On Oct 23, major Wall Street analysts update their ratings for $General Motors (GM.US)$, with price targets ranging from $38 to $85.
Morgan Stanley analyst Adam Jonas maintains with a sell rating, and maintains the target price at $42.
J.P. Morgan analyst Ryan Brinkman maintains with a buy rating.
BofA Securities analyst John Murphy maintains with a buy rating, and maintains the target price at $85.
Barclays analyst Dan Levy maintains with a buy rating, and adjusts the target price from $64 to $70.
Wells Fargo analyst Colin Langan maintains with a sell rating, and adjusts the target price from $33 to $38.
Furthermore, according to the comprehensive report, the opinions of $General Motors (GM.US)$'s main analysts recently are as follows:
General Motors maintains its trajectory of strong gross margin earnings and robust free cash flow generation. While the market will determine the multiple it ultimately receives, it is argued that it 'clearly deserves to be far more than 5x.'
The firm conveyed increased confidence in General Motors' prospects leading into 2025. It was noted that the company delivered an exceptionally strong performance in the third quarter, akin to a top-tier athlete's performance, as it continues to deliver impressive results quarter after quarter. This success is attributed to the company's steadfast focus on refining its internal combustion engine (ICE) and electric vehicle (EV) offerings, alongside strategic debuts and a prioritized approach to profitability.
General Motors has experienced a rise in stock value of approximately 10% following the reaffirmation of its intention to repurchase around 100 million shares. Additionally, a third-quarter EPS beat and an increase in gross margin have led to an upward revision of the full-year EBIT guidance. Nevertheless, there remain risks associated with pricing, volumes, and the mix of battery electric vehicles, all of which influence the conservative guidance for the fourth quarter. Warranty matters have also emerged as a new area of concern.
The automotive sector has experienced a retreat in share prices, and despite a reduction in consensus numbers, there continues to be a downside risk to estimates given the prevailing bearish macroeconomic sentiment. Amidst concerns of a deflationary period succeeding post-pandemic price increases, it appears that General Motors is well-positioned to withstand a potential severe price deflationary scenario.
Here are the latest investment ratings and price targets for $General Motors (GM.US)$ from 9 analysts:
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美东时间10月23日，多家华尔街大行更新了$通用汽车 (GM.US)$的评级，目标价介于38美元至85美元。
摩根士丹利分析师Adam Jonas维持卖出评级，维持目标价42美元。
摩根大通分析师Ryan Brinkman维持买入评级。
美银证券分析师John Murphy维持买入评级，维持目标价85美元。
巴克莱银行分析师Dan Levy维持买入评级，并将目标价从64美元上调至70美元。
富国集团分析师Colin Langan维持卖出评级，并将目标价从33美元上调至38美元。
此外，综合报道，$通用汽车 (GM.US)$近期主要分析师观点如下：
通用汽车保持强劲的毛利率收入和稳健的自由现金流生成轨迹。尽管市场将决定其最终获得的倍数，但有人认为它“明显值得远超过5倍。”
该公司对通用汽车在2025年前景的信恳智能增强。据指出，该公司在第三季度表现异常强劲，类似顶尖运动员的表现，因为它继续在每个季度交付令人印象深刻的成果。这一成功归因于公司专注于改进其内燃机引擎（ICE）和电动车（EV）产品，以及战略性推出和优先考虑盈利能力的坚定专注。
通用汽车股价上涨约10％，正值确认其回购约10000万股意向后。此外，第三季度每股收益超预期以及毛利率增长导致全年EBIt指引上调。然而，与价格、销量和电池电动车混合比有关的风险仍然存在，所有这些因素影响了第四季度的保守指引。保修事宜也已成为一个新的关注领域。
汽车板块股价出现回落，尽管共识数值有所下调，但由于当前看淡的宏观经济情绪，估值仍存在下行风险。在担心疫情后通货膨胀期之后是通缩时期的情况下，通用汽车似乎已做好准备应对潜在的严重价格通缩情景。
以下为今日9位分析师对$通用汽车 (GM.US)$的最新投资评级及目标价：
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