General Motors (GM)
NYSEConsumer DiscretionaryAuto ManufacturersSnapshot 2026-07-08
$76.23+0.26%
Close 2026-07-08 · 1-day change
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Track GM free→NYSEConsumer DiscretionaryAuto ManufacturersSnapshot 2026-07-08
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Track GM free→GM is growing earnings with EPS guidance raised to $12.5 in 2026. Free cash flow is strong at about $10 billion. The company leads in electric vehicle sales and secured key chip supply deals. Profit margins and dividends are stable and improving.
GM faces challenges from declining EV demand and recent layoffs. Revenue growth is weak with recent cuts in guidance. Recalls and strategy pressure may hurt brand and EBIT growth.
The price is about 40% below our fair value near $126, reflecting cautious revenue growth of about 2%. Our fair value is well above the Street median, showing upside if GM meets its targets.
Breaks if: Dividend per share falls below $0.15
GM is committed to maintaining its dividend payments to shareholders.
Stated in 2 of last 2 quarters. Dividend per share increased from $0.15 in 2025-Q3 to $0.18 in 2026-Q1. GM is delivering on its commitment to maintain and slightly increase dividend payments.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“GM announced today that its Board of Directors has declared a quarterly cash dividend on the company's outstanding common stock of $0.18 per share.”
“Maintain dividend payments.”
Breaks if: EPS falls below $11.0 per share in FY26
GM aims to increase its EBIT-adjusted guidance for the fiscal year 2026.
Stated in 2 of last 2 quarters. EBIT-adjusted guidance increased from $13.0-$15.0B to $13.5-$15.5B. The trajectory shows GM is delivering on its commitment to increase EBIT-adjusted guidance for 2026.
“The company is raising its full-year 2026 EBIT adjusted guidance.”
“Increase EBIT-adjusted guidance for 2026.”
Breaks if: EV sales decline significantly or supply deals fail
GM continues to focus on expanding its electric vehicle offerings.
Breaks if: Free cash flow falls below $9 billion in FY26