GM's Earnings Report: General Motors is expected to report a 7.2% decrease in revenue and a 22% drop in adjusted earnings per share for the third quarter, following a pre-reported $1.6 billion impact from its shift away from all-electric vehicles.
Industry Challenges: The automotive industry, including GM, faces ongoing challenges such as changing regulations, tariffs, inflation, and production issues, which have raised concerns among analysts about potential misses in earnings estimates.
GM
$80.51+Infinity%1D
Analyst Views on GM
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 74.71 USD with a low forecast of 46.00 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.
17 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 74.71 USD with a low forecast of 46.00 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.
14 Buy
2 Hold
1 Sell
Strong Buy
Current: 81.760
Low
46.00
Averages
74.71
High
100.00
Current: 81.760
Low
46.00
Averages
74.71
High
100.00
Mizuho
Outperform
maintain
$78 -> $90
2025-12-16
New
Reason
Mizuho
Price Target
$78 -> $90
2025-12-16
New
maintain
Outperform
Reason
Mizuho raised the firm's price target on General Motors to $90 from $78 and keeps an Outperform rating on the shares. The firm adjusted targets in the semiconductors and semiconductor capital equipment group heading into 2026. U.S. electric vehicle sales were down 20%-50% month-over-month in October and November, and 2026 launch cancels and delays will be a headwind in 2026, the analyst tells investors in a research note. Mizuho sees a mixed sector outlook with EV headwinds for the analog and auto component supply chain, with industrials potentially performing better.
UBS
Buy
maintain
$85 -> $97
2025-12-15
New
Reason
UBS
Price Target
$85 -> $97
2025-12-15
New
maintain
Buy
Reason
UBS raised the firm's price target on General Motors to $97 from $85 and keeps a Buy rating on the shares. GM is the firm's favorite name heading into 2026, the analyst tells investors in a research note. GMNA margins are expected to recover to the 8%-10% range as early as 2026, supporting EPS that is projected to run meaningfully above consensus in both 2026 and 2027, with further upside possible from favorable revisions and potential tariff relief, the firm says,a dding that GM appears well positioned given its North America focus, relaxed U.S. regulatory environment, strong cash generation, attractive valuation, and capacity for continued share repurchases and potential dividend increases.
Goldman Sachs
Mark Delaney
maintain
$81 -> $93
2025-12-09
Reason
Goldman Sachs
Mark Delaney
Price Target
$81 -> $93
2025-12-09
maintain
Reason
Goldman Sachs analyst Mark Delaney raised the firm's price target on General Motors to $93 from $81 and keeps a Buy rating on the shares. Autos and industrial tech stocks performed strongly in 2025, aided by steady end-market demand and multiple expansion, with autos up a median 23% year-to-date and industrial tech up 63%, the analyst tells investors in a research note. The year was marked by volatility -- from tariff-driven swings in auto names to shifting expectations for hyperscale capex that influenced datacenter-exposed stocks -- despite broadly stable auto volumes, sharply rising hyperscale spending forecasts, and a modest industrial recovery, the firm says.
Nomura
Neutral
to
Buy
upgrade
2025-12-09
Reason
Nomura
Price Target
2025-12-09
upgrade
Neutral
to
Buy
Reason
Nomura upgraded Honda (HMC) to Buy from Neutral with a price target of 1,900 yen, up from 1,750 yen. The electric vehicle alliance with General Motors (GM) is nearing an end and the firm expects contributions from an accelerating next-generation hybrid vehicle strategy, the analyst tells investors.
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.
