General Motors (NYSE:GM) Issues FY 2026 Earnings Guidance

Key Points

• FY 2026 EPS guidance of 10.620–12.620 was issued, which is below the consensus estimate of about 12.29, suggesting more conservative full‑year expectations.
• Q1 results beat on EPS (reported $2.51 vs. $2.26 expected) with core profit up ~22% and a roughly $0.5B tariff adjustment that helped lift full‑year EBIT‑adjusted guidance.
• The Board approved a $6.00 billion share repurchase program (up to ~8.1% of shares), a signal the company believes the stock may be undervalued.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 10.620-12.620 for the period, compared to the consensus EPS estimate of 12.290. The company issued revenue guidance of -.

General Motors Stock Performance

Shares of GM stock opened at $77.92 on Tuesday. The stock has a market cap of $70.44 billion, a P/E ratio of 25.89, a P/E/G ratio of 0.43 and a beta of 1.34. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. The company has a fifty day moving average price of $76.78 and a two-hundred day moving average price of $76.12. General Motors has a one year low of $44.72 and a one year high of $87.62.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last announced its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS for the quarter, beating analysts' consensus estimates of $2.26 by $0.25. The firm had revenue of $45.29 billion during the quarter, compared to analysts' expectations of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The company's revenue for the quarter was down 5.1% compared to the same quarter last year. During the same quarter last year, the company posted $1.92 earnings per share. As a group, equities analysts predict that General Motors will post 12.43 EPS for the current year.

General Motors announced that its Board of Directors has approved a share repurchase plan on Tuesday, January 27th that permits the company to repurchase $6.00 billion in shares. This repurchase authorization permits the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company's board of directors believes its stock is undervalued.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on GM shares. HSBC increased their price objective on shares of General Motors from $48.00 to $75.00 and gave the company a "hold" rating in a research report on Tuesday, January 13th. TD Cowen reissued a "buy" rating on shares of General Motors in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft raised shares of General Motors from a "hold" rating to a "buy" rating and increased their price objective for the company from $83.00 to $90.00 in a research report on Tuesday, April 14th. Morgan Stanley reissued an "overweight" rating and issued a $100.00 price objective on shares of General Motors in a research report on Wednesday, January 28th. Finally, DZ Bank raised shares of General Motors from a "hold" rating to a "buy" rating and set a $98.00 price objective on the stock in a research report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $91.25.

General Motors News Summary

Here are the key news stories impacting General Motors this week:

• Positive Sentiment: Q1 results beat and tariff windfall: GM reported solid Q1 results (EBIT‑adjusted $4.3B; net income $2.6B), declared a quarterly dividend, and raised full‑year EBIT‑adjusted guidance after a favorable ~$0.5B adjustment tied to a Supreme Court tariff decision, supporting near‑term profitability. GM releases 2026 first-quarter results, declares quarterly dividend
• Positive Sentiment: Core profit and guidance lift: GM posted a ~22% rise in first‑quarter core profit and lifted its full‑year earnings outlook, driven by strong U.S. truck sales and the expected tariff refund. GM's core profit rises 22% on strong US truck sales
• Positive Sentiment: GM Financial performance steady: GM Financial reported $514M in Q1 net income and healthy retail loan originations (~$8.3B), a modest improvement year‑over‑quarter that supports GM’s captive‑finance contribution. GM Financial Reports First Quarter 2026 Operating Results
• Neutral Sentiment: Analyst views mixed ahead of earnings: Analysts were split heading into Q1 — many expecting a beat but flagging margin pressure from tariffs and consumer weakness as risks. General Motors stock analysts have mixed takes ahead of Q1 earnings
• Neutral Sentiment: Unusual options activity: Large call buying was observed, suggesting some traders are positioning for upside post‑earnings, but this is speculative and not a directional certainty.
• Negative Sentiment: FY‑2026 EPS guide below consensus: Management updated FY‑2026 EPS guidance to a range of 10.620–12.620, versus the consensus ~12.29, which may pressure the stock as it signals more conservative full‑year expectations despite the tariff benefit.
• Negative Sentiment: Insider selling: Reports of notable insider stock disposals over the past year add a possible negative signal for sentiment. Possible Bearish Signals With General Motors Insiders Disposing Stock

Hedge Funds Weigh In On General Motors

Hedge funds have recently bought and sold shares of the business. Kemnay Advisory Services Inc. bought a new position in General Motors during the fourth quarter worth about $30,000. Ameriflex Group Inc. increased its position in General Motors by 2,483.3% during the fourth quarter. Ameriflex Group Inc. now owns 465 shares of the auto manufacturer's stock worth $38,000 after acquiring an additional 447 shares during the period. Kelleher Financial Advisors bought a new position in General Motors during the third quarter worth about $29,000. JPL Wealth Management LLC bought a new position in General Motors during the third quarter worth about $32,000. Finally, Mcguire Capital Advisors Inc. bought a new position in General Motors during the fourth quarter worth about $44,000. 92.67% of the stock is owned by institutional investors.

About General Motors

General Motors Company NYSE: GM is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world's largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM's operations encompass vehicle financing, connected services and advanced mobility initiatives.

GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.

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