General Motors (GM) wrapped up the second quarter of 2025 with a 7.3% year-over-year increase in U.S. sales to 746,588 units. The automaker’s performance was aided by robust demand for its crossover SUVs, full-size pickups, and a sharp uptick in electric vehicle (EV) deliveries. Following the news, GM stock jumped 5.7% on Monday’s regular trading session.
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Here’s a Breakdown of Q2 Sales
Specifically, Chevrolet remained the leader, with sales rising 5.8% to over 478,000 units. Further, Buick posted the largest percentage gain among GM brands, up 19.3%, due to strong crossover demand. Cadillac also saw a 15.3% increase, driven by luxury SUV and EV sales.
Moving on, GM’s electric vehicle sales more than doubled, surging 111% to 46,280 units in Q2. The Equinox EV led the charge with over 17,000 units sold, helping Chevrolet become the best-selling EV brand in the U.S. during the quarter.
GM’s North America chief, Duncan Aldred, said, “The investments we’ve made in our crossovers, SUVs, and pickups, both gas and electric, have made GM the engine of growth for the U.S. industry this year.”
Despite macroeconomic headwinds and tariff uncertainty, GM’s June performance capped a strong first half, with total U.S. sales up 12% year-to-date.
Recalls, EV Woes Remain
The impressive report comes as GM faces scrutiny over a recall of more than 62,000 heavy-duty Chevy Silverado trucks due to a brake pressure sensor defect that could cause electrical shorts and fires. The recall reflects the challenges the automaker faces as it balances innovation with safety.
Also, GM is struggling with slow EV sales, particularly in China, where lower-cost domestic rivals are gaining ground. Further, tariff uncertainty and shifting U.S. policy on EV incentives make the company’s outlook more uncertain.
Is GM a Good Stock to Buy Now?
Overall, GM stock has a Moderate Buy consensus rating based on 10 Buy, seven Hold, and two Sell recommendations. The analysts’ average price target on General Motors stock is $51.09, implying a 1.81% downside from current levels.
Perhaps the analysts may revise their price targets on GM stock after today’s sales report.
