RBC Capital analyst Tom Narayan reiterated an Outperform rating and $95.00 price target on General Motors (NYSE: GM).
The analyst commented: "Revisiting the Bull Thesis: With Ford and some auto suppliers levered to energy storage/ data centers getting all the attention of late, in this report, we highlight GM's underappreciated energy business potential. Further, GM's US tariff position appears to be improving, especially as it relates to its Mexico exposure. Finally, we think it likely that GM raises its '26 EBIT guide to the upper end of the range."

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Shares of General Motors closed at $80.85 yesterday.