TickerTalks
Browse all tickers →
TickerTalks›$GM
GMGM

General Motors Company

$GM·$80B·Auto - Manufacturers·Consumer Cyclical
$88.86+0.5%YTD+8.6%1Y+66.6%
Mentions · last 7 days
2026-07-25: 89 posts2026-07-26: 53 posts2026-07-27: 236 posts2026-07-28: 251 posts2026-07-29: 103 posts2026-07-30: 110 posts2026-07-31: 131 posts976-2%
Price updated 1d ago·X counts updated 1d ago
GMGM
$GMGeneral Motors Company
$88.86+0.52%976 posts-2%
AI analysisFundamentalsVoices on X
Loading…

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 numbersCooling offAI verdict · as of 2026-08-01

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

Q2 beat by 12%, at 92% of the 52-week range — and the CEO plus three other officers just sold ~$28M into the strength.

General Motors is the largest US automaker by units — trucks (GMC, Chevrolet), SUVs, EVs (Chevy Equinox EV, Silverado EV, Cadillac Lyriq), plus a majority stake in autonomous-driving unit Cruise. It just posted a big Q2 beat on July 21 and hit 92% of its 52-week range — with the biggest insider selling in recent memory hitting at the same time.

Where things stand:

  • The Q2 print was strong: EPS $3.57 vs $3.19 consensus (+12% surprise) and revenue of $48B was inline — makes four straight beats (11-42%), so the operating cadence is genuinely improving.
  • The insider selling is the loudest signal in the batch: CEO Mary Barra sold ~$23M across July 27-28 tranches (exercising options at $46.56 and $52.16, then selling at $85-90), COO Mark Reuss sold ~$6.4M, and CTO Sterling Anderson took another $4.4M in F-InKind tax withholdings on options exercise — the cluster is real and hit right into the Q2 strength.
  • The EV strategy is being triaged: management is talking less about EVs (per TechCrunch), pivoting toward affordable-EV scale-downs, defense contracts, and a new in-vehicle AI system launching later this year — the Cruise-autonomous-driving concept has quieted meaningfully.
  • The valuation isn't stretched: 12x trailing PE and 0.4x sales for a business with 17% FCF yield and improving margins is a discount to the S&P and to Ford — but the leverage (2x D/E) is elevated for a cyclical.
  • The Trump-tariff commentary ('saving GM') is a policy tailwind that could evaporate on the next election cycle — a real risk factor for the medium-term thesis.

Next earnings is Oct 20, so the tape trades on monthly auto-sales data, tariff-policy chatter, and any Cruise-autonomous-driving news. What extends the cooling is another cluster of insider selling or a tariff-policy softening; what restarts the trend is a monthly F-Series/Silverado sales beat plus a fresh defense-contract announcement. The insider-selling backdrop tilts the immediate setup bearish.

Differs from X sentimentX's bullish framing on the 'Stage 2 breakout' and Trump-tariff endorsement misses the load-bearing datapoint from this week — CEO Mary Barra just sold $23M of stock into the strength, and three other officers cluster-sold alongside her for a combined ~$34M. Chart posters can call this bullish; officer distribution at ATH-adjacent prices reads the other way.

What to watch: Nothing dated until Oct 20 earnings — the tape trades on monthly auto-sales prints, tariff-policy chatter, and Cruise/AI-system news. What restarts the trend is a monthly F-Series/Silverado sales beat plus a fresh defense-contract announcement; what extends the cooling is more insider selling or a Trump-tariff softening that removes the recent tailwind.

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

post beat coolingcluster insider selltariff tailwindev de emphasis

X sentiment

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

Bullish sentiment46 posts analyzed · as of 2026-07-31

General Motors is one of the auto winners of the rotation. Chart posters describe GM continuing its Stage 2 breakout after earnings while TSLA breaks down. Trump publicly credits tariffs with 'saving General Motors,' and a trade idea for GM $89C 8/14 at $1.60 is being circulated. Fintwit-mockery posts frame GM as one of the 'legacy autos with no future' whose earnings 'no one wants to read' — read as bullish irony. A short attempt at $87.50 exists but is being fought against. There's also a memecoin ($GM 'Get Money' on Robinhood Chain) noise but it doesn't move the equity read.

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
Free, forever. No credit card.

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 — ICE truck and SUV margins remain the profitability floor for legacy OEMs, funding EV transition losses that still drag Ford and Stellantis earnings.

What this means for $GM

Partial — Detroit automaker making trucks, SUVs, and EVs (Chevy, GMC, Cadillac) with autonomous vehicle unit Cruise; partial earnings exposure to auto - manufacturers demand dynamics through its product portfolio.

Industry benchmark

14-name peer basket
-21.7%YTD
-25.2%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 $3.59

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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$185.5B$182.2B – $187.9B$13.33$12.84 – $14.3115
FY27$191.1B$185.8B – $201.7B$14.89$13.05 – $15.7216
FY28$194.9B$186.3B – $207.0B$16.10$11.86 – $20.7613
FY29$196.7B$191.2B – $205.2B$16.65$16.04 – $17.5912
FY30$206.2B$200.4B – $215.1B$14.81$14.27 – $15.646

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.93%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.+10.4%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.+14.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 876.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.315-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellJul 28Mary T BarraCEO157.0K sh$14.2MSellJul 28Christopher HattoPresident6.9K sh$621KSellJul 28Mark L ReussPresident71.1K sh$6.4MSellJul 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 28Rory HarveyPresident9.1K sh$775KSellMay 28Christopher HattoPresident6.9K sh$586K
1–10 of 17
+ 26 other (14 exempts · 8 inkinds · 4 awards) 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-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.

Friday's Final Takeaways: GM Accelerates AI Push, NY Sues Kalshi & SPCX Moon Courseyoutube.com·1d agoGM and Ford are talking less and less about EVstechcrunch.com·1d agoGM to launch new in-vehicle AI system later this yearcnbc.com·2d agoAmerica's Rare Earth Comeback Is Gathering Serious Momentumprnewswire.com·2d agoFord and GM Attempts to Go Beyond Cars Deserve Skepticismwsj.com·2d ago

In themes

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

Trending on XEVs & Autonomous Vehicles

More in Auto - Manufacturers

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$TSLA$LCID$F$NIO$RIVN$XPEV$LVWR$STLA
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.

PrivacyTermsSupport