General Motors (GM) is scheduled to report its earnings for the fourth quarter on Tuesday, before market open.
Wall Street expects the automaker to post EPS of about $2.26, up 17.7% year over year, on revenue of $46.04B, down 3.5% year over year.
General Motors has navigated a volatile stretch marked by shifting EV strategy, policy reversals, and uneven market sentiment. Through late 2025, the automaker reported solid financial performance, beating quarterly earnings expectations, raising full-year guidance, and extending gains in U.S. market share, even as it took charges tied to a slower-than-expected EV rollout.
GM moved to cut costs by idling battery plants, reducing salaried staff, and shelving smaller EV initiatives, while doubling down on selective launches such as the return of the Chevy Bolt and new autonomous and software features.
The company also worked to mitigate tariff exposure, reconfigure China-linked supply chains, and secure U.S. sources of critical materials. These moves unfolded against a broader backdrop of easing fuel-economy rules, a partial rollback of Europe’s ICE ban, and renewed political scrutiny of clean-energy subsidies, all of which contributed to a recalibration of the pace and economics of the industry’s transition to electric vehicles.
According to Seeking Alpha’s Quant rating system, GM is rated with a Strong Buy, with a score of 4.79 out of 5, with grades of A+ in profitability and an A in momentum.
BNP Paribas raised its price target to $95, citing expectations of stronger execution, market share gains, and free cash flow driving outperformance in 2026. The firm lifted its 2026 and 2027 EBIT forecasts by 5% and sees GM deploying about $6 billion in share buybacks despite cash outflows tied to EV and China restructuring.
It expects lower warranty and regulatory costs, pricing gains, and reduced Korea duties to more than offset higher input costs, and argues the stock’s valuation discount underestimates GM’s buyback capacity.
Over the last two years, GM has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time.
Over the past three months, EPS estimates have seen nine upward revisions and three downward revisions. Revenue estimates have seen four upward revisions and three downward revisions.