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

General Motors (NYSE:GM) (TSE:GMM.U) was upgraded by Wolfe Research from a “peer perform” rating to an “outperform” rating in a note issued to investors on Wednesday, MarketBeat Ratings reports. The firm presently has a $96.00 price objective on the auto manufacturer’s stock. Wolfe Research’s target price points to a potential upside of 27.22% from the company’s current price.

Several other equities research analysts also recently weighed in on the stock. Deutsche Bank Aktiengesellschaft lifted their price target on shares of General Motors from $82.00 to $83.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. Barclays set a $110.00 target price on General Motors in a research note on Wednesday, January 28th. Evercore upped their price target on General Motors from $85.00 to $95.00 and gave the stock an “outperform” rating in a research note on Monday, February 2nd. Jefferies Financial Group increased their price target on General Motors from $85.00 to $97.00 and gave the stock a “hold” rating in a report on Monday, February 2nd. Finally, Wells Fargo & Company raised their price objective on General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a research note on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, General Motors presently has an average rating of “Moderate Buy” and a consensus target price of $91.58.

General Motors Stock Performance

Shares of GM stock opened at $75.46 on Wednesday. The company has a market cap of $68.21 billion, a price-to-earnings ratio of 25.07, a price-to-earnings-growth ratio of 0.41 and a beta of 1.37. General Motors has a 52 week low of $41.60 and a 52 week high of $87.62. The company has a quick ratio of 1.01, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. The firm has a 50 day moving average of $79.28 and a 200-day moving average of $73.21.

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, beating the consensus estimate of $2.26 by $0.25. The company had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. General Motors’s revenue for the quarter was down 5.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, equities analysts forecast that General Motors will post 11.44 earnings per share for the current year.

General Motors announced that its Board of Directors has approved a stock repurchase program on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.

Institutional Investors Weigh In On General Motors

Several institutional investors have recently bought and sold shares of the stock. Stance Capital LLC purchased a new position in General Motors during the 4th quarter worth $3,402,000. Rockefeller Capital Management L.P. raised its holdings in shares of General Motors by 31.6% in the fourth quarter. Rockefeller Capital Management L.P. now owns 510,885 shares of the auto manufacturer’s stock valued at $41,545,000 after purchasing an additional 122,750 shares during the last quarter. World Investment Advisors raised its holdings in shares of General Motors by 76.6% in the fourth quarter. World Investment Advisors now owns 11,815 shares of the auto manufacturer’s stock valued at $961,000 after purchasing an additional 5,124 shares during the last quarter. PeakShares LLC bought a new position in shares of General Motors during the fourth quarter valued at about $249,000. Finally, Corient Private Wealth LLC boosted its holdings in General Motors by 14.4% during the fourth quarter. Corient Private Wealth LLC now owns 367,378 shares of the auto manufacturer’s stock worth $29,876,000 after purchasing an additional 46,218 shares during the last quarter. Institutional investors own 92.67% of the company’s stock.

General Motors News Summary

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

• Positive Sentiment: Wolfe Research upgraded GM to Outperform and set a $96 price target, citing attractive entry points in autos after the sector sell-off — a bullish signal for investor sentiment and potential buying interest. GM upgraded at Wolfe Research
• Positive Sentiment: GM announced a $600 million investment in its South Korean operations to modernize plants and boost compact SUV output, which supports production flexibility and protects international manufacturing footprint. GM to invest $600 million in South Korean unit
• Positive Sentiment: GM’s Fort Wayne assembly celebrated its 11 millionth vehicle — a PR milestone that highlights durable manufacturing scale and brand legacy. General Motors plant celebrates assembly of 11M trucks
• Positive Sentiment: GM is advancing Level 3 autonomy with Escalade IQ road tests, showing progress on higher-margin software and autonomy initiatives that could support future revenue streams. GM advances Level 3 autonomy with Escalade IQ road tests
• Neutral Sentiment: GM Financial scheduled its Q1 2026 operating results release for April 28 — a routine disclosure date that could move fixed-income and credit-sensitive parts of the stock depending on performance. GM Financial to Release First Quarter 2026 Operating Results
• Neutral Sentiment: Fire at an Ohio automotive glass plant prompted concerns, but GM and other OEMs reported no supply disruptions so far — a relief for near-term production risk. GM, Jeep Parent Stellantis Say No Disruptions After Ohio Glass Factory Fire
• Negative Sentiment: GM’s China sales are reported down roughly 75% in recent coverage — a major demand shock in the world’s largest auto market that raises growth and margin concerns. GM’s China Sales Are Down 75%
• Negative Sentiment: Union negotiators at GM’s Silao, Mexico plant proposed a 10% salary increase for 2026–2028, which could raise labor costs if adopted and pressure margins. GM workers at Mexico’s Silao plant to vote on proposal for 10% salary hike

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.