General Motors Company NYSE:GM Price, Chart, News & Insight

Lockheed Martin and GM Defense Accelerate PAC-3 MSE Component Production

Lockheed Martin said GM Defense delivered the first mission-critical components for the PAC-3 Missile Segment Enhancement interceptor just 22 days after the companies signed a formal contract, highlighting efforts to accelerate U.S. munitions production.

The agreement was signed on August 6, with the first batch of PAC-3 MSE housing components delivered on August 28. Lockheed Martin said components of this type can traditionally take months or even years to produce, making the rapid turnaround a notable example of applying commercial manufacturing practices to defense production.

GM Defense used its advanced casting and machining capabilities to meet military specifications, while Lockheed Martin said the partnership demonstrates how commercial manufacturing capacity can help expand the defense industrial base and improve missile production speed.

The effort comes as Lockheed Martin invests between $8 billion and $9 billion to expand munitions production across the U.S. The company said planned expansions will increase its production and warehousing space for munitions by nearly 50% and support programs including PAC-3 MSE, THAAD and Precision Strike Missile.

Lockheed Martin and GM Defense said they plan to expand the partnership further, applying commercial manufacturing practices across additional munitions and future defense programs.

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The Investor 09-17-26

General Motors Stock Gains in Premarket After Jefferies Upgrades Shares to Buy

General Motors (NYSE: GM) shares rose 1.8% in premarket trading on Monday after Jefferies upgraded the automaker to Buy from Hold and set a $99 price target.

The upgrade signals renewed confidence in GM's outlook following a period of mixed sentiment toward the automotive sector. Jefferies' new price target represents meaningful upside from the stock's previous closing price of $82.59, suggesting the firm sees additional room for appreciation despite ongoing industry challenges.

The bullish rating comes as investors continue to assess the outlook for traditional automakers amid slowing electric vehicle demand growth, evolving trade policies, and a more stable interest rate environment. Analysts have become increasingly focused on companies with strong cash generation, disciplined capital allocation, and resilient North American operations.

GM has continued to benefit from solid profitability in its core pickup truck and SUV businesses while advancing its electric vehicle strategy and autonomous driving initiatives. Investors will be looking for further updates on vehicle demand, pricing trends, and EV margins in the company's upcoming earnings report.

Looking ahead, the Jefferies upgrade could help improve investor sentiment toward General Motors, though broader market attention will remain on second-quarter earnings, U.S. auto sales trends, and management's outlook for the remainder of the year.

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European Investor 07-27-26

General Motors reported first-quarter 2026 results with revenue of $43.6 billion, net income of $2.6 billion, and adjusted EBIT of $4.3 billion.

The company raised its full-year adjusted EBIT guidance to $13.5–$15.5 billion, citing a favorable $0.5 billion impact from a U.S. Supreme Court decision on tariffs. GM now expects total tariff costs of $2.5–$3.5 billion in 2026, lower than previous estimates. However, net income and cash flow guidance were slightly revised downward, while adjusted EPS guidance was increased to $11.50–$13.50.

Separately, GM declared a quarterly dividend of $0.18 per share, payable on June 18, 2026.

Source: General Motors press release

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The Investor 04-28-26

General Motors retained its leadership in the U.S. auto market in the first quarter of 2026, despite a year-over-year decline in overall sales.

The company reported Q1 sales of 626,429 vehicles, down 9.7% compared with the same period last year, largely due to weaker performance earlier in the quarter caused by winter storms and tough comparisons with strong 2025 figures. However, momentum improved significantly in March, helping stabilize results.

GM increased its market share in full-size pickup trucks and maintained its position as the second-largest seller of electric vehicles in the U.S. The company also recorded strong performance across key segments, including a record first-quarter retail share for GMC and a 20% rise in Cadillac electric vehicle sales.

The automaker said it remains well positioned going forward, supported by a broad product portfolio spanning affordable SUVs to premium vehicles, as well as improving showroom traffic and demand.

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European Investor 04-03-26

General Motors reported full-year 2025 net income of $2.7 billion and adjusted EBIT of $12.7 billion, as fourth-quarter results were weighed down by more than $7.2 billion in special charges tied largely to electric vehicle capacity realignments and U.S. policy changes affecting EV incentives and emissions rules.

