General Motors (GM) Stock Forecast & Price Target

General Motors Co. reported a 2.6% year-over-year increase in net sales to $187.4 billion for the 12 months ending September 2025, propelled by robust demand for its full-size pickups and SUVs, as well as early contributions from new electric vehicle launches. The company achieved a significant 7.5% year-over-year increase in vehicle sales, totaling 1.56 million units, while also enhancing its technology-driven revenue streams, generating approximately $2 billion year-to-date from services like Super Cruise and OnStar. Furthermore, GM's strong operational efficiency is highlighted by an 11.6% rise in EBITDAR to $28.8 billion, with projected continued growth of 5.2%, reflecting the company’s improving market position and effective cost management strategies.

General Motors is facing fundamental challenges that contribute to a negative outlook, primarily due to a weaker-than-expected macroeconomic environment that may lead to lower profits and cash flow. Supply chain difficulties could further disrupt expected volumes, complicating revenue forecasts. Additionally, the transition to electric and autonomous vehicles may incur higher costs than anticipated, which could adversely impact profitability and margins in the near term.