Zacks Research Lifts Earnings Estimates for General Motors

General Motors Company (NYSE:GM) (TSE:GMM.U) – Research analysts at Zacks Research upped their Q3 2026 earnings estimates for General Motors in a report issued on Wednesday, January 21st. Zacks Research analyst Team now expects that the auto manufacturer will post earnings of $3.10 per share for the quarter, up from their previous forecast of $2.74. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share. Zacks Research also issued estimates for General Motors’ Q4 2026 earnings at $3.09 EPS, FY2026 earnings at $11.65 EPS, Q1 2027 earnings at $2.80 EPS, Q2 2027 earnings at $3.06 EPS, Q3 2027 earnings at $3.34 EPS, Q4 2027 earnings at $3.21 EPS and FY2027 earnings at $12.41 EPS.

GM has been the subject of several other research reports. The Goldman Sachs Group reissued a “buy” rating and issued a $98.00 price objective on shares of General Motors in a research note on Thursday, January 15th. UBS Group reiterated a “buy” rating on shares of General Motors in a report on Friday, January 9th. Morgan Stanley raised General Motors from an “equal weight” rating to an “overweight” rating and raised their price target for the stock from $54.00 to $90.00 in a research note on Monday, December 8th. Benchmark restated a “buy” rating on shares of General Motors in a report on Wednesday, October 22nd. Finally, JPMorgan Chase & Co. increased their target price on General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a research note on Wednesday. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $80.00.

General Motors Price Performance

GM stock opened at $79.65 on Friday. The stock has a market cap of $74.30 billion, a PE ratio of 16.03, a P/E/G ratio of 0.63 and a beta of 1.31. General Motors has a 12 month low of $41.60 and a 12 month high of $85.18. The company has a 50-day moving average price of $78.57 and a 200 day moving average price of $65.77. The company has a current ratio of 1.23, a quick ratio of 1.06 and a debt-to-equity ratio of 1.40.

General Motors (NYSE:GM) (TSE:GMM.U) last released its earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.32 by $0.48. The firm had revenue of $48.59 billion during the quarter, compared to analyst estimates of $44.60 billion. General Motors had a net margin of 1.62% and a return on equity of 12.29%. The business’s revenue was down .3% on a year-over-year basis. During the same quarter last year, the business earned $2.96 EPS.

Insider Buying and Selling

In other General Motors news, CAO Christopher Hatto sold 15,697 shares of the firm’s stock in a transaction on Tuesday, October 28th. The stock was sold at an average price of $70.00, for a total transaction of $1,098,790.00. Following the transaction, the chief accounting officer directly owned 12,007 shares in the company, valued at $840,490. This trade represents a 56.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.54% of the stock is owned by insiders.

Hedge Funds Weigh In On General Motors

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in shares of General Motors by 11.5% in the second quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock valued at $5,450,485,000 after acquiring an additional 11,418,367 shares in the last quarter. Franklin Resources Inc. grew its holdings in General Motors by 3.3% during the 3rd quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer’s stock worth $1,909,748,000 after acquiring an additional 989,189 shares in the last quarter. Capital World Investors increased its position in General Motors by 8.2% during the 3rd quarter. Capital World Investors now owns 18,130,519 shares of the auto manufacturer’s stock valued at $1,105,420,000 after purchasing an additional 1,366,467 shares during the period. AQR Capital Management LLC increased its position in General Motors by 5.5% during the 3rd quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock valued at $868,986,000 after purchasing an additional 748,831 shares during the period. Finally, Viking Global Investors LP raised its holdings in shares of General Motors by 81.1% in the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock valued at $640,659,000 after purchasing an additional 5,830,050 shares in the last quarter. 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: Zacks Research sharply raised multiple near‑term and FY2026–FY2027 EPS estimates and maintains a “Strong‑Buy” rating, boosting the consensus outlook for GM’s earnings power (supports higher valuation). Is GM Set for 14th Straight EPS Beat in Q4? How to Play the Stock Now
• Positive Sentiment: Goldman Sachs reiterated a Buy and raised its price target to $98, signaling confidence in GM’s EV/battery exposure and valuation upside. Goldman Sachs is Bullish on General Motors Company (GM)
• Positive Sentiment: JPMorgan raised its price target to $100, another vote of confidence that can support momentum if broader market sentiment holds. JPMorgan Chase & Co. Raises General Motors (NYSE:GM) Price Target to $100.00
• Positive Sentiment: The FDIC approved deposit insurance applications, clearing the way for GM to establish an industrial bank — a potential long‑term new revenue stream from financial services (but implementation will take time). FDIC clears way for Ford, General Motors set up industrial banks
• Neutral Sentiment: GM will move production of a China‑built Buick compact SUV to its Fairfax, Kansas plant and will end Chevy Bolt EV production there — reshoring favors margin/procurement and political alignment, but ending the Bolt signals GM is consolidating its EV lineup. GM to end Chevy Bolt EV production next year, move China-made Buick to U.S. factory
• Negative Sentiment: Regulatory/legal risk rose after reports that a recall “fix” failed on ~600,000 engines and triggered a federal probe — this can drive repair costs, further recalls, and near‑term headline risk that likely pressured the stock today. GM under federal probe after recall ‘fix’ fails on 600,000 engines
• Negative Sentiment: The FTC opened action against GM and OnStar over privacy concerns, creating additional regulatory scrutiny and potential fines or remediation costs. FTC Action Against GM & OnStar For Privacy Concerns

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.