Matt Frankel, CFP, The Motley Fool
Wed, January 28, 2026 astatine 5:02 AM CST 4 min read
I'm making the seemingly bold prediction that General Motors (NYSE: GM) volition scope a $200 banal terms by the extremity of 2030. For this to beryllium an close prediction, General Motors' banal would request to emergence by 130% from its existent level, oregon by astir 18% annually.
Based connected the company's guidance, General Motors trades for astir 7 times guardant net astatine the existent stock terms of astir $87. And this is contempt continued beardown results from the automaker, monolithic buybacks that aren't slowing, and continued expected maturation successful 2026 and 2027 astatine a minimum. I'd reason that this should beryllium a $200 banal now, but I surely spot a way to getting determination wrong the adjacent 5 years.
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There are respective large catalysts that could assistance the banal to $200, adjacent if the marketplace continues to springiness it a single-digit P/E multiple. Just to sanction a few:
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Based connected the existent stock price, GM's caller buyback authorization should pb to an astir 8% simplification successful the outstanding stock number this year. If this were to proceed done 2030, which there's nary crushed to judge it won't, GM's stock number would diminution by astir one-third betwixt present and then, which should service to boost the banal terms accordingly.
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GM has right-sized its electrical conveyance capableness successful effect to marketplace changes, but it remains an unprofitable portion of the concern for now. But successful a caller CNBC interview, CEO Mary Barra not lone said that she expects EV adoption to gradually determination forward, and that the institution is seeing fewer EV adopters spell backward and instrumentality to interior combustion cars, but that the institution should scope EV profitability, adjacent without authorities incentives, sooner than astir experts think.
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GM's bundle gross could crook retired to beryllium a acold bigger catalyst than investors look to springiness it recognition for. This is gross from services similar OnStar and Super Cruise. Deferred gross from bundle and services is expected to turn by an awesome 40% to $7.5 cardinal this year, and with things similar eyes-off self-driving acceptable to rotation retired wrong the adjacent fewer years, this could beryllium conscionable the beginning. And support successful caput that, dissimilar gross from conveyance sales, this is high-margin gross that could person a large interaction connected the bottommost enactment arsenic it grows.
Of course, there's a batch that could spell wrong. The car manufacture is highly cyclical, truthful a recession betwixt present and 2030 could effect successful a monolithic diminution successful income and profits. However, General Motors proved much resilient than galore experts had expected during the pandemic and the 2022 ostentation surge, and each signs constituent to beardown maturation ahead. I'm predicting that GM's banal terms volition scope $200 by the extremity of 2030, and if things spell well, this could beryllium conscionable the starting point.

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