General Motors (GM) could benefit from a combination of product-related tailwinds, according to Wolfe Research. The firm upgraded the automaker to outperform from peer perform and set a $96 price target on the stock. The launch of the company's refreshed full-size pickup trucks could provide a roughly $1.7 billion tailwind for GM. The company is also expected to benefit from lower net tariff burden as it moves some of its production capacity to the U.S. from Mexico. Despite a nearly 6% decline in General Motors' stock this year, the firm's shares have remained largely unchanged.