General Motors Company (GM) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

BULLISH

The Pentagon is engaging with major automakers, including General Motors, to explore increased participation in defense production, potentially opening a new avenue for manufacturing operations. This initiative, involving top executives, echoes historical wartime manufacturing efforts and aims to leverage domestic industrial capacity. While this news emerges, GM's stock recently declined against broader market gains, though it has shown resilience over the past month. Investors are now awaiting upcoming earnings reports, which are projected to indicate a slight year-over-year decrease in both earnings per share and revenue for the current quarter. Separately, Elon Musk's taunt regarding "Tesla killers" highlights Tesla's significant Q1 US EV market share, while Ford and GM are not currently considered direct competitors in this rapidly evolving sector, though Rivian shows some progress in gross profit. The competitive landscape in EVs remains a key area to watch, alongside any further developments from the Pentagon's defense production discussions.

Market Data

GM Stock Snapshot

General Motors Company · Consumer Cyclical · gm.com

General Motors (GM) is a global automotive manufacturer focused on designing, building, and distributing a diverse range of vehicles, including trucks, crossovers, and cars, along with related parts. Operating through its North American, International, Cruise, and Financial divisions, GM primarily sells its vehicles under well-known brand names like Buick, Cadillac, Chevrolet, and GMC. The company's comprehensive distribution network includes retail dealers, distributors, and fleet customers, catering to a broad market. Beyond vehicle sales, GM offers software-enabled services, subscriptions, and after-sales support through its dealer network, encompassing maintenance, repairs, and accessories. Furthermore, GM provides automotive financing solutions, solidifying its position as a full-service automotive provider.

GM is currently trading at $81.58, giving General Motors Company a market cap of 73.51B and a P/E ratio of 27.3. Today's range spans $78.37–$82.67, with shares opening at $79.40 and moving up $0.24 (0.3%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 63/100.

Over the past year GM has traded between $43.77 and $87.62 - the current price is +86.4% off the 52-week low and -6.9% from the high. 39 analysts cover the stock with a Buy consensus and a mean 12-month target of $94.27 (range $57.00–$122.00), implying upside of +15.6%.

The combination of bullish technicals and bullish sentiment for General Motors Company (GM) is the kind of setup that shows up in systematic screens before the more discretionary investors arrive. Score 82/100 (BUY), price $81.58 (in the upper portion of its 52-week range), sentiment 63/100. The current P/E ratio stands at 27.3. At 73.51B in Consumer Cyclical market cap, this large-cap name has the right size to matter to a wide range of buyers. Annual range: $43.77–$87.62.

GM|EarningsGeneral Motors Company

Earnings Summary

General Motors (GM) is a global automotive manufacturer operating in the auto manufacturers industry, designing, building, and distributing vehicles under brands like Buick, Cadillac, Chevrolet, and GMC. The company also offers software-enabled services, subscriptions, and automotive financing. GM's recent quarterly performance shows a generally positive trend in earnings per share (EPS) against analyst estimates. In Q1 2026, actual EPS was not provided, but the estimate was $2.60881, with revenue of $43.667 billion. This followed Q4 2025, where actual EPS of $2.51 beat the estimate of $2.2684, and actual revenue of $45.287 billion missed the estimate of $47.177 billion. Looking at the prior two quarters, Q3 2025 saw actual EPS of $2.80 beat the estimate of $2.32278, and Q2 2025 had actual EPS of $2.53 beat the estimate of $2.47684. This indicates a consistent pattern of beating EPS estimates in the last four reported quarters for which actual EPS is available. Revenue trends have been more variable, with Q3 2025 revenue at $48.591 billion and Q2 2025 at $47.122 billion. Historically, GM has demonstrated a strong ability to exceed analyst EPS expectations, with notable beats in Q3 2025 and Q2 2025, and a beat in Q4 2025. While revenue has not always met estimates, the consistent EPS outperformance suggests operational efficiency or favorable pricing. Recent news indicates potential discussions with the Pentagon regarding increased involvement in weapons production, drawing historical parallels to WWII mobilization. Analysts have initiated coverage with divergent views, such as Deutsche Bank's Buy rating and $90 price target, while acknowledging headwinds like rising input costs and softer sales in China. GM has secured a foundational customer agreement with MP Materials for U.S. rare earth magnet production and is investing in its South Korean operations. Investors will be watching for the impact of potential defense production agreements, the sustainability of EPS beats amidst market headwinds, and the strategic implications of its investments in EV supply chains and international capacity. Key will be GM's ability to navigate trade policy, input costs, and demand dynamics in China while continuing its EV transition.

