General Motors (GM) Stock Forecast & Price Target

General Motors Co. reported a 2.6% year-over-year increase in net sales for the 12 months ending September 2025, reaching $187.4 billion, propelled by strong demand for full-size pickups and SUVs, in addition to contributions from new electric vehicle launches. The company achieved a significant milestone by delivering 1.56 million vehicles globally, representing a 7.5% increase year-over-year, while its domestic market share rose to 17%, the highest since 2017. Furthermore, GM's operating efficiency is evidenced by an 11.6% rise in EBITDAR to $28.8 billion, with additional growth anticipated, indicating robust financial health and operational performance.

General Motors Co. faces significant challenges that contribute to a negative outlook on its stock, notably stemming from a weaker macroeconomic environment which could adversely affect its profits and cash flow. Supply chain disruptions pose a risk to volume expectations, while the transition to electric vehicles (EVs) and autonomous vehicles (AVs) is projected to incur higher costs than anticipated, thereby pressuring the company’s margins. Additionally, ongoing tariff-related expenses estimated to impact earnings before interest and taxes (EBIT) could further strain financial performance, with a projected downside scenario estimating 2026 earnings per share (EPS) to be approximately 25% below base case forecasts.