UBS General Motors · GM

UBS Keeps $97 Price Target on General Motors

1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$97
from $81 (+20%)
Upside
+12%
GM at $86.28 today

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 January 9, 2026, a ‘Buy’ rating and $97 price target on General Motors.

“That additional charges were coming is not surprising given

  1. GM indicated there would be more given Brightdrop actions and EV review was not done, which was mentioned as recently at our UBS Industrials Conference in December.
  2. While not perfectly analogous, the magnitude of Ford’s $19.5bn write down vs. the $1.6bn charge GM already took in 3Q25 (so total GM EV charge now $7.6bn in 2025).

So, while the news that there are further charges should not be surprising, investors may take issue with the size as it could impact the magnitude of share repurchases.

This could be compounded by the disclosure that they expect to recognize material cash and non-cash charges in 2026 related to continued negotiations, though this would be significantly less than the $7.6bn ($4.6bn cash) of EV related chargers in 2025.”

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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 $86.28. The 10 analysts who set a target in the last 3 months range from $95 to $132, with a median of $103. This $97 target is 5% below the median.

Since the note GM has moved +1% (from $85.13). 12-month window: day 308 of 365, closes on January 9, 2027.

Track record

This callOpen: GM has not reached $97 yet. This 12-month target is scored on January 9, 2027.

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, 2026 This noteTarget raised from $81 (+20%)Buy$97
  8. October 15, 2025Earliest 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.