Barclays Issues Pessimistic Forecast for General Motors (NYSE:GM) Stock Price

General Motors (NYSE:GM) (TSE:GMM.U) had its price objective dropped by equities research analysts at Barclays from $110.00 to $105.00 in a note issued to investors on Monday,Benzinga reports. The firm currently has an “overweight” rating on the auto manufacturer’s stock. Barclays‘s price target points to a potential upside of 40.85% from the company’s previous close.

GM has been the topic of several other research reports. HSBC raised their price target on shares of General Motors from $48.00 to $75.00 and gave the company a “hold” rating in a research report on Tuesday, January 13th. Wells Fargo & Company increased their target price on shares of General Motors from $48.00 to $57.00 and gave the stock an “underweight” rating in a research note on Wednesday, January 28th. Evercore raised their target price on General Motors from $85.00 to $95.00 and gave the company an “outperform” rating in a research report on Monday, February 2nd. Weiss Ratings restated a “hold (c)” rating on shares of General Motors in a research note on Thursday, January 22nd. Finally, Piper Sandler reiterated an “overweight” rating and set a $105.00 price target (up from $98.00) on shares of General Motors in a research report on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $91.38.

General Motors Stock Up 2.5%

NYSE:GM opened at $74.55 on Monday. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. The company’s fifty day moving average price is $78.89 and its 200-day moving average price is $73.74. General Motors has a 1-year low of $41.60 and a 1-year high of $87.62. The firm has a market capitalization of $67.39 billion, a P/E ratio of 24.77, a PEG ratio of 0.39 and a beta of 1.37.

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

General Motors announced that its Board of Directors has approved a stock buyback program on Tuesday, January 27th that permits the company to buyback $6.00 billion in shares. This buyback authorization permits the auto manufacturer to purchase up to 8.1% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s board believes its shares are undervalued.

Institutional Investors Weigh In On General Motors

Several institutional investors and hedge funds have recently added to or reduced their stakes in GM. Laurel Wealth Advisors LLC acquired a new stake in shares of General Motors in the fourth quarter valued at about $25,000. Elevation Wealth Partners LLC boosted its position in 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 last quarter. Steigerwald Gordon & Koch Inc. purchased a new stake in General Motors during the 3rd quarter valued at about $29,000. SouthState Bank Corp grew its stake in General Motors by 101.7% during the 4th quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock valued at $29,000 after acquiring an additional 177 shares in the last quarter. Finally, Kelleher Financial Advisors acquired a new stake in General Motors in the 3rd quarter valued at about $29,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

Key Headlines Impacting General Motors

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

• Positive Sentiment: GM will add a sixth production day at its Flint, Michigan plant to boost heavy‑duty Silverado and Sierra output as demand for pickups remains strong — a near‑term revenue and margin positive for high‑margin trucks. GM to Boost Heavy-Duty Truck Production (WSJ)
• Positive Sentiment: GM posted Q4 results that beat EPS expectations and set FY‑2026 guidance, supporting fundamentals and investor confidence in near‑term profitability. Q4 Earnings Outperformers: General Motors (Yahoo)
• Positive Sentiment: Wall Street analyst consensus remains a Buy/Overweight on GM; Barclays recently lowered its price target slightly but kept an Overweight stance, implying substantial upside from current levels — supporting momentum in the stock. Benzinga (Barclays price target note)
• Neutral Sentiment: Value and earnings‑revision screens (Zacks) flag GM as potentially undervalued based on estimate trends, offering a data point investors use but not a catalyst by itself. Are Investors Undervaluing General Motors (Zacks)
• Neutral Sentiment: Comparative valuation pieces (GM vs. peers/FSS) provide context for bargain hunters but don’t create an immediate price driver. GM vs. FSS: Which Stock Is the Better Value Option? (Zacks)
• Negative Sentiment: GM enforced a four‑week production break at a Detroit EV plant (Factory ZERO) and temporarily laid off ~1,300 workers, signalling softer EV demand and near‑term margin pressure in the EV business. GM enforces four-week production break at EV factory (Electrive)
• Negative Sentiment: Coverage highlights a broader EV pullback at GM — deeper production cuts and softer retail demand raise execution risk for the company’s EV transition and could weigh on sentiment until volumes recover. GM’s EV Pullback Is Getting Harder To Ignore (Yahoo)
• Negative Sentiment: Some market commentary and research note a cautious/negative stance on GM’s near‑term outlook, reflecting investor concern about macro factors, OEM competition, and EV execution. Wall Street Is Bearish on General Motors Stock (247wallst)

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.