General Motors Company (GM)
General Motors: Finding Deep Value in a Market Full of Fear
Shares of General Motors NYSE: GM are facing pressure as broader market headwinds, fueled by oil prices surging to $110 a barrel and escalating geopolitical tensions, trigger a classic risk-off rotation in cyclical stocks. The pullback, however, stands in stark contrast to the automaker's fundamental performance.
General Motors: Guidance Raise, 10% EBIT Margins, Cheap
General Motors delivered a significant Q1 earnings and revenue beat, driven by resilient North American sales and growth in average transaction prices. GM raised its FY 2026 adjusted EBIT guidance to $13.5–15.5B, benefiting from reduced gross tariff costs after a Supreme Court ruling. Despite increased cost inflation from Middle East tensions, GM's robust EBIT margin performance and 18% earnings yield support an attractive risk profile.
Citi Raises General Motors Price Target to $108 After Q1 Beat: Is the Auto Giant Defying the Macro?
General Motors (NYSE:GM | GM Price Prediction) garnered a price target raise to $108 from $105 from Citi on April 29, which maintained a Buy rating after the automaker's Q1 2026 earnings beat.
Why General Motors (GM) is a Top Growth Stock for the Long-Term
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GM Q1 Earnings Blowout: Top Auto Stock EPS Growth Hits 33%
GM crushed Q1 earnings expectations and raised profit guidance as it navigated tariff and geopolitical headwinds. Adjusted earnings surged by 33% YoY vs. a -5% forecast, driven by cost efficiencies and strength across connected services. GM has undergone a structural transformation focused on software-driven services and EVs, backed by strong brand recognition.
General Motors Shows Resilience But Auto Industry Remains Complicated
General Motors (GM) delivered a strong earnings beat, aided by a $500 million tariff rebate and robust high-margin truck and SUV sales. I remain at Hold on GM, citing industry-wide headwinds, global market share erosion, and persistent risks in China despite GM's solid execution. GM's subscription revenue streams, including Super Cruise and OnStar, are growing, but retention rates and long-term sustainability warrant close monitoring.
GM expects a whopping $500M tariff refund after Supreme Court strikes down levies
GM anticipates paying $2.5 billion to $3.5 billion in tariff costs for 2026, the company said Tuesday, down from an original estimate of $3 billion to $4 billion.
General Motors Company (GM) Q1 2026 Earnings Call Transcript
General Motors Company (GM) Q1 2026 Earnings Call Transcript
GM Expects $500 Million Tariff Refund—Boosting 2026 Earnings Estimates
Some 300,000 U.S. importers will receive $166 billion in refunds from the Trump administration, and that amount will be paid back with interest, Customs and Border Protection disclosed in a court filing. The amount each company receives will vary, but billion-dollar rebates are expected for Walmart ($10.2 billion), Target ($2.2 billion), Nike ($1 billion), while other retailers will likely receive less, like Gap ($400 million), Kohl's ($550 million) and Home Depot ($540 million), Citi analysts wrote earlier this month.
GM: Iran war causing cost increases, but pricey vehicles continue to sell
GM CEO Mary Barra said the Detroit automaker continues to monitor any change in customer spending, but so far, the company's vehicle mix has remained healthy. The automaker had a $52,000 average transaction price for vehicles during the first quarter, which was in line with last year and slightly more than the average across the industry.
GM shares slip despite earnings beat, raised outlook on tariff relief boost
General Motors Company (NYSE:GM) shares fell about 4% on Tuesday morning even after the automaker posted stronger-than-expected first-quarter earnings and raised its full-year profit outlook, helped in part by a favorable US Supreme Court ruling on tariffs. The Detroit-based automaker reported first-quarter revenue of $43.6 billion, slightly ahead of analysts' estimates of $43.38 billion, while adjusted earnings per share came in at $3.70, well above expectations of $2.61.
General Motors Stock Gaps Lower Despite Rosy Outlook
General Motors Co (NYSE:GM) stock is down 3.2% to trade at $75.44 at last glance, reversing premarket gains despite beating earnings expectations for the first quarter and hiking 2026 guidance, after revenue missed the mark.
