General Motors (NYSE:GM) Stock Rating Upgraded by Wall Street Zen

Key Points

• Wall Street Zen upgraded General Motors from a "hold" to a "buy," and several firms (Evercore, Citigroup, Wolfe) have raised targets; the stock's consensus rating is a Moderate Buy with an average price target of $92.00.
• GM delivered a strong Q1 beat—EPS $3.70 vs. $2.61 estimate—and set FY‑2026 guidance of 10.620–12.620 EPS, while the Board approved a $6 billion share repurchase program (up to 8.1% of shares).
• Positive near‑term catalysts include expected tariff refund windfalls and rollout of Google Gemini/connected services, but execution risk on EV truck plans and macro/geopolitical headwinds could pressure the outlook.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U was upgraded by equities researchers at Wall Street Zen from a "hold" rating to a "buy" rating in a research note issued on Saturday.

Several other research analysts have also recently weighed in on GM. Evercore boosted their price objective on General Motors from $85.00 to $95.00 and gave the stock an "outperform" rating in a research report on Monday, February 2nd. Royal Bank Of Canada cut their price objective on General Motors from $96.00 to $95.00 and set an "outperform" rating on the stock in a research report on Wednesday. Citigroup boosted their price objective on General Motors from $105.00 to $108.00 and gave the stock a "buy" rating in a research report on Wednesday. Wolfe Research raised General Motors from a "peer perform" rating to an "outperform" rating and set a $96.00 price objective on the stock in a research report on Wednesday, March 25th. Finally, Wells Fargo & Company boosted their price objective on General Motors from $57.00 to $59.00 and gave the stock an "underweight" rating in a research report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $92.00.

General Motors Trading Down 1.3%

Shares of General Motors stock opened at $75.91 on Friday. The stock has a fifty day simple moving average of $76.50 and a 200 day simple moving average of $76.30. General Motors has a 12-month low of $44.84 and a 12-month high of $87.62. The company has a market capitalization of $68.44 billion, a P/E ratio of 30.61, a price-to-earnings-growth ratio of 0.40 and a beta of 1.29. The company has a current ratio of 1.15, a quick ratio of 1.01 and a debt-to-equity ratio of 1.41.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last announced its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.61 by $1.09. General Motors had a return on equity of 16.68% and a net margin of 1.38%.The business had revenue of $43.62 billion during the quarter, compared to the consensus estimate of $43.51 billion. During the same quarter in the prior year, the company posted $2.78 earnings per share. General Motors's revenue was down .9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. On average, sell-side analysts anticipate that General Motors will post 12.66 earnings per share for the current fiscal year.

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

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Laurel Wealth Advisors LLC purchased a new position in shares of General Motors during the 4th quarter valued at $25,000. Elevation Wealth Partners LLC lifted its position in shares of General Motors by 500.0% during the 4th quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer's stock valued at $27,000 after buying an additional 275 shares during the last quarter. SouthState Bank Corp lifted its position in shares of General Motors by 101.7% during the 4th quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer's stock valued at $29,000 after buying an additional 177 shares during the last quarter. Kemnay Advisory Services Inc. purchased a new stake in General Motors during the 4th quarter worth about $30,000. Finally, Founders Capital Management purchased a new stake in General Motors during the 4th quarter worth about $31,000. 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: Q1 beat and stronger guidance — GM delivered a solid Q1 beat, raised FY guidance and flagged higher EBIT margin expectations, which support earnings momentum and justify recent analyst upgrades. General Motors: Guidance Raise, 10% EBIT Margins, Cheap
• Positive Sentiment: Tariff refund windfall — A Supreme Court ruling has unlocked expected tariff refunds; automakers (including GM) are logging anticipated refunds that improve near-term P&L and cash flow. This helped lift outlook and is a tangible near-term tailwind. Automakers Anticipate $2.3 Billion Payday From Tariff Refunds
• Positive Sentiment: Connected services and AI roll-out — GM is deploying Google Gemini across ~4M vehicles and pushing its connected business (subscriptions/software), a higher-margin recurring revenue stream that analysts say is underappreciated. General Motors adds Google Gemini to 4 million vehicles. Is your car on the list?
• Positive Sentiment: Analyst support after earnings — Banks and research outlets have adjusted targets and views higher after Q1, reinforcing investor confidence in cash returns (buybacks/dividends) and improved guidance. JPMorgan adjusts General Motors stock price target after earnings
• Neutral Sentiment: Large U.S. manufacturing spend — GM boosted U.S. manufacturing spend (~$6B in a year) and earmarked ~$1.4B for gas-engine and parts plants to support current pickup/SUV demand; this preserves high-margin ICE volumes but signals a pragmatic shift vs. pure EV focus. GM just boosted its US manufacturing spend to $6 billion in one year—and it may be returning to the idea that made it great
• Neutral Sentiment: Capital allocation into combustion engines — GM is investing in V8/gasoline engine capacity (multiple articles detail $1.3B and other plant investments). This supports near-term profitability but complicates the EV transition narrative. GM earmarks over $1 billion toward gas-engine output in US, Canada
• Negative Sentiment: EV truck strategy uncertainty — Reports conflict with company denials about EV truck plans, creating execution risk for a high-profile product category and clouding long-term EV growth expectations. GM’s EV Truck Future Suddenly Looks Uncertain as Reports Clash With Company Denials
• Negative Sentiment: Macro/geopolitical risks — Management flagged new risks from geopolitical tensions and fuel-price spikes that could pressure supply chains and demand for SUVs/trucks, adding near-term margin uncertainty. Geopolitical Tensions and Fuel Price Spikes Threaten GM’s Supply Chain and High-Margin SUV Business

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.

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