NYSE:GM
General Motors Corporation (GM)
Financials 
Technical Analysis 
Aug 3, 2026, 12:00 amThis summary was created by AI, based on 14 opinions in the last 12 months.
General Motors Corporation (GM) has recently reported impressive quarterly results, showcasing strong revenue growth driven by steady demand for full-size SUVs and a strengthened core North American business. The company's management has effectively navigated challenges, including tariffs and fluctuating market conditions, leading to consistent cash flow and an optimistic earnings forecast. Despite ongoing uncertainties, GM remains competitive in the evolving automotive landscape, particularly in electric vehicles (EVs), with a significant market share against Tesla. Analysts are generally bullish on GM's potential, emphasizing its low price-to-earnings ratio and strategic share buybacks. Given the cyclical nature of the auto industry, the current stock performance reflects a strong recovery trajectory, albeit amid noted risks associated with macroeconomic factors and trade policies.
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Premium contentA world with zero crashes, zero emissions and zero congestion. Our diverse team of over 165,000 employees brings their collective passion for engineering, technology and design to deliver on this ambitious future. And the bold commitments we’ve made are moving us closer to realizing this vision. Social media mentions are up 814% in the past 24h.
It's all about tariffs. Despite tariffs, GM's chart shows there is an escape hatch in the tariff war and GM will come out of it well. Valuation is a very cheap 6.8x enterprise value to EBITDA. Is a cash flow machine, with 20% of market cap is in buyback share mode. They recently increased their dividend. Are well managed. Best of breed. GM has done a nice pivot into EVs, though EV consumer adoption has slowed down, but will come back.
(Analysts’ price target is $62.48)
Gordon ReidFord and GM have some of the lowest PEs around (7.3x and 4.3x) vs. the 22x S&P average. Ford pays a 6.2% dividend yield, while GM has a huge buyback plan. Incredibly cheap--until the tariffs started. Remember: the car-makers were a huge reason why Trump used tariffs in his first term which lead to the USMCA trade deal. But now Trump wants to take away the qualities that made US cars competitive and affordable. Today, the car-makers got a one-month reprieve from Trump's tariffs and shares jumped. But if the car-makers wind up paying these tariffs, are we okay with the U.S. replacing cheap Mexican labour with expensive U.S. union labour? That's why these stocks are so cheap--their earnings are in grave danger. Value traps. A 25% tariff on Mexican imports is a subsidy for foreign car companies like Kia.
He likes the carmakers. Trades at 4x forward PE. They're already making money (some companies are not). We don't know what will happen with tariffs, true, but tariffs on non-US carmakers will benefit the American ones. Sell the $45 put for April and collect $1.70.
(Analysts’ price target is $60.52)
Can almost say it benefited from EVs having put the brakes on; parts of the technology are not as easy to use as most car owners would like. Doesn't mean there's no future in it, just that it's slowed down. Compelling valuation. Big stock buyback on the table. His favourite in the group.
Gordon ReidPremium contentGeneral Motors Co. engages in the designing, manufacturing, and selling of cars, trucks and automobile parts. It also provides automotive financing services through General Motors Financial Company, Inc. The firm operates through the following segments: GM North America, GM International, Cruise and GM Financial. The company sells vehicles under the Chevrolet, Cadillac, Baojun, Buick, GMC, Holden, Jiefang, Wuling, Maven, and OnStar brands. General Motors was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI. Social media mentions are up 33% in the past 24h.
Premium contentGeneral Motors Company designs, builds, and sells trucks, crossovers, cars, and automobile parts and accessories in North America, the Asia Pacific, the Middle East, Africa, South America, the United States, and China. The company operates through GM North America, GM International, Cruise, and GM Financial segments. It markets its vehicles primarily under the Buick, Cadillac, Chevrolet, GMC, Holden, Baojun, and Wuling brand names. The company also sells trucks, crossovers, cars, and purpose-built vehicles to dealers for consumer retail sales, as well as to fleet customers, including daily rental car companies, commercial fleet customers, leasing companies, and governments. In addition, it offers safety and security services for retail and fleet customers, including automatic crash response, emergency services, roadside assistance, crisis assist, stolen vehicle assistance, and turn-by-turn navigation; and connected services comprising mobile applications for owners to remotely control their vehicles and electric vehicle owners to locate charging stations, on-demand vehicle diagnostics, smart driver, marketplace in-vehicle commerce, in-vehicle voice, voice assistant, navigation and app ecosystem, connected navigation, SiriusXM with 360L, and 4G LTE wireless connectivity, as well as develops and commercializes autonomous vehicle technology. Further, the company provides automotive financing and insurance services; and software-enabled services and subscriptions. General Motors Company was founded in 1908 and is headquartered in Detroit, Michigan. Social media mentions are up 650% in the past 24h.
It doesn't get enough love. Trades at only 5x PE. Over 10 years, it has compounded EPS by 12% annually.
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Not founder-run or founder-owned, and that's an immediate "no" for his firm. ROIC has been volatile. Quite a bit of debt. Capital intensive. Lots of competition in the space.