General Motors (GM) Stock Forecast & Price Target

General Motors Co. reported a 2.6% year-over-year increase in net sales for the 12 months ending September 2025, totaling $187.4 billion, driven by robust demand for full-size pickups and SUVs, along with positive early contributions from new electric vehicle launches. The company achieved a domestic market share of 17%, the highest since 2017, with global vehicle deliveries up by 7.5% year-over-year, highlighting strong operational recovery and efficiency. Additionally, GM's technology-driven revenue, bolstered by a 14% sequential increase in deferred revenue related to OnStar and Super Cruise, positions the company favorably for future growth, with expectations of a further 2.4% sales increase to $191.9 billion over the next 12 months.

General Motors faces a challenging financial outlook due to a weaker-than-expected macro environment, which could adversely affect profits and cash flow. Supply chain issues and the costly transition to electric and autonomous vehicles are also expected to pressure margins, with anticipated lower profits associated with EVs impacting the company’s profitability. Additionally, projected tariff-related costs of $4 billion to $5 billion will weigh on EBIT and free cash flow metrics, even as GM attempts to mitigate these impacts through operational adjustments.