Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: General Motors (GM - Free Report) One of the world’s largest automakers, General Motors held the largest share of the U.S. auto market at 16.5% in 2024. Headquartered in Detroit, the auto giant has had a long and checkered history. Founded in 1908, the company rose to dominate the U.S. industry. However, hit by the financial crisis, General Motors filed for bankruptcy on Jun 1, 2009. Just within 40 days, the firm emerged from bankruptcy. In 2010, the company launched its IPO – the biggest in U.S. history at that time – and has been steadily profitable since then. From going bankrupt in 2009 to becoming one of the world’s best-run car companies, General Motors has indeed come a long way.
GM is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. GM has a Growth Style Score of B, forecasting year-over-year earnings growth of 25.6% for the current fiscal year.
For fiscal 2026, nine analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.49 to $13.31 per share. GM boasts an average earnings surprise of +22.3%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, GM should be on investors' short list.
A robot arm pours from a test tube into a beaker in General Robotics’ lab. The company used the task, and progressively harder versions of it, to test its Auto Engineering system. (General Robotics Photo) A Redmond, Wash., robotics software startup founded by former Microsoft researchers says its platform can now handle much of the work of getting a robot up and running in a factory, warehouse or other industrial setting, a job that used to take a team of engineers.
General Robotics said Wednesday that advances in GRID, its robot intelligence platform, have cut the process of onboarding a new robot from about a month to as little as two hours. The company calls the approach “Auto Engineering,” with each onboarded robot and diagnosed failure feeding back into the system and speeding up the next deployment.
General Robotics CEO Ashish Kapoor. “Before this moment, it would take us a team of experts to go and execute on behalf of our customers,” said General Robotics CEO and co-founder Ashish Kapoor in an interview. “Clearly non-scalable, clearly very expensive, and clearly will take a long time.”
With Auto Engineering, he said, “we can magnify and accelerate each engineer’s capability.”
Founded in 2023, the company has grown to about 50 employees, primarily engineers. It has raised nearly $34 million, most recently in an April round led by Construct Capital, with participation from Khosla Ventures, Accenture Ventures, Nvidia and Valo Ventures. PitchBook put the size of the round at $25 million; the companies didn’t disclose terms at the time.
Kapoor said General Robotics has roughly a dozen customers — large enterprises across manufacturing, logistics, energy and defense — and revenue in the millions of dollars.
Customers include HTX, the science and technology agency of Singapore’s Ministry of Home Affairs, which Kapoor said has been working with General Robotics for about a year and a half.
The company’s platform works with robot types including industrial arms, humanoids, quadrupeds, wheeled robots and drones, according to the company.
General Robotics is operating in a competitive and well-funded sector. Physical Intelligence, which builds foundation models for robots, has raised more than $2 billion. Nvidia — an investor in General Robotics, and the maker of the Isaac Sim simulation software built into GRID — is developing its own robot models and deployment tools.
Robot makers build good hardware, Kapoor said, but often lack the expertise to put it to work in a specific setting like a shipping terminal. “That last layer is missing.”
Before co-founding the company, Kapoor spent 17 years at Microsoft, ultimately as general manager of its autonomous systems and robotics research group in Redmond, where he created the open-source drone simulator AirSim. General Robotics co-founders Sai Vemprala (CTO) and Shuhang Chen came from the same Microsoft team.
GeekWire covered the launch in 2023, when it was Scaled Foundations and billed itself as “ChatGPT for robots.” It had five employees at the time, focused on aerial robotics and drones, with backing from Khosla and E14 Fund. It later renamed itself General Robotics.
DETROIT — General Motors and Ford Motor have rivaled each other for more than a century in racing, vehicle sales and many other automobile-related activities.
But their latest battlegrounds have moved to actual battlefields and the U.S. energy grid.
Ford joined GM this year in seeking U.S. military contracts after the Trump administration approached U.S. companies about assisting the military with their expertise in mass manufacturing. The automakers' efforts so far are largely focused on military vehicles, but could grow with time.
Simultaneously, both companies are entering the energy storage system, or ESS, market amid an expected growing need related to rising consumer energy costs and data centers. Energy storage systems use a lot of the same underlying technology as electric vehicle batteries to store power for homes, businesses and even utilities.
Both markets are viewed by Wall Street analysts as new potential growth areas for the automakers. At one point, it was thought new opportunities might come from all-electric vehicles, but Ford and GM have since lost billions of dollars on those efforts.
"They're looking for new verticals," Morningstar senior equity analyst David Whiston told CNBC. "Ford's following GM's lead into defense, and energy makes a lot of sense because you have all this EV capacity that now you don't need. So instead of selling those factories, it's a way to try and capitalize on the data center boom."
The two markets are expected to be small portions of the companies' focus and revenue for the foreseeable future, but they could help the automakers diversify their operations and complement their core businesses as new vehicle sales slow in the U.S.
"It'll be hard to move the needle here massively, given the auto business's top line, but it certainly can be helpful," Whiston said.
Energy storageThe global ESS market is estimated to grow from $668.7 billion in 2024 to $5.12 trillion by 2034, according to research and consulting firm Global Market Insights. As part of that, the firm expects to see a significant expansion in the U.S.
"We're seeing this huge projection of growth, and it's already started growing," Devon Wilson, vice president of sales and marketing at LG Energy Solution's U.S. energy storage division, said during a recent event. "There's a massive amount of just fundamental electricity need within the country."
