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GMGM

General Motors Company

$GM·$74B·Auto - Manufacturers·Consumer Cyclical
$83.96+0.4%YTD+3.2%1Y+46.4%
Price updated 1d ago·X counts updated 6d ago
GMGM
$GMGeneral Motors Company
$83.96+0.36%3.2k posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

3,210X posts · last 7 days
Sep 30Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-10-02

The $GM feed splits — bulls on the stock cheer Trump name-dropping GM, Ford and Stellantis while ending Biden's EV mandate, invoking the "remember what happened with Dell/Lilly/Nokia/Micron last time" pattern. In parallel, the $GM memecoin on GM-onchain is sitting at $3.5M MC with a user single-handedly pumping $1M in MC through 1 ETH. Both strands lean bullish and no bear voice emerges.

Read what X is saying about $GM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-02

Catching its breath after a run — could pick back up or fade from here.

GM caught the EV-mandate-rollback shoutout — but Q3 US sales just fell 5.5% and the chart is pulling back.

General Motors is the Detroit Three automaker with the strongest truck franchise (Silverado, Sierra) and Cadillac luxury — plus a slower-than-planned EV pivot. The stock is flat YTD after a 29% TTM run, cooling below the 50-day as Q3 sales landed soft and Asian OEMs keep taking share.

  • The P&L is actually fine for a cyclical: revenue down 0.9% YoY to $43.6B last quarter at a 6.7% operating margin and EPS $2.84 — the margin expansion from mix shift to trucks is real, but revenue decline shows the EV side still a drag.
  • Q3 US sales fell 5.5% (announced Sep 29) — the kind of print that gives Detroit Three bears the "losing to Asian rivals" headline, consistent with the softening Trucks market tells.
  • At 0.4x sales and ~30x earnings (EV-impaired), GM is cheap on sales but the earnings quality is still mixed; the Procura Auto Parts IPU payment facility (Aug 7) is capital-structure-neutral working capital, not a signal.

Cooling holds unless Oct 20 earnings re-accelerate truck segment profitability and management guides into FY27 with specific EV-loss narrowing timelines. A soft truck ASP print, or widening Model e losses, is what tips this toward breaking-down; a Trump-tariff-plus-EV-mandate-rollback narrative conversion into tangible EBITDA guidance is what restarts the move.

Agrees with X sentimentX bulls on the Trump shoutout and the Dell/Micron/Nokia/Eli Lilly precedent have a real narrative catalyst — but Q3 US sales down 5.5% is the honest counter, and the Ink Chain GM memecoin is unrelated noise. The post-shoutout trade has mechanics behind it only if Oct 20 confirms.

What to watch: Oct 20 earnings — truck segment profit, EV segment loss trajectory, FY27 margin guide, and any specific Model e exit timeline. A soft truck print or widening EV losses is what seals the cooling tape lower.

On the calendar: 2026-10-20 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — Tesla remains the autonomous and robotaxi thesis vehicle while legacy OEMs navigate tariff cost structures and margin-dilutive EV transitions.

What this means for $GM

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

Industry benchmark

16-name peer basket
-31.8%YTD
-38.1%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 $3.70

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 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$185.6B$184.1B – $186.4B$13.54$13.27 – $13.9513
FY27$189.8B$188.0B – $193.5B$15.25$13.89 – $16.5413
FY28$194.4B$185.4B – $206.1B$16.85$13.50 – $18.9512
FY29$196.6B$191.6B – $204.2B$19.07$18.44 – $20.0310
FY30$206.2B$201.0B – $214.2B$19.25$18.61 – $20.216

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.1.0×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.77%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.-0.5%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.+4.1%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
Free, forever. No credit card.

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 other (2 10-Qs · 2 earnings 8-Ks · 1 S-8 · 1 SD) in window

Recent news

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

Q3 Earnings Season Preview: Revenue Beats Lag, Multi-Sector Momentum Holdszacks.com·1d agoFord Rises 2%, General Motors and Stellantis Edge Higher While Stock Market Sells Off247wallst.com·1d agoQ3 Auto Earnings Preview: 4 Stocks Set to Beat Estimateszacks.com·2d agoFirst Week of Q3 Earnings in the Bookszacks.com·2d agoGeneral Motors Q3 Preview: Can Detroit's Beat Machine Keep Rolling?benzinga.com·2d 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 · last 7 days

No standout posts about $GM on X in the 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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