Core Insights - General Motors reported a full-year 2025 net income attributable to stockholders of $2.7 billion, with an EBIT-adjusted of $12.7 billion. However, the fourth-quarter 2025 net income was a loss of $3.3 billion, with an EBIT-adjusted of $2.8 billion [1][2]. Financial Performance - The fourth-quarter net income was impacted by over $7.2 billion in special charges related to the realignment of electric vehicle capacity and adjustments to consumer demand for EVs, as well as changes in U.S. government policies [2]. - For 2025, GM's revenue was $185.0 billion, a decrease of 1.3% from $187.4 billion in 2024. The net income attributable to stockholders fell by 55.1% from $6.0 billion in 2024 to $2.7 billion in 2025 [11][21]. - The EBIT-adjusted for 2025 was $12.7 billion, down 14.6% from $14.9 billion in 2024 [11][21]. 2026 Guidance - GM anticipates a strong financial performance in 2026, with guidance for net income attributable to stockholders between $10.3 billion and $11.7 billion, and EBIT-adjusted between $13.0 billion and $15.0 billion [4][11]. - The company expects automotive operating cash flow for 2026 to be between $19.0 billion and $23.0 billion, with adjusted automotive free cash flow projected between $9.0 billion and $11.0 billion [4][11]. Shareholder Returns - GM's Board of Directors approved a quarterly dividend increase of $0.03 per share to $0.18 per share, payable on March 19, 2026 [5]. - A new share repurchase authorization of $6.0 billion was also announced, reflecting the company's commitment to returning capital to shareholders [6][7]. Operational Highlights - As of December 31, 2025, GM had 904 million shares outstanding, a reduction from 995 million at the end of 2024 [8]. - The company reported a significant increase in adjusted automotive free cash flow of 51.2% in the fourth quarter of 2025 compared to the same period in 2024 [9].

U.S. stock futures are presenting a mixed picture this Tuesday, January 27, 2026, as investors navigate a busy week dominated by corporate earnings reports, a crucial Federal Reserve policy meeting, and fresh geopolitical developments. While technology-focused futures show upward momentum, broader market indicators suggest a more cautious approach in premarket trading.Premarket Activity and Index FuturesAs of early Tuesday, premarket trading indicates a divergence among the major U.S. indexes. Nasdaq 100 fu ...

Market Overview - U.S. stock futures showed volatility, fluctuating between gains and losses following a higher close on Monday [1] - Major benchmark indices had mixed futures, with the Dow Jones down 0.11%, S&P 500 up 0.23%, and Nasdaq 100 up 0.52% [3][9] Federal Reserve Insights - The Federal Reserve is set to begin its first two-day policy meeting of the year, with a 97.2% likelihood of maintaining current interest rates [2] Company Earnings and Performance - General Motors (NYSE: GM) is projected to report quarterly earnings of $2.20 per share on revenue of $45.80 billion, with a premarket decline of 0.48% [7] - UnitedHealth Group (NYSE: UNH) is expected to report earnings of $2.10 per share on revenue of $113.82 billion, experiencing a premarket drop of 8.24% [7] - Nucor Corp. (NYSE: NUE) reported quarterly earnings of $1.73 per share and revenue of $7.687 billion, both missing analyst expectations, leading to a decline of 3.11% [7] - Humana Inc. (NYSE: HUM) shares fell 12.23% due to a proposal to keep payment rates for private Medicare plans flat [14] - Cloudflare Inc. (NYSE: NET) saw a rise of 7.73% amid social media excitement over an AI project [14] Analyst Insights - Professor Jeremy Siegel maintains an optimistic outlook for 2026, emphasizing a productivity revival driven by technology and a positive trajectory for the economy and markets [10][11] - Siegel notes that small-cap and value stocks are outperforming early in 2026, indicating a shift in market focus [11][12]

Market Sentiment - The CNN Money Fear and Greed index showed an improvement in overall market sentiment, remaining in the "Neutral" zone with a reading of 55.3, up from 53.7 [5][6] - U.S. stocks settled higher on Monday, with the Dow Jones index gaining over 300 points, closing at 49,412.40, while the S&P 500 rose 0.50% to 6,950.23 and the Nasdaq Composite gained 0.43% to 23,601.36 [4] Company Performance - Revolution Medicines Inc (NASDAQ:RVMD) shares dropped 17% following reports that Merck is no longer in discussions to acquire the company [2] - Steel Dynamics Inc (NASDAQ:STLD) reported downbeat earnings for the fourth quarter [2] Economic Data - The Chicago Fed National Activity Index improved to -0.04 in November from -0.42 in October [3] - U.S. durable-goods orders rose 5.3% month-over-month in November, following a revised 2.1% decline in October, exceeding market estimates of a 3.7% increase [3] Sector Performance - Most sectors on the S&P 500 closed positively, with communication services, information technology, and utilities stocks recording the biggest gains, while consumer discretionary and consumer staples stocks closed lower [4]

