General Motors (GM) is confident in its 2026 guidance despite an elevated risk profile due to the Middle East conflict, Wedbush said in a Monday research report.
The company is also advancing toward its margin expansion goals with the digital strategy still underappreciated in the company's growth story, analysts wrote.
General Motors has demonstrated it can execute on cost management, and is positioned to leverage its broad-based portfolio by capitalizing on low-cost vehicle profitability, according to the note.
The company expects its high-speed self-driving system to be among the safest systems in 2028, as it builds on software-defined architecture designed to boost capacity for "highly central control" of functions, according to Wedbush.
A key differentiator is the company's ability to train foundation models with effectively free data, given its access to years of broad-based data, the brokerage stated.
The brokerage said it reiterated its outperform rating on the stock and price target of $95 per share.
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