GM posted a fourth-quarter net loss of $3.3 billion, while adjusted EBIT for the quarter reached $2.8 billion. Automotive operating cash flow for 2025 totaled $18.7 billion and adjusted automotive free cash flow came in at $10.6 billion. For 2026, the company forecast net income of $10.3 billion to $11.7 billion and adjusted EBIT of $13.0 billion to $15.0 billion, signaling expectations for stronger financial performance.

The board approved a 20% increase in the quarterly dividend to $0.18 per share and authorized a new $6.0 billion share repurchase program. GM ended 2025 with 904 million shares outstanding, down from 995 million a year earlier.

Source: General Motors press release, January 27, 2026.

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Global Finance News 02-28-26

GM stock hits all-time high on upbeat results, buyback plan; CFO says stock is 'undervalued'

General Motors continued its strong run of quarterly performance with fourth quarter earnings that topped estimates, as it upped its dividend and instituted a new $6 billion stock buyback plan.

(finance.yahoo.com)

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European Investor 01-27-26

General Motors reported full-year 2025 net income attributable to stockholders of $2.7 billion and EBIT-adjusted results of $12.7 billion, while fourth-quarter net income swung to a $3.3 billion loss due to more than $7.2 billion in special charges. These charges were largely driven by a realignment of electric vehicle capacity and investments, reflecting softer expected EV demand and recent U.S. policy changes, including reduced incentives and relaxed emissions rules.

Alongside results, GM issued 2026 guidance pointing to a sharp earnings rebound, with expected net income of $10.3–$11.7 billion and EBIT-adjusted of $13.0–$15.0 billion. The company also announced enhanced shareholder returns, with its board approving a 20% increase in the quarterly dividend to $0.18 per share and authorizing a new $6.0 billion share repurchase program, underscoring confidence in GM’s cash generation and long-term financial outlook.

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European Investor 01-27-26

GM reports Q4 earnings beat, announces $6 billion stock buyback

General Motors continued its strong run of quarterly performance with fourth quarter earnings that topped estimates, as it upped its dividend and instituted a new $6 billion stock buyback plan.

(finance.yahoo.com)

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WS News 01-27-26

General Motors reported record new energy vehicle (NEV) sales in China in 2025, with deliveries reaching nearly 1 million units and accounting for more than half of the company’s total sales in the country, underscoring the accelerating shift toward electrification.

GM and its joint ventures delivered nearly 1.9 million vehicles in China during 2025, up 2.3% year over year, while NEV sales climbed 22.6%, driving gains in both retail sales and market share. The company said both NEV volume and penetration reached all-time highs, reflecting strong demand across its expanding electrified lineup.

Looking ahead, GM said all new product launches in China in 2026 will include NEV options, with locally developed innovations playing a growing role. Strong performances across brands including Buick, Cadillac, Wuling, and Baojun supported results, with notable growth in premium MPVs, SUVs, and compact electric vehicles. Management said disciplined production, inventory control, and a broad portfolio spanning ICE and NEV models position GM for continued growth in the world’s largest auto market.

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WS Investor 01-08-26

General Motors reported a 6% increase in full-year sales, supported by broad-based strength across its brand portfolio. The automaker maintained its leadership in full-size pickups for a sixth consecutive year, with the Chevrolet Silverado and GMC Sierra posting their strongest combined sales in two decades, while GM also extended its dominance in the full-size SUV segment for a 51st straight year. In electric vehicles, GM ranked as the industry’s second-largest seller in 2025.

All four GM brands recorded growth over the year. GMC achieved a record sales performance for the second year in a row, Cadillac delivered its strongest sales in ten years, Chevrolet SUVs posted their best-ever results, and Buick emerged as one of the fastest-growing mainstream brands in the US market. GM also highlighted strong affordability and fleet performance, selling nearly 700,000 Chevrolet and Buick vehicles priced below $30,000, growing fleet and commercial sales by 8%, and maintaining incentive levels below the industry average.

Despite the solid full-year performance, fourth-quarter sales declined 7% compared with the same period in 2024, reflecting a softer year-end environment. Commenting on the results, Duncan Aldred, GM’s senior vice president and president of North America, said demand remained strong across price points and that the company is well positioned to build on this momentum in the year ahead.

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The Investor 01-05-26

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GM stock hits all-time high on upbeat results, buyback plan; CFO says stock is 'undervalued'

GM reports Q4 earnings beat, announces $6 billion stock buyback

NYSE:GM