Morgan Stanley Cuts General Motors (GM) Price Target to $95
Key Points
- Morgan Stanley maintained its Overweight rating on General Motors Company on October 21, 2026, adjusting its price target down to $95.00 from $101.00.
- Morgan Stanley's $95 price target implies 23.22% upside from General Motors Company's ($GM) current $77.10 share price.
- Shares of GM recently traded around $77.10, sitting below the firm's new $95.00 target and below the broader analyst consensus mean of $104.17.
- The auto manufacturer reported $185.53 billion in trailing-twelve-month revenue alongside a dividend yielding 0.86%.
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Morgan Stanley kept its Overweight rating on General Motors Company [NYSE: GM] on October 21, 2026, while lowering its price target on the automaker. The move arrives as Wall Street firms adjust their expectations for major car manufacturers amid shifting market conditions. General Motors shares closed at $77.09 on October 20, 2026.
GM
General Motors Company
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Morgan Stanley's Call on General Motors
In its research note on October 21, 2026, Morgan Stanley maintained its Overweight rating on the stock while moving its price target from $101.00 to $95.00. An Overweight rating is a forward-looking opinion that suggests the firm expects the company to perform better than the overall market or its industry peers.
Other Institutional Activity in General Motors
Other large funds have also adjusted their positions in the automaker recently. Franklin Resources, Inc. reduced its holdings by 4,739,742 shares, ending with 31,303,928 shares worth about $2.41 billion. Meanwhile, Shaw D.E. & Co., Inc. grew its holdings by 2,682,856 shares, ending with 15,000,837 shares worth about $1.16 billion.
General Motors Company Stock Down 8.2%
General Motors shares recently traded around $77.10 as of October 21, 2026, sitting about 18.8% below Morgan Stanley's new $95.00 price target. The stock trades below its 50-day moving average of $84.25 and below its 200-day moving average of $80.69. Over the past year, the stock has traded as low as $62.36 and as high as $91.85.
$GM price target
General Motors Company daily closes and this analyst's $95 target. Not advice.
Recent Earnings
General Motors generated $185.53 billion in trailing-twelve-month revenue with earnings of $2.23 per share. The company posted a return on equity of 3.2% and a net profit margin of 1.1%.
Dividend
The company pays an annual dividend of $0.72 per share, giving it a dividend yield of 0.86% based on recent trading levels. This payout accounts for 29.6% of the company's earnings.
Insider Buying and Selling at General Motors Company
Company insiders have executed several share sales in recent months. President Mark L Reuss sold 71,079 shares on July 28, 2026, for about $6.39 million. Chief Executive Officer Mary Teresa Barra sold 422,809 shares on the same day for roughly $37.69 million. Officer Christopher Hatto sold 6,895 shares for about $620,550, and Officer Grant Michael Dixton sold 40,000 shares on August 3, 2026, for about $3.54 million.
Analysts Set New Price Targets
Several other firms have updated their views on the automaker recently. Goldman Sachs maintained its Buy rating on October 6, 2026, lifting its target from $103.00 to $112.00. UBS maintained a Buy rating on October 7, 2026, moving its target from $114.00 to $112.00. JP Morgan maintained an Overweight rating on October 12, 2026, adjusting its target from $120.00 to $110.00. RBC Capital maintained an Outperform rating on October 12, 2026, raising its target from $100.00 to $102.00. Overall, the stock carries a consensus buy rating from 23 analysts with a mean price target of $104.17.
About General Motors
Headquartered in Detroit, Michigan, General Motors designs, builds, and sells cars, trucks, crossovers, and automobile parts around the globe. Led by CEO Mary T. Barra, the company markets vehicles through well-known brands including Chevrolet, Cadillac, GMC, and Buick, serving customers across North America and international markets.
Bottom Line
Investors tracking General Motors will watch how the stock performs relative to Morgan Stanley's $95.00 target and the broader analyst consensus. Additional updates will follow when the company releases its next quarterly financial results.
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Source: Morgan Stanley's rating change on $GM (Oct 21, 2026). Written by software, not financial advice. How we make alerts