General Motors Company

NYSE:GM Rapport sur les actions

Capitalisation boursière : US$76.0b

General Motors Croissance future

Future contrôle des critères 3/6

General Motors devrait augmenter ses bénéfices et son chiffre d'affaires de 25.5% et de 1.9% par an respectivement. Le BPA devrait croître de de 31% par an. Le rendement des capitaux propres devrait être 16% dans 3 ans.

Informations clés

25.5%

Taux de croissance des bénéfices

31.04%

Taux de croissance du BPA

Auto croissance des bénéfices36.8%
Taux de croissance des recettes1.9%
Rendement futur des capitaux propres16.04%
Couverture par les analystes

Good

Dernière mise à jour15 Sep 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Sep 17

GM: Elevated Price Assumes North America Profit Strength Will Persist

Analysts have nudged their price expectations for General Motors higher, with the updated fair value estimate moving from $69.35 to $75.00. They are factoring in stronger long term revenue potential, modestly higher profit margins, and a higher future P/E multiple supported by growing confidence in GM's higher margin digital and software driven businesses.
Mise à jour du récit • Sep 03

GM: Future Returns Will Hinge On Concentrated North America Profit Reliance

Analysts lifted their aggregate price target for General Motors to about $69.35 from roughly $65.23, citing higher margin expectations, incremental cost and pricing gains, and the possibility of multiple expansion supported by recurring beat-and-raise quarters and new AI, software, and defense revenue streams. Analyst Commentary Recent Street research on General Motors has been broadly constructive, with several firms lifting price targets after what many describe as a clean beat and raise quarter.
Seeking Alpha • Aug 26

General Motors: Great Setup Heading Into 2027

Summary General Motors Company remains strategically attractive due to its dominant domestic lithium supply, robust ICE truck/SUV franchise, and aggressive shareholder returns. GM secured 100% of Thacker Pass mine’s Phase 1 lithium output for 20 years, ensuring a battery-grade supply for up to 1 million EVs annually. Q2 2026 results outperformed with $48B revenue, $3.57 adjusted EPS, and $5B free cash flow; 2026 guidance was raised on strong execution. I now rate GM as Hold, citing valuation expansion, and near-term headwinds (tariffs, commodity inflation, and retooling) but promising 2027–2028 positioning and ongoing buybacks. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 18

GM: Future Returns Will Rely On AI Software And Defense Services

Analysts have raised the General Motors fair value estimate from $94.81 to $100.04, reflecting higher price targets supported by views that new models, cost and pricing execution, and emerging software, AI, defense, and energy storage opportunities could support a higher future P/E assumption, even as revenue growth and profit margin inputs are updated lower in the model. Analyst Commentary Recent research on General Motors highlights a wide range of reactions to the latest Q2 results, guidance updates, and longer term profit outlook.
Mise à jour du récit • Aug 04

GM: Software Subscriptions And Defense Contracts Will Support Future Returns

General Motors' analyst price target has shifted higher to $132, as analysts highlight the company's beat-and-raise quarter, improving earnings guidance through 2027, and growing confidence in higher-margin opportunities in software, defense, and adjacent services. Analyst Commentary Recent Street research on General Motors points to a broadly constructive tone, with many bullish analysts highlighting solid execution on earnings, support for higher valuation multiples, and growing confidence in higher-margin revenue streams such as software, energy storage, and defense.
Mise à jour du récit • Jul 21

GM: Future Returns Will Depend On Unsustainable North America Earnings Concentration

Analysts have trimmed their fair value estimate for General Motors from about $67 to about $65, reflecting strong recent North America driven beats that support slightly higher margin assumptions, but also a more cautious stance on how current run-rates translate into longer term revenue growth and valuation multiples. Analyst Commentary Street research on General Motors points to a mix of confidence in current execution and caution about how much of the recent strength can reasonably be factored into longer term expectations.
Mise à jour du récit • Jul 07

GM: Energy Storage And Software Services Will Support Future Returns

Analysts have raised the price target for General Motors by about $6 to roughly $126, reflecting updated views on revenue, profit margins, and potential contributions from areas such as energy storage, autonomous technologies, robotics, and digital services. Analyst Commentary Recent Street research on General Motors shows a mix of views, but the tone of several price target revisions has been broadly constructive.
Mise à jour du récit • Jun 23