GM and Ford are attempting to capitalize on such expected growth to fill a void. The companies invested billions of dollars in plants to produce battery cells to meet EV demand that didn't materialize.
GM's energy business does not currently offer its own ESS, but its military division does and its Ultium Cells joint venture in Tennessee produces cells for its partner LG Energy Solution for storage.
Long-term, GM could move further into ESS, including developing next-generation sodium-ion batteries with Denver-based startup Peak Energy. Kurt Kelty, GM's vice president of battery and sustainability, said he believes that technology can reshape grid-scale energy storage.
watch now
"We're developing the cells right now. The performance on these cells is tremendous," Kelty said. "The ESS market is a very attractive market. It's a big market. It's growing very quickly, and it's something that we can contribute to."
GM also has a partnership with Redwood Materials for reusing its large EV batteries for energy storage systems. GM also offers EV charging and ESS for residential use through its energy unit.
Meanwhile, Ford said in December that it plans to spend $2 billion to launch an energy business, including converting a Kentucky battery factory it had recently built with partner SK On to make units for energy storage by late 2027. It also plans to devote some factory space to make cells for residential storage at a factory in Marshall, Michigan.
"Investors see value in Ford's ESS business," Morgan Stanley analyst Andrew Percoco said in an investor note in June. He's also called it an "underappreciated driver" of a path to profitability for Ford's Model e electric vehicle business.
Ford Energy is part of the company's Model e electric vehicle segment, which has guided for $4 billion in losses in 2026 before reaching breakeven by 2029. A key turning point is expected to be the company's ESS business coming online in 2027.
Ford CEO Jim Farley told investors on the automaker's second-quarter earnings call in July that it's in the "third inning" of selling out the 20 gigawatt hours of production capacity for ESS after announcing a five-year framework agreement with renewable-energy service provider EDF Power Solutions North America.
Defense industryGM is years ahead of Ford when it comes to the U.S. defense industry. GM resurrected its defense unit in 2017 after a 14-year hiatus.
It has worked with the U.S. military on many projects, but the automaker was recently awarded a contract by the U.S. Army to build infantry squad vehicles, or ISVs, that it said could exceed $1 billion, depending on congressional appropriations.
While the contract amount is small compared with the company's $48 billion in revenue during the second quarter, the opportunities for the automotive industry in U.S. military operations are expected to grow.
"Leveraging the capabilities, the scalability and the manufacturing abilities that come with all of the automotive companies and their tiered supplier is a huge benefit," Alfred Grein, executive director for research and technology integration for the U.S. Army Combat Capabilities Development Command Ground Vehicle Systems Center, told CNBC.
GM said it expects its 2026 defense revenue to grow to almost $700 million and is targeting positive results on an earnings before interest and tax basis this year, while also building a backlog of future business.
"We are also working with Lockheed Martin and other leading companies to expand speed, scale and resilience in the defense industrial base," GM CEO Mary Barra told investors in July. "Over time, all of this should make GM Defense a more meaningful and diversified contributor to our earnings."
Grein, who manages the technology of manned and unmanned ground systems throughout the U.S. Army, said the Trump administration has made it easier for new companies, including automakers, to be granted such contracts. He also said domestic manufacturing in the U.S. is critical.
"Obviously, the concern about foreign entities' involvement in particularly Department of Defense product becomes more and more crucial," Grein said.
GM and Ford were included in a group of companies that were awarded prototype contracts to produce heavy infantry squad vehicles, which are bulkier versions of what the companies have worked on previously.
Ford has not released many details about its U.S. defense efforts. The automaker on Wednesday, though, announced a tie-up with General Dynamics Land Systems and engineering firm Ricardo to compete for a next-generation vehicle for the United Kingdom's Ministry of Defence's Light Mobility Vehicle program.
The defense efforts of GM and Ford are the latest in a long line of such initiatives, including, most notably, the "Arsenal of Democracy" during World War II in which the companies worked with the U.S. and the Allied nations to provide military supplies to fight Nazi Germany.
"We already dominate in that market in the commercial world. We want to offer the U.S. government the same advantages that our commercial customers get," Farley told investors in July. "It's a great opportunity for us. … We are discussing, continue to discuss, additional defense-related projects with the U.S. government."
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: General Motors (GM - Free Report) One of the world’s largest automakers, General Motors held the largest share of the U.S. auto market at 16.5% in 2024. Headquartered in Detroit, the auto giant has had a long and checkered history. Founded in 1908, the company rose to dominate the U.S. industry. However, hit by the financial crisis, General Motors filed for bankruptcy on Jun 1, 2009. Just within 40 days, the firm emerged from bankruptcy. In 2010, the company launched its IPO – the biggest in U.S. history at that time – and has been steadily profitable since then. From going bankrupt in 2009 to becoming one of the world’s best-run car companies, General Motors has indeed come a long way.
GM is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Auto-Tires-Trucks stock. GM has a Momentum Style Score of B, and shares are up 0.3% over the past four weeks.
10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.47 to $13.29 per share. GM also boasts an average earnings surprise of +22.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, GM should be on investors' short list.
Suzuki Motor (OTCMKTS:SZKMY – Get Free Report) and General Motors (NYSE:GM – Get Free Report) are both large-cap consumer discretionary companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, earnings, risk, profitability and dividends.
