TD Cowen General Motors · GM

TD Cowen Boosts General Motors Price Target to $132

1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$132
from $126 (+5%)
Upside
+53%
GM at $86.16 today
TD Cowen and General Motors logos

What the analyst said

TD Cowen analyst Itay Michaeli raised the price target on General Motors (NYSE: GM) to $132 (from $126) while maintaining a Buy rating.

“Four Reasons Why Risk/Reward Remains Compelling Here; GM remains our Top Pick after another beat/raise.

We lift estimates and take our PT to $132, which we still regard as conservative at a ~9% ’27E FCF yield.

The case for multiple expansion has never been stronger, 2027 comments support our >consensus estimates, the 2028 growth picture is starting to form and the mix of high-margin/recurring revenue is growing nicely with a lengthy runway ahead.”

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 $86.16. The 10 analysts who set a target in the last 3 months range from $95 to $132, with a median of $103. This $132 target is 29% above the median, the highest on the Street.

Since the note GM has moved +8% (from $79.52). 12-month window: day 107 of 365, closes on July 22, 2027.

Track record

This callOpen: GM has not reached $132 yet. This 12-month target is scored on July 22, 2027.

Firm track recordTD Cowen: 83% of its 36 targets at least a year old were reached within 12 months (#5 of 26 firms). Accuracy ranking →

Earnings reactionOne of 10 notes after General Motors’s Jul 21 results: 9 raised · 0 cut · 1 kept. See every call →

TD Cowen on General Motors

TD Cowen price targets on General Motors

6 calls from October 21, 2025 to October 21, 2026. The target went from $92 to $132 (+43%). The rating stayed Buy.

TD Cowen targetGM share price
  1. October 21, 2026Kept the $132 targetBuy$132
  2. August 10, 2026Kept the $132 targetBuy$132
  3. July 22, 2026 This noteTarget raised from $126 (+5%)Buy$132
  4. April 29, 2026Target raised from $122 (+3%)Buy$126
  5. January 28, 2026Target raised from $92 (+33%)Buy$122
  6. October 21, 2025Earliest call shownBuy$92
Share

Other analysts on General Motors

Tigress Financial PartnersBuy Raised price target +2%, kept rating Oct 28 $132from $130 Deutsche BankBuy Cut price target −3%, kept rating Oct 22 $98from $101 RBC CapitalBuy Cut price target −4%, kept rating Oct 21 $98from $102 Goldman SachsBuy Cut price target −14%, kept rating Oct 21 $96from $112 Morgan StanleyBuy Cut price target −6%, kept rating Oct 21 $95from $101
Share on
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.