General Motors Q1 EPS Forecast Increased by Zacks Research

General Motors Company (NYSE:GM) (TSE:GMM.U) – Equities researchers at Zacks Research upped their Q1 2026 EPS estimates for shares of General Motors in a note issued to investors on Wednesday, January 21st. Zacks Research analyst Team now expects that the auto manufacturer will post earnings per share of $2.59 for the quarter, up from their prior forecast of $2.41. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share. Zacks Research also issued estimates for General Motors’ Q2 2026 earnings at $2.87 EPS.

A number of other equities research analysts have also recently commented on GM. UBS Group restated a “buy” rating on shares of General Motors in a research report on Friday, January 9th. Evercore ISI upped their price target on General Motors from $68.00 to $74.00 and gave the stock an “outperform” rating in a report on Monday, November 24th. Royal Bank Of Canada raised their price objective on General Motors from $77.00 to $86.00 and gave the company an “outperform” rating in a report on Wednesday, October 22nd. Citigroup boosted their price objective on General Motors from $86.00 to $98.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Finally, JPMorgan Chase & Co. upped their target price on General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a research note on Wednesday. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $80.00.

General Motors Stock Down 1.8%

GM opened at $79.65 on Thursday. The company has a fifty day moving average of $78.57 and a two-hundred day moving average of $65.77. The stock has a market capitalization of $74.30 billion, a price-to-earnings ratio of 16.03, a PEG ratio of 0.63 and a beta of 1.31. General Motors has a fifty-two week low of $41.60 and a fifty-two week high of $85.18. The company has a debt-to-equity ratio of 1.40, a quick ratio of 1.06 and a current ratio of 1.23.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.32 by $0.48. The firm had revenue of $48.59 billion for the quarter, compared to the consensus estimate of $44.60 billion. General Motors had a net margin of 1.62% and a return on equity of 12.29%. The firm’s quarterly revenue was down .3% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.96 earnings per share.

Institutional Investors Weigh In On General Motors

Several hedge funds have recently modified their holdings of GM. Trust Co. of Toledo NA OH purchased a new position in General Motors during the 2nd quarter worth $25,000. GFG Capital LLC acquired a new position in shares of General Motors during the second quarter worth about $27,000. Elevation Wealth Partners LLC increased its stake in shares of General Motors by 500.0% during the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock worth $27,000 after acquiring an additional 275 shares during the period. Steigerwald Gordon & Koch Inc. acquired a new stake in General Motors in the third quarter valued at about $29,000. Finally, Kelleher Financial Advisors purchased a new stake in General Motors in the 3rd quarter valued at approximately $29,000. 92.67% of the stock is owned by institutional investors and hedge funds.

Insider Activity at General Motors

In related news, CAO Christopher Hatto sold 15,697 shares of the company’s stock in a transaction on Tuesday, October 28th. The shares were sold at an average price of $70.00, for a total value of $1,098,790.00. Following the completion of the sale, the chief accounting officer owned 12,007 shares in the company, valued at $840,490. This represents a 56.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.54% of the stock is owned by insiders.

Key Stories Impacting General Motors

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

• Positive Sentiment: Zacks Research sharply raised multiple near‑term and FY2026–FY2027 EPS estimates and maintains a “Strong‑Buy” rating, boosting the consensus outlook for GM’s earnings power (supports higher valuation). Is GM Set for 14th Straight EPS Beat in Q4? How to Play the Stock Now
• Positive Sentiment: Goldman Sachs reiterated a Buy and raised its price target to $98, signaling confidence in GM’s EV/battery exposure and valuation upside. Goldman Sachs is Bullish on General Motors Company (GM)
• Positive Sentiment: JPMorgan raised its price target to $100, another vote of confidence that can support momentum if broader market sentiment holds. JPMorgan Chase & Co. Raises General Motors (NYSE:GM) Price Target to $100.00
• Positive Sentiment: The FDIC approved deposit insurance applications, clearing the way for GM to establish an industrial bank — a potential long‑term new revenue stream from financial services (but implementation will take time). FDIC clears way for Ford, General Motors set up industrial banks
• Neutral Sentiment: GM will move production of a China‑built Buick compact SUV to its Fairfax, Kansas plant and will end Chevy Bolt EV production there — reshoring favors margin/procurement and political alignment, but ending the Bolt signals GM is consolidating its EV lineup. GM to end Chevy Bolt EV production next year, move China-made Buick to U.S. factory
• Negative Sentiment: Regulatory/legal risk rose after reports that a recall “fix” failed on ~600,000 engines and triggered a federal probe — this can drive repair costs, further recalls, and near‑term headline risk that likely pressured the stock today. GM under federal probe after recall ‘fix’ fails on 600,000 engines
• Negative Sentiment: The FTC opened action against GM and OnStar over privacy concerns, creating additional regulatory scrutiny and potential fines or remediation costs. FTC Action Against GM & OnStar For Privacy Concerns

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.