General Motors (GM) is initiated with a Buy rating and a price target of $104, implying a 28% upside. The positive outlook is based on achievable Q2 estimates, easier year-over-year comparisons in North America, and increased dealer supply expected to drive sequential growth despite recent market share losses. GM's digital services, boasting 12 million subscribers, and a strong balance sheet support the investment case, even amid tariff and commodity cost challenges. Valuation at 7.8x EV/EBITDA is attractive, with potential for multiple expansion if GM achieves low single-digit growth this year.
General Motors (GM) is trading at a forward price-to-earnings ratio of 8.2, significantly below the sector average by 53.4%, indicating it is undervalued. The company is shifting focus to personal vehicle autonomy and its Super Cruise system, which i...
General Motors (GM) has secured 100% of the lithium output from Phase 1 of the Thacker Pass mine for 20 years, ensuring battery-grade lithium supply sufficient for up to 1 million electric vehicles annually. GM's Q2 2026 financial results exceeded ex...
President Trump's threat to impose a 50% tariff on Canadian autos and auto parts starting January 1, 2027, is viewed by UBS analysts as a negotiating tactic rather than a firm policy. The tariff threat follows stalled US-Canada trade talks, with larg...
Tesla's key growth driver is its Full Self-Driving (FSD) software, which now attaches to 55% of Q2 North American deliveries and has nearly 1.5 million paid subscribers globally. Despite record vehicle deliveries and revenue growth, Tesla's operating...
President Trump announced a 50% tariff on Canadian vehicles and auto parts effective January 1, 2027, causing Ford and Stellantis shares to drop 4%, and General Motors to fall 2%. The tariffs follow failed US-Canada trade talks and aim to address a $...
