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GMBullishIndustry Newsnews

High materiality7/10

UBS lifts GM target on software upside ahead of earnings

Sep 21, 2026, 8:03 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Upgraded target and a positive take on digital revenue could trigger near-term buying and multiple expansion, especially as earnings approach; risk remains from execution and macro factors.

AI summary

What happened, with direct paths to the underlying reporting

UBS boosted GM's price target to $114, arguing that GM's software assets, OnStar and Super Cruise, offer durable, recurring revenue and deserve a higher multiple. The call highlights digital revenue growth forecast to $9.6B by 2036, supporting a more resilient margin profile. Investors will scrutinize GM's Q3 figures for digital revenue contributions and subscriber growth on Oct 20.

UBS lifts GM price target to $114 ahead of earnings.
UBS cites GM's growing software, OnStar, and Super Cruise as upside.
Digital revenue forecast from $3.2B this year to $9.6B by 2036.
Only 30-40% of Super Cruise users pay after trial.
Tariffs cost ~ $900M in Q2; 50% duty proposed on Canada.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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