Key Stats for General Motors Stock
- Past-Week Performance: 0.5%
- 52-Week Range: $42 to $88
- Current Price: $81
What Happened?
General Motors stock (MO) is quietly making a case for revaluation, climbing 2.1% to $81.29 and sitting near the upper end of its 52-week range as the company’s $3 billion to $4 billion tariff management playbook, next-generation truck launch, and software revenue inflection converge in a single year.
The February 17 Citi Global Industrial Tech and Mobility Conference moved the needle most directly, as CFO Paul Jacobson publicly stated GM shares remain “undervalued,” outlined a fully prepared tariff playbook executed before inauguration day, and confirmed Q1 2026 performance is tracking in line with expectations.
Driving that confidence is the mechanical strength of GM’s operating discipline, where inventory running 30% to 40% below historical levels has directly generated $3 billion to $4 billion in cumulative cash performance improvement, while pricing holds approximately 200 basis points below the industry average in discounting.
Beyond the near-term numbers, the market is beginning to re-rate GM from a cyclical auto manufacturer into a capital-disciplined, software-enabled platform business, as deferred revenue compounds at software-like margins and OnStar evolves into the AI-powered digital backbone of a 7-million-plus vehicle car park.
CFO Paul Jacobson stated at the February 17 Citi conference that “despite the run-up that we’ve seen, we still see tremendous value in the stock based on how much cash we’re generating and what we think our forward growth trajectory,” contextualizing $5 billion in announced domestic manufacturing investments and an accelerating software monetization buildout.
Adding a bearish counterweight, Viking Global cut its GM stake by 47.8% to 6.8 million shares as of December 31, while Barclays analysts confirmed on February 23 that Section 232 auto tariffs remain fully intact despite the Supreme Court ruling, leaving GM’s $3 billion to $4 billion tariff burden unresolved for 2026.
Looking three to five years out, GM’s simultaneous execution of next-generation truck launches, LMR battery cost reductions saving thousands of dollars per vehicle, and software-defined vehicle 2.0 deployment positions it to compress the ICE-to-EV cost gap while building recurring digital revenue streams that legacy auto multiples have never captured.
Wall Street’s Take on GM Stock
GM’s February 17 Citi conference appearance, next-generation truck launch, and $5 billion domestic investment commitment set the stage for a 2026 where tariff management, software revenue recognition, and new product momentum all hit simultaneously, pointing the stock meaningfully higher from its current $81.29.
The fundamental case rests on EPS re-acceleration, with consensus estimates projecting normalized EPS climbing from $10.6 in 2025 to $12.4 in 2026, a 17.4% year-over-year jump, while net income recovers 10.4% to $11.4 billion after a 13.8% decline the prior year.
Wall Street stands convincingly behind that recovery, with 11 analysts rating GM a Buy, 7 Outperforms, and a mean price target of $94.6 against the current $81.29 close, implying 16.4% upside from current levels across 24 estimates.
The target range reveals meaningful conviction even among the most conservative voices, spanning from a Street low of $57.0 to a high of $122.0, with bulls pricing in full software monetization and truck cycle benefits while bears discount persistent tariff and EV headwinds.
What Does the Valuation Model Say?
Against the backdrop of CFO Jacobson’s public declaration that shares remain undervalued and the Thacker Pass lithium joint venture targeting late 2027 mechanical completion, a TIKR mid-case valuation model prices GM at $93.3 with a 14.8% total return and a 2.9% annualized IRR through December 2030.
The central risk is aggressive multiple compression, as the model projects a 6.3% annual P/E contraction through 2031, meaning GM must deliver consistent EPS growth just to tread water on valuation while simultaneously absorbing $3 billion to $4 billion in annual tariff costs.
At $81.29, trading at a 16.4% discount to the Street mean with EPS growth reaccelerating and a next-generation truck launch imminent, GM looks modestly undervalued for patient investors who believe the software re-rating story is real.
Should You Invest in General Motors Company?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up GM stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
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