UBS raised the firm’s price target on General Motors (GM) to $97 from $85 and keeps a Buy rating on the shares. GM is the firm’s favorite name heading into 2026, the analyst tells investors in a research note. GMNA margins are expected to recover to the 8%-10% range as early as 2026, supporting EPS that is projected to run meaningfully above consensus in both 2026 and 2027, with further upside possible from favorable revisions and potential tariff relief, the firm says,a dding that GM appears well positioned given its North America focus, relaxed U.S. regulatory environment, strong cash generation, attractive valuation, and capacity for continued share repurchases and potential dividend increases.
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