General Motors Company (GM) Stock Price & Analysis
General Motors Company (GM) closed at USD 77.21 on Thursday, October 22, 2026, up 1.45% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 77.21; the Oct 22, 2026 session ranged USD 75.4–78.13 on volume of 7,502,140 shares. Market capitalization is —, with a 52-week range of USD 66.57–91.85 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/GM.md
Latest Earnings Results (GM)
General Motors Company (GM) reported Q3 2026 results on Oct 20, 2026, 7:30:18 AM ET: GAAP EPS $3.73, revenue $50.02B vs. estimate $48.76B (beat). Guidance: The company updated its full-year 2026 guidance for EBIT-adjusted, EPS-diluted-adjusted, and adjusted automotive free cash flow. Source: SEC 8-K filing. Nexqual published it 33 seconds after release. Read the SEC filing.
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q3 2026 | $3.73 (GAAP diluted) | $50.02B | Oct 20, 2026, 7:30:18 AM ET · on Nexqual +33 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (GM)
- Last four reported quarters (through Sep 30, 2026): revenue $187B, net income $3.96B (2.1% margin), free cash flow $14.4B (SEC filings).
- 6 of 80 tracked superinvestors hold GM (13F, Q2 2026): 0 new, 0 added, 4 reduced, 2 unchanged.
- Insider open-market sales, last ~7 months: 13 Form 4 filings, $110M; 0 not under a Rule 10b5-1 plan ($0K); 1 by opportunistic insiders (0 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.88 on a 1–5 scale) (24 analysts), mean target USD 101.22 (range 75–132).
- Total return with dividends: 1Y +16.5% vs S&P 500 +14.9%; 5Y +39.4% vs S&P 500 +80.3%.
- Next earnings: 2026-10-20, EPS estimate USD 2.44, revenue estimate $44.5B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (GM)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $127B | $157B | $172B | $187B | $185B | $187B |
| Gross profit | $26.5B | — | — | — | — | — |
| Operating income | $9.32B | $10.3B | $9.30B | $12.8B | $2.91B | $4.34B |
| Net income | $10.0B | $9.93B | $10.1B | $6.01B | $2.70B | $3.96B |
| EPS (diluted) | $6.70 | $6.13 | $7.32 | $6.37 | $3.27 | — |
| Free cash flow | $7.68B | $6.80B | $9.96B | $9.30B | $17.6B | $14.4B |
| Gross margin | 20.8% | — | — | — | — | — |
| Operating margin | 7.3% | 6.6% | 5.4% | 6.8% | 1.6% | 2.3% |
| Net margin | 7.9% | 6.3% | 5.9% | 3.2% | 1.5% | 2.1% |
| Revenue growth | +3.7% | +23.4% | +9.6% | +9.1% | -1.3% | — |
| Cash + short-term investments | $28.7B | $31.3B | $26.5B | $27.1B | $27.7B | — |
| Total debt | $110B | $116B | $123B | $132B | $132B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Sep 30, 2026) (GM)
P/E at fiscal year-ends: Dec 2025 29.3x, Dec 2024 10.0x, Dec 2023 4.9x.
Superinvestors (SEC 13F-HR, Q2 2026) (GM)
6 of 80 tracked investors hold GM. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Harry Burn | Sound Shore | 2.43% | $78.9M | Reduced -1.3% |
| Francis Chou | Chou Associates | 1.85% | $4.0M | Unchanged |
| Samantha McLemore | Patient Capital Management | 1.62% | $48.7M | Reduced -15.2% |
| Bill Nygren | Oakmark Funds | 1.35% | $1.02B | Reduced -1.9% |
| Viking Global | Viking Global Investors | 1.10% | $386M | Reduced -45.5% |
| Prem Watsa | Fairfax Financial Holdings | 1.10% | $29.0M | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (GM)
13 of 13 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-03 | Dixton Grant Michael | Executive Vice President | 40,000 | $3.5M | 42.1% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-07-27…2026-07-28 | Barra Mary T | Chair & CEO | 422,809 | $37.7M | 49.6% | Yes | Too little history (no open-market trades in 2023) |
| 2026-07-28 | Hatto Christopher | Vice President & CAO | 6,895 | $621K | 26.7% | Yes | Too little history (no open-market trades in 2023) |
| 2026-07-28 | Reuss Mark L | President | 71,079 | $6.4M | 43.5% | Yes | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-27 | Harvey Rory | Executive Vice President | 8,882 | $772K | 23.8% | Yes | Too little history (no open-market trades in 2023) |
