General Motors lifts forecast as tariff outlook improves, shares surge 15%
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TD Cowen on Top Pick General Motors (GM) Earnings: 'A positive outcome consistent with our thesis'
October 21, 2025 7:45 AM EDTTD Cowen analyst Itay Michaeli reiterated a Buy rating and $92.00 price target on General Motors (NYSE: GM).
The analyst comments "A positive outcome consistent with our thesis and preview thoughts (here). Q3 EBIT adj. beats consensus by 24% with the midpoint of upwardly revised '25... More
Goldman Sachs on General Motors (GM): 'We believe this was a strong report'
October 21, 2025 7:41 AM EDTGoldman Sachs analyst Mark Delaney reiterated a Buy rating and $74.00 price target on General Motors (NYSE: GM).
The analyst comments "We believe this was a strong report, with: 1) the company reporting 3Q revenue, EBIT (and EBIT margin), and EPS above the Street (FactSet); 2) GM raised its CY25 EBIT, EPS, and FCF guidance; 3) The mid-point of the revised 2025 guidance implies 4Q EBIT/EPS that is above the Street; 4) GM commented in its slide deck it expects 2026 to be better than... More