Core Viewpoint - U.S. stock futures are mixed, with several companies expected to report earnings that may attract investor attention today [1] Group 1: Earnings Reports - General Motors Co (NYSE:GM) is expected to report quarterly earnings of $2.20 per share on revenue of $45.80 billion, with shares falling 0.5% to $79.05 in after-hours trading [1] - W R Berkley Corp (NYSE:WRB) reported quarterly earnings of $1.13 per share, meeting analyst expectations, while sales of $3.721 billion exceeded estimates of $3.661 billion, leading to a 1.2% increase in shares to $67.71 [1] - Boeing Co (NYSE:BA) is anticipated to post a quarterly loss of 39 cents per share on revenue of $22.47 billion, with shares rising 0.1% to $248.52 in after-hours trading [1] - Nucor Corp (NYSE:NUE) reported quarterly earnings of $1.73 per share, missing the consensus estimate of $1.91 per share, and sales of $7.687 billion also fell short of the $7.868 billion estimate, resulting in a 3.1% decline in shares to $172.13 [1] - UnitedHealth Group Inc (NYSE:UNH) is expected to report quarterly earnings of $2.10 per share on revenue of $113.82 billion, with shares dropping 8.7% to $321.22 in after-hours trading [1]

General Motors Company (NYSE:GM) will release earnings for the fourth quarter before the opening bell on Tuesday, Jan. 27.Analysts expect the company to report fourth-quarter earnings of $2.24 per share. That's up from $1.92 per share in the year-ago period. The consensus estimate for GM’s quarterly revenue is $45.79 billion (it reported $47.7 billion last year), according to Benzinga Pro.The company has beaten analyst revenue estimates for 14 straight quarters.Shares of General Motors fell 0.3% to close at ...

General Motors Company (NYSE:GM) will release earnings for the fourth quarter before the opening bell on Tuesday, Jan. 27.Analysts expect the company to report fourth-quarter earnings of $2.24 per share. That's up from $1.92 per share in the year-ago period. The consensus estimate for GM’s quarterly revenue is $45.79 billion (it reported $47.7 billion last year), according to Benzinga Pro.The company has beaten analyst revenue estimates for 14 straight quarters.Shares of General Motors fell 0.3% to close at ...

Market Overview - Saira Malik, Nuveen CIO, believes that earnings will drive the market forward in 2026, projecting a growth rate of over 10 percent, but warns that premium valuations may lead to volatility [1] - The market is currently experiencing a tug of war between macro and micro factors, with geopolitical tensions, Fed policy, and corporate earnings being the three key issues [1] Sector Insights - Significant growth in aggregate dollars is still concentrated in large tech firms, with tech earnings expected to be double those of the average S&P 500 company this year [2] - Malik favors materials and industrials as secondary plays behind tech, while expressing skepticism towards consumer staples due to their lack of earnings growth unless in a recession [2] - Utilities are identified as a preferred defensive play amidst ongoing policy-related noise [2] Company Analysis: Antero Resources Corporation (NYSE:AR) - Antero Resources is highlighted as one of the best inexpensive stocks to buy, with 70 hedge fund holders [7] - Barclays lowered its price target for Antero Resources to $41 from $46, maintaining an Equal Weight rating, while noting the upstream industry's strategy of returning cash to shareholders remains durable [8] - Bank of America reduced its price target for Antero Resources to $39 from $47, citing risks of market oversupply by 2027 and applying an average 12% reduction to price objectives across the gas-focused E&P sector [10] Company Analysis: General Motors Company (NYSE:GM) - General Motors is also listed as one of the best inexpensive stocks to buy, with 71 hedge fund holders [12] - JPMorgan raised its price target for General Motors to $100 from $85, citing strengthening global production and billion-dollar tailwinds from the elimination of federal penalties related to fuel economy standards [12] - Goldman Sachs increased its price target for General Motors to $98 from $93 based on recent automotive sales data and positive supplier commentary [13] - HSBC raised its price target for General Motors to $75 from $48, indicating a more predictable year for automobile manufacturers in 2026 [14]

Core Viewpoint - General Motors is expected to report a decline in revenue for the fourth quarter while showing an increase in adjusted earnings per share, indicating a mixed financial performance [1]. Financial Performance - GM's fourth-quarter revenue is projected at $45.8 billion, reflecting a 4% decline compared to the previous year [1][6]. - The company anticipates a net loss attributable to stockholders of approximately $3 billion for the fourth quarter of 2024 [2]. - Adjusted earnings before interest and taxes are expected to be $2.5 billion [2]. - Adjusted earnings per share are forecasted to be $2.20 [6]. Special Charges and Guidance - GM is expected to incur $7.1 billion in special charges for the fourth quarter of 2025 due to its pullback in electric vehicles and restructuring efforts in China [2]. - The special charges will affect net income but will not impact adjusted results [2]. - CEO Mary Barra has indicated that 2026 is expected to be better than 2025, with guidance for adjusted earnings before interest and taxes between $12 billion and $13 billion for 2025 [3]. - Adjusted automotive free cash flow is projected to be between $10 billion and $11 billion, an increase from the previous estimate of $7.5 billion to $10 billion [3]. Earnings Conference Call - GM executives will conduct an earnings conference call at 8:30 a.m. EST to discuss the results and outlook [4].

Ford and General Motors are in negotiations with bankrupt car parts supplier First Brands Group over a potential financing package to keep the Ohio-based company operating during its Chapter 11... ...