TickerTalks
Browse all tickers →
TickerTalks›$GM
GMGM

General Motors Company

$GM·$79B·Auto - Manufacturers·Consumer Cyclical
$84.29-1.3%YTD+3.5%1Y+44.2%
Price updated 15h ago·X counts updated 4d ago
GMGM
$GMGeneral Motors Company
$84.29-1.27%370 posts1×
AI analysisFundamentalsVoices on X
Loading…

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.

370X posts · last 7 days
Aug 31Sep 13
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.

Mixed sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

General Motors chatter is thin, mainly a market-cap comparison versus Tesla (GM $79B vs Tesla $1.39T) and a chart-play mention. Crypto-side 'GM' token discussion runs in parallel; the equity signal is neutral-to-mildly-directional.

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
Free, forever. No credit card.

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 numbersAcceleratingAI verdict · as of 2026-09-16

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

GM at 6x forward EPS with a 17% FCF yield — the boring bull-case that keeps working.

General Motors is the American full-line automaker — Silverado, Tahoe, Cadillac plus a still-scaling EV portfolio. It has quietly become one of the best-performing large-cap value names of the year while everyone watched Tesla.

  • The earnings mechanics are unusual for the sector: FY26 EPS consensus of $13.45 anchors a ~6x forward multiple, and the last four EPS surprises beat by 12–42% — an automaker consistently beating by double digits at a mid-single-digit multiple is the specific setup where a rerate from 6x to 8x is possible without heroic assumptions.
  • The free-cash-flow yield does the differentiating: 17% FCF yield with a repeatable buyback + dividend, on top of an ICE portfolio that is still producing near-record truck profits — that's what the market pays a growth multiple for elsewhere but a value multiple here, which is the discount worth watching.
  • The tape is quietly at 83% of the 52-week range, 1% above the 50-day, 6% above the 200-day, volume 1.1x — this is not a chart yelling for attention; it's a boring compounder-flavored cyclical that has grinded 45% higher in a year without a fanfare, and today's -2% pullback is normal.

A next leg needs Oct 20 to show truck margins holding above 12% and EV losses narrowing further. A truck-margin miss or a Chinese-JV write-down is what would stall this.

What to watch: Oct 20 Q3 print — truck-segment margin, EV segment losses, and FY27 guide. Truck margin above 12% and narrower EV losses extends the run; a truck-margin miss or a China write-down is what stalls it.

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

cheap multiplehigh fcf yieldbuyback active

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
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

JPMorgan's robotaxi note shows cash flows concentrating at TSLA equity rather than a public network; Goldman's 6.5M humanoid robot forecast doubles down on Tesla as the multi-platform beneficiary of autonomous buildout. Legacy OEMs remain caught between tariff cost structures and margin-dilutive EV scale-up while Chinese brands (BYD, NIO) continue compressing mid-market pricing.

What this means for $GM

Partial — Cruise AV unit and Ultium EV platform are GM's multi-platform plays, but tariff-exposed North American ICE margin funds a still-burning EV capex commitment with no near-term robotaxi monetisation.

Industry benchmark

14-name peer basket
-24.5%YTD
-30.9%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 $3.55

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 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$185.7B$184.0B – $187.1B$13.45$12.62 – $14.0615
FY27$190.0B$187.6B – $193.3B$15.04$13.74 – $16.3715
FY28$194.7B$185.5B – $206.2B$16.21$13.03 – $18.3013
FY29$196.6B$191.5B – $204.2B$15.97$15.43 – $16.7711
FY30$206.2B$200.8B – $214.1B$14.81$14.30 – $15.556

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.1.1×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.80%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.-0.3%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.+4.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 876.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β1.325-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

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-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.

Automotive ETFs in Spotlight as Hybrid Cars Take Center Stagezacks.com·1d agoGM's EV-first bet leaves it on sidelines of US hybrid boomreuters.com·1d agoGeneral Motors (GM) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·2d agoGeneral Motors Sees Q3 on Track as Truck Launch, Digital Growth Fuel 2027 Outlookmarketbeat.com·2d agoGeneral Motors Company (GM) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcriptseekingalpha.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.

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

PrivacyTermsSupport