General Motors Company (NYSE: GM) is preparing to announce its financial performance for the fourth quarter just before the market opens on Tuesday, January 27. The automobile manufacturer faces close scrutiny from Wall Street analysts who have recently revised their forecasts and price targets in anticipation of the earnings report.
The consensus among analysts is that General Motors will report earnings per share (EPS) of $2.24 for the fourth quarter. This projection signifies an increase from the $1.92 EPS posted during the same period last year, indicating expected growth in profitability at the per-share level. Meanwhile, quarters-only revenue expectations stand at $45.79 billion, slightly down from the previous year's revenue of $47.7 billion, suggesting a marginal contraction in overall sales volume or pricing during the quarter.
The company boasts a solid track record of exceeding revenue estimates, having surpassed analyst revenue predictions for 14 consecutive quarters. Despite this strong history, shares of General Motors declined modestly, finishing down 0.3% to close at $79.43 per share on the Monday before the earnings release.
To provide investors with guidance on the company's outlook, several top brokerage firms revisited their ratings and price targets for General Motors in the recent weeks leading up to the earnings announcement.
JP Morgan analyst Ryan Brinkman reaffirmed his Overweight rating on GM, boosting the price target from $85 to $100 as of January 21, 2026. Brinkman’s analyst accuracy rate stands at 56%, reflecting moderate historical reliability in his stock recommendations.
HSBC’s Wesley Brooks held steady with a Hold rating, yet significantly raised the price target from $48 to $75 on January 13, 2026. Brooks has demonstrated a 61% accuracy rate in prior assessments.
Citigroup’s Michael Ward maintained a Buy rating for the company while upping the price target from $86 to $98 on January 12, 2026. Ward’s accuracy rate is relatively high at 73%, lending credibility to his positive outlook.
Piper Sandler’s Alexander Potter made the most notable upgrade, raising the stock rating from Neutral to Overweight and increasing the target price from $66 to $98 on January 8, 2026. Potter possesses a strong accuracy rate of 77%, indicating a consistent track record in earnings and stock predictions.
Wedbush analyst Daniel Ives also continued to support GM’s potential with an Outperform rating and increased his price target from $75 to $95 as of December 18, 2025. Ives has the highest accuracy rate among these analysts at 79%, suggesting a high level of confidence in his stock analysis.
These recent revisions by prominent analysts illustrate some variations in investor sentiment and expectations ahead of General Motors’ Q4 earnings. While the average forecast indicates higher earnings per share growth but a slight decline in revenue, the range of price targets and ratings reflect differing perspectives on the company’s valuation and growth potential.
Investors seeking additional insights can access detailed analyst ratings sorted by various metrics through platforms that compile research from multiple firms.
As General Motors approaches its earnings release, it remains essential for shareholders and market participants to weigh both the performance forecasts and the risk factors potentially influencing the stock’s trajectory in the near term.