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$2.61	-	-
Q4'25	$2.27	$2.51	+10.7%
Q3'25	$2.32	$2.80	+20.5%
Q2'25	$2.48	$2.53	+2.1%
Q1'25	$2.67	$2.78	+4.3%
Q4'24	$1.84	$1.92	+4.3%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$43.7B	-	-
Q4'25	$47.2B	$45.3B	-4.0%
Q3'25	-	$48.6B	-
Q2'25	-	$47.1B	-
Q1'25	-	$44.0B	-
Q4'24	-	$47.7B	-

Technical Score (1D)

BUY

News Sentiment

BULLISH

Market Data

GM Stock Snapshot

General Motors Company · Consumer Cyclical · gm.com

News Sentiment Analysis

Sentiment gathered from recent headlines

63/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Deutsche Bank upgraded General Motors (GM) to 'buy' from 'hold', identifying an attractive entry point for investors anticipating a multi-year re-rating. Analysts highlighted GM's operational resilience as a key factor in navigating potential headwinds, including rising oil and gas prices impacting consumer purchasing decisions. Despite near-term volatility linked to geopolitical events, the firm believes GM is well-positioned for future performance.

What did this article say?

The U.S. Department of Defense is exploring partnerships with automakers like General Motors and Ford to bolster military equipment production due to dwindling supplies. Officials have engaged with these companies regarding a potentially larger role in manufacturing weapons. While historical precedents exist from World War II, implementing a similar industrial mobilization today presents unique challenges.

What did this article say?

General Motors (GM) shares experienced a notable increase following the news that the Strait of Hormuz is fully open, alleviating geopolitical concerns. This development is expected to reduce energy costs for manufacturers, supporting automotive margins during the transition to new technologies. Furthermore, the open waterway is anticipated to improve the global logistics of automotive parts and semiconductors.

What did this article say?

Deutsche Bank initiated a Buy rating on General Motors (GM), raising its price target to $90 from $83, citing an attractive entry point following recent share weakness. This upgrade contrasts with Goldman Sachs' decision to lower its price target on GM to $91 from $104, while maintaining a Buy rating. The analyst noted expectations for in-line to softer earnings from auto OEMs due to rising input costs and weak Q1 sales in China.

What did this article say?

Eon Lithium Corp. has entered into an agreement to acquire 100% of Geovolt Power Corporation (GPC), which holds the Orovada Project in Nevada. This project is situated next to Lithium Americas and General Motors' significant Thacker Pass Lithium Project. The acquisition involves Eon Lithium issuing 12.5 million common shares, and upon closing, the company anticipates having under 30 million shares outstanding and approximately $600,000 in working capital.

What did this article say?

Ally Financial, formerly General Motors' captive finance arm, operates as a major consumer auto lender, with over 70% of its portfolio in auto loans. While diversifying into insurance and other financial products, its core business remains auto financing, a segment historically linked to GM's ecosystem.

What did this article say?

General Motors (GM) is drawing increased analyst attention ahead of its earnings release, fueled by divergent perspectives on trade policy, input costs, and demand in China. Recent actions by analysts at major firms highlight the sharpening focus on these key drivers. The company's shares have shown strong one-year and three-year returns, though recent quarterly performance warrants close examination.

What did this article say?

The global automotive fastener market is forecast to surpass $31 billion by 2031, with General Motors identified as a key player alongside other major automakers. This sector's growth is driven by evolving vehicle technologies, including electrification and lightweight designs, necessitating specialized fastener solutions. Europe and APAC are highlighted as significant regional markets.

What did this article say?

General Motors is making a significant $600 million investment in its South Korean operations, aiming for full production capacity. This move occurs despite existing trade tariffs, highlighting a strategic commitment to global manufacturing. The investment signals GM's intent to maintain robust international production capabilities to serve U.S. markets.

What did this article say?

MP Materials is significantly scaling its U.S. rare earth magnet output, securing a foundational customer agreement with General Motors. The company's Fort Worth facility is central to this expansion, representing the first integrated rare earth magnet manufacturing operation in the United States. This partnership is crucial for both companies' supply chain strategies in the electric vehicle sector.

GM|EarningsGeneral Motors Company

Earnings Summary

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$2.61	-	-
Q4'25	$2.27	$2.51	+10.7%
Q3'25	$2.32	$2.80	+20.5%
Q2'25	$2.48	$2.53	+2.1%
Q1'25	$2.67	$2.78	+4.3%
Q4'24	$1.84	$1.92	+4.3%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$43.7B	-	-
Q4'25	$47.2B	$45.3B	-4.0%
Q3'25	-	$48.6B	-
Q2'25	-	$47.1B	-
Q1'25	-	$44.0B	-
Q4'24	-	$47.7B	-

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

GM·General Motors Company

GM Stock Snapshot

Earnings | EPS

Revenue

GM·General Motors Company

GM Stock Snapshot

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Revenue

News Sentiment Analysis

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GM·General Motors Company

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GM·General Motors Company

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