Dividends Suzuki Motor pays an annual dividend of $0.80 per share and has a dividend yield of 1.5%. General Motors pays an annual dividend of $0.72 per share and has a dividend yield of 0.8%. Suzuki Motor pays out 11.5% of its earnings in the form of a dividend. General Motors pays out 36.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. General Motors has increased its dividend for 3 consecutive years. Suzuki Motor is clearly the better dividend stock, given its higher yield and lower payout ratio.
Earnings and Valuation This table compares Suzuki Motor and General Motors”s top-line revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Suzuki Motor $41.80 billion 0.62 $2.90 billion $6.96 7.78 General Motors $185.02 billion 0.41 $2.70 billion $1.98 44.07 Suzuki Motor has higher earnings, but lower revenue than General Motors. Suzuki Motor is trading at a lower price-to-earnings ratio than General Motors, indicating that it is currently the more affordable of the two stocks.
Analyst Recommendations This is a summary of current recommendations for Suzuki Motor and General Motors, as reported by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Suzuki Motor 0 1 1 1 3.00 General Motors 1 3 18 1 2.83 General Motors has a consensus price target of $101.41, indicating a potential upside of 16.23%. Given General Motors’ higher possible upside, analysts plainly believe General Motors is more favorable than Suzuki Motor.
Institutional and Insider Ownership 0.0% of Suzuki Motor shares are held by institutional investors. Comparatively, 92.7% of General Motors shares are held by institutional investors. 0.4% of General Motors shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.
Risk and Volatility Suzuki Motor has a beta of 0.54, suggesting that its stock price is 46% less volatile than the S&P 500. Comparatively, General Motors has a beta of 1.32, suggesting that its stock price is 32% more volatile than the S&P 500.
Profitability This table compares Suzuki Motor and General Motors’ net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Suzuki Motor 7.85% 12.57% 7.86% General Motors 1.05% 18.18% 4.17% Summary General Motors beats Suzuki Motor on 9 of the 17 factors compared between the two stocks.
About Suzuki Motor (Get Free Report)
Suzuki Motor Corporation engages in the manufacturing and marketing of automobiles, motorcycles, and marine products in Japan, rest of Asia, Europe, North America, and internationally. It offers mini-vehicles, sub-compact vehicles, standard-sized vehicles, outboard motors, motorized wheelchairs, and electro senior vehicles. The company is also involved in solar power generation and logistics business, as well as provides other services. Suzuki Motor Corporation was founded in 1909 and is headquartered in Hamamatsu, Japan.
About General Motors (Get Free Report)
General Motors Company designs, builds, and sells trucks, crossovers, cars, and automobile parts; and provide software-enabled services and subscriptions worldwide. The company operates through GM North America, GM International, Cruise, and GM Financial segments. It markets its vehicles primarily under the Buick, Cadillac, Chevrolet, GMC, Baojun, and Wuling brand names. In addition, the company sells trucks, crossovers, cars, and automobile parts through retail dealers, and distributors and dealers, as well as to fleet customers, including daily rental car companies, commercial fleet customers, leasing companies, and governments. Further, it offers range of after-sale services through dealer network, such as maintenance, light repairs, collision repairs, vehicle accessories, and extended service warranties. Additionally, the company provides automotive financing; and software-enabled services and subscriptions. General Motors Company was founded in 1908 and is headquartered in Detroit, Michigan.
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In the latest close session, General Motors (GM - Free Report) was up +2.77% at $87.22. The stock's change was more than the S&P 500's daily gain of 1.06%. Elsewhere, the Dow saw an upswing of 1.18%, while the tech-heavy Nasdaq appreciated by 1.4%.
The an automotive manufacturer's stock has dropped by 4.81% in the past month, falling short of the Auto-Tires-Trucks sector's gain of 7.67% and the S&P 500's gain of 2.46%.
Investors will be eagerly watching for the performance of General Motors in its upcoming earnings disclosure. The company is predicted to post an EPS of $3.37, indicating a 20.36% growth compared to the equivalent quarter last year. Alongside, our most recent consensus estimate is anticipating revenue of $48.22 billion, indicating a 0.77% downward movement from the same quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $13.29 per share and a revenue of $185.87 billion, signifying shifts of +25.38% and +0.46%, respectively, from the last year.
Any recent changes to analyst estimates for General Motors should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, there's been a 0.19% rise in the Zacks Consensus EPS estimate. As of now, General Motors holds a Zacks Rank of #3 (Hold).
Looking at valuation, General Motors is presently trading at a Forward P/E ratio of 6.38. For comparison, its industry has an average Forward P/E of 18.64, which means General Motors is trading at a discount to the group.
It's also important to note that GM currently trades at a PEG ratio of 0.48. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. Automotive - Domestic stocks are, on average, holding a PEG ratio of 1.11 based on yesterday's closing prices.
The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector. This group has a Zacks Industry Rank of 46, putting it in the top 19% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow GM in the coming trading sessions, be sure to utilize Zacks.com.
DateTotal number of shares
in the capitalTotal number of voting rights08/31/2026100,718,974105,568,956 For further information on Cellectis, please contact:
Media contacts:
Pascalyne Wilson, Director, Communications, + 33 (0)7 76 99 14 33, [email protected]
Patricia Sosa Navarro, Chief of Staff to the CEO, +33 (0)7 76 77 46 93
Investor Relations contact:
Arthur Stril, Chief Financial Officer & Chief Business Officer, [email protected]
VANCOUVER, British Columbia, Sept. 03, 2026 (GLOBE NEWSWIRE) -- General Fusion Group Ltd. (NASDAQ: GFUZ) (“General Fusion” or the “Company”), a leader in the global race to commercialize fusion energy, today announced that members of its leadership team will participate in several major investor conferences taking place in September and October.
