RBC Increases General Motors’ Price Target to $107
- Rating
- Buy
- Target
- $107
- from $92 (+16%)
- Upside
- +30%
- GM at $82.40 today
What the analyst said
RBC Capital analyst Tom Narayan raised the price target on General Motors to $107 (from $92) while maintaining an ‘Outperform’ rating on the stock.
“For ’26, commodity and onshoring headwinds could be offset by regulatory benefits, warranty improvements, narrowing EV losses, and lower tariffs resulting from USMCA negotiations.
Importantly, our ’26 Adj. EBIT estimate is above consensus after factoring in a USMCA resolution (guidance does not reflect this).
Further, we believe the company is well-positioned to navigate the EV demand slowdown while maintaining production flexibility to quickly scale if demand rebounds.
Further, robust pricing discipline and $6B in shareholder returns (~8% of market cap) underscore our confidence in GM.
We reiterate our Outperform rating and raise our PT to $107 from $92.”
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Where the price stands
GM trades at $82.40. The 14 analysts who set a target in the last 3 months range from $61 to $132, with a median of $104. This $107 target is 3% above the median.
Since the note GM has moved −5% (from $86.38). 12-month window: day 257 of 365, closes on January 28, 2027.
Track record
This callOpen: GM has not reached $107 yet. This 12-month target is scored on January 28, 2027.
Firm track recordRBC Capital: 75% of its 8 targets at least a year old were reached within 12 months (#17 of 20 firms). Accuracy ranking →
RBC Capital on General Motors
RBC Capital price targets on General Motors
8 calls from October 10, 2025 to October 12, 2026. The target went from $77 to $102 (+32%). The rating stayed Buy.
- October 12, 2026Target raised from $100 (+2%)Buy$102
- July 22, 2026Target raised from $94 (+6%)Buy$100
- July 13, 2026Target cut from $95 (−1%)Buy$94
- June 12, 2026Kept the $95 targetBuy$95
- April 29, 2026Target cut from $96 (−1%)Buy$95
- April 13, 2026Target cut from $107 (−10%)Buy$96
- January 28, 2026 This noteTarget raised from $77 (+39%)Buy$107
- October 10, 2025Earliest call shownBuy$77
Other analysts on General Motors
Yorkville IvesBuy
Initiated coverage · Oct 7
$100
UBSBuy
Cut price target −2%, kept rating · Oct 7
$112from $114
StoneXBuy
Kept rating and price target · Oct 7
$105maintained
Goldman SachsBuy
Raised price target +9%, kept rating · Oct 6
$112from $103
StoneXBuy
Kept rating and price target · Oct 2
$105maintained