General Motors price target raised to $93 from $81 at Goldman Sachs

Goldman Sachs analyst Mark Delaney raised the firm’s price target on General Motors (GM) to $93 from $81 and keeps a Buy rating on the shares. Autos and industrial tech stocks performed strongly in 2025, aided by steady end-market demand and multiple expansion, with autos up a median 23% year-to-date and industrial tech up 63%, the analyst tells investors in a research note. The year was marked by volatility — from tariff-driven swings in auto names to shifting expectations for hyperscale capex that influenced datacenter-exposed stocks — despite broadly stable auto volumes, sharply rising hyperscale spending forecasts, and a modest industrial recovery, the firm says.