GMConsumer Cyclical · Auto ManufacturersThe 26 Wall Street analysts covering General Motors Co. hold a median 12-month price target of $102 — +24.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 77 of 100 as at 17 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores General Motors Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (99): The share count has been shrinking and the company is not leaning on new borrowing.
Growth (10): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on GM, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +24.1% from it.
Of the 20 most recent actions, 11 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Sept 2026 | UBS | Maintains | Buy | $102 → $114 |
| 28 July 2026 | Tigress Financial | Maintains | Strong Buy | $92 → $130 |
| 27 July 2026 | Jefferies | Upgrade | Buy | $90 → $99 |
| 22 July 2026 | Barclays | Maintains | Overweight | — |
| 22 July 2026 | Barclays | Maintains | Overweight | $105 → $110 |
| 22 July 2026 | Goldman Sachs | Maintains | Buy | — |
| 22 July 2026 | Goldman Sachs | Maintains | Buy | $91 → $103 |
| 22 July 2026 | JP Morgan | Maintains | Overweight | — |
| 22 July 2026 | JP Morgan | Maintains | Overweight | $110 → $120 |
| 22 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 22 July 2026 | Morgan Stanley | Maintains | Overweight | $100 → $101 |
| 22 July 2026 | RBC Capital | Maintains | Outperform | — |
| 22 July 2026 | RBC Capital | Maintains | Outperform | $94 → $100 |
| 22 July 2026 | TD Cowen | Maintains | Buy | — |
| 22 July 2026 | TD Cowen | Maintains | Buy | $126 → $132 |
| 22 July 2026 | Wells Fargo | Maintains | Underweight | — |
| 22 July 2026 | Wells Fargo | Maintains | Underweight | $60 → $61 |
| 13 July 2026 | RBC Capital | Maintains | Outperform | $95 → $94 |
| 13 July 2026 | RBC Capital | Maintains | Outperform | — |
| 8 July 2026 | JP Morgan | Maintains | Overweight | $98 → $110 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. GM appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 18 Sept 2026, General Motors Co. returned +39.9% against +16.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 20% of US stocks
Cheaper than 85% of US stocks
Cheaper than 67% of US stocks
Cheaper than 34% of US stocks
Higher than 32% of US stocks
Higher than 15% of US stocks
Higher than 8% of US stocks
Higher than 51% of US stocks
Higher than 50% of US stocks
Higher than 50% of US stocks
Higher than 60% of US stocks
Higher than 18% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
General Motors Co. has a market value of $76.2B and an enterprise value of $180.6B.
Revenue in the twelve months to 30 June 2026: $185.5B. The latest quarter grew 1.9% year on year.
Net income over the same four quarters: $2.1B, a 1.1% net margin.
Free cash flow in the twelve months to 30 June 2026: $605.0M, after $8.8B of capital spending.
General Motors Co. spent $6.8B on share buybacks and $1.2B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 37.6×; forward P/E: 5.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.85%, paying out 29% of earnings.
General Motors Co. employs 156,000 people — $1.2M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| GMGeneral Motors Co. | $76.2B | 77 |
| FFord Motor Co. | $54.2B | 63 |
| RIVNRivian Automotive, Inc. | $22.3B | 28 |
| VFSVinFast Auto Ltd. | $7.6B | 19 |
| TSLATesla, Inc. | $1.4T | 31 |
| ROSTRoss Stores, Inc.* | $74.2B | 90 |
| CVNACarvana Co.* | $72.2B | 44 |
* Nearest Consumer Cyclical names by size — few auto manufacturers companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own General Motors Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
GM has begun manufacturing housing components for Patriot missile interceptors and delivered its first batch just 22 days after signing a contract with Lockheed Martin.
Why it matters — This contract signals GM's expansion into defense manufacturing, diversifying its revenue stream beyond traditional automotive production.
A group representing automakers and dealers urged President Trump not to permit the sale or manufacture of Chinese cars in the U.S., ahead of an upcoming summit with China's leader Xi Jinping. The warning aims to discourage any deal that might allow Chinese vehicles into the American market.
Why it matters — GM watchers would care because restrictions on Chinese auto imports could affect the competitive landscape and trade conditions that U.S.-based manufacturers, including GM, face in the domestic market.
Automaker stocks reversed course in Friday trading, giving back the rotation-driven gains from Thursday. General Motors and Stellantis fell 4% while Ford pulled back, with no company announcement dated Friday explaining the decline.
Why it matters — A 4% drop in GM shares, driven by the unwinding of the same rotation trade that lifted the stock a day earlier, is relevant to GM watchers tracking the automaker's recent price moves.
Lockheed Martin received its first shipment of critical Patriot interceptor components from General Motors, less than a month after the two companies signed a manufacturing agreement. The delivery comes as the Pentagon pushes for faster weapons production.
Why it matters — The shipment expands General Motors' role as a defense supplier and marks early progress on its newly established manufacturing agreement with Lockheed Martin.
GM CEO Mary Barra criticized what she called a US "societal problem" around skilled trades, arguing that hands-on careers deserve more respect and can pay around $100,000 while being "a little more AI-proof" than some other jobs. She suggested such roles could offer high school students viable career paths.
Why it matters — Barra's comments highlight GM's focus on skilled-trades and manufacturing workforce needs, which could matter to investors tracking the company's talent and production strategy.
The 26 Wall Street analysts covering General Motors Co. have a median 12-month price target of $102, with estimates ranging from $61 to $132. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 26 analysts covering General Motors Co., 21 rate it a Buy, 4 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks General Motors Co. 77 out of 100 across roughly 4,600 US stocks as at 17 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 17 Sept 2026, General Motors Co. ranks 77 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (99 of 100).
No one can know that. What the data says: the median 12-month target from 26 analysts implies +24.1% from the last close, and Ticker Nerd's factor model ranks General Motors Co. 77 out of 100 as at 17 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering General Motors Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for GM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $61 to $132 over the next 12 months.
General Motors Co. returned +39.9% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
General Motors Co. is a global automotive manufacturer that designs, builds, and markets vehicles under the Chevrolet, Buick, GMC, and Cadillac brands.
The most recent item we track (Business Insider, 18 Sept 2026): "GM is making parts for Patriot missiles now". GM has begun manufacturing housing components for Patriot missile interceptors and delivered its first batch just 22 days after signing a contract with Lockheed Martin.
General Motors Co. is a global automotive manufacturer that designs, builds, and markets vehicles under the Chevrolet, Buick, GMC, and Cadillac brands. The company’s lineup spans cars, SUVs, pickup trucks, commercial vehicles, and electric vehicles, supported by vehicle parts, accessories, and connected services such as driver-assistance and software-enabled subscriptions. General Motors Co. also operates automotive financing and leasing services through GM Financial, serving retail customers, commercial fleets, rental companies, and government buyers. Its business is organized around major segments that include North America, international operations, autonomous-technology activities, and financial services. Headquartered in Detroit, Michigan, General Motors Co. plays a central role in the global auto industry through manufacturing, distribution, and mobility services that support both consumer and commercial transportation.
CEO Ms. Mary T. Barra · 156,000 employees · United States · https://www.gm.com
