Analyst Targets, Growth Catalysts & Tariff Risks • Benzinga
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General Motors Co. (NYSE: GM) continues to navigate shifting consumer trends, electric vehicle ambitions, and tariff-induced uncertainties in 2025. With its historic legacy and aggressive push toward EVs and advanced technologies, GM’s stock reflects both longstanding value and renewed growth risks.
This article provides an overview of GM’s latest share price, analyst sentiment, multiyear price forecasts, and the key factors, including tariffs, that are playing a critical role in the automaker’s investment story.
Current General Motors Stock Overview
- Market Cap: $54.33 Billion
- Trailing P/E Ratio: 8.71
- Forward P/E Ratio: 6.11
- 1-Year Return: +23%
- 2025 YTD Return: +7%
General Motors is trading around $57 as of August 2025, having delivered a 23% return over the past year and 7% year-to-date. The share price has been resilient, steadily climbing from lows near $40 over the last 12 months and finding support above both its 50-day and 200-day simple moving averages.
GM’s trailing P/E ratio of 8.71 and forward P/E of 6.11 signal a compelling value proposition relative to historical automotive norms, with investors seeking out defensive consumer cyclicals. Ongoing tariff developments impacting both raw material costs and finished vehicle exports remain a pivotal risk variable, especially as international trade tensions flare up.
Current events shaping GM’s outlook include its blockbuster EV expansion, renewed supply chain investments, and ongoing negotiations with unionized labor forces. The automaker has also faced pressures from semiconductor shortages, evolving regulatory standards, and a shifting trade policy landscape that adds complexity to both international demand and profitability. Tariffs, in particular, have forced GM to adapt sourcing strategies and pricing models, with executive guidance warning of potentially significant hits to margins should global trade disputes escalate further.
Analyst sentiment toward GM is moderately cautious. According to Benzinga, the consensus target stands at $55.97 based on ratings from 25 analysts, with a high of $96 (Citigroup, April 2024) and a low of $28 (CFRA, October 2023). The three most recent reviews from Wedbush, Citigroup, and Wells Fargo (August–July 2025) average $54.67, implying about a 4% downside from current levels. This muted outlook reflects persistent concerns about competitive pressures, international regulatory shifts, and the ability of GM to offset rising costs—including those from tariffs—while maintaining momentum in its EV rollout.
Quick Snapshot Table of Predictions
| Year | Lowest Prediction ($) | Average Prediction ($) | Maximum Prediction ($) |
| 2025 | 56 | 65 | 74 |
| 2026 | 36 | 47 | 75 |
| 2027 | 31 | 41 | 50 |
| 2028 | 41 | 54 | 69 |
| 2029 | 51 | 64 | 86 |
| 2030 | 42 | 55 | 87 |
The forecast range in this table is based on algorithmic projections provided by CoinCodex. These models use historical price trends, volatility patterns, and moving averages to estimate future stock prices over multiple time horizons.
Bull & Bear Case
General Motors’ future performance will hinge on how effectively the company balances its growth ambitions and innovation with the ongoing risks posed by tariffs, supply chain challenges, and industry competition.
Bull Case
- Accelerating demand for GM’s EV lineup, strong truck sales, and ongoing cost discipline position the automaker for healthy revenue growth.
- Domestic U.S. manufacturing and innovation help GM capitalize on policy incentives and resist some global tariff pressures compared to more import-dependent peers.
- Ongoing improvement in supply chain integration and digital technology equips GM to weather market cycles and adapt quickly to new competitive challenges.
Bear Case
- Persistent or escalating tariffs drive up input costs and threaten export volumes, creating ongoing margin compression risks and turbulent earnings volatility.
- Slow EV adoption, lingering supply chain constraints, and rising labor costs limit upside from GM’s advanced manufacturing investments.
- Aggressive competition from legacy rivals and new entrants, including foreign automakers that are less affected by U.S. tariffs, erodes share and pricing power.
GM Stock Price Prediction for 2025
Forecast Range: $56 – $74
For 2025, CoinCodex sees GM shares trading between $56 and $74, with an average model forecast of $65. Tariff risks remain front and center. Policy actions could impact both material inputs and market access, potentially swinging margins and sentiment over the near term. Investor focus will be on EV execution and GM’s ability to withstand external shocks.
GM Stock Price Prediction for 2026
Forecast Range: $36 – $75
Looking ahead to 2026, the forecast expands to between $36 and $75, averaging $47. Sustained product innovation, successful international launches, and regulatory clarity on tariffs will take center stage for GM bulls. Persistent trade uncertainty or competitive missteps could keep price performance muted.
GM Stock Price Prediction for 2030
Forecast Range: $42 – $87
By 2030, models predict GM will trade within a broader $42 to $87 range, with an average model forecast of $55, reflecting long-term bets on EVs, mobility platform expansion, and adaptability to supply chain and tariff shifts. Forecasts assume GM is able to navigate evolving trade dynamics while remaining a major force in both legacy autos and next-generation transportation.
Investment Considerations
Investors evaluating GM should carefully weigh both its attractive current valuation and the unique risks presented by the rapidly changing automotive landscape. The company’s deep U.S. manufacturing footprint and ambitious EV strategy position it to benefit from domestic policy incentives and shifting consumer preferences. Ongoing trade negotiations, tariff uncertainty, and fluctuating commodity costs introduce unpredictable variables that can quickly erode margins and disrupt growth projections.
Monitoring how GM adapts to external pressures, particularly around tariffs and trade barriers, is essential. The automaker’s resilience during prior supply chain disruptions and ability to shift sourcing strategies are positives, but any escalation in trade disputes with key markets could directly affect profitability, output, and competitive standing. Investors should pay close attention to management commentary on tariff risk alongside the company’s progress in digital transformation and manufacturing efficiency.
Before investing in GM shares, consider its standing relative to peers in technology innovation, global reach, and competitive adaptability. Greater clarity on the direction of tariffs and international trade, alongside updates on margin recovery and earnings consistency, will be crucial in determining whether GM can sustain share price appreciation and reward long-term holders in an evolving sector.
Frequently Asked Questions
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GM currently holds a consensus Hold rating among analysts, with muted near-term upside due to tariff risks, competitive pressures, and the costs of its EV transition.
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Tariffs can raise input costs and reduce export competitiveness for GM, directly impacting profit margins and potentially leading to earnings volatility if global trade tensions escalate.
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CoinCodex models project GM’s price could range from $42 to $87 by 2030, with the outcome highly dependent on the automaker’s EV execution, ability to adapt to trade policy shifts, and international market performance.