"Barclays analyst Dan Levy trimmed his target for General Motors to $105 from $110 while maintaining an Overweight rating, indicating meaningful upside from current levels."
"GM's full-year adjusted EPS guidance of $11.00 to $13.00 and a forward P/E of just 5.82 suggest the stock is pricing in more risk than fundamentals warrant."
"Management guided for North America EBIT-adjusted margins to return to the 8% to 10% range in 2026, supported by significant cost improvements."
"Super Cruise revenue is expected to grow to approximately $400 million in 2026 from $234 million in 2025, highlighting the company's focus on software and services growth."
General Motors has experienced a decline in stock price, down 2.89% over the past week and 10.05% year-to-date. Analysts maintain a consensus target of $94.88, with Barclays' Dan Levy adjusting his target to $105, indicating a potential upside of 44%. Despite near-term headwinds, GM's adjusted EPS guidance for 2026 is between $11.00 and $13.00. Key drivers include earnings power, North America margin recovery, and growth in software and services, particularly Super Cruise revenue, which is projected to reach $400 million in 2026.
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