GM Q1 2026 Earnings: 22% Profit Surge Beats Estimates, Full-Year Guidance Raised on $500M Tariff Refund
GM beat Q1 earnings, raised outlook. Profit up; EV costs hurt income. Strong SUV/truck sales. US leader; China profits steady growth.
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Wall Street Shifts Gears: Upgrades for Tesla, Ford, and GM
Analysts turn positive on Tesla, Ford Motor Company, and General Motors, seeing better growth and buying opportunities ahead.
GM Sales Drop Nearly 10% as High Prices and Gas Costs Hit Buyers
GM sales fell 10% in Q1 2026 due to high 2025 sales, storms, and pricey cars; some SUVs did well, EVs dropped 28%.
Wolfe Research Raises GM Rating – $96 Target and Strong 2027 Outlook
Wolfe Research upgraded General Motors to Outperform and set a $96 price target. Strong 2027 tailwinds expected from pickup refresh, lower warranty costs, reduced tariffs, and better EV results.
Bank of America Downgrades Rivian & Lucid, Upgrades GM & Ford in EV Slowdown
BofA updates ratings on Rivian, Lucid, GM, and Ford. EV startups face headwinds from slower adoption, while traditional giants like GM and Ford benefit from regulatory changes favoring gas-powered trucks and SUVs.
GM Expects Profit Growth Up to $2B in 2026, Boosts Shareholder Returns
General Motors (GM) projects $13-15B in adjusted earnings for 2026, announces $6B share buyback program and 20% dividend increase, driven by strong truck and SUV sales despite EV pullback.