UBS General Motors · GM

UBS Reaffirms GM’s ‘Buy’ Rating and $81 Price Target

1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$81
Outcome
Reached
on December 15, 2025

UBS’s latest target on General Motors is now $109 (Oct 21, 2026); the median of 10 firms is $103. UBS has reached 81% of its year-old targets (54 scored).

UBS and General Motors logos

What the analyst said

UBS analyst Joseph Spak reiterated on October 15, 2025, a ‘Buy’ rating and $81 price target on General Motors.

“We use the UBS HOLT framework to see what the market is pricing in and frame potential upside if GM is able to execute closer to our forecast.

Bottomline: market isn’t pricing in any margin recovery and pricing in HOLT’s cash flow return on investment (CFROI) metric to decline.

Even on consensus estimates, the HOLT DCF points to upside to current levels.

We are more sanguine than consensus estimates and assuming our estimates, HOLT’s DCF points to a warranted price of $83/share or 49% upside vs. current levels.

Note, this is more or less inline with our “research analyst” view.

Recall, we recently upgraded GM to BUY with an $81 PT believing GMNA margins can return to 8-10% range over the next two years vs consensus modeling 6-6.5%.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

GM trades at $86.42. The 10 analysts who set a target in the last 3 months range from $95 to $132, with a median of $103. This $81 target is 21% below the median, the lowest on the Street.

Since the note GM has moved +51% (from $57.15). The 12-month window closed on October 15, 2026.

Track record

This call✓ Target reached on December 15, 2025, 2 months after the note.

Firm track recordUBS: 81% of its 54 targets at least a year old were reached within 12 months (#8 of 26 firms). Accuracy ranking →

UBS on General Motors

UBS price targets on General Motors

8 calls from October 15, 2025 to October 21, 2026. The target went from $81 to $109 (+35%). The rating stayed Buy.

UBS targetGM share price
  1. October 21, 2026Target cut from $112 (−3%)Buy$109
  2. October 7, 2026Target cut from $114 (−2%)Buy$112
  3. September 14, 2026Target raised from $102 (+12%)Buy$114
  4. June 23, 2026Kept the $102 targetBuy$102
  5. April 29, 2026Target cut from $105 (−3%)Buy$102
  6. April 14, 2026Target raised from $97 (+8%)Buy$105
  7. January 9, 2026Target raised from $81 (+20%)Buy$97
  8. October 15, 2025 This noteEarliest call shownBuy$81
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Other analysts on General Motors

Tigress Financial PartnersBuy Raised price target +2%, kept ratingRaised target Oct 28 $132from $130+2% Deutsche BankBuy Cut price target −3%, kept ratingCut target Oct 22 $98from $101−3% TD CowenBuy Kept rating and price targetReiterated Oct 21 $132maintained RBC CapitalBuy Cut price target −4%, kept ratingCut target Oct 21 $98from $102−4% Goldman SachsBuy Cut price target −14%, kept ratingCut target Oct 21 $96from $112−14%
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.