Key Takeaways for General Motors Stock as of June 2026
- Analysts rate General Motors stock 13 buys, 5 holds, 1 no opinion, 1 underperform and 1 sell, with a mean target of $95, implying around 23% upside from the current price of $77.
- TIKR’s mid-case model values General Motors at $94 by December 2030, implying around 22% total return, or roughly 2% annualized.
- General Motors stock looks fairly valued at current levels, with deferred revenue of $5.8 billion in Q1 pointing to a digital earnings stream the market has not yet folded into the multiple.
- GM raised its 2026 EBIT-adjusted guidance to $13.5 billion to $15.5 billion after Q1 OnStar recognized revenue grew over 20% year over year to more than $750 million.
GM Stock Climbs as Q1 Digital Revenue Crosses $750 Million Mark
General Motors (GM) builds and sells vehicles across the Chevrolet, GMC, Buick and Cadillac brands, and increasingly monetizes the software inside them.
In its first quarter 2026 earnings call, the company reported recognized OnStar digital services revenue of more than $750 million, up over 20% year over year, alongside an EBIT-adjusted figure of $4.3 billion that beat expectations even after excluding a $500 million tariff accounting adjustment.
That growth is not a side business. CFO Paul Jacobson told investors GM expects $3.1 billion of OnStar recognized revenue for the full year, up 15% year over year, with deferred revenue reaching $5.8 billion in the quarter, up more than 50% year over year.
What stands behind that deferred balance is Super Cruise, GM’s hands-free driving subscription. Jacobson addressed the growth directly on the Q1 earnings call: “We’re continuing to trend at about that 40% attachment rate after the subscription period.” That renewal rate matters because GM prepays the hardware cost upfront and recognizes the software revenue over time, a structure CEO Mary Barra called “not cyclical” and central to the company’s long-term margin trajectory.
The bigger story, though, is how this digital base sets up GM’s autonomy push. GM is targeting eyes-off, hands-off driving on the Cadillac Escalade IQ in 2028, and nearly 90% of the code written by its autonomy team is now AI-generated.
Even so, near-term costs are climbing. GM raised its full-year commodity inflation guidance to $1.5 billion to $2 billion, citing higher DRAM prices and freight costs tied partly to the ongoing Iran conflict. Barra named that conflict as the single biggest swing factor for the rest of the year. Despite the pressure, GM raised its EBIT-adjusted guidance to $13.5 billion to $15.5 billion and its adjusted EPS guidance to $11.50 to $13.50 per share.
Wall Street Holds a Bullish Consensus on GM Stock Heading Into Mid-2026
Wall Street rates General Motors stock a consensus buy, with 13 buy ratings against 5 holds and 3 negative or neutral calls as of June 2026. The mean price target sits at $95, implying around 23% upside from the current price of $77 and marking a sharp climb from a mean target near $54 just one year earlier.
That target range has widened considerably, with the high estimate now at $131 and the low at $60, reflecting growing disagreement over how much credit the market should give GM’s digital and autonomy bets.
Citigroup also lifted its GM price target to $131 from $108 in June, citing better cost control and exposure to energy storage, autonomous technology and digital services.
Wall Street Expects GM Stock’s Free Cash Flow to More Than Double by 2027
GM closed the first quarter of 2026 with free cash flow of $1.27 billion, a figure still recovering after a softer 2025 and analysts expect that number to climb to $2.81 billion by mid-2026 and $2.9 billion by the following quarter, up 31% year over year at that later mark.
Looking further out, the Street projects free cash flow reaching $5.25 billion by mid-2027, an 87% year-over-year increase, as EV-related cash restructuring charges roll off and the deferred OnStar revenue base continues amortizing into the P&L.
GM management has guided to $9 billion to $11 billion in adjusted auto free cash flow for the full year, with a heavier weighting toward the second half.
GM has also guided to resolving substantially all outstanding supplier commercial claims by the end of the second quarter, with only battery raw material negotiations still outstanding, the remaining piece standing between GM and the back-half free cash flow acceleration management has guided to.
GM Stock’s Free Cash Flow Gap With Peers Narrows by 2027
GM posted free cash flow of $1.27 billion as of March 2026, far behind Toyota’s (TYT) $8.00 billion, while Tesla (TSLA) and Stellantis (STLAM) both ran negative at $1.91 billion each.
By mid-2027, GM’s free cash flow is projected to reach $5.25 billion, nearly matching Toyota’s $5.24 billion, while Tesla stays negative at $2.81 billion through December 2026. That convergence undercuts the premium long assigned to EV-pure-play growth over a recovering full-portfolio automaker.
TIKR’s $94 Target on GM Stock Implies Limited Upside Even as Digital Revenue Scales
TIKR’s mid-case model values General Motors at around $94 by December 2030, implying around 22% total return from the current price of $77, or roughly 2% annualized over 4.5 years.
That annualized rate sits well below what a free cash flow story growing 87% year over year would typically command, suggesting the market and even TIKR’s own base case are not yet rewarding GM for the OnStar transition.
The target still looks reachable given GM’s raised 2026 EBIT-adjusted guidance and a free cash flow base expected to scale sharply as EV restructuring charges wind down and deferred revenue continues converting into recognized earnings.
Should You Invest in General Motors Company?
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