Trump Administration's Mixed Impact on Stocks

Written by Emily J. Thompson, Senior Investment Analyst

GM+8.75%

CVS-14.15%

HUM-21.13%

Source: Newsfilter

Updated: 2h ago

0mins

Source: Newsfilter

Health Insurers Plummet: The Trump administration's proposal for a nearly flat reimbursement rate for Medicare Advantage plans in 2027 caused shares of UnitedHealth and Humana to drop over 20%, while CVS Health fell 14%, potentially slashing billions in federal payments to these firms.
GM Earnings Surge: General Motors reported better-than-expected quarterly earnings, with an 8.75% stock increase, benefiting from the Trump administration's lenient environmental regulations, as CEO Mary Barra anticipates even better performance in 2026 due to supportive policies.
Nucor Steel Gains: Although Nucor's earnings slightly missed expectations, the company's stock is up 42% over the past year, benefiting from Trump's Section 232 tariffs that significantly reduced U.S. finished steel imports, enhancing its market share.
Command Economy Sentiment: Cramer emphasized that the U.S. increasingly resembles a command economy where businesses must comply with presidential policies to avoid severe consequences, highlighting the profound impact of government actions on market dynamics.

$86.38+Infinity%1D

Analyst Views on GM

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

16 Buy

1 Hold

1 Sell

Strong Buy

Current: 79.430

Low

48.00

Averages

82.06

High

100.00

Current: 79.430

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

Reason

JPMorgan

Price Target

$85 -> $100

2026-01-21

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.