Core Viewpoint - General Motors reported strong profitability and provided a better-than-expected outlook, despite missing revenue expectations in the fourth quarter [1][2]. Financial Performance - GM's adjusted EPS of $10.60 exceeded the high end of its own guidance range, and EBIT and automotive free cash flow were better than expected, even after accounting for one-time charges related to its EV strategy [5][6]. - The company announced a 20% increase in the quarterly dividend and a new $6 billion share repurchase authorization, which represents about 8% of its outstanding shares at the current price [6]. Future Outlook - Management's initial guidance for 2026 projects earnings of $11 to $13 per share, indicating a potential 13% growth over 2025 [7]. - CEO Mary Barra highlighted that improvements in battery technology will enable quicker profitability for electric vehicles, with EV sales increasing by 48% year over year [8]. - The company anticipates a 40% rise in deferred revenue from software and services to $7.5 billion by 2026, which are high-margin revenue streams [9]. Competitive Position - GM's stock has risen over 50% in the past year but remains relatively cheap, trading at just 7 times the company's 2026 EPS guidance [11]. - The company is executing its electric vehicle strategy effectively, showing a clear path to profitability, and plans to launch advanced features like eyes-off autonomous driving by 2028 [12]. Investment Potential - GM's strong performance and future growth prospects make it a significant position in investment portfolios, with expectations for continued upside potential [13].

Core Viewpoint - General Motors Company (NYSE:GM) is currently considered one of the most undervalued large-cap stocks, with recent price target increases from RBC Capital and Morgan Stanley following strong earnings reports [1][3] Group 1: Earnings and Price Target Increases - RBC Capital raised its price target for GM from $92 to $107, citing strong Q4 2025 earnings and an Outperform rating [1] - Morgan Stanley increased its price target for GM from $90 to $100, maintaining an Overweight rating after a robust earnings report and 2026 guidance that exceeded consensus expectations [3] Group 2: Strategic Positioning and Agility - GM is effectively navigating the current slowdown in electric vehicle (EV) demand while maintaining production flexibility to scale up quickly if demand recovers [2] - The company is well-equipped to handle commodity pressures and onshoring challenges, benefiting from regulatory tailwinds, improved warranty costs, and narrowing EV losses [1] Group 3: Shareholder Value Initiatives - Morgan Stanley highlighted GM's commitment to shareholder value, particularly through a newly authorized $6 billion share buyback program, which is expected to boost investor confidence [3]

Deep-pocketed investors have adopted a bullish approach towards General Motors (NYSE:GM), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in GM usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 14 extraordinary options activities for General ...

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of the letter can be downloaded here. In Q4 2025, the S&P 500 returned 2.7%, bringing its yearly gains to 17.9%. Since the 2007-08 financial crisis, the Index has increased tenfold, achieving positive results in 15 of 17 years. However, high valuations have made investors cautious, particularly with the returns concentrated in a few stocks. ...

Shares of General Motors ( NYSE:GM )Â gained 3.38% over the past month after gaining 13.53% and 4.94% the two months prior. ...

通用汽车（GM）近日确认，2025年11月启动量产的新款雪佛兰Bolt纯电动汽车，将在约18个月后，即2027年年中前后正式停产。该车型在堪萨斯州费尔法 克斯工厂生产，停产主因系工厂将转产下一代别克昂科威和雪佛兰探界者两款内燃机车型。 2026年1月，新款Bolt恢复向经销商交付，但产量有限，工厂维持单班制，约900名员工处于停职状态。据《底特律自由新闻》，Bolt产能爬坡缓慢。该车型 以2027款上市，实际销售始于2026年，续航约255英里（410公里），较上一代提升有限；快充功率升至150千瓦，动力总成与Equinox EV共平台，采用磷酸 铁锂电池兼顾成本与耐用性。标配配置升级，如SuperCruise半自动驾驶选装价格超3000美元，并推出支持V2H（车对家供电）的壁挂充电盒。 InsideEVs分析，Bolt短生命周期与美国政策环境有关。近年，美方取消电动车联邦税收抵扣、加征进口关税、放宽燃油经济性标准，导致传统内燃机车型生 产回暖，影响电动车型战略和市场适应性。GM表示，2026年Bolt与Equinox EV将成雪佛兰电动车销量主力，但监管变化和产能限制成挑战。 新Bolt的复产仅属过渡举措， ...

这家长期被视为美国传统汽车制造业标杆的底特律巨头，公布2025年调整后息税前利润达127亿美元， 触及业绩指引区间的上限，调整后汽车业务自由现金流达106亿美元。通用汽车还表示，受益于经销商 库存低、促销优惠少以及卡车和SUV车型售价坚挺，2025年其在美国市场的份额创下十年来的新高，且 连续第四年实现份额增长。 计提减值，重新调整电动汽车战略 底特律规模最大的汽车制造商通用汽车周二发布财报后，股价一度飙升9%，使得公司市值增长超70亿 美元。该汽车制造商披露，将针对电动汽车业务计提高达76亿美元的巨额资产减值，但其亮眼的现金流 表现、更丰厚的股东回报以及对2026年的乐观展望仍令华尔街惊叹。 本季度最受关注的负面消息，源自通用汽车电动汽车业务早已人尽皆知的困境。受市场需求转向、美国 相关政策不再支持过于激进的电动汽车目标的影响，管理层在2025年下半年计提了总计76亿美元的电动 汽车相关重组费用，其中包括资产减值以及产能调整所产生的现金成本。 通用汽车首席财务官保罗·雅各布森（Paul Jacobson）表示，这笔费用主要源于多项决策：终止电动厢式 货车BrightDrop的运营、对部分电动汽车资产计提减值 ...

General Motors (GM) released its fourth-quarter 2025 earnings on Jan. 27. Barring the slight revenue miss, it was otherwise a strong earnings report from the Detroit auto giant whose 2025 U.S. market share rose to a decade high after four years of incremental gains. The company’s 2026 guidance implies an improvement over 2025 across all metrics. At the top end, the company expects to post adjusted earnings before interest and taxes (EBIT) of $15 billion, $2.3 billion higher than what it posted last year. ...

General Motors said on Thursday it will eliminate roughly 500 jobs in Canada when a plant in Oshawa, Ontario, cuts a shift, adding more pain to one of the sectors that has been most affected by U.S. t... ...

​General Motors Company (NYSE:GM) is one of the Best Autonomous Vehicle Stocks to Buy Now. On January 27, Mark Delaney from Goldman Sachs reiterated a Buy rating on the stock with a $98 price target. On the same day, Joseph Spak from UBS also reiterated a Buy rating on the stock with a $97 price target. ​Analysts at UBS noted that they view the company’s additional EV-related charges as anticipated and not surprising. The firm highlighted that the company had already signaled more costs after its Brightd ...