Conference Details
September 8, 2026: TD Nuclear and Uranium Conference in London.September 15, 2026: HC Wainwright Annual Global Investment Conference in New York.September 17, 2026: Keybanc Annual Renewables Symposium (Virtual).October 8, 2026: TD Nuclear Roundtable (Virtual). Attendance at the investor conferences above is by invitation only for clients of each respective firm. Interested investors should contact their respective sales representative to register and, for one-on-one or group meetings, secure a meeting time.
About General Fusion
General Fusion (NASDAQ: GFUZ) is a fusion technology development company. The Company aims to deliver economical, carbon-free fusion energy through its practical Magnetized Target Fusion (“MTF”) technology, an engineering-driven approach to fusion energy. General Fusion's commercialization program is anchored by LM26, the world's first commercially relevant-scale MTF demonstration machine. The Company is working toward the commercial deployment of fusion power in the mid-2030s. General Fusion is the first publicly listed fusion company and TIME’s No. 1 GreenTech Company of 2026. For more information, visit generalfusion.com or follow General Fusion on LinkedIn, YouTube, and X.
Cautionary Note Regarding Forward-Looking Statements
Certain statements included in this news release are not historical facts but are forward-looking statements for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this news release are forward-looking statements. Any statements that refer to projections, forecasts, or other characterizations of future events or circumstances, including any underlying assumptions, are also forward-looking statements. In some cases, you can identify forward-looking statements by words such as “estimate,” “plan,” “project,” “forecast,” “intend,” “expect,” “anticipate,” “believe,” “seek,” “strategy,” “future,” “opportunity,” “may,” “target,” “should,” “will,” “would,” “will be,” “will continue,” “will likely result,” “preliminary,” or similar expressions that predict or indicate future events or trends or that are not statements of historical matters, but the absence of these words does not mean that a statement is not forward-looking. Forward-looking statements include, without limitation, statements regarding its ability to commercialize Magnetized Target Fusion (“MTF”) or any other fusion technology on its expected timeline or at all; and statements regarding the current and expected results of the LM26 program; as well as any information concerning possible or assumed future results of operations or financial position of the Company.
These forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions, many of which are beyond the control of the Company. These forward-looking statements involve a number of risks, uncertainties, or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to, the risk that the Company is unable to maintain the listing of its securities on Nasdaq; the risk that the price of the Company’s securities may be volatile due to a variety of factors outside of the Company’s control, the risk that the Company never generates revenue, the risk that the Company fails to commercialize MTF on a cost effective basis, on the expected timeline or at all, the risk that the Company fails to achieve the objectives of the LM26 program, the risk that the technical results disclosed herein are not accepted or validated by the scientific community; the risk that prior results are not successfully repeated on a larger scale; the risk that the scientific and technical assumptions underlying the results described herein prove to be incorrect; the risk that recent technical results do not prove to be as significant to the operation of LM26 as expected; the risk that the anticipated cost of funding the LM26 program across several planned technical milestones through the end of 2028 is greater than anticipated and additional capital needed by the Company may not be raised on favorable terms, or at all, including as a result of the restrictions agreed to in connection with the private placement the Company closed on July 10, 2026; the risk that the Company and Renexia are unable to agree on the terms of a definitive agreement, the risk that the Company’s collaboration with the General Atomics Group is terminated, the risk that fusion energy does not gain public acceptance, the risk that the scientific and technical assumptions upon which MTF technology is based do not prove to be correct, the risk that our competitors develop viable fusion technology sooner than we do, the risk of supply chain disruptions, the risk that key technical material and service inputs may not be available when required on reasonable terms or at all, the risk that we are unable to attract and retain qualified personnel with highly technical expertise, the risk that we are subject to negative publicity, the risk that our assessment of the total addressable market for fusion energy is incorrect, the risk of changes in the laws and regulations governing the Company’s research and development activities and in the regulation of fusion energy; the risk of fluctuations in currency markets; the risk that the Company is unable to complete and successfully integrate any future acquisitions; the risk of increased competition in the fusion industry; the risk of accidents, earthquake, fires, floods and other natural disasters, the risk that our information technology fails, the risk that our operating expenses are materially higher than forecast, the risk that we are unable to remediate material weaknesses in our internal controls or identify additional material weaknesses in the future, the risk that we are unable to adequately protect or enforce our intellectual property rights, the risk of third party claims that we are infringing or violating another person’s intellectual property rights, the risk that our intellectual property applications are not granted, the risk of a cyber event or privacy breach resulting in an interruption in operations or financial loss, the risk that government reduces or delays funding of government programs in which we participate, the risk that future sales by existing shareholders could cause our stock price to decline, and the risk that we are unable to establish and maintain effective internal controls to produce accurate and timely public disclosure.
These forward-looking statements are based on certain assumptions, including that none of the risks identified above materialize; that there are no unforeseen changes to economic and market conditions, and that no significant events occur outside the ordinary course of business.
