Bank of America Begins Coverage on General Motors (NYSE:GM)

Research analysts at Bank of America started coverage on shares of General Motors (NYSE:GM) (TSE:GMM.U) in a note issued to investors on Wednesday. The brokerage set a “buy” rating and a $105.00 price target on the auto manufacturer’s stock. Bank of America‘s price target suggests a potential upside of 37.85% from the company’s previous close.

Several other research analysts have also commented on GM. Jefferies Financial Group boosted their price objective on shares of General Motors from $85.00 to $97.00 and gave the stock a “hold” rating in a research note on Monday, February 2nd. TD Cowen reaffirmed a “buy” rating on shares of General Motors in a research report on Wednesday, January 28th. The Goldman Sachs Group set a $104.00 price objective on General Motors in a research report on Tuesday, January 27th. DZ Bank raised General Motors from a “hold” rating to a “buy” rating and set a $98.00 target price on the stock in a research report on Thursday, January 29th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $105.00 price target (up from $98.00) on shares of General Motors in a research note on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $91.39.

General Motors Trading Down 3.1%

GM opened at $76.17 on Wednesday. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. The firm has a market cap of $68.86 billion, a price-to-earnings ratio of 25.31, a PEG ratio of 0.43 and a beta of 1.37. General Motors has a 12 month low of $41.60 and a 12 month high of $87.62. The stock has a fifty day moving average price of $81.65 and a 200-day moving average price of $71.49.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings data 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 for 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%.The firm’s revenue for the quarter 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. As a group, equities research analysts anticipate that General Motors will post 11.44 earnings per share for the current fiscal year.

General Motors declared that its Board of Directors has authorized a share repurchase plan on Tuesday, January 27th that permits the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization permits the auto manufacturer to repurchase up to 8.1% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

Institutional Investors Weigh In On General Motors

A number of large investors have recently bought and sold shares of the company. Tsfg LLC lifted its stake in General Motors by 5.7% during the 4th quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock valued at $182,000 after acquiring an additional 120 shares during the period. Bogart Wealth LLC raised its holdings in shares of General Motors by 15.6% during the fourth quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock worth $74,000 after purchasing an additional 122 shares during the last quarter. Sumitomo Life Insurance Co. lifted its position in General Motors by 0.7% during the fourth quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock valued at $1,584,000 after purchasing an additional 127 shares during the period. PDS Planning Inc boosted its holdings in General Motors by 3.4% in the fourth quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer’s stock valued at $325,000 after purchasing an additional 131 shares during the last quarter. Finally, UMB Bank n.a. grew its position in General Motors by 2.0% during the 4th quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer’s stock worth $560,000 after purchasing an additional 136 shares during the period. Hedge funds and other institutional investors own 92.67% of the company’s stock.

More General Motors News

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

• Positive Sentiment: BofA initiated coverage with a Buy and $105 price target, citing pickup/SUV strength and profitable ICE tailwinds that could unlock upside for GM shares. Tesla and General Motors: BofA Bets Big on Autonomy and ICE Dominance With Bold Price Targets
• Positive Sentiment: GM is consolidating certified pre‑owned programs into its CarBravo platform and opening it to non‑GM vehicles — a move aimed at boosting used‑car volume, dealer margins and competitive positioning versus online used‑car sellers. GM CarBravo Shift Links Used Car Strategy With Undervalued Stock Story
• Positive Sentiment: GM Defense won an Army contract for infantry squad vehicles and safety kits, supporting recurring revenue in the defense arm and diversifying GM’s revenue streams. GM Defense Secures Army Contract for Infantry Squad Vehicles, Safety Kits
• Neutral Sentiment: Recent market commentary notes GM outperformed the Nasdaq over the last year and has positive analyst attention; short‑term price moves may reflect rotation into/out of autos rather than fundamental news. Is General Motors Company Stock Outperforming the Nasdaq?
• Neutral Sentiment: Local training programs for GM dealership technicians were announced — supports service quality and rollout of new platforms but has limited near‑term financial impact. WCC Offers Training for GM Dealership Technicians
• Negative Sentiment: GM faces a major lawsuit alleging its V8 engines can suddenly seize — litigation raises potential recall/repair costs, reputational risk and could pressure margins if it expands. GM Now Faces One Massive Lawsuit Over Claims Its V8 Can Suddenly Seize
• Negative Sentiment: Surface Transforms said GM is re‑sourcing brake discs, ending their supply agreement — a supplier termination can signal cost or sourcing shifts and may prompt short‑term stock sensitivity around supply‑chain disruptions. Surface Transforms share price volatility continues in wake of GM cancellation

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.