Morgan Stanley cuts target to USD 95 for General Motors stock

Published on 10/26/2026 at 16:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter revenue reached USD 50.0 billion on October 20, 2026. General Motors stock costs EUR 68.53 on October 26, 2026, up 1.53 percent.

Analyst target and reporting date

Morgan Stanley cut its General Motors target from USD 101.00 to USD 95.00 on October 21, 2026.
Third-quarter revenue reached USD 50.0 billion on September 30, 2026, up 2.93 percent year over year.
General Motors stock costs EUR 68.53 at Lang & Schwarz on October 26, 2026 at 4:32 p.m. CEST, plus 1.53 percent versus the Xetra close.

General Motors, US37045V1008, Illustration mit AI erstellt.

General Motors (ISIN US37045V1008) faces a lower USD 95.00 price target from Morgan Stanley after the firm cut its previous USD 101.00 target on October 21, 2026, according to Investing.com. General Motors stock was trading at EUR 68.53 at Lang & Schwarz on October 26, 2026 at 4:32 p.m. CEST, up 1.53 percent versus the Xetra close of October 23, 2026 at EUR 67.50.

Revenue and margins improved

General Motors reported third-quarter revenue of USD 50.0 billion for the period ended September 30, 2026, compared with USD 48.6 billion a year earlier. The increase was 2.93 percent, while adjusted EBIT rose 21.63 percent to USD 4.1 billion from USD 3.4 billion, according to the company's General Motors release dated October 20, 2026.

The adjusted EBIT margin reached 8.20 percent in the third quarter, compared with 6.90 percent in the same period of 2025. Adjusted earnings per share rose to USD 3.70 from USD 2.80, a 32.14 percent increase. The figures include a USD 238 million adjustment for electric-vehicle strategic realignment.

Price sits below yearly high

The primary-market quote was USD 76.61 on the NYSE at 11:35 a.m. EDT on October 26, 2026. General Motors has a 52-week range of USD 66.75 to USD 91.85, placing the latest US price 16.59 percent below the high and 14.76 percent above the low. Market capitalization stood at USD 65.0 billion, while the price-to-earnings ratio was 17.58.

Dates and valuation matter

GM's next scheduled earnings announcement is January 27, 2027, according to the company's General Motors event page. The same October 20 release said the board declared a quarterly dividend of USD 0.18 per share, payable December 17, 2026, to holders of record on December 4, 2026.

Morgan Stanley cited a higher commodity backdrop for its lower target, while maintaining an Overweight rating on October 21, 2026. The firm also said the stock reaction to GM's results and updated outlook was overdone, as reported by Investing.com.

Stock trades above the Xetra close

At Lang & Schwarz, General Motors stock was trading at EUR 68.53 on October 26, 2026 at 4:32 p.m. CEST, plus 1.53 percent versus the Xetra close of October 23, 2026 at EUR 67.50. The US listing was at USD 76.61 on the NYSE at 11:35 a.m. EDT on the same date. The further course of trading is shown by the continuously updated real-time quote of General Motors stock.