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The latest announcement is out from General Motors ( (GM) ).
In 2025, General Motors responded to a slowdown in North American electric vehicle demand—driven by the termination of certain consumer tax incentives and reduced stringency of emissions regulations—by scaling back EV production capacity and realigning its manufacturing footprint. The company shifted its Orion, Michigan plant from EVs to full-size internal combustion engine SUVs and pickups to address unmet demand in those segments, sold its interest in the Ultium Cells Lansing battery facility to LG Energy Solution, and in October 2025 began a broader reassessment of EV capacity that led to $1.6 billion in charges in the third quarter and an expected additional $6.0 billion in charges in the fourth quarter of 2025, primarily in North America. These anticipated charges, which include about $1.8 billion in non-cash impairments and $4.2 billion in supplier settlements, contract cancellations and other items, along with an expected $1.1 billion of non-EV-related charges for the China joint venture restructuring and a legal accrual, are set to weigh on GM’s 2025 financial results and cash flows, with further but smaller EV-related charges likely in 2026 and potential impairments to emissions credits depending on future regulatory changes, even as the company maintains its current Chevrolet, GMC and Cadillac EV retail portfolio.
The most recent analyst rating on (GM) stock is a Buy with a $98.00 price target. To see the full list of analyst forecasts on General Motors stock, see the GM Stock Forecast page.
Spark’s Take on GM Stock
According to Spark, TipRanks’ AI Analyst, GM is a Outperform.
General Motors’ stock score reflects a mix of strong technical momentum and positive earnings call sentiment, offset by financial challenges and valuation concerns. The company’s strategic focus on EV growth and market share gains supports its resilience, but financial stability and cash flow management need improvement.
To see Spark’s full report on GM stock, click here.
More about General Motors
General Motors is a leading global automotive manufacturer that produces a broad portfolio of vehicles, including electric vehicles, SUVs, trucks and luxury models, primarily under the Chevrolet, GMC and Cadillac brands. In North America, the company has focused on cost-effective, rapid deployment of EVs by leveraging existing assembly plants and dedicated EV architectures, a strategy that helped it become the second-largest seller of EVs in the region starting in the second half of 2024.
Average Trading Volume: 9,463,634
Technical Sentiment Signal: Buy
Current Market Cap: $76.66B
See more insights into GM stock on TipRanks’ Stock Analysis page.