GM: Future Returns Will Rely On Energy Storage And Grid Services

Analysts have lifted their price target on General Motors stock to $131 from $108, pointing to potential benefits from higher auto industry production and emerging revenue streams in areas such as energy storage, autonomous technologies, robotics, and digital services. Analyst Commentary Recent research on General Motors reflects a mix of optimism about new revenue drivers and caution about execution risks and positioning versus peers.
Mise à jour du récit • Jun 08

GM: Future Returns Will Depend On Higher-Margin Trucks And New Revenue Streams

Analysts have nudged the fair value estimate for General Motors slightly higher to about $94.81 from $93.92, citing Street research that points to potential contributions from higher auto production and new revenue streams in areas such as energy storage, autonomous technologies, robotics, and digital services. Analyst Commentary Recent Street research on General Motors points to a wide range of views on where the stock should trade, with multiple firms adjusting price targets and ratings in both directions.
Mise à jour du récit • May 25

GM: Future Returns Will Depend On Higher Margins From Trucks And SUVs

Analysts now see higher potential value for General Motors, lifting the average price target from about $79 to roughly $94 as they factor in stronger assumed revenue growth, higher projected profit margins, and a lower future P/E, even as recent research shows a mix of price target raises, cuts, and list removals across firms. Analyst Commentary Recent research on General Motors shows a split view, with several firms raising price targets or upgrading ratings while others reduce targets or remove the stock from preferred lists.
Article d’analyse • May 11

General Motors' (NYSE:GM) Soft Earnings Are Actually Better Than They Appear

Soft earnings didn't appear to concern General Motors Company's ( NYSE:GM ) shareholders over the last week. We think...
Mise à jour du récit • May 03

GM: Future Returns Will Hinge On Truck Reliance And EV Execution Risk

The updated analyst price target for General Motors has been reduced by about $1 to $67. Analysts are balancing higher modeled revenue growth and slightly firmer margins with a lower assumed future P/E ratio, as well as a recent mix of target increases and cuts across the Street.
Mise à jour du récit • Apr 19

GM: U.S. Trucks And SUVs Mix Reset Will Support Future Returns

Analysts have trimmed the General Motors fair value estimate by about $2 to $119.99, reflecting updated expectations for slightly higher revenue growth and profit margins, along with a lower assumed future P/E multiple drawn from a mix of recent target raises and cuts across the Street. Analyst Commentary Recent research on General Motors shows a mix of higher and lower price targets, along with several ratings upgrades that point to growing confidence in the story among some market participants.
Mise à jour du récit • Apr 05

GM: Future Margins Will Depend On Truck Mix And Disciplined EV Spending

The analyst price target for General Motors has been adjusted modestly higher, with analysts pointing to slightly stronger revenue growth and profit margin assumptions, combined with a stable discount rate and future P/E outlook as key drivers of the updated fair value of about $68.23, up from roughly $67.50. Analyst Commentary Recent Street research around General Motors has included both positive and cautious views, with several firms adjusting ratings and price targets while reassessing key drivers such as product mix, regulatory changes and capital allocation.
Mise à jour du récit • Mar 22

GM: Future Margins Will Rely On Truck Mix And EV Cost Controls

Analysts have lifted their price targets on General Motors into a higher $90 to $105 range, pointing to the company’s leading U.S. market share, a shift toward higher margin trucks and SUVs, and efforts to reduce electric vehicle related costs as key supports for their updated views. Analyst Commentary Recent research points to a cluster of higher price targets for General Motors in the $90 to $105 range, with several large firms highlighting the company’s leading U.S. market share, the mix shift toward higher margin trucks and SUVs, and efforts to rein in electric vehicle related costs.
Mise à jour du récit • Mar 07

GM: Future Profitability Will Depend On Managing EV Reset Risks

Analysts have lifted their implied fair value estimate for General Motors from $50.54 to $67.50, citing a wave of higher Street price targets that emphasize GM's strong U.S. market share, a shift toward higher margin trucks and SUVs, and expectations for improved profitability reflected in a lower assumed future P/E multiple. Analyst Commentary Recent Street research on General Motors highlights a wide range of views, with some large firms lifting targets sharply and others signaling more caution.
Mise à jour du récit • Feb 21

