Q3 EPS Estimates for General Motors Increased by Analyst

General Motors Company (NYSE:GM) (TSE:GMM.U) – Research analysts at Zacks Research raised their Q3 2026 earnings per share (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 earn $3.10 per share for the quarter, up from their previous forecast of $2.74. Zacks Research 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’ Q4 2026 earnings at $3.09 EPS, FY2026 earnings at $11.65 EPS, Q1 2027 earnings at $2.80 EPS, Q2 2027 earnings at $3.06 EPS, Q3 2027 earnings at $3.34 EPS, Q4 2027 earnings at $3.21 EPS and FY2027 earnings at $12.41 EPS.

Other equities analysts have also issued research reports about the stock. UBS Group reaffirmed a “buy” rating on shares of General Motors in a research report on Friday, January 9th. Benchmark restated a “buy” rating on shares of General Motors in a report on Wednesday, October 22nd. Barclays increased their target price on shares of General Motors from $85.00 to $100.00 and gave the company an “overweight” rating in a research note on Friday. TD Cowen restated a “buy” rating on shares of General Motors in a research note on Friday, December 12th. Finally, Morgan Stanley raised General Motors from an “equal weight” rating to an “overweight” rating and upped their price target for the company from $54.00 to $90.00 in a report on Monday, December 8th. Three equities research 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’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $80.00.

General Motors Stock Down 1.8%

Shares of GM stock opened at $79.65 on Friday. General Motors has a 12 month low of $41.60 and a 12 month high of $85.18. The company has a quick ratio of 1.06, a current ratio of 1.23 and a debt-to-equity ratio of 1.40. The firm has a market cap of $74.30 billion, a PE ratio of 16.03, a price-to-earnings-growth ratio of 0.62 and a beta of 1.31. The stock has a 50 day moving average of $78.57 and a 200-day moving average of $65.86.

Institutional Investors Weigh In On General Motors

Institutional investors and hedge funds have recently made changes to their positions in the company. Trust Co. of Toledo NA OH bought a new position in General Motors during the 2nd quarter valued at about $25,000. GFG Capital LLC bought a new position in shares of General Motors in the second quarter valued at approximately $27,000. Elevation Wealth Partners LLC boosted its holdings in shares of General Motors by 500.0% in the 4th quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock worth $27,000 after acquiring an additional 275 shares in the last quarter. Steigerwald Gordon & Koch Inc. bought a new stake in General Motors during the 3rd quarter worth approximately $29,000. Finally, Kelleher Financial Advisors acquired a new stake in General Motors during the 3rd quarter valued at $29,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

Insider Activity at General Motors

In other General Motors news, CAO Christopher Hatto sold 15,697 shares of the company’s stock in a transaction on Tuesday, October 28th. The stock was sold at an average price of $70.00, for a total value of $1,098,790.00. Following the sale, the chief accounting officer directly owned 12,007 shares in the company, valued at $840,490. This represents a 56.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.54% of the stock is owned by company insiders.

Key General Motors News

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.