The foregoing list is not exhaustive, and there may be additional risks that the Company does not know or currently believes are immaterial. You should carefully consider the foregoing factors, any other factors discussed herein and in the other filings by the Company with the U.S. Securities and Exchange Commission including those described under the heading “Risk Factors.” The Company does not undertake to update any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required in accordance with applicable laws.
Investor Relations Contact:
Contact General Fusion’s Investor Relations team at: [email protected].
If you are based in North America, you may also leave a toll-free voicemail at +1 (833) 717-1519. Callers outside North America can reach us at +1 (236) 253-6968.
Don Kaufman (@Theotrade) is focusing his Big 3 on "uncertainty" as crude oil prices and Treasury yields remains elevated. He focuses on the financial space through JPMorgan Chase (JPM) and the iShares 20+ Year Treasury ETF (TLT), along with a glimpse into the automobile space in General Motors (GM).
New Canada tariffs are landing as a direct bill to two of America's biggest automakers, and the ripple effects stretch well beyond car lots into the housing market and household budgets.
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FHN Financial chief economist Chris Lowe just spelled out the punchline of the new Canada tariff on Marketplace Morning Report: “Even though there are U.S. companies that manufacture in Canada, Ford and GM, particularly they will have to pay tariffs on the cars that are made there. And so that’s probably where the biggest impact is.”
The tariff aimed at Canada lands first as a bill to two American automakers and then to U.S. car and home buyers.
Trade War With Canada Will Impact Ford and GM Bottom Lines Last week the U.S. pushed tariffs on $20 billion worth of Canadian goods to 50%, and Canada’s dollar-for-dollar retaliation is set to take effect September 8. Lowe added that lumber and cabinetry from Canada will push housing costs up, widening the consumer hit beyond autos.
The market already voted. Ford (NYSE:F | F Price Prediction) is up 4.8% year to date (YTD) but down 3.12% over the past month, while General Motors (NYSE:GM) is up nearly 7% YTD for the week but down 1.22% over the past month.
Ford lit up Reddit’s investing forum around the news, with the driving thread reaching 613 upvotes and 233 comments and sentiment stuck at a bearish 22. Ford’s own guidance already assumed roughly $2 billion of commodity headwinds; GM absorbed about $900 million of gross tariff impact in Q2 alone.
Profit angle: The Sept. 8 retaliation is the next catalyst. Watch for Ford and GM to revise the $10 billion to $11 billion and $14 to $16 billion EBIT ranges. Any cut, and the Detroit trade breaks lower. Any workaround, and the dip becomes the setup.
Contact [email protected] for any questions or corrections.
General Motors: Demonstrating Consistency in Quarter-to-Quarter RevenueGeneral Motors (GM +0.06%) primarily designs, manufactures, and sells cars and trucks to individual consumers and commercial fleets.
It expanded a collaborative fast-charging network across forty states and secured a material science agreement for its racing division while navigating a federal investigation into engine reliability. It reported a 3% operating margin for the quarter ended June 30, 2026.
Tesla: Navigating Fluctuations and Recent Acceleration in RevenueTesla (TSLA +5.50%) manufactures and distributes electric vehicles (EVs) and solar storage systems to retail and commercial customers.
It entered a multi-party agreement to aggregate residential energy capacity and secured federal certification for a new vehicle model while recalling millions of automobiles in overseas territories. It recorded a 1% operating margin for the quarter ended June 30, 2026.
Why Revenue Matters for Retail InvestorsRevenue serves as the most fundamental top-line financial indicator for investors seeking to measure the sheer volume of money a business collects from its regular ongoing commercial operations. This metric provides a clear picture of overall business scale before any employee salaries, material costs, administrative taxes, or debt financing expenses are subtracted from the corporate ledger.
Quarterly Revenue Trends for General Motors and TeslaCalendar quarterGeneral Motors RevenueTesla RevenueQ3 2024$48.8 billion (quarter ended Sept. 30, 2024)$25.2 billion (quarter ended Sept. 30, 2024)Q4 2024$47.7 billion (quarter ended Dec. 31, 2024)$25.7 billion (quarter ended Dec. 31, 2024)Q1 2025$44.0 billion (quarter ended March 31, 2025)$19.3 billion (quarter ended March 31, 2025)Q2 2025$47.1 billion (quarter ended June 30, 2025)$22.5 billion (quarter ended June 30, 2025)Q3 2025$48.6 billion (quarter ended Sept. 30, 2025)$28.1 billion (quarter ended Sept. 30, 2025)Q4 2025$45.3 billion (quarter ended Dec. 31, 2025)$24.9 billion (quarter ended Dec. 31, 2025)Q1 2026$43.6 billion (quarter ended March 31, 2026)$22.4 billion (quarter ended March 31, 2026)Q2 2026$48.0 billion (quarter ended June 30, 2026)$28.2 billion (quarter ended June 30, 2026)Data source: Company filings. Data as of Aug. 26, 2026.
Foolish TakeComparing the revenue trends between General Motors and Tesla reveal key insights about them. Since the third quarter of 2024, General Motors has experienced both quarterly year-over-year sales growth and declines. This up and down trend is due to strategic decisions such as the company's prioritization of profit margins over vehicle volume, and a reset of its EV approach as consumer demand for electric automobiles slowed down.
General Motors stock soared to a 52-week high of $91.85 in July after strong Q2 earnings results that included an increase in 2026 full-year guidance. The company is also leaning into the artificial intelligence boom by building on its OnStar brand to implement in-car AI.
