General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) had its price objective increased by equities research analysts at Royal Bank Of Canada from $92.00 to $107.00 in a research note issued to investors on Wednesday, Marketbeat reports. The brokerage currently has an “outperform” rating on the auto manufacturer’s stock. Royal Bank Of Canada’s price objective would suggest a potential upside of 24.21% from the stock’s current price.
Several other research analysts have also recently commented on GM. JPMorgan Chase & Co. lifted their price target on shares of General Motors from $85.00 to $100.00 and gave the company an “overweight” rating in a research report on Wednesday, January 21st. Barclays set a $110.00 price objective on General Motors in a research note on Wednesday. TD Cowen reissued a “buy” rating on shares of General Motors in a report on Wednesday. Citigroup boosted their price target on General Motors from $86.00 to $98.00 and gave the company a “buy” rating in a research note on Monday, January 12th. Finally, Zacks Research raised shares of General Motors from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 24th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $85.70.
Read Our Latest Analysis on General Motors
General Motors Stock Performance
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last announced its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The company had revenue of $45.29 billion during the quarter, compared to analysts’ expectations of $45.81 billion. During the same quarter in the previous year, the business posted $1.92 earnings per share. General Motors’s quarterly revenue was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, equities analysts forecast that General Motors will post 11.44 EPS for the current year.
General Motors declared that its board has approved a share repurchase program on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to reacquire up to 8.1% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s management believes its shares are undervalued.
Insider Activity
In related news, CAO Christopher Hatto sold 7,724 shares of General Motors stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $72.00, for a total transaction of $556,128.00. Following the sale, the chief accounting officer directly owned 12,007 shares of the company’s stock, valued at approximately $864,504. The trade was a 39.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.54% of the company’s stock.
Institutional Trading of General Motors
Hedge funds and other institutional investors have recently modified their holdings of the stock. Ashton Thomas Private Wealth LLC boosted its holdings in shares of General Motors by 3.9% during the 4th quarter. Ashton Thomas Private Wealth LLC now owns 5,111 shares of the auto manufacturer’s stock valued at $416,000 after acquiring an additional 193 shares in the last quarter. D.A. Davidson & CO. raised its position in General Motors by 1.8% in the fourth quarter. D.A. Davidson & CO. now owns 19,392 shares of the auto manufacturer’s stock valued at $1,577,000 after purchasing an additional 352 shares during the last quarter. Pictet Asset Management Holding SA raised its holdings in General Motors by 13.0% in the 4th quarter. Pictet Asset Management Holding SA now owns 493,095 shares of the auto manufacturer’s stock valued at $40,108,000 after buying an additional 56,887 shares during the last quarter. Verdence Capital Advisors LLC raised its stake in shares of General Motors by 6.2% during the fourth quarter. Verdence Capital Advisors LLC now owns 50,859 shares of the auto manufacturer’s stock valued at $4,136,000 after acquiring an additional 2,972 shares during the last quarter. Finally, Elevated Financial Group LLC bought a new position in General Motors during the 4th quarter worth $491,000. Institutional investors own 92.67% of the company’s stock.
Key Headlines Impacting General Motors
Here are the key news stories impacting General Motors this week:
- Positive Sentiment: GM beat Q4 EPS expectations and gave strong 2026 earnings guidance, which traders rewarded as evidence of earnings resilience and cash-generation. After +50% Return in 2025, GM Gets Off to a Strong Start in 2026
- Positive Sentiment: Board authorized a $6.0 billion share buyback (up to ~8.1% of shares), signaling management views the stock as undervalued and supporting EPS and share price. GM to Buyback $6.00 billion in Outstanding Shares
- Positive Sentiment: Multiple analysts raised targets/ratings (UBS, RBC, Mizuho, DZ Bank), lifting sentiment and adding upward pressure to the stock. Several price-target upgrades reported
- Positive Sentiment: Operational initiatives: GM is investing in wages and training ahead of major launches (supports execution risk reduction) and growing subscription/recurring revenue (~$2B last year), both boost longer-term margin/cash-flow outlook. GM invests in wages and training
- Neutral Sentiment: Analyst commentary pieces and valuation writeups highlight GM as both a growth and value idea—useful context but not a direct catalyst. Zacks style-score coverage
- Negative Sentiment: GM took roughly $7.2B of special charges (EV asset impairments, supply‑chain settlements, China JV restructuring), which depressed net income and introduces earnings volatility even if many items were already priced in. Q4 charges and implications
- Negative Sentiment: Operational/headcount action: GM will cut a shift in Oshawa, Canada, eliminating ~500 jobs — a near-term cost/PR headwind and sign of production adjustments in a softer market. GM shift reduction in Canada
- Negative Sentiment: Macro/trade risks: coverage points to tariff and trade-policy uncertainty that could raise costs and compress margins if policies evolve—an ongoing risk for investors to monitor. Tariff risk analysis
- Negative Sentiment: Some analysts trimmed enthusiasm (Zacks downgraded to Hold), underscoring that recent gains have left varying views on further upside from current levels. Zacks downgrade note
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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