Tesla's Supplier Shift: Tesla has instructed suppliers to stop using China-made auto parts for U.S. vehicles, reflecting concerns over U.S.-China trade tensions and aligning with similar actions from other automakers like GM and Stellantis.
Diversifying Supply Chain: The company is diversifying its supply chain by moving production to regions like Mexico and Southeast Asia, while also developing domestic lithium-iron phosphate (LFP) battery production to mitigate risks associated with tariffs and tax credits.
Impact on Production and Costs: This shift may enhance supply chain stability and tax credit eligibility, but could lead to increased costs in the short term until local production ramps up, particularly affecting the pricing and availability of Tesla's Model 3 and Model Y.
Market Outlook: Analysts express caution regarding Tesla's long-term outlook due to declining EV sales and competition, with TSLA stock currently holding a Hold consensus rating and a price target suggesting potential downside.
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.
