Key Stats for General Motors Stock
- 52-Week Range: $48 to $88
- Current Price: $84
- Street Mean Target: $95
- Street High Target: $131
- Analyst Consensus: 13 Buys / 7 Outperforms / 5 Holds / 1 Underperform / 1 Sell
- TIKR Model Target (Dec. 2030): $88
GM Stock Beat Q1 EPS by 40% but the Dauch Strike Is the Number to Watch Now
General Motors (GM), the Detroit-based automaker behind Chevrolet, GMC, Buick, and Cadillac, delivered Q1 2026 adjusted EPS of $3.70 against a street estimate of $2.64, a beat of around 40%, following its April 28 earnings call.
Revenue came in at $43,624 million, essentially in line with the $43,546 million street estimate, down less than 1% year over year on lower EV wholesale volumes.
EBIT-adjusted reached $4.3 billion in the quarter, surpassing expectations even after stripping out the $500 million IEEPA tariff refund that flowed through from a recent Supreme Court ruling.
North America EBIT-adjusted margin hit 10.1% in the quarter, including a 1.5-point benefit from the tariff adjustment, netting to 8.6% on an underlying basis, ahead of the 8% to 10% full-year target.
GM held 42% of the U.S. full-size pickup market in Q1, but it entered the quarter with lean inventory after a strong December close, and the Silverado and Sierra lines faced planned downtime for next-generation tooling.
Since the earnings call, a UAW strike at Dauch Corp’s axle plant in Three Rivers, Michigan, has entered its second week with no deal in sight.
The Dauch plant supplies axles for GM’s full-size and midsize pickup trucks, including the Silverado and Sierra, which together account for nearly one-third of GM’s U.S. vehicle sales.
GM had approximately two weeks of axle inventory when the strike began, and as of early June, no settlement had been reached, with the union seeking top wages of $30 per hour by 2030 versus the current $22.
CEO Mary Barra even emphasized on the Q1 call, “I’m confident that our portfolio, production, inventory and incentive discipline, balance sheet strength and free cash flow generation will continue to differentiate GM.”
The digital services business added a new dimension to the Q1 story, with OnStar recognized revenue reaching around $750 million in the quarter, up more than 20% year over year, and full-year guidance of around $3.1 billion.
Analysts Lifted GM Stock Targets After Q1, but the Supplier Strike Reopened the Bear Case
The Q1 beat triggered analyst target upgrades across the board, with Citigroup raising its GM price target from $108 to $131, citing better cost control and improved product offerings, while noting that GM’s North American manufacturing skew toward Korea and Mexico provides less structural protection than Ford’s heavier domestic footprint.
As of June 8, the street mean target on GM stock stands at $95, implying approximately 13% upside from the current price of around $84, with 13 Buy ratings, 7 Outperforms, 5 Holds, 1 Underperform, and 1 Sell.
Consensus EPS estimates for the quarter ending June 2026 stand at $3.19, implying around 26% year-over-year growth, with EPS of around $3.27 projected for Q3 and around $2.85 for Q4 as cost pressures from commodity inflation and onshoring spending weigh on the second half.
Free cash flow came in at $1,269 million in Q1, beating the $962 million street estimate by nearly 32%, and adjusted auto free cash flow guidance for the full year was maintained at $9 billion to $11 billion, weighted to the second half.
The deferred revenue balance from digital services reached $5.8 billion at quarter-end, up around 50% year over year, a recurring revenue stream that is not cyclical and does not appear in most conventional auto valuation frameworks.
The Dauch supplier strike is the risk that could move GM stock meaningfully lower from here: a prolonged work stoppage would drain the existing axle buffer and force production halts at the Flint, Michigan heavy-duty truck plant and the Wentzville, Missouri midsize truck and van facility, both of which carry the company’s highest per-unit margins.
With 13 Buys and 7 Outperforms against only 2 negative ratings, the street’s conviction behind GM stock is strong, but that conviction was established before the supplier dispute entered its second week without a resolution, and the next catalyst is whether Dauch and the UAW reach a deal before production shutdowns begin.
GM Stock EPS Is Running at More Than 10x Ford’s and the Gap Is Widening
General Motors stock generated $3.70 in normalized EPS in Q1 2026, compared to $0.19 for Ford stock (F) in the same quarter, a gap that has been consistent across every period in the trailing twelve months.
Ford’s normalized EPS has ranged from $0.19 to $0.36 over the past four quarters, while GM’s has moved from $2.51 to $3.70, reflecting a structural difference in margin profile rather than a temporary divergence driven by one-time items.
Looking forward, consensus estimates have GM stock at $3.19 in Q2 2026 against Ford’s $0.34, with the gap persisting into 2027 where GM is projected at $3.39 in Q1 versus Ford at $0.46, confirming that the earnings advantage is not a function of the tariff refund quarter and is expected to hold as commodity costs normalize.
Is GM Stock Undervalued in 2026? What the TIKR Model Shows at $84
TIKR’s base case values General Motors at approximately $88 by December 2030, implying around 5% total return from the current price of approximately $84, or roughly 1% annualized over the next 4.6 years.
If revenue grows at around 2% annually and net income margins hold near 6%, consistent with TIKR’s mid-case assumptions, GM stock reaches approximately $88 by late 2030, an outcome that essentially reprices the stock flat in real terms.
If conditions deteriorate, with revenue growth closer to 2% on the low end and margins compressing toward 5.6%, the TIKR low case projects approximately $85, implying only around 2% total return, essentially confirming that the stock is priced for execution with no margin for error.
The upside case, where revenue compounds at around 2% but net income margins expand to around 6.3% on the back of digital revenue scaling and EV charge cleanup, produces approximately $128, implying around 52% total return, or roughly 5% annualized.
The math resolves to this: GM stock at $84 is fairly valued if you hold the current business flat, modestly overvalued if the Dauch strike compounds into broader production disruption, and materially undervalued only if the digital services line begins to command a higher multiple as it scales past the noise of the auto cycle.
Is GM stock a buy right now?
GM stock beat Q1 2026 adjusted EPS by around 40%, delivering $3.70 against a $2.64 street estimate, and raised full-year EPS guidance to $11.50 to $13.50.
The street mean target of $95 implies approximately 13% upside from around $84, but the TIKR mid-case target of approximately $88 by December 2030 suggests the stock is fairly valued at current levels. The Dauch supplier strike is the key near-term risk to watch.
What do analysts say about GM stock?
As of June 8, 26 of the 27 analysts covering GM stock carry a Buy, Outperform, or Hold rating, with a mean price target of $95 and a high target of $131.
Citigroup lifted its target to $131 after Q1 results, citing improved cost control and product momentum.
Consensus Q2 2026 EPS sits at around $3.19, implying approximately 26% year-over-year growth.
What is the price target for GM stock?
The street mean target is $95, implying approximately 13% upside from the current price of around $84. The street high target is $131.
TIKR’s base case model targets approximately $88 by December 2030, reflecting modest revenue growth and stable margins, for roughly 1% annualized return.
The high-case scenario reaches approximately $128 with margin expansion driven by digital services scaling.
Should You Invest in General Motors Company?
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