GEN MOTORS CORP

GM

Drivers still largely pay a premium for electric vehicles, in part because they're still costly for most companies to make.

U.S. President Donald Trump on Friday signed orders approving significant tariff relief for U.S. auto and engine production and setting new 25% tariffs on imported medium- and heavy-duty trucks and parts starting November 1.

General Motors (GM) is targeting a return to 8-10% adjusted EBIT margin, with current margin depressed by tariffs and macro headwinds. GM has outperformed peers in sales growth, market share, and cost management, but near-term risks and uncertainty justify a hold rating. Tariffs and a weakening consumer pose ongoing risks, but GM's resilience, pricing power, and ICE strategy offer long-term upside potential.

General Motors Company (NYSE:GM) is revving up attention as momentum builds across EVs and its stalwart trucks.

Big bank earnings impressed, with WFC, MS, C, and BAC posting strong results, while regional banks like ZION and WAL faced notable setbacks. AI enthusiasm is spreading beyond core tech, boosting stocks like WMT and CAT, but valuation concerns and bubble fears persist.

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Both GM and Ford have beaten the market this year — but with Q3 earnings ahead, investors should ask which automaker's momentum is real and which is fueled by short-term hype. Tariffs, EV losses, and shrinking margins are back in the spotlight. I break down which company can still protect profits as policy and input costs bite. GM's mix and pricing discipline meet Ford's Pro-driven model. I compare their Q3 setup and reveal which stock I'm backing before results hit the tape.

General Motors Company (NYSE:GM) will report its third quarter earnings next Tuesday before markets open, with Wedbush analysts expecting the automaker to deliver solid revenue for the period despite challenges in its EV business and tariff costs.  They project Q3 revenue of $45 billion, pointing to strength across GM's electric vehicle (EV) and internal combustion engine (ICE) segments.

Get a deeper insight into the potential performance of General Motors (GM) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

The Trump administration owns part of MP Materials Corp. (NYSE: MP), the rare earth provider, and Intel Corp.