General Motors (NYSE:GM) Given New $102.00 Price Target at UBS Group

General Motors (NYSE:GM) (TSE:GMM.U) had its price target boosted by stock analysts at UBS Group from $97.00 to $102.00 in a research note issued on Wednesday, MarketBeat Ratings reports. The brokerage currently has a “buy” rating on the auto manufacturer’s stock. UBS Group’s price objective would indicate a potential upside of 19.89% from the stock’s previous close.

Other research analysts have also recently issued reports about the company. Zacks Research upgraded General Motors from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 24th. Benchmark reiterated a “buy” rating on shares of General Motors in a research report on Wednesday, October 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of General Motors in a research note on Thursday, January 22nd. Barclays set a $110.00 price objective on shares of General Motors in a report on Wednesday. Finally, Piper Sandler reiterated an “overweight” rating and issued a $105.00 price target (up previously from $98.00) on shares of General Motors in a research report on Wednesday. Three investment 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 assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $85.14.

General Motors Price Performance

GM traded down $1.30 during trading on Wednesday, hitting $85.08. 2,436,695 shares of the stock traded hands, compared to its average volume of 9,080,460. General Motors has a twelve month low of $41.60 and a twelve month high of $87.31. The company has a market cap of $79.37 billion, a price-to-earnings ratio of 17.09, a PEG ratio of 0.75 and a beta of 1.31. The company has a debt-to-equity ratio of 1.40, a current ratio of 1.23 and a quick ratio of 1.06. The business has a 50 day moving average price of $79.17 and a 200 day moving average price of $66.37.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS for the quarter, topping analysts’ consensus estimates of $2.26 by $0.25. The company had revenue of $45.29 billion during the quarter, compared to analysts’ expectations of $45.81 billion. General Motors had a return on equity of 12.29% and a net margin of 1.62%.General Motors’s revenue was down 5.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Equities research analysts forecast that General Motors will post 11.44 earnings per share for the current fiscal year.

General Motors announced that its Board of Directors has approved a share 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 repurchase up to 8.1% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.

Insiders Place Their Bets

In other General Motors news, CAO Christopher Hatto sold 7,724 shares of the stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $72.00, for a total value of $556,128.00. Following the transaction, the chief accounting officer owned 12,007 shares in the company, valued at approximately $864,504. This represents a 39.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.54% of the company’s stock.

Institutional Investors Weigh In On General Motors

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Ruffer LLP purchased a new stake in shares of General Motors in the fourth quarter worth approximately $3,640,000. M&T Bank Corp raised its position in General Motors by 82.0% in the 4th quarter. M&T Bank Corp now owns 72,062 shares of the auto manufacturer’s stock valued at $5,860,000 after buying an additional 32,474 shares during the last quarter. Optas LLC bought a new position in General Motors during the 4th quarter valued at $250,000. Evergreen Capital Management LLC boosted its holdings in General Motors by 141.1% during the 4th quarter. Evergreen Capital Management LLC now owns 25,553 shares of the auto manufacturer’s stock worth $2,078,000 after acquiring an additional 14,956 shares during the last quarter. Finally, Legacy Advisors LLC grew its stake in shares of General Motors by 15.6% in the 4th quarter. Legacy Advisors LLC now owns 5,695 shares of the auto manufacturer’s stock worth $463,000 after acquiring an additional 769 shares in the last quarter. 92.67% of the stock is owned by institutional investors.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Q4 adjusted EPS beat expectations ($2.51 vs. ~2.2) and core profit rose thanks to stronger SUV and pickup demand, supporting the earnings-driven upside. Read More.
• Positive Sentiment: Board approved a $6.0 billion share repurchase (authorizes ~8.1% of shares) and raised the quarterly dividend 20% — both immediate shareholder-friendly actions that lift valuation multiples. Read More.
• Positive Sentiment: Recurring software/subscription revenue is growing — in-vehicle tech services generated nearly $2 billion in 2025 — improving margin visibility and recurring revenue mix. Read More.
• Positive Sentiment: Analyst/market commentary frames GM as a value play after the actions above; some bullish takes point to buybacks and software upside as multi-year catalysts. Read More.
• Neutral Sentiment: GM is improving the EV ownership experience (myBrand apps integrate Electrify America charging), which supports long-term EV adoption but is not an immediate earnings driver. Read More.
• Neutral Sentiment: GM Financial reported steady results, providing some stability to consolidated profitability but with limited market-moving surprise. Read More.
• Negative Sentiment: GM booked a large EV-related charge (reported ~$7.2B / $7.6B restructuring) tied to scaling back EV investments, which produced a net loss for the quarter and raises near-term earnings volatility. Read More.
• Negative Sentiment: FY2026 EPS guidance (9.75–10.50) came in below some sell-side consensus (~11.9), leaving room for disappointment if execution slips. Read More.
• Negative Sentiment: Revenue slightly missed estimates and GM warned of material tariff/headwind costs ($3–4B), which pressure margins if not offset by pricing or mix. Read More.
• Negative Sentiment: Supply-chain risk: GM (and Ford) have been reported in talks over financing for parts supplier First Brands — a reminder of supplier concentration risks that could affect production. Read More.

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.