General Motors stock gains as UBS lifts price target on digital growth

Published on 09/14/2026 at 17:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

General Motors stock is supported by a fresh UBS Buy rating with a higher USD 114 price target as of September 14, 2026, highlighting digital revenue growth. The shares trade near USD 85 with upside versus the consensus target above USD 100.

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General Motors Company stock (ISIN US37045V1008) is trading around USD 85 on the New York Stock Exchange as of September 14, 2026, after UBS raised its price target to USD 114 per share while reiterating a Buy rating, pointing to underappreciated digital and connected services growth as a key driver for future earnings.

UBS price target hike puts digital revenue in focus

According to Investing.com on September 14, 2026, UBS lifted its price target for General Motors stock from USD 102 to USD 114 and kept its Buy recommendation, implying about 33 percent upside from a contemporaneous share price of USD 85.62 and underscoring the bank's confidence in GM's high-margin digital business.

As CNBC reports on September 14, 2026, UBS argues that GM's digital capabilities are an underappreciated and undervalued opportunity because recurring software and connected services revenue is less cyclical and carries higher margins than the company’s traditional automotive operations, warranting a valuation premium to the core manufacturing business.

The latest consensus overview from MarketBeat dated September 13, 2026, shows an average analyst price target of about USD 101.82 for General Motors stock, with a high target of USD 132 and a low of USD 61, which represents roughly 18 percent potential upside from a recent price near USD 85.54 and indicates a consensus Moderate Buy rating among 23 analysts.

Valuation signals and recent earnings context

Per a same-day price snapshot on September 14, 2026, GM shares change hands around USD 85.36 to USD 85.62 on the NYSE, giving the automaker a market capitalization of roughly USD 75.1 billion and placing the stock in the upper half of its 52-week range between about USD 54.33 and USD 91.85, which suggests that investors have already priced in part of the digital growth story but still see meaningful upside compared with analyst targets.

According to the valuation analysis on GuruFocus on September 14, 2026, GM's GF Value, a proprietary fair value estimate, stands at USD 66.72 compared with a market price of USD 85.62, implying that the stock is about 28.3 percent above this fair value metric and highlighting a valuation tension between bullish analyst price targets and model-based fundamental valuation.

The same GuruFocus overview notes a GF Score of 77 out of 100 for General Motors, reflecting strong profitability and momentum scores, which aligns with the view that GM has improved its earnings power and share price performance even though the current market valuation sits above certain intrinsic value estimates.

A recent earnings preview for the second quarter of 2026 on TradingKey dated September 13, 2026, highlights that analysts were looking for earnings per share of about USD 3.13 in that quarter and an average price target of USD 95.85 versus a then-current share price of USD 75.67, implying roughly 27 percent upside and underlining how expectations for robust EBIT guidance and recurring software income have been anchoring the investment case.

Analyst consensus and risk factors for investors

The MarketBeat consensus as of September 13, 2026 shows General Motors stock carrying a rating score of 2.83 on a 0 to 4 scale, with 1 strong buy recommendation, 18 buys, 3 holds and 1 sell among 23 research houses, which confirms that most analysts currently see GM as a Buy or Moderate Buy while only a small minority recommend selling the shares.

Robinhood's GM overview on September 14, 2026 echoes the upbeat stance by flagging that about 77 percent of 26 analyst ratings fall into the Buy category, with roughly 19 percent at Hold and a small fraction at Sell, and it also references the UBS price target increase to USD 114, which points to a growing consensus that GM’s digital business could lift profit margins and justify a higher share price over time.

At the same time, the GuruFocus piece dated September 14, 2026 emphasizes that GM's stock price being 28.3 percent above its GF Value introduces valuation risk for investors since any slowdown in digital revenue growth, margin expansion or vehicle demand could push the share price back towards model-derived fair value levels, especially as the trailing twelve months price-earnings ratio stands above 40 according to MarketBeat, indicating a rich multiple compared with GM’s historical norms.

Stock level and trading snapshot

On the NYSE, General Motors stock recently traded in a daily range between about USD 85.48 and USD 86.59 on September 13, 2026 with volume of roughly 1.10 million shares versus an average of 7.53 million, leaving the price around USD 85.54 and about 7 percent below the 52-week high near USD 91.85 and well above the 52-week low around USD 54.33 as of mid-September 2026.