| 2026-06-16 | Barra Mary T | Chair & CEO | 99,239 | $8.4M | 14.4% | Yes | Too little history (no open-market trades in 2023) |
| 2026-06-09 | Barra Mary T | Chair & CEO | 20,582 | $1.7M | 3.4% | Yes | Too little history (no open-market trades in 2023) |
| 2026-05-29 | Barra Mary T | Chair & CEO | 23,000 | $2.0M | 3.7% | Yes | Too little history (no open-market trades in 2023) |
| 2026-05-28 | Harvey Rory | Executive Vice President | 9,124 | $775K | 19.6% | Yes | Too little history (no open-market trades in 2023) |
| 2026-05-28 | Hatto Christopher | Vice President & CAO | 6,895 | $586K | 21.1% | Yes | Too little history (no open-market trades in 2023) |
| 2026-05-26…2026-05-28 | Barra Mary T | Chair & CEO | 453,402 | $37.2M | 43.4% | Yes | Too little history (no open-market trades in 2023) |
| 2026-05-22…2026-05-27 | Harvey Rory | Executive Vice President | 85,146 | $7.0M | 64.7% | Yes | Too little history (no open-market trades in 2023) |
| 2026-05-26 | Jacobson Paul A | Executive Vice President & CFO | 40,000 | $3.2M | 8.6% | Yes | Too little history (no open-market trades in 2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (GM)
Consensus Buy (mean 1.88 on a 1–5 scale), 24 analysts; mean target USD 101.22 (low 75, high 132).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | UBS | Target lowered | Buy | $112 → $109 |
| 2026-10-21 | Goldman Sachs | Target lowered | Buy | $112 → $96 |
| 2026-10-21 | TD Cowen | Reiterated | Buy | $132 |
| 2026-10-21 | Barclays | Target lowered | Overweight | $110 → $105 |
| 2026-10-21 | RBC Capital | Target lowered | Outperform | $102 → $98 |
| 2026-10-21 | Morgan Stanley | Target lowered | Overweight | $101 → $95 |
| 2026-10-12 | JP Morgan | Target lowered | Overweight | $120 → $110 |
| 2026-10-12 | RBC Capital | Target raised | Outperform | $100 → $102 |
| 2026-10-07 | UBS | Target lowered | Buy | $114 → $112 |
| 2026-10-06 | Goldman Sachs | Target raised | Buy | $103 → $112 |
| 2026-09-14 | UBS | Target raised | Buy | $102 → $114 |
| 2026-07-28 | Tigress Financial | Target raised | Strong Buy | $92 → $130 |
Total return (dividends reinvested) (GM)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +16.5% | +39.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +16.6% | +6.9% |
| Volatility (annualized) | 32.9% | 35.4% |
| Max drawdown | -16.0% (Jan 2026→Mar 2026) | -57.1% (Nov 2021→Nov 2023) |
GM revenue by business segment (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| GMNA | $41.42B | 82.8% | +2.1% |
| GM Financial | $4.31B | 8.6% | -0.6% |
| GMI | $4.08B | 8.2% | +12.1% |
| Total revenue | $50.02B | 100% | — |
GM revenue by product line (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Vehicle, parts, and accessories | $43.55B | 87.1% | +3.3% |
| Services and other | $1.56B | 3.1% | — |
| Used vehicles | $597.0M | 1.2% | +29.5% |
| Total revenue | $50.02B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
GM suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Ultium Cells Holdings | “Our EV portfolio takes advantage of integrated supply chain development, including battery cell production from Ultium Cells Holdings LLC (a joint venture with LG Energy Solution) in plants in Warren, Ohio and Spring Hill, Tennessee.” |
| Supplier | LG Energy Solution | “Our EV portfolio takes advantage of integrated supply chain development, including battery cell production from Ultium Cells Holdings LLC (a joint venture with LG Energy Solution) in plants in Warren, Ohio and Spring Hill, Tennessee.” |
| Supplier | ARC Automotive | “ARC Matters In May 2023, we initiated a voluntary recall covering nearly one million 2014–2017 model year Buick Enclave, Chevrolet Traverse, and GMC Acadia SUVs equipped with driver front airbag inflators manufactured by ARC Automotive, Inc. (ARC), and accrued an insignificant amount for the expected costs of the recall.” |
| Partner | Shanghai Automotive Industry | “SGM is a joint venture we established with Shanghai Automotive Industry Corporation (SAIC) (50%).” |
Quoted from the company's 10-K filed Jan 27, 2026.
