General Motors (GM) 주식 개요
제너럴 모터스 컴퍼니는 트럭, 크로스오버, 자동차 및 자동차 부품을 설계, 제작 및 전 세계에 판매하는 회사입니다. 자세히 보기
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General Motors Company 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$84.29 |
| 52주 최고가 | US$91.85 |
| 52주 최저가 | US$54.33 |
| 베타 | 1.32 |
| 1개월 변동 | -0.095% |
| 3개월 변동 | 6.31% |
| 1년 변동 | 43.52% |
| 3년 변동 | 153.89% |
| 5년 변동 | 65.99% |
| IPO 이후 변동 | 146.53% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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 AlphaRecent updates
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • Sep 13
Electric Vehicles And Battery Production Will Fuel Future Success
Analysts have lifted GM’s price target to $58.28 thanks to resilience in U.S. auto demand, effective cost management, easing EV regulations, and ongoing buybacks, though concerns linger over competition, potential loss of IRA benefits, and weaker 2025 outlook. Analyst Commentary Bullish analysts highlight resilience in U.S. auto demand and production despite tariffs, with GM effectively offsetting cost pressures and maintaining strong consumer pricing.주주 수익률
| GM | US Auto | US 시장 | |
|---|---|---|---|
| 7D | 0.6% | -2.4% | -1.1% |
| 1Y | 43.5% | -15.1% | 11.7% |
수익률 대 산업: GM은 지난 1년 동안 -15.1%의 수익을 기록한 US Auto 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: GM은 지난 1년 동안 11.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| GM volatility | |
|---|---|
| GM Average Weekly Movement | 4.2% |
| Auto Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: GM는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: GM의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1908 | 156,000 | Mary Barra | www.gm.com |
제너럴 모터스 컴퍼니는 트럭, 크로스오버, 자동차 및 자동차 부품을 설계, 제작 및 판매하는 전 세계 기업입니다. GM 북미, GM 인터내셔널 및 GM 파이낸셜 부문을 통해 운영됩니다. 이 회사는 주로 뷰익, 캐딜락, 쉐보레, GMC, 바오준, 우링 브랜드로 차량을 판매합니다.
General Motors Company 기초 지표 요약
| GM 기초 통계 | |
|---|---|
| 시가총액 | US$74.91b |
| 순이익 (TTM) | US$1.86b |
| 매출 (TTM) | US$185.53b |
39.8x
주가수익비율(P/E)0.4x
주가매출비율(P/S)GM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| GM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$185.53b |
| 매출원가 | US$152.17b |
| 총이익 | US$18.88b |
| 기타 비용 | US$17.03b |
| 순이익 | US$1.86b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Oct 20, 2026
| 주당순이익(EPS) | 2.12 |
| 총이익률 | 10.18% |
| 순이익률 | 1.00% |
| 부채/자본 비율 | 201.7% |
GM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| General Motors 배당 일정 | |
|---|---|
| 배당락일 | Sep 04 2026 |
| 배당 지급일 | Sep 17 2026 |
| 배당락일까지 남은 일수 | 13 days |
| 배당 지급일까지 남은 일수 | 0 days |
GM는 안정적으로 배당을 지급합니까?
GM 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/16 04:26 |
| 종가 | 2026/09/16 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
General Motors Company는 48명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Selesky | Argus Research Company |
| Dan Levy | Barclays |
| Adrian Yanoshik | Berenberg |