-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
We raise our 12-month target by $5 to $85, based on a 2027 P/E of 6.0x, a slight premium to GM's five-year mean forward P/E of 5.9x. We increase our adjusted EPS estimates to $13.35 from $12.15 for 2026 and to $14.25 from $13.90 for 2027. Following GM's better-than-expected Q1 earnings and 2026 guidance, we maintain a Hold rating on the shares. The company's reported loss in market share in Q1 confirmed one of our primary concerns with the story, as GM's Q1 new vehicle market share slipped in both the U.S. (-70 bps to 16.5%) and China (-70 bps to 6.9%). The stock is coming off a stellar run in 2025 in which it was the best-performing auto manufacturer equity (+54% vs. +16% for the S&P 500), and we lowered our rating on the shares to Hold in December. Over the last few years, GM's execution and market share gains have been impressive, but we think the company faces a tougher road ahead due to its lack of hybrid offerings and see it continuing to lose market share in the coming quarters.