UBS Group Increases General Motors (NYSE:GM) Price Target to $102.00

General Motors (NYSE:GM) (TSE:GMM.U) had its price target upped by UBS Group from $97.00 to $102.00 in a research report issued to clients and investors on Wednesday, Marketbeat reports. The brokerage presently has a “buy” rating on the auto manufacturer’s stock. UBS Group’s target price would suggest a potential upside of 18.41% from the company’s current price.

Several other brokerages have also weighed in on GM. Wedbush upped their target price on shares of General Motors from $75.00 to $95.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. The Goldman Sachs Group set a $104.00 price target on General Motors in a research note on Tuesday. Argus set a $78.00 price target on General Motors in a report on Thursday, October 23rd. 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. Finally, Zacks Research upgraded General Motors from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 24th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $85.70.

General Motors Stock Up 1.5%

General Motors stock opened at $86.14 on Wednesday. The stock’s 50 day moving average price is $79.86 and its 200 day moving average price is $66.64. General Motors has a 1-year low of $41.60 and a 1-year high of $87.31. The company has a market cap of $77.87 billion, a PE ratio of 28.62, a price-to-earnings-growth ratio of 0.77 and a beta of 1.31. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.06.

General Motors (NYSE:GM) (TSE:GMM.U) last released its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS 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 return on equity of 14.72% and a net margin of 1.46%.General Motors’s quarterly revenue was down 5.1% compared to the same quarter last year. During the same quarter last year, the company 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 predict that General Motors will post 11.44 EPS for the current fiscal year.

General Motors declared that its Board of Directors has authorized 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 buy up to 8.1% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s management believes its stock is undervalued.

Insider Activity

In other news, CAO Christopher Hatto sold 7,724 shares of General Motors stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $72.00, for a total transaction 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. The trade was a 39.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.54% of the stock is owned by corporate insiders.

Institutional Trading of General Motors

Several hedge funds and other institutional investors have recently added to or reduced their stakes in GM. Vanguard Group Inc. lifted its holdings in shares of General Motors by 11.5% during the 2nd quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock worth $5,450,485,000 after acquiring an additional 11,418,367 shares during the period. Norges Bank acquired a new position in General Motors during the second quarter worth approximately $444,319,000. Viking Global Investors LP raised its stake in General Motors by 81.1% during the second quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after purchasing an additional 5,830,050 shares during the period. Two Sigma Investments LP boosted its holdings in shares of General Motors by 348.4% in the 3rd quarter. Two Sigma Investments LP now owns 3,549,170 shares of the auto manufacturer’s stock valued at $216,393,000 after purchasing an additional 2,757,695 shares during the last quarter. Finally, Worldquant Millennium Advisors LLC boosted its holdings in shares of General Motors by 436.8% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 2,658,525 shares of the auto manufacturer’s stock valued at $130,826,000 after purchasing an additional 2,163,274 shares during the last quarter. Hedge funds and other institutional investors own 92.67% of the company’s stock.

Key Stories 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

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.