General Motors Company (GM)
General Motors: A Strong Buy Despite All-Time Highs
General Motors Company delivered a strong Q4, beating EPS consensus estimates by a wide margin, driven by robust gas-powered vehicle sales and resilient core business performance. GM is aggressively right-sizing its EV segment amid demand slowdown, incurring $7.6B in recent restructuring charges, but improving margin visibility for 2026. A $6.0B stock buyback and 20% dividend increase for 2026 enhance GM's capital return profile, with shares trading at an attractive 6.6X forward P/E.
GM is quietly becoming a subscriptions company
General Motors said its in-vehicle tech services generated nearly $2 billion last year. GM sells three main subscription products: safety features, in-car internet access, and hands-free driver assistance.
GM takes $7B hit after shifting EV strategy due to slowing demand
GM takes massive $7.2B charge to realign electric vehicle strategy following Trump administration policy changes and declining consumer demand for EVs.
General Motors Stock Surges to Record Highs After Earnings
General Motors Co (NYSE:GM) stock is surging to record highs, last seen up 9.1% at $86.66, after the company's better-than-expected fourth-quarter earnings of $2.51 per share, though revenue of $45.29 billion came in slightly below estimates.
General Motors Company (GM) Q4 2025 Earnings Call Transcript
General Motors Company (GM) Q4 2025 Earnings Call Transcript
GM CEO on slowing demand for EVs
"The whole industry, we were on a path that we were working to get to 40 to 50% EVs by 2030, so now that the regulatory environment has changed and the consumer incentives have gone, there is going to be slower EV adoption," says General Motors CEO Mary Barra. Watch our full interview here: Click Here
Canada's Move to Import Cheap Chinese EVs is ‘Slippery Slope,' GM CEO Says
Thousands of electric vehicles from Chinese automakers can enter Canada this year at new low tariff rate
General Motors Q4 Earnings Surpass Expectations, Rise Y/Y
GM's Q4 adjusted EPS beats estimates and rises Y/Y as GMNA, GMI and GM Financial revenues top expectations despite lower total revenues.
Compared to Estimates, General Motors (GM) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for General Motors (GM) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
General Motors reports mixed Q4 results, announces $6B share repurchase program
General Motors Company (NYSE:GM) reported mixed fourth quarter results Tuesday, delivering adjusted earnings that beat Wall Street expectations but posting a substantial net loss driven by one-time charges tied to its electric vehicle strategy. The Detroit automaker said it earned $2.51 per share on an adjusted basis for the fourth quarter, above the $2.20 per share average estimate compiled by LSEG.
General Motors (GM) Q4 Earnings Top Estimates
General Motors (GM) came out with quarterly earnings of $2.51 per share, beating the Zacks Consensus Estimate of $2.2 per share. This compares to earnings of $1.92 per share a year ago.
General Motors takes $7.2 billion charge on EV shift as it boosts dividend and sets new buyback
General Motors on Tuesday said it took a $7.2 billion charge as it adjusts to declining customer interest in electric vehicles as the automaker boosted its dividend and announced a new stock buyback.
