Challenges for Electric Pickup Trucks: November has seen setbacks for electric pickup trucks, with Ford considering shelving the F-150 Lightning due to poor sales and a significant loss in its EV division, while Stellantis has also paused plans for an all-electric Ram 1500 REV due to declining demand.
Cybertruck Sales Decline: Tesla's Cybertruck, which debuted to much fanfare, has experienced a significant drop in sales, with estimates suggesting only 16,000 units sold by October and a 62.6% year-over-year decline in the third quarter.
Price Increases and Recall Issues: Initially promised to start at $39,900, the Cybertruck's price has risen to over $72,000, and the vehicle has faced multiple recall issues since its launch.
Leadership Changes at Tesla: Siddhant Awasthi, the head of the Cybertruck program, has announced his departure from Tesla after more than eight years, marking a significant change in leadership for the troubled vehicle.
Wall Street analysts forecast GM stock price to rise 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 rise 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: 81.140
Low
48.00
Averages
82.06
High
100.00
Current: 81.140
Low
48.00
Averages
82.06
High
100.00
Barclays
Dan Levy
Overweight
maintain
$85 -> $100
2026-01-23
New
Reason
Barclays
Dan Levy
Price Target
$85 -> $100
AI Analysis
2026-01-23
New
maintain
Overweight
Reason
Barclays analyst Dan Levy raised the firm's price target on General Motors to $100 from $85 and keeps an Overweight rating on the shares. The firm adjusted targets in the autos and mobility group as part of a Q4 preview. Barclays continue to prefer the car markers, saying they are benefiting from "healthy" production rates and reduced electric vehicle losses.
JPMorgan
NULL -> Overweight
maintain
$85 -> $100
2026-01-21
New
Reason
JPMorgan
Price Target
$85 -> $100
2026-01-21
New
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on General Motors to $100 from $85 and keeps an Overweight rating on the shares. The firm upped 2026 estimates for Ford and General Motors well ahead of consensus to reflect stronger global production. It sees "billion dollar tailwinds" from reduced emissions compliance costs. JPMorgan expects GM's and Ford's 2026 guidance to benefit from eliminated penalties associated with incomplete compliance with U.S. federal corporate average fuel economy and greenhouse gas.
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Mizuho
Vijay Rakesh
Outperform
maintain
$90 -> $100
2026-01-09
Reason
Mizuho
Vijay Rakesh
Price Target
$90 -> $100
2026-01-09
maintain
Outperform
Reason
Mizuho analyst Vijay Rakesh raised the firm's price target on General Motors to $100 from $90 and keeps an Outperform rating on the shares. The firm adjusted targets in the semiconductors and semiconductor capital equipment group as part of its 2026 outlook. Mizuho sees continued upside for the group in 2026 due to "attractive valuations," but more modest than 2025. The analyst' top sectors in 2026 are AI accelerators and wafter fab equipment, Optical, and memory, while the firm remains cautious on electric vehicles, autos and analog as well as computers and handsets. Mizuho's top picks for 2026 are Nvidia, Lumentum and Broadcom.
Piper Sandler
Neutral -> Overweight
upgrade
$66 -> $98
2026-01-08
Reason
Piper Sandler
Price Target
$66 -> $98
2026-01-08
upgrade
Neutral -> Overweight
Reason
Piper Sandler upgraded General Motors to Overweight from Neutral with a price target of $98, up from $66. GM has limited risk from Chinese competition and will continue to generate cash, the analyst tells investors in a research note. Piper believes the company has "too much" earnings power and buyback potential "to ignore."
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.
