General Motors (GM)

• Market cap: $43.4B
• 1 day: -0.23%
• 5 days: 4.50%
• 1 month: -9.63%
• 3 months: -12.62%
• 6 months: -8.86%
• Year to date: -15.07%
• 1 year: -0.48%
• 5 years: 89.61%
• 10 years: 19.86%
• Sector: Consumer Discretionary
• Industry: Auto Manufacturers

About: General Motors Co. emerged from the bankruptcy of General Motors Corp. (old GM) in July 2009. GM has eight brands and operates under three segments: GM North America, GM International, and GM Financial. The United States now has four brands instead of eight under old GM. The company regained its US market share leadership in 2022, after losing it to Toyota due to the chip shortage in 2021. 2024's share was 17.0%. The Cruise autonomous vehicle arm, which GM now owns outright, previously operated driverless geofenced AV robotaxi services in San Francisco and other cities, but after a 2023 accident, GM decided that it will focus on personal AVs. GM Financial became the company's captive finance arm in 2010 via the purchase of AmeriCredit.

Employees: 162,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

115% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 100

10% more capital invested

Capital invested by funds: $40.3B [Q3] → $44.2B (+$3.87B) [Q4]

7% more funds holding

Funds holding: 1,239 [Q3] → 1,327 (+88) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 21 [Q3] → 21 (+0) [Q4]

4.28% less ownership

Funds ownership: 79.8% [Q3] → 75.52% (-4.28%) [Q4]

15% less repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 503

15% less call options, than puts

Call options by funds: $1.76B | Put options by funds: $2.09B

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $35 20% downside
• Avg. target: $52 19% upside
• High target: $64 47% upside

9 analyst ratings

• positive: 5 56%
• neutral: 2 22%
• negative: 2 22%

Goldman Sachs Mark Delaney 27% 1-year accuracy 10 / 37 met price target	44% upside $63	Buy Maintained	10 Apr 2025
UBS Joseph Spak 25% 1-year accuracy 4 / 16 met price target	17% upside $51	Neutral Downgraded	10 Apr 2025
Mizuho Vijay Rakesh 11% 1-year accuracy 8 / 70 met price target	26% upside $55	Outperform Maintained	10 Apr 2025
Bernstein Daniel Roeska 50% 1-year accuracy 2 / 4 met price target	20% downside $35	Underperform Downgraded	7 Apr 2025
JP Morgan Ryan Brinkman 19% 1-year accuracy 7 / 37 met price target	21% upside $53	Overweight Maintained	27 Mar 2025