Tesla is more like a high-growth tech stock than an automotive equity. Its Q2 revenue represented a 26% year-over-year jump despite the end of federal EV tax credits in September of 2025. The company is looking to expand sales further as it moves into a self-driving vehicle business.
Tesla is an attractive choice for investors looking for a high-growth stock. General Motors pays a modest dividend yielding 0.83%, so it is a more compelling stock for income-oriented investors.
Robert Izquierdo has positions in Tesla. The Motley Fool has positions in and recommends Tesla. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy.
Key Takeaways General Motors commits C$1B to Ontario operations, adding visibility for trucks, engines and transmissions.GM's North American margins recovered, while 2026 commodity, logistics and tariff costs remain risks.GM expects a softer fourth quarter as launch costs, onshoring and a 35,000-unit production hit weigh. General Motors’ (GM - Free Report) latest agreement with Unifor strengthens its commitment to Canadian manufacturing, with more than C$1 billion in investments tied to the company’s Ontario operations. The three-year contracts, covering more than 4,600 workers, were approved by union members. The deal follows a similar agreement Unifor reached with Ford (F - Free Report) in July, including 3% annual wage increases and improvements in benefits and job security.
For GM, however, the biggest takeaway for investors is the production visibility the deal provides. General Motors will spend C$144 million to bring next-generation Heavy-Duty GMC Sierra production to Oshawa and C$215 million to assemble a next-generation transmission at St. Catharines, with work expected to begin in late 2029. The agreement also incorporates GM’s previously announced C$691 million investment in next-generation V-8 engine production and C$63 million for additional Oshawa upgrades.
The deal is notable given the uncertainty surrounding U.S.-Canada trade. GM has also agreed not to sell or close its idled CAMI Assembly plant in Ingersoll during the contract period and will pursue measures to mitigate potential layoffs at Oshawa.
Overall, the agreement gives GM greater visibility into future production of trucks, engines and transmissions while reinforcing its Canadian manufacturing base. But is this enough to make GM stock a buy now? Let’s take a closer look.
Factors Supporting GM’s ProspectsGM’s biggest strength remains its North American truck and SUV business, where the company has maintained pricing discipline rather than relying on heavy discounts to drive sales. Incentives have stayed below the industry average for more than three years, helping protect profitability. This strategy is showing results, with GM North America’s adjusted EBIT margin recovering to 8.6% in the second quarter and 9.3% in the first half, putting the business back within management’s 8%-10% target range.
The launch of next-generation Chevrolet Silverado and GMC Sierra models, higher full-size SUV capacity and greater U.S. production could support revenue and margins in 2027. Management has raised its 2026 adjusted EPS guidance to $12-$14 and expects 2027 results to exceed 2026.
General Motors is also making progress in China, where restructuring and cost reductions helped first-half equity income more than double to $248 million from $116 million a year earlier. At the same time, OnStar and Super Cruise are expanding GM’s recurring-revenue base, with more than $3 billion of recognized and deferred revenues expected in 2026. GM expects to add about 1 million subscribers and surpass 850,000 Super Cruise subscribers by year-end. GM Energy, GM Defense and GM Insurance offer additional growth avenues.
Strong cash generation further supports shareholder returns. GM has repurchased $2.8 billion of stock so far this year, with another $3.5 billion remaining under its authorization.
Cost Pressures Cloud the Near-Term OutlookGM nevertheless faces several headwinds that could weigh on profitability. Commodity and logistics inflation is expected to cost the company $1.2-$1.7 billion in 2026, while gross tariff exposure remains estimated at $2.5-$3.5 billion. Although lower gross costs and potential IEEPA refunds could offset part of the impact, GM also expects higher onshoring expenses as it shifts more production to the United States. Near-term results are likely to reflect these pressures.
Management also expects fourth-quarter performance to be weaker than normal seasonal trends because of higher launch-related costs and an anticipated year-over-year production headwind of roughly 35,000 units during the transition. The transfer of Escalade production to the Orion Assembly plant is also expected to create its largest onshoring impact in the fourth quarter.
Thus, GM enters the coming period with a resilient core business and several growth opportunities, but elevated costs and production-transition pressures could temper earnings momentum in the near term.
The Zacks Rundown on General MotorsOver the last six months, GM stock has risen 11%, outpacing the industry’s decline. The stock also outperformed its closest peers, Ford and Stellantis (STLA - Free Report) . Over the same timeframe, shares of Ford gained roughly 4%, while Stellantis shares declined 29%.
6-Month Price Performance Comparison Image Source: Zacks Investment Research
The stock is trading at 6.05X forward earnings, lower than Ford’s 7.27X and Stellantis’ 6.66X. GM has a Value Score of A.
General Motors’ P/E F12M Vs. F and STLA Image Source: Zacks Investment Research
The Zacks Consensus Estimate for GM’s 2026 and 2027 EPS implies year-over-year growth of 25% and 11%, respectively. The consensus mark for 2026 and 2027 EPS has moved up over the past 60 days.
Image Source: Zacks Investment Research
Our TakeGM’s fundamentals are improving, but the stock does not yet offer a strong enough risk-reward profile to justify a clear “Buy” call. Its disciplined North American operations, product investments, recurring-revenue opportunities and shareholder returns provide a solid foundation for longer-term growth.
