General Motors stock price target lowered to $62 at BofA on tariff impact

Published 23/07/2025, 11:36
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Investing.com - BofA Securities lowered its price target on General Motors (NYSE:GM) to $62.00 from $65.00 on Wednesday, while maintaining a Buy rating on the stock. The automaker, currently trading at $48.89 with a market capitalization of $47 billion, appears fairly valued according to InvestingPro Fair Value metrics.

The price target reduction follows what BofA described as a "respectable quarter" for GM despite the absence of mitigating offsets on tariffs in the second quarter. The firm’s analysis suggests that at run-rate, full mitigating actions may eventually reduce the tariff impact by more than 30%. According to InvestingPro data, GM maintains strong fundamentals with a P/E ratio of 7.65 and an impressive free cash flow yield of 28%, though the stock has declined 8% in the past week.

BofA noted that GM has already begun initiatives to increase production in the United States, which should help further reduce tariff impacts over time. While the firm expressed some concern about potentially higher capital expenditures, it acknowledged that competitors face similar challenges, making the relative impact "more digestible."

The research firm highlighted that GM remains on track to generate adjusted free cash flow of $7.5 billion to $10 billion in 2025. This cash flow provides the automaker with "optionality in terms of capital return to shareholders and investments in the business." The company currently offers a 1.23% dividend yield and has demonstrated strong operational performance with $188.45 billion in revenue. For deeper insights into GM’s financial health and growth prospects, including 8 additional ProTips, check out the comprehensive research report available on InvestingPro.

The new price target is based on a 3x EV/EBITDAP multiple, according to BofA Securities, which reiterated its Buy recommendation on General Motors stock.

In other recent news, General Motors (GM) reported impressive financial results for the second quarter of 2025, surpassing Wall Street’s expectations. The company announced an earnings per share (EPS) of $2.53, which exceeded the forecasted $2.35. Additionally, GM achieved revenue of $47.1 billion, surpassing the expected $45.81 billion. Despite these strong financial results, broader market conditions and strategic challenges have raised concerns among investors. No significant mergers involving GM were reported in the recent news. Analyst firms have not provided any upgrades or downgrades for GM in this period. These recent developments highlight GM’s financial performance amidst a challenging market environment.

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