DETROIT – Wall Avenue is anticipating lots from Normal Motors’ two-day investor occasion that begins Wednesday afternoon  – from particular income and earnings targets to new particulars about its electrical and autonomous automobile operations.

However what GM traders actually need is a roadmap for sustainable shareholder development. It is one thing the automaker has flirted with beneath CEO Mary Barra however by no means been in a position to retain.

The inventory has swung wildly beneath Barra’s reign, from a 60% surge in share worth to an nearly as huge drop since she took the helm in January 2014, based on FactSet. Earlier than this yr, shares of GM have been largely down since Barra took the reins. They’re now up by 36%, with nearly all of that development coming this yr alone.

That sort of development is what analysts imagine might proceed if GM can swiftly ship on its plans to rework the corporate — a minimum of in investor eyes — into extra of a know-how firm than a standard automaker.

“With the core goal of GM’s investor day centered on demonstrating the expansion alternatives forward for GM, we count on a case to be made for GM a number of growth … which we imagine it deserves,” Credit score Suisse analyst Dan Levy stated in an investor notice Friday. “We imagine a transparent case could be made for GM inventory north of $100.”

Deutsche Financial institution analyst Emmanuel Rosner stated the occasion “might function a constructive catalyst for the inventory” if GM meets investor expectations, particularly relating to its plans for electrical and autonomous automobiles.

Morgan Stanley analyst Adam Jonas famous a number of key development areas and enterprise alternatives for GM, whereas questioning whether or not the occasion will “merely reinforce what many already imagine about GM or can it catalyze a extra important change in strategic path?”

Like traders, Barra and her govt management workforce are hoping for the latter. Listed here are 5 methods GM goes to try to make that occur.

Traders ought to count on an unprecedented quantity of particulars in the course of the occasion, together with particular targets relating to income, revenue margins and the outlook on complete market dimension for early growth companies like self-driving taxis.

It is one in every of two issues Jonas believes shall be essential for GM to perform: “Present the transparency and disclosure to assist the analyst and funding group to each mannequin and worth the corporate’s important tech-oriented enterprise models,” he stated in an investor notice final week.

GM’s income final yr was practically $122.5 billion, down 10.8% in contrast with 2019 thanks largely to manufacturing facility shutdowns in the beginning of the coronavirus pandemic. It nonetheless made $6.4 billion in web revenue for the yr whereas its adjusted working revenue was $9.7 billion, or $4.90 a share, in 2020.

The opposite essential factor for GM is leaving the “funding group with the sense of urgency that the corporate is taking the required steps to draw the required capital and expertise to permit GM’s capabilities to achieve success,” Jonas stated.

Barra and different GM executives similar to President Mark Reuss and CFO Paul Jacobson are anticipated to debate how the automaker is investing as quick as attainable in electrical and autonomous automobiles to carry the applied sciences to market extra shortly.

GM earlier this yr stated it might make investments $35 billion in electrical and autonomous automobiles by 2025, up 30% from plans introduced late final yr.

Underneath that funding, GM has stated it might supply 30 new EVs by 2025. The corporate is anticipated to higher element its transition from an automaker closely reliant on automobiles with inside combustion engines to completely providing electrical automobiles and vehicles by 2035.

“We proceed to imagine GM provides a compelling EV technique, with one of the vital holistic and bold EV methods of legacy OEMs, underlying our constructive outlook on GM. That stated, it is now time for execution, as we await information factors indicating GM can keep market share and profitability in an EV world,” Levy stated.

The investor occasion total is anticipated to offer a “clear technique” in an effort to extend the corporate’s valuation to be extra like a know-how firm, very similar to Tesla is at greater than $740 billion. GM’s market cap is about $79 billion.

Dan Ammann, CEO of GM’s majority-owned autonomous automobile subsidiary Cruise, will inform traders that it sees a path for its ride-hailing enterprise to succeed in $50 billion in income because it ramps up operations.

He will not element a selected timeline to hit such a milestone, however he is anticipated to clarify how they plan to construct it up quick, if not sooner, than different transformative companies, based on an individual who’s aware of the plans, which have been reported earlier by Bloomberg.

GM additionally is anticipated to debate extra particulars about its hands-free Tremendous Cruise driving system, which it has promised to supply on 22 fashions by 2023.

GM desires to extend recurring income and buyer loyalty via a brand new internally developed software program system for automobiles that it is calling “Ultifi.”

Very similar to Apple or Google retain clients with their iOS and Android working techniques for private electronics, GM will push to do the identical with automobiles and Ultifi.

“That is a objective. The extra we combine our product into their lives and the higher we make … definitely that is what we need to obtain. It isn’t a assure,” Scott Miller, GM vice chairman of software-defined automobile, instructed reporters final week throughout a name.

The automaker goals to combine the software program platform into clients’ digital lives via software program options, apps and personalised companies that shall be usually up to date remotely. That might embody paying for brand new companies similar to its hands-free freeway driving system and different applied sciences.

– CNBC’s Michael Bloom contributed to this report.