General Motors (GM) News Today

General Motors Company (NYSE: GM) shares have declined amid tariff‐related profit headwinds despite an earnings beat and strong EV guidance.

• Positive Sentiment: GM topped Q2 EPS and revenue estimates with adjusted EPS of $2.53 versus $2.52 expected and revenue of $47.12 billion beating $45.87 billion MarketBeat: Shares Gap Down – Here’s What Happened
• Positive Sentiment: GM reaffirmed its full-year guidance and declared a quarterly dividend of $0.15, underscoring management’s confidence in the outlook PR Newswire: GM Declares Quarterly Dividend
• Positive Sentiment: Benchmark upgraded GM to a strong-buy with a $65 price target and JPMorgan raised its target to $60 with an overweight rating, signaling analyst optimism American Banking & News: New Price Target
• Neutral Sentiment: CFO asserts GM will not raise car prices to pass through tariff costs, aiming to protect demand Kiplinger: CFO on Pricing
• Neutral Sentiment: GM Financial reported Q2 net income of $510 million versus $610 million year-ago, with retail loan originations steady at $9.5 billion BusinessWire: GM Financial Q2 Results
• Neutral Sentiment: Management emphasized EVs as its “North Star,” underlining a strategic pivot to challenge Tesla and drive long-term growth CNBC: EVs Are GM’s North Star
• Negative Sentiment: New tariffs shaved approximately $1.1 billion from Q2 adjusted EBIT, contributing to a 32–35% profit decline and raising margin concerns MSN: Profit Shrinks After Tariff Hit
• Negative Sentiment: Analysts warn of a larger tariff headwind in H2, stoking fears of further margin erosion Investopedia: Larger Tariff Hit Ahead
• Negative Sentiment: Shares extended losses today, falling over 7% as investors reacted to tariff pressures and profit compression Proactive Investors: Shares Fall After Tariff Hit
• Negative Sentiment: Barron’s warns GM’s North American margins, down to 4.8%, pose a warning sign ahead of an August tariff deadline Barron’s: Earnings Warning Sign