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Piper Sandler Maintains Neutral Rating on General Motors (NYSE:GM)

  • Piper Sandler has maintained its Neutral rating for General Motors (NYSE:GM), raising the price target from $48 to $66.
  • General Motors has experienced a strong earnings rally, driven by a positive outlook for the U.S. consumer market, despite challenges in the electric vehicle sector.
  • GM's stock has reached a three-year high, with its market capitalization standing at approximately $63.82 billion and a notable trading volume.

On October 21, 2025, Piper Sandler maintained its Neutral rating for General Motors (NYSE:GM), advising investors to hold their positions. At the time, GM's stock was priced at $67.30. Piper Sandler also raised GM's price target from $48 to $66, reflecting a more optimistic outlook for the company's future performance.

General Motors has recently experienced a strong earnings rally, as noted by Ivan Feinseth, driven by a positive outlook for the U.S. consumer market. This rally suggests that despite challenges like tariffs, the U.S. consumer market remains robust. Feinseth's optimism extends beyond the automobile sector, indicating broader economic confidence.

GM's impressive earnings have surpassed expectations, leading to a raised outlook. This performance has pushed GM's stock to a three-year high, despite ongoing challenges in its electric vehicle (EV) business, as highlighted by Marley Kayden. The company's ability to navigate tariff impacts has been better than anticipated, with a revised forecast for tariff costs now between $3.5 billion and $4.5 billion, down from the previous $4 billion to $5 billion range.

Currently, GM's stock price is $67.04, marking a 15.58% increase. The stock has fluctuated between $62.36 and $67.55 today, with the latter being its highest price in the past year. GM's market capitalization stands at approximately $63.82 billion, with a trading volume of 32.77 million shares on the NYSE.