General Motors Q1 EPS Estimate Increased by Zacks Research

General Motors Company (NYSE:GM) (TSE:GMM.U) – Zacks Research increased their Q1 2026 earnings per share estimates for shares of General Motors in a note issued to investors on Wednesday, January 21st. Zacks Research analyst Team now anticipates that the auto manufacturer will earn $2.59 per share for the quarter, up from their prior estimate of $2.41. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share. Zacks Research also issued estimates for General Motors’ Q2 2026 earnings at $2.87 EPS.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 earnings per share for the quarter, topping analysts’ consensus estimates of $2.32 by $0.48. General Motors had a return on equity of 12.29% and a net margin of 1.62%.The company had revenue of $48.59 billion during the quarter, compared to analysts’ expectations of $44.60 billion. During the same period in the previous year, the firm posted $2.96 earnings per share. The business’s revenue for the quarter was down .3% compared to the same quarter last year.

A number of other research analysts have also issued reports on GM. HSBC upped their target price on shares of General Motors from $48.00 to $75.00 and gave the company a “hold” rating in a report on Tuesday, January 13th. UBS Group reissued a “buy” rating on shares of General Motors in a research note on Friday, January 9th. Citigroup lifted their target price on shares of General Motors from $86.00 to $98.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Jefferies Financial Group increased their price target on General Motors from $50.00 to $55.00 and gave the stock a “hold” rating in a research note on Monday, October 6th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $98.00 price objective on shares of General Motors in a report on Thursday, January 15th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $79.32.

General Motors Stock Up 4.0%

GM opened at $80.92 on Thursday. The firm has a market cap of $75.49 billion, a P/E ratio of 16.28, a PEG ratio of 0.62 and a beta of 1.31. The business’s fifty day simple moving average is $78.20 and its 200 day simple moving average is $65.47. General Motors has a 52 week low of $41.60 and a 52 week high of $85.18. The company has a quick ratio of 1.06, a current ratio of 1.23 and a debt-to-equity ratio of 1.40.

Insider Activity at General Motors

In other news, CAO Christopher Hatto sold 15,697 shares of the firm’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $70.00, for a total value of $1,098,790.00. Following the transaction, the chief accounting officer directly owned 12,007 shares in the company, valued at $840,490. This trade represents a 56.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.54% of the stock is currently owned by company insiders.

Institutional Trading of General Motors

A number of institutional investors and hedge funds have recently bought and sold shares of the business. CWM LLC increased its stake in shares of General Motors by 50.8% in the third quarter. CWM LLC now owns 340,858 shares of the auto manufacturer’s stock valued at $20,782,000 after purchasing an additional 114,756 shares during the period. Corient Private Wealth LLC boosted its position in shares of General Motors by 6.2% during the second quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock worth $16,802,000 after buying an additional 20,017 shares during the period. SteelPeak Wealth LLC bought a new position in General Motors in the 3rd quarter worth approximately $3,411,000. Burney Co. increased its position in General Motors by 18.7% in the 3rd quarter. Burney Co. now owns 82,037 shares of the auto manufacturer’s stock valued at $5,002,000 after acquiring an additional 12,913 shares during the period. Finally, Permanent Capital Management LP bought a new stake in General Motors during the 3rd quarter valued at $1,102,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors News Summary

Here are the key news stories impacting General Motors this week:

• Positive Sentiment: Goldman Sachs raised its price target to $98 and reiterated a Buy, citing GM among attractive EV/battery plays — bullish analyst view that can lift investor sentiment. Goldman Sachs is Bullish on General Motors Company (GM)
• Positive Sentiment: JPMorgan raised its price target to $100 and keeps an Overweight rating — another institutional upgrade that increases perceived upside and may drive buying. JPMorgan Chase Boosts GM Price Target
• Positive Sentiment: Fundamental tailwinds: coverage pieces highlight GM’s U.S. leadership, a China turnaround and growing software/recurring revenues — supportive for longer-term valuation and investor confidence. GM vs. RACE
• Positive Sentiment: Sales momentum: commentary that GM finished 2025 strongly and led U.S. industry sales supports near-term revenue outlook and sentiment. General Motors Ended 2025 With a Strong Statement for Investors
• Neutral Sentiment: Corporate/operational updates such as a new President & CEO for South America and minor product updates (key card availability) are routine leadership/product items with limited immediate market impact. GM Appoints New President And CEO For South America
• Neutral Sentiment: Industry/features/historical stories (race-industry interview, legacy-engine retrospectives) provide color but are unlikely to move the stock materially. Race Industry Week interview: GM’s Jim Campbell
• Negative Sentiment: Regulatory/recall pressure: multiple outlets report that NHTSA has reopened or expanded probes after L87 6.2L V8 engines continued failing post-repair — this raises potential warranty, recall cost and reputational risks that can depress the stock. NHTSA reopens GM recall probe
• Negative Sentiment: Partnership setback: Honda and GM appear to be winding down aspects of their fuel-cell cooperation, which reduces collaboration optionality in hydrogen technology and could be viewed as a strategic negative. Honda Is Tying Up All The Loose Ends From Its GM Partnership
• Negative Sentiment: Competitive pressure: commentary about accelerating global Chinese EV competition highlights margin and share risks for legacy automakers including GM. Chinese EVs Plan to Wreck Ford and GM

About General Motors

General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.

GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.