General Motors Company

NYSE:GM 주식 리포트

시가총액: US$69.6b

General Motors 향후 성장

Future 기준 점검 3/6

General Motors (는) 각각 연간 26.2% 및 1.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.8% 로 예상됩니다.

핵심 정보

26.2%

이익 성장률

25.78%

EPS 성장률

Auto 이익 성장37.1%
매출 성장률1.9%
향후 자기자본이익률16.81%
애널리스트 커버리지

Good

마지막 업데이트14 May 2026

최근 향후 성장 업데이트

Recent updates

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.
Seeking Alpha • Apr 27

General Motors: Structural Transformation Underway And Undervalued (Q1 Earnings Preview)

Summary General Motors is undergoing a structural transformation, with connected services emerging as a major profit driver alongside traditional automotive operations. GM's bundled OnStar and SuperCruise subscriptions, boasting 70% gross margins, are projected to generate $7.5B in deferred revenue for FY26. A sum-of-the-parts valuation suggests GM's equity value is $92.75B, implying a 31.7% upside from its current $70.4B market cap. I maintain a bullish rating on GM, as the market undervalues its high-margin connectivity segment, which could soon dwarf wholesale automotive revenue. Read the full article on Seeking Alpha
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.
새로운 내러티브 • Apr 06

General Motors (GM): The "Profitable Pivot" of an American Icon

General Motors (GM) , the top-selling automaker in the United States, is currently navigating a high-stakes transition from traditional manufacturing to a software-defined future, closing the April 2, 2026, session at $84.90 USD on the NYSE. As of today, April 6, 2026, the company is reaping the rewards of its "capital discipline" strategy, which involved scaling back underperforming EV targets in late 2025 to prioritize high-margin internal combustion engine (ICE) trucks and SUVs. The central narrative for 2026 is "The Yield-Centric Turnaround" : by retiring nearly 35% of its share count since late 2023 and focusing on free cash flow, GM has transformed itself into a total-return powerhouse for shareholders.
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.
분석 기사 • May 30

An Intrinsic Calculation For General Motors Company (NYSE:GM) Suggests It's 40% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, General Motors fair value estimate is US$81.06 General Motors...
Seeking Alpha • Apr 16

General Motors Could Gain From Tesla Backlash, But Tariffs Create Uncertainty

Summary General Motors' stock has seen over 10% correction in YTD and continues to show challenges despite good earnings results. One of the positive factors working in GM’s favor is the rapid improvement in its EV market share in the US as Tesla continues to face brand backlash. General Motors is also investing heavily in buybacks, which have reduced outstanding shares to 1.07 billion from 1.45 billion a few quarters back. However, General Motors also faces a possible economic slowdown or recession due to tariffs, which can hurt the sales and margin of the company. General Motors is trading at a forward PE of only 4.07, but there is a huge gap in EPS projection, which shows the uncertainty facing the company in the next few quarters. Read the full article on Seeking Alpha
Seeking Alpha • Mar 31

General Motors: Further Downside Likely

Summary General Motors faces significant headwinds from impending tariffs on vehicle and part imports. Tariffs could also tip the US economy into recession, further straining GM's financials. The decision to abandon Cruise has also removed potential upside, although it will strengthen cash flows in the short-term. The combination of tariffs, macroeconomic risks, and GM's debt makes the stock unattractive at this time. Read the full article on Seeking Alpha
Seeking Alpha • Mar 18

General Motors: I'm Not Getting In That Car Stock

Summary General Motors Company is navigating a complex market with competition from Tesla and BYD, impacting its growth and profitability despite a strong brand presence. The company has made strides in the EV market, doubling its share by 2024, but faces headwinds in ICE sales and macroeconomic factors. GM's valuation is low, with a forward P/E ratio below competitors, making it a potential "paid to watch" stock, but not compelling enough for me. I rate GM stock a hold due to its improving fundamentals and neutral chart picture, but prefer to look elsewhere for better investment opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Mar 04

General Motors: Inventory Doesn't Lie And Says Buy

Summary I rated GM as a HOLD in my last coverage due to concerns about its capital allocation priorities and debt burden. The latest financial update provided in its FQ4 report showed much-improved debt coverage. Furthermore, its inventory level has also significantly decreased to about $14.5 billion, the lowest in recent years. This indicates strong demand for GM's products, such as its redesigned full-size models and also its in EVs. These changes have resulted in a much better return/risk profile, leading to an upgrade of its rating to BUY. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

General Motors: An Utter And Complete Bargain

Summary General Motors beat Q4 estimates, showing strong EV sales growth and market share gains, despite a dip in share price post-earnings. The company generated $14.9B in adjusted EBIT for FY 2024, driven by robust North American market performance and strong vehicle demand. General Motors submitted a decent guidance for FY 2025 and benefited from a 20% increase Y/Y in free cash flow in FY 2024. GM's forward P/E ratio of 4.0X implies a 25% earnings yield, making it an attractive investment option in the U.S. auto market. Risks include potential trade wars and an EV market slowdown in 2025, but GM's low valuation and solid adjusted EBIT outlook for FY 2025 mitigate risks. Read the full article on Seeking Alpha
Seeking Alpha • Feb 03

General Motors Cannot Pass All Tariffs Costs Onto Customers

Summary New tariffs on Mexico, Canada, and China pose significant risks to General Motors, potentially impacting its supply chain and profit margins. Despite having months to prepare, General Motors Company appears ill-prepared for the tariffs, failing to offer clear guidance in its Q4 report. GM's competitors, particularly foreign carmakers like Honda and BMW, have more domestic US manufacturing than many US-based car companies. If implemented despite the potential for delay, I expect tariffs will raise costs for GM that cannot be passed on because its competitors will not face significant cost growth. Although the recent higher manufacturing PMI and car sales data may be favorable for GM, I take that data hesitantly as it may be driven by “pull forward” demand ahead of tariffs. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:GM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028193,95513,08111,71120,30911
12/31/2027191,24911,93611,47119,72120
12/31/2026185,88310,63310,13915,55820
3/31/2026184,6232,43314,75723,756N/A
12/31/2025185,0193,18017,56426,867N/A
9/30/2025187,4364,78714,89624,212N/A
6/30/2025187,6016,51914,53923,970N/A
3/31/2025188,4487,58013,17523,038N/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
3/31/2020135,0684,7099,86116,663N/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
6/30/2015152,7644,551N/A10,413N/A

애널리스트 향후 성장 전망

수입 대 저축률: GM 의 연간 예상 수익 증가율(26.2%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: GM 의 연간 수익(26.2%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: GM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: GM 의 수익(연간 1.9%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: GM 의 수익(연간 1.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: GM의 자본 수익률은 3년 후 16.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 05:17
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
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산업 및 섹터 지표

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분석가 소스

General Motors Company는 50명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William SeleskyArgus Research Company
Dan LevyBarclays
Michael LeggBenchmark Company