Simply Wall St
5 min read
The Fair Value Price Target for General Motors stock has seen a slight increase, moving from $73.15 to $74.15 per share. This change comes as a wave of analyst optimism follows the company’s robust quarterly performance and improved industry conditions. These factors have prompted upward revisions to price expectations. Stay tuned to learn how you can stay on top of future shifts in the evolving story behind General Motors stock.
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Analyst commentary over recent weeks has been especially active regarding General Motors, with a notable upward trend in target price revisions and generally positive outlooks from major research firms. Below is a breakdown of the key bullish and bearish takeaways from the latest street research.
🐂 Bullish Takeaways
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Mizuho raised its price target for General Motors to $76 from $67 and maintains an Outperform rating, citing strong quarterly results, improved profitability, and positive industry tailwinds such as reduced tariff risk and onshoring through 2026.
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Barclays increased its price target to $85 from $77, keeping an Overweight rating and referencing a “beat and raise” quarter, along with GM’s favorable positioning heading into 2026.
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TD Cowen boosted its target to $100 from $92 and reiterated its Buy rating, emphasizing GM’s “strong” Q3 beat, a raise in guidance, and the firm’s view that the risk/reward profile remains compelling. TD Cowen named GM its top pick even after recent stock rallies.
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Wedbush moved its price target up to $75 from $65 and praised GM for strong earnings beats and raised full-year expectations, noting continued share gains in both ICE and EV segments and resilience against tariffs. Confidence in GM’s ability to navigate the evolving industry environment was highlighted.
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UBS kept its Buy rating and $81 price target, noting a “favorable reaction” to GM’s Q3 results and expressing increased confidence that 2026 will be a stronger year than 2025 for the company.
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Consensus among these and other Outperform/Buy-rated analysts has concentrated on GM’s execution of cost controls, increased profitability, and industry-leading navigation of tariff and macroeconomic headwinds as key drivers supporting its valuation and price target upgrades.
🐻 Bearish Takeaways
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BofA lowered its price target slightly to $61 from $62 while retaining a Buy rating, noting that despite generally positive trends, it revised down 2026 estimates due to lower expected North America volumes.
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Wells Fargo remains less optimistic, raising its target only modestly to $40 from $38 and maintaining an Underweight rating. The firm cautioned that while supplier results may be solid, sector-wide concerns remain around pricing and volume-related risks and high warranty expenses.
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Some analysts point to valuation concerns, with the view that much near-term upside may already be reflected in GM’s current share price, particularly given the strength in recent stock performance.
