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GMGM

General Motors Company

$GM·$79B·Auto - Manufacturers·Consumer Cyclical
$84.87-0.9%YTD+8.5%1Y+46.3%
Mentions · last 7 days
2026-08-23: 49 posts2026-08-24: 70 posts409
Price updated 2h ago·X counts updated 9d ago
GMGM
$GMGeneral Motors Company
$84.87-0.89%409 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-09-02

The move is getting stronger, with heavier trading behind it.

Detroit truck-and-SUV maker running to 52-week-range highs on a Q2 beat and a policy tailwind.

General Motors is the largest US-based automaker, anchored by Silverado and Sierra pickups plus a Cadillac EV lineup and Cruise autonomy. The stock has quietly rebuilt through 2026 and is now firmly at the higher end of its 52-week range.

  • The Q2 print did the job: EPS of $3.57 beat the $3.19 estimate by 12% on $48B of revenue, and analysts have FY26 EPS at ~$13.48 climbing toward ~$15.04 in FY27 — the earnings power is real and the buyback is compounding it.
  • The policy tailwind is specific: Transportation Secretary Duffy signaled sharply reduced fuel-economy standards, which reduces the pressure on GM's electrification capex and lets the profitable ICE truck franchise run longer than the base plan assumed.
  • The Canadian production plan cuts both ways: a $791M investment in Ontario factories and adding Sierra pickup assembly is a real long-term commitment, but 50% Canada tariffs on Silverado and other cross-border models would directly hit truck margins — the same policy is both tailwind and tail-risk.
  • The valuation is cheap on the cash generation: a 29.7x trailing P/E, 0.40x price-to-sales and a 16.9% free-cash-flow yield means every dollar of the current price is anchored by real cash, not a forward story.

Extending the move needs the October 20 print to confirm the FY guide holding against a $3.57 next-quarter EPS bar plus commentary on the Canada-tariff exposure — that keeps the tape running toward the $100 chart target the bulls are pointing at; a Silverado-tariff escalation, or a Cruise-related setback, is what would end the acceleration.

Agrees with X sentimentAgree with the equity bulls on the $100 target framing and the reduced fuel-economy tailwind — those are real datapoints — while the Canada-tariff overhang is a legitimate tail risk. The memecoin thread sharing the ticker is not the equity signal.

What to watch: October 20 earnings for FY guide and Canada-tariff commentary; a Silverado tariff escalation or a Cruise setback ends the acceleration.

On the calendar: 2026-10-20 — Q3 earnings

fuel economy tailwindcanada tariff riskcheap multiplesentiment mixed

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠19 posts analyzed · as of 2026-09-01 · top-engagement diverged

The stream is genuinely divided between General Motors equity coverage and a Solana/Robinhood-chain 'Get Money' memecoin sharing the ticker. GM equity discussion is modestly bullish: a chart flag targets $100, Trump talked up reviving American automakers, and Transportation Secretary Duffy signaled sharply reduced fuel-economy standards, though 50% Canada tariffs on Silverado/RAV4/CR-V production remain an overhang. Memecoin posters relentlessly shill 'gm stands for get money,' celebrate 15K to 550K-plus market caps and pitch Robinhood ties. Sentiment collides across two unrelated conversations.

Read the AI verdict + X sentiment for $GM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Detroit automaker making trucks, SUVs, and EVs (Chevy, GMC, Cadillac) with autonomous vehicle unit Cruise.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Manufacturers sits in its cycle right now — and what that implies for $GM.

Auto - Manufacturers · Consumer Cyclical

EV adoption curve uncertainty and tariff-driven cost structures weigh on margins; OEMs are caught between legacy ICE profitability and EV capital commitments that haven't yet scaled. China competition in EV is the structural headwind — pricing pressure on volume is not abating.

What this means for $GM

Partial — insurance earnings follow combined ratio and investment income dynamics, partially correlated to industry macro; General Motors Company, a prominent global automotive enterprise, is engaged in .

Industry benchmark

15-name peer basket
-20.0%YTD
-19.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
29.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
16.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
6.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 21, 2026$3.57$3.19+11.9%
Q1 2026Apr 28, 2026$3.70$2.61+41.8%
Q4 2025Jan 27, 2026$2.51$2.26+11.1%
Q3 2025Oct 21, 2025$2.80$2.29+22.3%
Next earningsTue, Oct 20·consensus EPS $3.57

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$43.6B-0.9%11.5%6.7%$2.84$1.4B
Q4 FY25$45.3B-5.1%-2.5%-8.1%$-3.60$5.7B
Q3 FY25$48.6B-0.3%6.4%2.2%$1.37$5.0B
Q2 FY25$47.1B-1.8%9.1%4.5%$1.94$392.0M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$185.6B$182.6B – $187.2B$13.48$12.69 – $14.1517
FY27$190.9B$187.5B – $201.1B$15.04$12.84 – $16.4417
FY28$194.9B$186.3B – $207.0B$16.21$11.89 – $20.8114
FY29$196.7B$191.2B – $205.3B$16.65$16.04 – $17.609
FY30$206.2B$200.4B – $215.2B$14.81$14.27 – $15.6513

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.83%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 3Dixton Grant MichaelPresident40.0K sh$3.5MSellJul 28Christopher HattoPresident6.9K sh$621KSellJul 28Mark L ReussPresident71.1K sh$6.4MSellJul 28Mary T BarraCEO157.0K sh$14.2MSellJul 27Rory HarveyPresident8.9K sh$772KSellJul 27Mary T BarraCEO104.4K sh$8.9MSellJun 16Mary T BarraCEO8.9K sh$757KSellJun 9Mary T BarraCEO20.6K sh$1.7MSellMay 29Mary T BarraCEO23.0K sh$2.0MSellMay 28Christopher HattoPresident6.9K sh$586K
1–10 of 17
+ 13 other (11 exempts · 2 inkinds) in window

See when $GM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 118-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

General Motors (GM) entered into a Master IPU Agreement on August 7, 2026 with Procura Auto Parts LLC as Paying Agent, through which GM will issue irrevocable payment undertakings (IPUs) to allow suppliers to receive early payment. This is a supply chain financing program that supports GM's supplier ecosystem.

8-KOfficer or director changeJun 48-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

GM (GM) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an equity incentive plan. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KOfficer or director changeMay 268-K — Item 5.02: Officer or director change
AI summary

GM (GM) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in CTO. Individuals named in the filing include General Motors, Employer Identification. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KMaterial agreementMar 238-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 12 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

General Motors vs. Tesla: Comparing Revenue Growth Trajectories Between These Automotive Giantsfool.com·2d agoIs General Motors a Buy After Its C$1B+ Canadian Investment Pledge?zacks.com·2d agoGM's Canadian workers approve deal adding truck to Ontario plant amid US trade warreuters.com·3d agoGM union deal would invest $791.3M in Canadian auto factories amid US tariff pressurenypost.com·3d agoGM deal with workers would add Sierra pickup assembly to Canadian plant despite US tariff threatreuters.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on XEVs & Autonomous Vehicles

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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