General Motors Company (NYSE:GM) is one of the Most Undervalued Stocks to Buy Right Now. On December 8, Morgan Stanley upgraded the company’s stock to “Overweight” from “Equal Weight,” with a price objective of $90, up from the prior target of $54, as reported by The Fly. The firm cited execution gains, improvement in capital discipline as well as a more favorable mix shift towards high-margin trucks and SUVs for the upgrade. Morgan Stanley Upgrades General Motors (GM) Stock to Overweight As per the anal ...

Take a look at today's bull of the day. A Zach's rank number one, strong buy. And today's bear of the day, a Zach's rank number five, strong cell.Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...

Ford Motor Co. (NYSE: F) stock is up 33% this year, and General Motors Co. (NYSE: GM) is 41% higher. The S&P 500 has increased 16% in that time. The two companies were supposed to be losers as they continued to lag behind the wounded Tesla Inc. (NASDAQ: TSLA) in the U.S. electric vehicle (EV) market, and they have the most modest presence in China and the European Union. Tesla may be hurting, but it still has about a 45% EV market share in the United States. GM and Ford are closer to 10% each. In China, the ...

General Motors Company (NYSE:GM) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025. On November 24, Evercore ISI lifted its price target on the stock to $74 from $68, while maintaining an Outperform rating. General Motors Company (GM) a Moderate Buy, Per Analysts Consensus After a challenging 2025, the firm projects a 20% upside for the automotive industry in 2026 and has a favorable outlook for the sector in 2027, amid optimism around what it described as the ‘K-economy’ and growing consumer ...

摩根士丹利将通用汽车的目标价从54美元上调至90美元，评级从"持有"上调至"增持"。(格隆汇) ...

Tesla Inc (NASDAQ:TSLA) shareholders may not love hearing that the electric vehicle stock has lost one of its top analysts. Morgan Stanley has assigned a new analyst to cover the stock, and he comes in hot with a downgrade on the stock.Tesla stock is among today’s weakest performers. What’s behind TSLA decline?The Morgan Stanley Analyst: Morgan Stanley analyst Andrew Percoco has taken over coverage of the automotive sector, which was previously handled by Adam Jonas. Percoco announced several new ratings an ...

Key Takeaways GM is transitioning Orion Assembly from EV production back to internal combustion vehicles.GM's reassessment includes selling a joint venture battery cell plant and recording a $1.6B charge.GM is halting BrightDrop production at CAMI Assembly and expects further charges in Q4.General Motors Company’s (GM) product portfolio and manufacturing strategy have been shaped by steadily tightening fuel economy and emissions standards over the past several years. In anticipation of a rapid shift toward ...

Upgrades - HSBC upgraded Visa (V) to Buy from Hold with a price target of $389, up from $335, citing strong financial performance and growth in services [2] - BofA upgraded Synopsys (SNPS) to Neutral from Underperform with a price target of $500, down from $525, anticipating a positive outlook on its upcoming EPS call [3] - Morgan Stanley upgraded General Motors (GM) to Overweight from Equal Weight with a price target of $90, up from $54, reflecting a change in analyst coverage and a revised outlook for the auto sector [4] - TD Cowen upgraded Ulta Beauty (ULTA) to Buy from Hold with a price target of $725, up from $600, due to expectations of stronger merchandising and global growth under new management [4] - Truist upgraded Five Below (FIVE) to Buy from Hold with a price target of $216, up from $179, highlighting the significance of the company's Q3 report [5] Downgrades - Rosenblatt downgraded Netflix (NFLX) to Neutral from Buy with a price target of $105, down from $152, following a significant acquisition announcement [6] - Morgan Stanley downgraded Rivian (RIVN) to Underweight from Equal Weight with an unchanged price target of $12, expressing caution regarding the electric vehicle market [6] - Morgan Stanley also downgraded Lucid Group (LCID) to Underweight from Equal Weight with a price target of $10, down from $30, reflecting a similar cautious outlook [6] - Morgan Stanley downgraded Tesla (TSLA) to Equal Weight from Overweight with a price target of $425, up from $410, citing high valuation and a cautious industry outlook [6] - Deutsche Bank downgraded 3M (MMM) to Hold from Buy with a price target of $178, down from $199, indicating limited upside potential through 2028 [6] - Benchmark downgraded Marvell (MRVL) to Hold from Buy, removing the price target, due to competitive losses impacting growth projections [6]

Core Insights - The article highlights the author's extensive experience in investment banking, particularly in equity analysis across various sectors, emphasizing the importance of understanding the underlying stories behind financial statements [1]. Group 1: Author's Background - The author has over six years of experience in the investment world, starting as an equity analyst at European banks [1]. - The author has worked across multiple sectors, including telecom and industry, focusing on identifying value in the markets [1]. - The educational background includes a bachelor's degree in Antwerp, a master's at KU Leuven, and an MBA in Finance from Vlerick, providing a blend of theoretical knowledge and practical skills [1]. Group 2: Current Focus - The author is currently building an investment project centered on the CIS region, aiming to apply Western analytical tools to discover hidden value in emerging markets [1]. - There is a strong emphasis on conducting deep, fundamentals-driven research to uncover insights about companies [1].

Core Viewpoint - The article discusses the evolving perspectives on growth and value investing, highlighting the need to reassess traditional investment principles in light of modern economic realities and the success of high-growth companies [5][6][7]. Group 1: Growth vs. Value - There is an acknowledged and widening divergence between growth and value investing, with traditional value principles struggling to account for the sustained high growth of companies like Microsoft, Google, and Amazon [7][8]. - The underlying economic structure has shifted, suggesting that reliance on historical value metrics may no longer be sufficient for investment success [7][8]. - Despite the differences, there are fundamental commonalities between growth and value investing, particularly in the importance of honest long-term cash flow estimation and risk management [8][9]. Group 2: Historical Context and Evolution - Historically, there has been a lack of literature supporting growth investing compared to the extensive documentation of value investing, which has created a bias in the investment community [13][14]. - The belief that "value will ultimately prevail" remains entrenched, despite evidence that growth strategies have outperformed passive indices over the long term [14][15]. - The past decade has seen a significant deviation from Graham's observations, with high-growth stocks yielding substantial returns, contrary to his predictions [18][19]. Group 3: Case Studies - Microsoft serves as a prime example of a company that has achieved remarkable long-term growth, with revenue increasing from $60 billion in 2008 to $110 billion in 2018, showcasing a compound annual growth rate of 24% [20]. - Google also exemplifies this trend, with its revenue growing from $21.8 billion in 2008 to $136.8 billion in 2018, reflecting the potential of high-growth companies to deliver exceptional returns [21]. - The article contrasts Coca-Cola's stagnation in stock value over the past 20 years with Facebook's growth trajectory, suggesting that the latter may align more closely with modern investment principles [70][75]. Group 4: Future Investment Landscape - The future of investing will likely be shaped by structural changes in the global economy, necessitating a shift in focus from short-term financial metrics to long-term transformative trends [40][41]. - The concept of "creative destruction" is becoming increasingly relevant, indicating that traditional investment strategies may need to adapt to a rapidly changing economic environment [41][42]. - Companies that can leverage network effects and platform positions may exhibit "super-linear growth," challenging traditional value investment assumptions [61][62].