Morgan Stanley has upgraded General Motors Co (GM) to Overweight from Equal-Weight, reflecting a more optimistic outlook on the company's prospects. This upgrade, effective December 7, 2025, comes as GM's current stock price stands at $76.92.
Such decisions reflect improved fundamentals or heightened confidence in GM's strategic direction. The company, headquartered in Detroit, Michigan, engages in designing, manufacturing, and selling a range of vehicles, including trucks and cars, alongside providing software-enabled services. With a market capitalization of $69.7 billion, GM has a P/E ratio of 22.89 and an EPS of 3.28.
Looking ahead, GM is set to report its next earnings on July 20, 2026, with an estimated EPS of $2.88 and expected revenues of $48.8 billion. Recent earnings performance shows a strong Q3 2025, where GM reported an EPS of $2.80, surpassing estimates by 17.8%.
Analyst ratings, such as this upgrade, provide valuable insights based on extensive research and financial models. However, they are inherently based on assumptions that may not always materialize. Investors should consider a variety of factors, including company fundamentals and market conditions, when evaluating investment decisions. Analyst views should serve as one of many inputs in the decision-making process.
As of December 1, 2025, the analyst consensus on GM indicates a Buy rating, with 8 Strong Buy, 17 Buy, 11 Hold, 2 Sell, and no Strong Sell ratings from a total of 38 analysts. This upgrade from Morgan Stanley adds to the ongoing positive sentiment surrounding GM's future performance.