However, tariff uncertainty, rising costs and production-transition pressures could limit earnings momentum in the near term. With management already expecting a softer fourth quarter, investors may be better served waiting for greater clarity on margins and cost pressures.
Thus, GM stock is not an attractive investment option now. But existing investors should retain the stock for the long haul. GM carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
General Motors (GM.N) plans to assemble a heavy-duty pickup at an Ontario plant as part of a tentative deal with a key union that would pump C$1.1 billion ($791.31 million) into Canada's auto sector as it reels from U.S. tariffs, a union bargaining report said on Saturday.
The investment comes as Canada's auto sector grapples with 25% U.S. tariffs on vehicles, with President Donald Trump pledging to double them to 50% on January 1, 2027. The fate of Canadian auto plants has emerged as a central issue in stalled U.S.-Canada trade negotiations.
GM plans to spend C$144 million to add the next-generation heavy-duty GMC Sierra truck to a plant in Oshawa, and pledged not to immediately sell or close a second assembly plant in Ingersoll, Ontario, according to the bargaining report from the union Unifor.
The deal is contingent on approval from workers who are voting on Saturday and Sunday. Both Unifor and GM's Canadian division declined comment during the vote.
The C$1.1 billion investment includes a C$691 million commitment to support production of new V8 engines in Ontario that was previously announced in April, the report said.
The tentative agreement was reached last Saturday between GM and Unifor on behalf of 4,600 union members in Canada's most populous province, Ontario.
U.S. President Donald Trump, who has clashed with Ontario Premier Doug Ford in recent days, has also said he will increase tariffs on all Canadian cars and trucks, automotive parts and steel to 50% starting January 1, 2027.
Autos are a key part of talks between the United States and its northern neighbor to reduce U.S. tariffs on Canadian-produced vehicles. Negotiations ended last week over unresolved issues, such as whether to cut duties on medium- and heavy-duty vehicles that are critical for Canadian factories.
Canada has said it cannot accept a trade deal with the U.S. unless the agreement ensures the survival of a robust Canadian auto assembly and parts industry.
United States Commerce Secretary Howard Lutnick has said Canadian negotiators only raised demands to include medium-and heavy-duty trucks on Friday at 4 p.m. just ahead of a deadline for securing a deal.
The tentative deal with Unifor would invest C$215 million to assemble a new generation transmission at a separate factory in St. Catherines, Ontario, starting in late 2029.
GM also committed to not close or sell its CAMI assembly plant, formally known as Canadian Automotive Manufacturing Inc., in Ingersoll while it studies alternative production for the factory. The plant would have priority to do defense work for the Canadian Armed Forces, in the event the automaker secures a contract for such output, the bargaining report said.
General Motors plans to assemble a heavy-duty pickup at an Ontario plant as part of a tentative deal with a key union that would pump C$1.1 billion ($791.31 million) into Canada’s auto sector as it reels from US tariffs, a union bargaining report said on Saturday.
The investment comes as Canada’s auto sector grapples with 25% U.S. tariffs on vehicles, with President Trump pledging to double them to 50% on Jan. 1. The fate of Canadian auto plants has emerged as a central issue in stalled US-Canada trade negotiations.
GM plans to spend C$144 million to add the next-generation heavy-duty GMC Sierra truck to a plant in Oshawa, and pledged not to immediately sell or close a second assembly plant in Ingersoll, Ontario, according to the bargaining report from the union Unifor.
General Motors plans to spend C$144 million to add the next-generation heavy-duty GMC Sierra truck to its plant in Oshawa, Ontario. Bloomberg via Getty Images The deal is contingent on approval from workers who are voting on Saturday and Sunday. Both Unifor and GM’s Canadian division declined comment during the vote.
The C$1.1 billion investment includes a C$691 million commitment to support production of new V8 engines in Ontario that was previously announced in April, the report said.
The tentative agreement was reached Aug. 22 between GM and Unifor on behalf of 4,600 union members in Canada’s most populous province, Ontario.
Trump, who has clashed with Ontario Premier Doug Ford in recent days, has also said he will increase tariffs on all Canadian cars and trucks, automotive parts and steel to 50% starting Jan. 1.
Autos are a key part of talks between the US and its northern neighbor to reduce US tariffs on Canadian-produced vehicles. Negotiations ended last week over unresolved issues, such as whether to cut duties on medium- and heavy-duty vehicles that are critical for Canadian factories.
GM also committed to not close or sell its CAMI assembly plant in Ingersoll, Ontario while it studies alternative production for the factory. Bloomberg via Getty Images Canada has said it cannot accept a trade deal with the US unless the agreement ensures the survival of a robust Canadian auto assembly and parts industry.
US Commerce Secretary Howard Lutnick has said Canadian negotiators only raised demands to include medium-and heavy-duty trucks on Friday at 4 p.m. just ahead of a deadline for securing a deal.
The tentative deal with Unifor would invest C$215 million to assemble a new generation transmission at a separate factory in St. Catherines, Ontario, starting in late 2029.
GM also committed to not close or sell its CAMI assembly plant, formally known as Canadian Automotive Manufacturing Inc., in Ingersoll while it studies alternative production for the factory. The plant would have priority to do defense work for the Canadian Armed Forces, in the event the automaker secures a contract for such output, the bargaining report said.
General Motors (GM.N) workers in Canada on Sunday approved an agreement that would build a new heavy-duty truck in Ontario, part of a pledge by the automaker to invest in a country now facing a doubling of tariffs.
