UBS Reaffirms GM’s ‘Buy’ Rating and $81 PT
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%.”
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