Companies that name GM in their SEC reports
| Relationship to GM | Company | Filing | Sentence |
|---|---|---|---|
| supplier | STRATTEC SECURITY CORP (STRT) | 10-K Aug 28, 2026 | “In fiscal 2026, our three largest customers, General Motors Company, Ford Motor Company and Stellantis, accounted for 27%, 21% and 16%, respectively, of our annual sales.” |
| customer | MALIBU BOATS, INC. (MBUU) | 10-K Aug 27, 2026 | “We have an engine supply agreement with General Motors LLC ("General Motors") for the supply of engine blocks to use in our Malibu and Axis brand boats through calendar year 2026 and we are currently negotiating an extension on the agreement beyond calendar year 2026.” |
| partner | SARATOGA INVESTMENT CORP. (SAJ) | 10-K May 5, 2026 | “Exxon Mobil, General Motors and BP, in securities matters as a partner in Davis Polk's corporate department.” |
| partner | Mingteng International Corp Inc. (MTEN) | 20-F Apr 30, 2026 | “Mingteng Mould's indirect end users include Chinese and foreign joint ventures, such as FAW-Volkswagen, Shanghai General Motors,” |
| competitor | Polestar Automotive Holding UK PLC (PSNY) | 20-F Apr 17, 2026 | “Many of Polestar's competitors, including Tesla, established automakers such as Mercedes-Benz, Audi and General Motors (including via its investments in Cruise Automation), and technology companies including Waymo (owned by Alphabet), Zoox.ai (owned by Amazon), Aurora, Argo AI (jointly owned by Ford and Volkswagen), Mobileye, Aptiv (which recently acquired Wind River), Baidu, Nuro and Ghost Autonomy, have devoted …” |
| competitor | Workhorse Group Inc. (WKHS) | 10-K Mar 31, 2026 | “Companies currently competing in the fleet logistics market offering alternative fuel medium-duty vehicles include General Motors, Ford Motor Company, Freightliner, Harbinger, and XOS.” |
| competitor | Xos, Inc. (XOS) | 10-K Mar 30, 2026 | “We face competition from many different sources in the commercial vehicle market for medium- and heavy-duty last-mile and return-to-base segments, including existing major commercial vehicle OEMs, such as Daimler, Ford, General Motors, Navistar, Paccar, and Volvo, as well as new companies that are developing alternative fuel and electric commercial vehicles.” |
| customer | Arbe Robotics Ltd. (ARBE) | 20-F Mar 27, 2026 | “for all Veoneer, Inc. activities as a supplier to OEM of General Motors.” |
| partner | LITHIUM AMERICAS CORP. (LAC) | 10-K Mar 19, 2026 | “GM and the DOE have rights that may affect other security holders and the Company's actions with respect to the development of Thacker Pass through their respective investor and creditor rights, rights as a JV Partner (in the case of GM) and other rights” |
| supplier | UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) | 10-K Mar 16, 2026 | “Our top customer, General Motors, represented approximately 25% of revenues; and” |
| partner | Microvast Holdings, Inc. (MVST) | 10-K Mar 16, 2026 | “In October 2022, we were notified by the DOE that we had been selected, in collaboration with General Motors, to receive $200 million in grant funding as part of the DOE's Battery Materials Processing and Battery Manufacturing initiative pursuant to the Infrastructure Investment and Jobs Act, subject to negotiation of specific terms and conditions.” |
| supplier | ASPEN AEROGELS INC (ASPN) | 10-K Mar 13, 2026 | “GM represented 59% of our total revenue in 2025 and was our only customer representing 10% or more of our revenue for that period.” |
| supplier | PAMT CORP (PAMT) | 10-K Mar 12, 2026 | “Our largest customer, General Motors Company, accounted for approximately 14% of our revenue.” |
| supplier | STRATASYS LTD. (SSYS) | 20-F Mar 5, 2026 | “We have a diverse set of customers worldwide, including, among other prominent companies: General Motors;” |
| supplier | RESEARCH FRONTIERS INC (REFR) | 10-K Mar 5, 2026 | “July 2025, Gauzy and Research Frontiers announced that SPD-SmartGlass is in serial production and customer deliveries on General Motors'” |
GM company outlook (results filed Oct 20, 2026)
- “The following table reconciles expected EPS-diluted to expected EPS-diluted-adjusted: Year Ending December 31, 2026 Updated(a) Previous Diluted earnings per common share $ 9.72-10.72 $ 8.98-10.98 Adjustments 3.03 3.02 EPS-diluted-adjusted $ 12.75-13.75 $ 12.00-14.00 __________ (a) Refer to the reconciliation of diluted earnings per common share to EPS-diluted-adjusted for adjustment details.”
Quoted word-for-word from the SEC 8-K results press release.
