the most profitable segments. Beyond autos, high-margin recurring businesses such as OnStar, Super Cruise, GM Defense, energy storage, and GM Financial broaden earnings quality and create a credible path to margin expansion, multiple re-rating, and stronger cash generation.

Bear case

General Motors is viewed negatively because its earnings outlook is pressured by rising commodity inflation and DRAM costs of $1,150M, higher U.S. onshoring costs of $850M, and lower CAFE credit benefits of $225M, only partly offset by $750M each from EV rightsizing and warranty cost benefits. The downside case implies 2026E and 2027E Auto EPS could be about 25% below the base case, while investors may assign only about 4x P/E if they remain skeptical of GM Tech’s future earnings power. That caution is reinforced by the auto industry’s cyclical sensitivity to macro conditions, ongoing supply-chain risk, and the uncertainty and cost burden tied to the EV and AV transition.

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