General Motors (NYSE:GM) Upgraded by UBS Group to Strong-Buy Rating

Key Points

• UBS upgraded General Motors to “strong buy” and raised its price target to $114 from $102, citing potential growth from high-margin OnStar connected services and Super Cruise.
• GM’s broader analyst outlook is positive: the stock carries a “Moderate Buy” consensus rating with an average price target of $101.82, while shares recently opened at $87.16.
• GM exceeded quarterly expectations with adjusted EPS of $3.57 versus a $3.19 consensus and revenue of $48.03 billion; the company maintained fiscal 2026 EPS guidance of $12 to $14.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U was upgraded by research analysts at UBS Group to a "strong-buy" rating in a report issued on Monday, Zacks reports.

Other research analysts have also issued research reports about the company. Morgan Stanley raised their target price on General Motors from $100.00 to $101.00 and gave the company an "overweight" rating in a report on Wednesday, July 22nd. Jefferies Financial Group raised General Motors from a "hold" rating to a "buy" rating and increased their price target for the company from $90.00 to $99.00 in a research report on Monday, July 27th. Royal Bank Of Canada raised their price objective on General Motors from $94.00 to $100.00 and gave the company an "outperform" rating in a research note on Wednesday, July 22nd. TD Cowen lifted their price objective on shares of General Motors from $126.00 to $132.00 and gave the stock a "buy" rating in a report on Wednesday, July 22nd. Finally, Tigress Financial upped their target price on shares of General Motors from $92.00 to $130.00 and gave the stock a "strong-buy" rating in a research note on Tuesday, July 28th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $101.82.

General Motors Stock Performance

GM opened at $87.16 on Monday. General Motors has a 1-year low of $54.33 and a 1-year high of $91.85. The company has a market cap of $76.48 billion, a price-to-earnings ratio of 44.02, a PEG ratio of 0.48 and a beta of 1.32. The company's fifty day moving average price is $84.39 and its two-hundred day moving average price is $80.03. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last posted its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, topping the consensus estimate of $3.19 by $0.38. The company had revenue of $48.03 billion during the quarter, compared to the consensus estimate of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The firm's revenue for the quarter was up 1.9% on a year-over-year basis. During the same period in the previous year, the firm posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, analysts expect that General Motors will post 13.32 EPS for the current fiscal year.

Insider Buying and Selling at General Motors

In other General Motors news, EVP Grant Dixton sold 40,000 shares of General Motors stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $88.44, for a total value of $3,537,600.00. Following the sale, the executive vice president owned 54,992 shares of the company's stock, valued at approximately $4,863,492.48. The trade was a 42.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $90.00, for a total transaction of $620,550.00. Following the transaction, the chief accounting officer directly owned 18,899 shares of the company's stock, valued at $1,700,910. This represents a 26.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 549,665 shares of company stock valued at $49,010,828 in the last three months. 0.44% of the stock is owned by corporate insiders.

Institutional Trading of General Motors

Large investors have recently bought and sold shares of the company. Junto Capital Management LP grew its stake in shares of General Motors by 33.9% during the 2nd quarter. Junto Capital Management LP now owns 976,798 shares of the auto manufacturer's stock worth $75,292,000 after acquiring an additional 247,302 shares during the period. Miramontes Capital LLC bought a new stake in General Motors in the 2nd quarter valued at about $261,000. Tidal Investments LLC raised its stake in General Motors by 14.2% in the 2nd quarter. Tidal Investments LLC now owns 167,568 shares of the auto manufacturer's stock valued at $12,916,000 after acquiring an additional 20,899 shares during the period. Engineers Gate Manager LP lifted its holdings in General Motors by 18.6% during the second quarter. Engineers Gate Manager LP now owns 1,290,019 shares of the auto manufacturer's stock valued at $99,435,000 after purchasing an additional 202,057 shares during the last quarter. Finally, Pinnacle Wealth Management Advisory Group LLC boosted its position in General Motors by 30.4% during the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 12,735 shares of the auto manufacturer's stock worth $982,000 after purchasing an additional 2,969 shares during the period. 92.67% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about General Motors

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

• Positive Sentiment: UBS raised its GM price target to $114 from $102, arguing that Wall Street may be undervaluing recurring, high-margin revenue from OnStar connected services and Super Cruise driver assistance. UBS views GM’s digital business as a significant growth driver beyond vehicle sales. General Motors has an underappreciated growth driver, UBS says
• Positive Sentiment: GM plans to introduce a new customer software experience in redesigned Chevrolet Silverado and GMC Sierra pickups later this year. A better infotainment platform could improve customer engagement and create more opportunities for digital-service revenue. GM launching new customer software experience with redesigned Chevy, GMC pickups
• Positive Sentiment: GM says it aims to source battery cells entirely within the United States within two to three years and is targeting domestic sodium-ion battery production by 2029. The strategy could reduce exposure to Chinese supply chains and improve supply security, although the financial benefits are longer term. GM pursues domestic battery supply chain as Ford faces China scrutiny
• Neutral Sentiment: GM’s Australia leadership transition and product-related coverage, including removal of the Corvette fuel-door lock and development of its next small-block V8, are unlikely to materially affect near-term earnings or valuation. GM Says Deleting The C8 Corvette's Fuel-Door Lock is an Upgrade

About General Motors

General Motors Company NYSE: GM is a global automotive company headquartered in Detroit, Michigan. Founded in 1908, GM designs, manufactures and sells cars, trucks and sport utility vehicles through its Chevrolet, Buick, GMC and Cadillac brands.

GM's product portfolio includes gasoline-powered and electric vehicles, full-size pickup trucks, commercial vehicles and luxury automobiles. The company is developing battery-electric and other advanced vehicle technologies, while also offering connected-vehicle services through its OnStar platform.

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