Should I Buy GM? GM 2026 Analysis

Should You Buy General Motors Co (GM) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

84.240

1 Day change

1.13%

52 Week Range

87.620

Analysis Updated At

2026/02/04

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Buy now: price action and trend signals are bullish (rising momentum + bullish moving-average stack), and Wall Street has broadly raised price targets after a strong quarter and stronger 2026 outlook.
Options positioning is risk-on (puts not dominant; put/call ratios < 1), supporting continued upside bias.
Near-term technical overhead is close (R1 ~86.76), but given the user’s impatience/unwillingness to wait, the setup still favors initiating now rather than trying to time a pullback.

Intellectia Proprietary Trading Signals

AI Stock Picker: no signal on given stock today.
SwingMax: No signal on given stock recently.

Technical Analysis

Trend: Bullish; moving averages are stacked positively (SMA_5 > SMA_20 > SMA_200), consistent with an established uptrend.
Momentum: MACD histogram +0.268 and expanding, indicating strengthening upside momentum.
RSI (6): 64.92 (neutral-to-strong); not overbought yet, but getting closer to “heated” territory.
Key levels:
- Pivot: 83.53 (first meaningful support zone)
- Resistance: R1 86.76, then R2 88.75
- Support: S1 80.30, then S2 78.31
Tactical read: With price ~~86.3, GM is pressing into near resistance (R1); a clean break favors continuation toward ~88.8, while failure likely means a pullback toward the pivot (~~83.5).

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Sentiment (positioning): Open interest put/call 0.80 = more calls than puts outstanding (constructive/bullish tilt).
Sentiment (flow): Volume put/call 0.71 = call volume > put volume (risk-on tone).
Activity level: Today’s option volume is ~57.8% of 30-day avg (not a “mania” day; supportive but not euphoric).
Volatility: 30D IV 33.73 vs historical vol 37.33 (IV slightly below realized; options not pricing extreme risk).
IV context: IV percentile ~50 / IV rank ~21 suggests volatility is not stretched—less evidence of panic hedging.

Technical Summary

Sell

Buy

Positive Catalysts

- EV cost trajectory: Analysts highlight narrowing EV losses / cost improvements, which can expand margins if sustained.

Neutral/Negative Catalysts

- EV execution risk: CEO comments about plug-in hybrid owners not charging properly could pressure perception of EV strategy/product-market fit.
- Top-line trend: Latest quarter shows revenue down YoY, implying growth isn’t purely demand-driven.
- Industry backdrop: Consumer shift toward hybrids/EVs increases competitive pressure and execution demands; incentive programs help demand but don’t remove margin pressure.
- Skeptical Street view exists: Wells Fargo remains Underweight and argues some guidance assumptions may be optimistic.

Financial Performance

Latest quarter: 2025/Q4
Revenue: $45.287B, -5.06% YoY (top-line contraction).
Net income: - $3.33B, improved +93.04% YoY (loss materially narrowed).
EPS: -3.60, improved +119.51% YoY (still negative, but much better than prior year).
Gross margin: -2.69%, down -124.82% YoY (weak/negative margin in this snapshot; likely reflects significant charges/mix impacts—still a clear negative in the quarter’s quality).
Growth takeaway: Mixed—profitability improved sharply YoY, but sales declined and margins in the reported snapshot are not cleanly healthy.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Trend (recent days): Strongly positive—multiple firms raised price targets and reiterated Buy/Overweight/Outperform following the Q4 beat and 2026 guidance.
Upgrades/raises:
- DZ Bank upgraded to Buy with $98 PT.
- Broad PT raises cluster around $100–$122 (Mizuho $105, UBS $102, Morgan Stanley $100, RBC $107, Barclays $110, Piper $105, Goldman $104, TD Cowen $122).
Wall Street pros: Better-than-expected 2026 outlook, margin durability (esp. trucks), buybacks/cash generation, easing tariff/regulatory headwinds, improving EV economics.
Wall Street cons: At least one notable dissent (Wells Fargo Underweight, PT $57) citing optimism risk in guidance assumptions and execution cadence.
Influential/political trading check: No recent congress trading data available; hedge funds/insiders reported as neutral (no strong accumulation or distribution signals).

18 Analyst Rating

Wall Street analysts forecast GM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GM is 82.06 USD with a low forecast of 48 USD and a high forecast of 100 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

16 Buy

1 Hold

1 Sell

Strong Buy

Current: 83.300

Low

Averages

82.06

High

100

Current: 83.300

Low

Averages

82.06

High

100

DZ Bank

Hold

Buy

upgrade

$98

AI Analysis

2026-01-29

Reason

DZ Bank

Price Target

$98

AI Analysis

2026-01-29

upgrade

Hold

Buy

Reason

DZ Bank upgraded General Motors to Buy from Hold with a $98 price target.

Mizuho

Outperform

maintain

$100 -> $105

2026-01-28

Reason

Mizuho

Price Target

$100 -> $105

2026-01-28

maintain

Outperform

Reason

Mizuho raised the firm's price target on General Motors to $105 from $100 and keeps an Outperform rating on the shares. The firm upped estimates following the earnings report. It remains positive on GM citing its reduced tariff risk, improved profitability, and on-shoring tailwinds through 2026.

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GM Should I Buy

GM Should I Buy

Should You Buy General Motors Co (GM) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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