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GM, 목표주가 잇단 상향

Benchmark Keeps a Buy Rating on General Motors Company (GM)

2026.02.21 01:04 번역됨
AI 감성 분석
롱 (매수 신호)
롱 75%숏 25%

Benchmark가 GM의 견조한 실적 달성을 근거로 목표주가를 65달러에서 90달러로 대폭 상향하며 매수 의견을 유지해 긍정적 전망입니다

핵심 요약

제너럴모터스(GM) 목표주가가 벤치마크 90달러, 골드만삭스 98달러로 잇달아 상향됐고, GM은 루시드 출신 임원을 영입해 기술 제휴를 강화합니다.

GM, 목표주가 잇단 상향

제너럴모터스(GM)에 대해 벤치마크가 2월 10일 목표주가를 65달러에서 90달러로 올리고 매수 의견을 유지했습니다. 벤치마크는 GM이 2025년에 운영·전략·주주환원 목표를 견조하게 달성했다고 평가했습니다. 앞서 골드만삭스도 1월 15일 최근 판매 지표와 공급망 업계의 2026년 성장 전망을 반영해 목표주가를 93달러에서 98달러로 상향하며 매수 의견을 유지했습니다. 로이터에 따르면 GM은 루시드모터스 출신 클라우디아 개스트를 3월 1일부 부CFO 겸 전략·기업개발·기술제휴 담당 부사장으로 영입해 기술 협업 발굴을 강화할 계획입니다.

원문 링크: https://finance.yahoo.com/news/benchmark-keeps-buy-rating-general-160446218.html?.tsrc=rss

Original Article

Benchmark Keeps a Buy Rating on General Motors Company (GM)

General Motors Company (NYSE:GM) is among the Goldman Sachs EV and Battery Stocks .

On February 10, 2026, Benchmark analyst Mickey Legg upgraded General Motors Company (NYSE:GM) price objective to $90 from $65 while maintaining a Buy rating. The analyst pointed out the company’s solid execution in 2025, stating that the corporation met operational, strategic, and capital return targets.

Separately, on February 9, 2026, Reuters reported that General Motors Company (NYSE:GM) recruited Claudia Gast from Lucid Motors as deputy CFO and vice president of strategy, corporate development, and technology partnerships. She will take over on March 1, reporting to CEO Mary Barra for strategy and CFO Paul Jacobson for corporate growth and technology partnerships. Gast is set to replace Zach Kirkman, a former Tesla executive who joined General Motors Company (NYSE:GM) in 2023. The firm clarified that her responsibilities will include scouting collaborations with technology businesses.

On January 15, 2026, Goldman Sachs elevated its price target for General Motors Company (NYSE:GM) from $93 to $98 while retaining a Buy rating. Its analyst Mark Delaney took into account recent vehicle sales statistics as well as growth estimates for 2026 revealed by suppliers at conferences.

General Motors Company (NYSE:GM) designs, manufactures, and sells trucks, crossovers, cars, and automotive parts, as well as software-enabled services and subscriptions. It operates in four segments: GMNA, GMI, Cruise, and GM Financial.

While we acknowledge the potential of GM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock .

READ NEXT : 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026 .

Source: https://finance.yahoo.com/news/benchmark-keeps-buy-rating-general-160446218.html?.tsrc=rss

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