General Motors (GM) News Today

General Motors Company (GM) — shares are trading higher on a mix of bullish analyst moves, upbeat guidance and product announcements, with some offsetting operational and regulatory headlines.

• Positive Sentiment: Analysts raised forecasts and ratings—Citigroup bumped its price target to $86 (buy) and Wedbush lifted FY2025–FY2026 EPS estimates and reiterated Outperform, supporting upside expectations. General Motors (NYSE:GM) Price Target Raised to $86.00
• Positive Sentiment: Company momentum after strong earnings and a raised profit outlook — GM rolled out new AI driving features and product plans (eyes‑off driving, Gemini integration) that investors view as differentiation for future growth. Why General Motors (GM) Is Up 16.6% After Raising Profit Outlook and Unveiling New AI Features
• Positive Sentiment: Cost actions: GM announced layoffs/restructuring of design and CAD teams to boost profitability — investors often see targeted white‑collar cuts as margin improvement drivers. GM lays off more than 200 salaried workers in latest round of job cuts
• Neutral Sentiment: Broader sector tailwinds: auto stocks are rallying as sales and policy shifts bolster demand — helps GM but is market‑wide. Auto Stocks Surge as Carmakers Navigate Policy Shifts with 'Robust' Sales
• Neutral Sentiment: Product strategy shift — GM plans to phase out Apple CarPlay/Android Auto in favor of its own software (Gemini AI). This could improve software monetization but risks customer friction during transition. General Motors To Fully Ditch Apple CarPlay, Android Auto
• Negative Sentiment: Regulatory/trade headwind: Canada is capping tariff‑free imports of U.S.‑made vehicles for GM, which could raise costs or complicate pricing for certain models. Canada caps how many US-made vehicles Stellantis and GM can import tariff-free, CBC reports
• Negative Sentiment: Operational/PR hit: a four‑alarm fire at GM's Pasadena design facility reportedly destroyed concept cars — potential asset loss and negative attention. Burning Concept Car Sets Off Four-Alarm Fire At GM's Pasadena Design Center
• Negative Sentiment: Governance & insider signals: an investor‑rights firm is probing officers/directors and GM disclosed a large insider sale by President Mark Reuss—both can weigh on sentiment if they raise governance concerns. SEC Form 4 — Mark L. Reuss sale Halper Sadeh LLC investor notice

Bottom line: bullish analyst revisions, stronger-than-expected results and AI/product announcements are the main drivers pushing GM shares higher; trade rules, a facility fire, insider selling and an investor probe are the main downside risks to monitor.