General Motors Co's stock has dropped 3.01% and hit a 20-day low amid broader market declines, with the Nasdaq-100 down 1.16% and the S&P 500 down 1.23%.
The decline follows news that Halper Sadeh LLC is investigating whether certain officers of GM breached their fiduciary duties to shareholders. This investigation could impact corporate governance and shareholder rights, prompting long-term shareholders to seek reforms and financial incentives to enhance shareholder value. The firm will handle the case on a contingent fee basis, reducing the financial burden on shareholders.
This investigation may lead to increased scrutiny of GM's management practices and could affect investor confidence. Shareholder involvement in governance reforms could improve transparency and accountability, potentially influencing the company's future performance.
Wall Street analysts forecast GM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GM is 82.06 USD with a low forecast of 48.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast GM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GM is 82.06 USD with a low forecast of 48.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Buy
1 Hold
1 Sell
Strong Buy
Current: 84.900
Low
48.00
Averages
82.06
High
100.00
Current: 84.900
Low
48.00
Averages
82.06
High
100.00
DZ Bank
Hold
to
Buy
upgrade
$98
2026-01-29
New
Reason
DZ Bank
Price Target
$98
AI Analysis
2026-01-29
New
upgrade
Hold
to
Buy
Reason
DZ Bank upgraded General Motors to Buy from Hold with a $98 price target.
Mizuho
Outperform
maintain
$100 -> $105
2026-01-28
New
Reason
Mizuho
Price Target
$100 -> $105
2026-01-28
New
maintain
Outperform
Reason
Mizuho raised the firm's price target on General Motors to $105 from $100 and keeps an Outperform rating on the shares. The firm upped estimates following the earnings report. It remains positive on GM citing its reduced tariff risk, improved profitability, and on-shoring tailwinds through 2026.
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UBS
NULL -> Buy
maintain
$97 -> $102
2026-01-28
New
Reason
UBS
Price Target
$97 -> $102
2026-01-28
New
maintain
NULL -> Buy
Reason
UBS raised the firm's price target on General Motors to $102 from $97 and keeps a Buy rating on the shares. GM's updated 2026 outlook points to higher EPS, with larger revisions expected in 2027 due to reduced one-time '26 costs and higher volumes of profitable trucks, the analyst tells investors in a research note. The company's outlook suggests GMNA margins could reach 8%-10% in 2026 and remain solidly in that range in 2027, supported by buybacks and strong cash generation, the firm says.
Morgan Stanley
Overweight
maintain
$90 -> $100
2026-01-28
New
Reason
Morgan Stanley
Price Target
$90 -> $100
2026-01-28
New
maintain
Overweight
Reason
Morgan Stanley raised the firm's price target on General Motors to $100 from $90 and keeps an Overweight rating on the shares following a strong earnings report along with 2026 guidance that was ahead of consensus. The guidance was better than expected, but the firm sees room for upward revisions throughout the year and also highlights GM's commitment to capital return with another $6B buyback authorization.
About GM
General Motors Company designs, builds and sells trucks, crossovers, cars and automobile parts and provides software-enabled services and subscriptions worldwide. The Company's segments include GMNA, GMI, Cruise and GM Financial. Its GM North America (GMNA) and GM International (GMI) develop, manufacture and/or markets vehicles under the Buick, Cadillac, Chevrolet and GMC brands. The Company provides automotive financing services through its General Motors Financial Company, Inc. (GM Financial) segment. Its Cruise segment is engaged in the development and commercialization of autonomous vehicle technology. Its software-enabled services and subscriptions, including OnStar, its advanced driver-assistance systems (ADAS), including Super Cruise driver assistance technology, and its end-to-end software platform. The Company is also focused on investing in electric vehicles (EVs) and AVs, software-enabled services and subscriptions and new business opportunities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