GM analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $2.44 | $2.70 | -9.5% | $44.50B | 14 |
| Next quarter (ends Mar 2027) | $3.20 | $3.45 | -7.4% | $44.71B | 8 |
| Current fiscal year (ends Dec 2026) | $13.36 | $13.15 | +1.5% | $186.28B | 19 |
| Next fiscal year (ends Dec 2027) | $14.81 | $14.54 | +1.8% | $189.26B | 22 |
Key Statistics (as of October 23, 2026 at 09:21 UTC)
| Price | USD 77.21 |
|---|---|
| Change | ▲ 1.45% (up) |
| Previous Close | USD 77.21 |
| Open | USD 77.21 |
| Day Range | USD 75.4 – 78.13 |
| 52-Week Range | USD 66.57 – 91.85 |
| Volume | 7,502,140 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (GM)
Nexqual's technical model rates GM "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:21 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 37.64 (neutral) |
| vs SMA50 | Below (USD 83.58) |
| MACD | -1.21 (negative) |
Analyst Ratings (GM)
Wall Street analysts rate GM "Buy" based on 24 analysts, with a mean price target of USD 101.22 (range USD 75–132), per Nexqual as of October 23, 2026 at 09:21 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 24 |
| Mean Target | USD 101.22 |
| High Target | USD 132 |
| Low Target | USD 75 |
| Buy / Hold / Sell | 20 / 4 / 0 |
Earnings (GM)
| Next Earnings Date | 2026-10-20 |
|---|---|
| EPS Estimate | USD 2.44 |
| Revenue Estimate | $44.50B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 3.7 vs est 3.63 ▲ beat |
| 2026-06-30 | USD 3.57 vs est 3.19 ▲ beat |
| 2026-03-31 | USD 3.7 vs est 2.64 ▲ beat |
| 2025-12-31 | USD 2.51 vs est 2.27 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Financials & Fundamentals (GM)
| Total Revenue | $186.95B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +2.90% |
| Gross Margin | +11.44% |
| Operating Margin | +7.19% |
| Profit Margin | +2.12% |
| ROE | +6.28% |
| Debt / Equity | 2 |
| Current Ratio | 1.09 |
| Total Cash | $27.80B |
| Total Debt | $128.74B |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Ownership (GM)
| Insider Ownership | +0.18% |
|---|---|
| Institutional Ownership | +93.98% |
| Shares Outstanding | 877.45M |
| Float | 869.39M |
| Short % of Float | +2.29% |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
From General Motors Company's Latest SEC 10-K Filing (filed 2026-01-27)
Key Strengths & Strategy (as disclosed to the SEC)
- In 2025, we announced our plan to spend approximately $4.0 billion in capital investments to onshore production at plants in Tennessee, Kansas, and Michigan over the next two years and nearly $1.0 billion to build a new generation of advanced, fuel-efficient V8 engines in New York.
- Software-Enabled Technology Services Our vehicles are equipped with a suite of software-enabled services, aimed at improving the customer experience and creating vehicles that improve and evolve over time, including OnStar services and Super Cruise.
- Our end-to-end software platform provides customers with software-defined features, apps, and services over-the-air and empowers customers to update their ownership experiences with desirable features, software services, vehicle performance, and Super Cruise, our hands-free driver assistance technology.
- Product Development The Global Product Development organization is responsible for delivering an end-to-end, integrated product and software ecosystem designed to deliver safer, smarter, and more seamless driving experiences across multiple vehicle segments.
Partnerships
- In Brazil, the National Institute of Metrology, Quality, and Technology, in collaboration with relevant agencies, promulgates and enforces fuel efficiency standards that are comparable to the U.S.' CAFE standards for light-duty and mid-size trucks and SUVs, including diesel vehicles.
Legal & Regulatory Risks (Item 1A, quoted)
- Our operations and products are subject to extensive laws, regulations, and policies, including those related to vehicle emissions and fuel economy standards, which can significantly increase our costs and affect how we do business.
- We could be materially adversely affected by unusual or significant litigation, governmental investigations, or other proceedings.
- The costs and effect on our reputation of product safety recalls and alleged defects in products and services could materially adversely affect our business.
- We may incur additional tax expense, become subject to additional tax exposure, or fail to fully realize available tax incentives.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| RACE | Ferrari N.V. | USD 397.66 | ▲ 0.11% |
| F | Ford Motor Company | USD 11.94 | ▲ 0.34% |
| HMC | Honda Motor Company, Ltd. | USD 34.58 | ▲ 1.8% |
| TM | Toyota Motor Corporation | USD 198.22 | ▲ 1.72% |
| RIVN | Rivian Automotive, Inc. | USD 12.06 | ▼ 3.21% |
| STLA | Stellantis N.V. | USD 4.27 | ▲ 1.18% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:21 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt