General Motors (GM) News Today

General Motors Company (NYSE: GM) shares are trading higher as investors respond to a bullish Jefferies upgrade, stronger earnings expectations and confidence in the automaker’s improving cash generation. GM is also near the upper end of its 52-week range, reflecting renewed investor momentum following its latest quarterly results.

• Positive Sentiment: Jefferies upgraded GM to Buy from Hold and raised its price target to $99 from $90. The firm increased its 2026–2028 earnings estimates by approximately 6%, citing greater confidence in GM’s long-term profitability and free-cash-flow outlook. General Motors stock rises 3%: why the stock is a top pick for this analyst
• Positive Sentiment: GM’s recent quarterly performance strengthened the bullish case: earnings of $3.57 per share exceeded the $3.19 consensus estimate, while revenue reached $48.03 billion versus expectations of $47.01 billion. Revenue increased year over year, supported by steady vehicle pricing and strong truck sales.
• Positive Sentiment: The automaker raised its full-year profit outlook, reinforcing expectations that earnings and free cash flow can improve through 2027. Analysts currently expect GM to report approximately $13.23 in earnings per share for the year.
• Positive Sentiment: Jefferies also pointed to progress in addressing operational challenges and improving capital allocation. The broader North American auto market was described as favorable for GM and Ford, supporting the sector’s near-term outlook. Ford and GM upgraded by Jefferies on improving outlooks, stronger cash generation
• Neutral Sentiment: Investor attention is also focused on the auto industry’s electric-vehicle demand. Reports indicate that Chevrolet Equinox EV sales are weakening, although GM reportedly has plans to respond. Continued EV softness remains an important risk to monitor.
• Neutral Sentiment: Commentary describing GM as a strong momentum stock and a heavily watched name may be supporting trading interest, but does not represent a fundamental change in the company’s outlook.