General Motors (GM) has maintained its buy rating following strong Q1 results and robust free cash flow despite macroeconomic challenges. The company raised its full-year 2026 guidance, targeting adjusted EBIT of $13.5–$15.5 billion and adjusted EPS of $11.50–$13.50, driven by strong North American margins. Valuation remains attractive with a 19.3% free cash flow yield and a price target near $94 based on 7 times normalized EPS. Key risks include weaker consumer spending, rising input costs, and potential further electric vehicle write-downs, but GM's technical momentum and liquidity remain strong.
The US Senate Commerce Committee advanced legislation that would ban the sale of connected vehicles in the US by companies with more than 15% Chinese ownership, potentially affecting Mercedes-Benz, which has nearly 20% Chinese investor stakes. The bi...
Jefferies has upgraded Ford and General Motors to 'Buy' ratings, citing improving earnings prospects, stronger free cash flow, and progress on operational challenges. Ford's price target was raised to $17.50 ahead of its Q2 earnings, with expectation...
Jefferies upgraded General Motors (GM) stock to Buy with a $99 price target, signaling nearly 20% upside from its current price of $82.64. GM raised its 2026 adjusted EBIT forecast to $14-$16 billion and adjusted EPS to $12-$14, driven by strong Nort...
Jefferies upgraded Ford Motor Company to 'Buy' with a $17.50 price target, suggesting a 22% gain from its current price of $14.35. Ford's attractive 4.24% dividend yield outperforms the S&P 500 average and rivals like General Motors. The company’s st...
An analyst has reaffirmed a Strong Buy rating on General Motors, setting a price target of $104, which implies a 30% upside from the current price of $80. The positive outlook is driven by factors such as the next-generation Silverado and Sierra mode...