GM: EV Reset And North America Margin Actions Will Support Future Returns

Analysts have increased their price targets on General Motors by a wide range, in some cases by as much as $25. These revisions reflect updated views on slightly higher revenue growth, modestly stronger profit margins, and a revised future P/E assumption of around $8.62.
Mise à jour du récit • Feb 07

GM: EV Reset And China Supply Shift Will Support Future Margins

Analysts lifted their fair value estimate for General Motors to $122 from $110, citing updated assumptions around revenue growth, higher projected profit margins, and a lower future P/E multiple, supported by a broad wave of recent price target increases and upgrades across the Street. Analyst Commentary Recent Street research around General Motors has tilted clearly positive, with a cluster of bullish analysts lifting price targets and, in some cases, ratings.
Mise à jour du récit • Jan 23

GM: EV Charge And China Shift Will Reshape Margins And Cash Flow

Analysts have lifted their price target on General Motors to US$110 from about US$77, citing recent target hikes across the Street as well as updated assumptions for revenue growth, margins and future P/E expectations. Analyst Commentary Recent research updates on General Motors show a cluster of higher price targets and a key rating upgrade, pointing to a more constructive view on the stock among bullish analysts.
Mise à jour du récit • Jan 09

GM: Q3 Optimism Will Clash With Execution Risks Beyond 2026

Analysts have raised their implied fair value estimate for General Motors from about $38 to roughly $51 per share, citing higher Street price targets supported by recent Q3 beats, ongoing cash generation, buyback potential, and reduced tariff concerns. Analyst Commentary Street research around General Motors has turned more constructive, with several firms lifting price targets after the Q3 beat and guidance raise.
Mise à jour du récit • Dec 24

GM: Shares Will Track Fair Value Amid Tariff Relief And EV Retrenchment

Analysts have increased their average price target for General Motors by approximately $3 to about $79 per share, reflecting stronger than expected Q3 results, improved profitability, and growing confidence in GM's positioning into 2026, despite lingering tariff and volume uncertainties. Analyst Commentary Bullish analysts are largely focused on GM's stronger than expected Q3 performance and the improved visibility into earnings through 2026, leading to a series of upward price target revisions that cluster in the mid 70s to low 80s, with one target now as high as $100.
Mise à jour du récit • Dec 10

GM: Shares Will Reflect Fair Value Amid Tariff Relief And EV Reset

Analysts have modestly lifted our General Motors fair value estimate to approximately $76 per share from about $74 per share, reflecting higher price targets supported by strong Q3 beat and raise dynamics, improving revenue growth expectations, and increased confidence in GM's ability to navigate tariffs and onshoring tailwinds into 2026. Analyst Commentary Street research following GM's Q3 beat and raise has skewed positive, with numerous upward revisions to price targets and earnings estimates.
Mise à jour du récit • Nov 26

GM: Shares Will Track Fair Value Amid EV Headwinds And Supply Chain Shifts

General Motors' fair value price target has been raised by $1.00 to $74.15. Analysts cite strong third-quarter results, increased confidence in profitability, and favorable industry dynamics.
Mise à jour du récit • Nov 09

GM: Shares Will Reflect Fair Value Amid EV Challenges And Trade Policy Shifts

General Motors' fair value estimate saw an upward revision of approximately $1 to $73.15. Analysts cite strong Q3 results, improved profitability, and positive industry dynamics supporting higher price targets across the Street.
Mise à jour du récit • Oct 26

Tariff Relief And Supply Chain Shifts Will Drive Profits And EV Expansion

General Motors' fair value estimate has increased from $63.80 to $72.04, as analysts cite strong quarterly results, greater tariff visibility, and an improving long-term profitability outlook as key factors supporting higher price targets. Analyst Commentary Analysts have recently weighed in on General Motors with a mix of optimistic and cautious perspectives, reflecting the dynamic market factors that impact the company's outlook.
Mise à jour du récit • Oct 12

