General Motors (NYSE:GM) Rating Increased to Outperform at Wolfe Research

General Motors (NYSE:GM) (TSE:GMM.U) was upgraded by equities research analysts at Wolfe Research from a “peer perform” rating to an “outperform” rating in a research report issued on Wednesday,Benzinga reports. The firm currently has a $96.00 price target on the auto manufacturer’s stock. Wolfe Research’s price objective suggests a potential upside of 25.43% from the stock’s previous close.

A number of other analysts have also recently commented on GM. Piper Sandler restated an “overweight” rating and issued a $105.00 price objective (up from $98.00) on shares of General Motors in a research report on Wednesday, January 28th. Weiss Ratings restated a “hold (c)” rating on shares of General Motors in a report on Thursday, January 22nd. JPMorgan Chase & Co. lifted their price objective on General Motors from $85.00 to $100.00 and gave the company an “overweight” rating in a report on Wednesday, January 21st. Jefferies Financial Group boosted their price objective on General Motors from $85.00 to $97.00 and gave the company a “hold” rating in a research report on Monday, February 2nd. Finally, Bank of America assumed coverage on shares of General Motors in a report on Wednesday, March 4th. They set a “buy” rating and a $105.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, General Motors has a consensus rating of “Moderate Buy” and a consensus target price of $91.58.

General Motors Stock Performance

Shares of GM stock opened at $76.54 on Wednesday. The stock has a market cap of $69.19 billion, a PE ratio of 25.43, a price-to-earnings-growth ratio of 0.41 and a beta of 1.37. The stock has a 50-day moving average of $79.48 and a 200-day moving average of $73.17. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. General Motors has a one year low of $41.60 and a one year high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping the consensus estimate of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The business had revenue of $45.29 billion for the quarter, compared to analyst estimates of $45.81 billion. During the same quarter last year, the firm earned $1.92 EPS. General Motors’s quarterly revenue was down 5.1% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, sell-side analysts expect that General Motors will post 11.44 earnings per share for the current year.

General Motors declared that its board has authorized a share repurchase program on Tuesday, January 27th that permits the company to buyback $6.00 billion in shares. This buyback authorization permits the auto manufacturer to buy up to 8.1% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in GM. Brighton Jones LLC grew its holdings in shares of General Motors by 456.1% in the 4th quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock valued at $2,062,000 after acquiring an additional 31,755 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in General Motors by 61.4% during the second quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock worth $913,000 after acquiring an additional 7,058 shares in the last quarter. AlphaCore Capital LLC acquired a new position in General Motors during the second quarter valued at approximately $204,000. Global Retirement Partners LLC bought a new position in General Motors in the second quarter valued at approximately $338,000. Finally, Laurel Wealth Advisors LLC increased its position in shares of General Motors by 4,854.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 15,209 shares of the auto manufacturer’s stock worth $748,000 after purchasing an additional 14,902 shares during the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

Key Stories Impacting General Motors

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

• Positive Sentiment: GM will invest $600 million in its South Korean unit to upgrade manufacturing and products — a near-term capital commitment that supports global production flexibility and localized product improvement, and signals management is funneling cash into growth/efficiency where needed. GM to invest $600 million in South Korean unit
• Positive Sentiment: GM has begun public road testing of its next‑generation “eyes‑off” autonomous driving tech (targeted for the 2028 Cadillac Escalade IQ). This advances commercialization of higher‑margin software and mobility offerings and reduces technical/time risk versus lab‑only testing. GM Just Started Testing Autonomous Vehicle Features On Public Roads
• Positive Sentiment: Analyst and market commentary point to rising confidence in GM’s margin/strategy story after management presentations (profit‑first roadmap), helping buoy investor sentiment and multiple expansion. This supports the stock alongside recent EPS beats and FY‑2026 guidance. What drove General Motors stock higher on Monday?
• Positive Sentiment: Falling crude oil and lower fuel costs are being cited as supportive for auto demand and consumer affordability, which can lift vehicle sales and dealer traffic. General Motors Shares Rally As Falling Crude Boosts Outlook For Auto Demand
• Neutral Sentiment: GM is making product/engineering changes (e.g., dropping CVTs in Equinox/Terrain), which can improve perceived product quality but may have modest near‑term cost implications. GM is finally killing the CVT in the Equinox and Terrain
• Neutral Sentiment: Leadership change in design (Buick/GMC design director Sharon Gauci retires) is noteworthy for product direction but is not an immediate financial headwind. Buick, GMC Executive Director of Design Sharon Gauci Retires
• Neutral Sentiment: Several nostalgia/feature stories about GM’s historic engines (Vortec 4200, 3800 V6) and supplier investments (Valeo plant) are media interest pieces with little direct near‑term impact on shares. General Motors’ Vortec 4200 is an unsung hero
• Negative Sentiment: Coverage suggests the revived Chevy Bolt effort faces setbacks (political and product obstacles), which could reduce expected volume/returns from a previously announced low‑cost EV play. That raises questions about execution and incremental EV growth. How Trump Accidentally Killed the Resurrected Chevy Bolt

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.