Electric Vehicles And Battery Production Will Fuel Future Success

General Motors' analyst fair value estimate has increased from $61.36 to $63.80 per share, a change fueled by analysts projecting stronger long-term profit margins and higher U.S. vehicle demand. Expectations include limited tariff impacts and the benefit of ongoing cost mitigation strategies.
Mise à jour du récit • Sep 28

Electric Vehicles And Battery Production Will Fuel Future Success

General Motors’ consensus price target has increased as analysts highlight improving North American margin prospects, effective cost-offset strategies, potential tariff relief from international agreements, and upside from easing EV regulations, partially offset by near-term demand and competitive concerns, resulting in a new fair value estimate of $61.36. Analyst Commentary Bullish analysts cite strong prospects for margin recovery in GM North America, as well as resilience in U.S. vehicle production and pricing despite ongoing tariffs, with several raising earnings estimates well above consensus.

Prévisions de croissance des bénéfices et des revenus

NYSE:GM - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/2028194,99513,46511,92420,90313
12/31/2027190,22912,00411,67419,14019
12/31/2026185,7409,40910,78016,07419
6/30/2026185,5281,85714,39823,202N/A
3/31/2026184,6232,43314,75723,756N/A
12/31/2025185,0193,18017,56426,867N/A
9/30/2025187,4344,79614,89624,212N/A
6/30/2025187,5996,52814,53923,970N/A
3/31/2025188,4477,57813,17523,038N/A
12/31/2024187,4427,1899,29920,129N/A
9/30/2024182,71910,9898,34319,646N/A
6/30/2024178,09410,9987,74219,381N/A
3/31/2024174,87110,6229,67420,996N/A
12/31/2023171,84210,0219,96020,930N/A
9/30/2023171,9719,93012,32822,897N/A
6/30/2023169,72910,17011,40021,492N/A
3/31/2023160,7419,2977,01717,025N/A
12/31/2022156,7358,9156,80516,043N/A
9/30/2022147,2118,6278,09617,228N/A
6/30/2022132,1017,7233,10111,988N/A
3/31/2022130,5098,8487,73416,026N/A
12/31/2021127,0049,8377,67915,188N/A
9/30/2021130,93810,9428,79015,072N/A
6/30/2021139,63912,57320,93726,352N/A
3/31/2021122,2508,97611,42116,375N/A
12/31/2020122,4856,24711,37016,670N/A
9/30/2020115,7933,2147,38213,450N/A
6/30/2020115,7861,5222,3208,772N/A
3/31/2020135,0684,709N/A16,663N/A
12/31/2019137,2376,581N/A15,021N/A
9/30/2019144,8108,819N/A17,578N/A
6/30/2019145,1289,009N/A14,698N/A
3/31/2019145,8289,003N/A14,727N/A
12/31/2018147,0497,986N/A15,256N/A
9/30/2018146,3651,092N/A16,114N/A
6/30/2018144,197-1,298N/A15,322N/A
3/31/2018144,421-1,243N/A15,735N/A
12/31/2017145,588332N/A17,328N/A
9/30/2017147,7697,175N/A14,458N/A
6/30/2017153,0359,830N/A18,147N/A
3/31/2017153,43410,160N/A18,756N/A
12/31/2016149,1849,428N/A16,607N/A
9/30/2016148,90913,739N/A14,811N/A
6/30/2016148,86312,330N/A11,549N/A
3/31/2016149,66010,687N/A11,208N/A
12/31/2015135,7259,662N/A11,769N/A
9/30/2015152,3524,526N/A12,633N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de GM ( 25.5% par an) est supérieure au taux d'épargne ( 3.7% ).

Bénéfices vs marché: Les bénéfices de GM ( 25.5% par an) devraient croître plus rapidement que le marché US ( 17.4% par an).

Croissance élevée des bénéfices: Les bénéfices de GM devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de GM ( 1.9% par an) devrait croître plus lentement que le marché de US ( 13.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de GM ( 1.9% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de GM devrait être faible dans 3 ans ( 16 %).

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/18 04:19
Cours de l'action en fin de journée2026/09/18 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

General Motors Company est couverte par 48 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
William SeleskyArgus Research Company
Dan LevyBarclays
Adrian YanoshikBerenberg