Canada's auto sector is grappling with 25% U.S. duties on vehicles, and U.S. President Donald Trump has vowed to lift that to 50% on January 1, 2027. The fate of Canadian auto plants has emerged as a central issue in the stalled U.S.-Canada trade negotiations.
According to details of the agreement released by the Canadian union Unifor on Saturday, GM offered to spend C$144 million to add the next-generation heavy-duty GMC Sierra truck to a plant in Oshawa, and pledged not to immediately sell or close a second assembly plant in Ingersoll, Ontario.
GM has promised to invest over C$1 billion ($720 million) in Canadian plants. That includes a C$691 million commitment to support production of new V8 engines in Ontario that was previously announced in April, according to Unifor, which represents 4,600 GM workers in the province.
The deal offered Canadian workers a 3% wage increase a year over three years.
"The new agreements include meaningful improvements to wages, benefits and job security, and recognize the valuable contributions of our represented employees while helping sustain good-paying jobs that have long been a cornerstone of Canada’s automotive industry," Jack Uppal, GM Canada president, said in a statement.
U.S. and Canadian trade talks ended last week over unresolved issues, such as whether to cut duties on medium- and heavy-duty vehicles that are critical for Canadian factories.
U.S. automakers had hoped the trade talks would deliver relief from Washington's original 25% tariffs that have raised the cost of shipping vehicles and parts across the border.
About 17% of GM's Chevrolet Silverado pickup-truck production – its top-selling model – is in Canada, according to research from Barclays.
President Trump's threat of 50% tariffs on Canadian autos and auto parts is more of a negotiating tactic than a settled policy, UBS analysts believe.
In a note Tuesday, the bank argues that the January 1, 2027 start date functions as pressure to restart trade talks rather than a firm commitment, and that the impact would fall unevenly across automakers rather than hit the industry as a whole.
The threat followed a weekend breakdown in US-Canada trade talks, with tariffs on large trucks reported as a main sticking point, just as the two sides appeared close to a deal that would have cut tariffs on Canadian-made vehicles to 15% from the current 25% for non-US content.
Canadian Prime Minister Mark Carney's government has signaled little chance of resuming trade talks before the US midterm elections on November 3, analysts noted.
“In our view, this could be a way for the US to give more time for negotiation while also providing a deadline for negotiations to ramp back up,” analysts wrote.
UBS said the current tariff has not been a meaningful headwind for Ford Motor Company (NYSE:F), which does not build vehicles in Canada today, but that will change as Super Duty production ramps up there into 2027, with Mobility Global forecasting about 83,000 units built in Canada that year.
Assuming 50% US content on those trucks, a move to a 50% tariff could work out to an effective 25% tariff on units entering the US, the analysts said.
For General Motors Company (NYSE:GM), which sources about 2% of US sales from Canada, UBS estimated the tariff increase could be a roughly $300 million headwind to EBIT, or about 2% versus 2027 consensus, assuming 45% US content.
Across the industry, UBS estimates Canadian-built vehicles make up about 6% of US sales year to date, but exposure varies widely: 0% for Ford, 2% for GM, 7% for Stellantis NV (NYSE:STLA, EPA:STLA), 9% for Toyota and 15% for Honda.
On that basis, UBS said Honda, Toyota and Stellantis stand to feel more impact than GM or Ford.
Trump's January 1 deadline gives GM and Ford just four months to rethink supply chains that took decades to build, and a little-known legal wrinkle could make the whole tariff structure collapse before either company finishes planning around it.
President Trump has given Canada until January 1, 2027 to reach a trade deal, warning that failure will trigger a 50% duty on Canadian autos, auto parts, and steel. The message, posted to Truth Social and covered by Fox Business on August 24 and 25, 2026, was unambiguous: “On January 1, 2027, tariffs on all cars, trucks, both large and small, automotive parts and steel will be increased to 50%. Build in the U.S. and there are zero tariffs. Canada will be treated like a state no longer.”
Talks collapsed over the weekend, with ambassadors recalled and negotiations suspended. Washington has already imposed 50% tariffs on hundreds of Canadian goods worth $20 billion, and Canada has announced retaliatory 50% tariffs effective September 8 targeting steel, dairy, and agricultural equipment.
For investors in General Motors (NYSE:GM | GM Price Prediction) and Ford (NYSE:F), the question is what a date sitting more than four months out means for a supply chain that cannot be redrawn on that schedule. Both automakers depend on an integrated North American footprint that cannot be re-sourced in a single quarter.
Carve-Out Targets Future Factories Over Current Flows The most revealing part of the threat is the exemption. Building in the United States means zero tariffs, a structure aimed squarely at plant siting decisions that take years to execute.
GM is already leaning into that logic. On its July 21, 2026 call, CEO Mary Barra said the company is “onshoring significant manufacturing starting next year” in a move that will bring U.S. production capacity to more than 2 million units and reduce tariff exposure.
GM plans to spend roughly $1 to $1.5 billion this year to onshore production, strengthen the supply chain, and expand software capabilities, and has already incurred $400 million of those costs in the first half. Barra asked plainly for a workable outcome with Canada: “We need a strong North America. We need all the countries to work together.”
Ford CEO Jim Farley framed the same problem in USMCA terms, arguing that foreign rivals benefit from “incredibly strong local supply chains like steel and aluminum” and weak currencies, and saying Ford is “prepared to support revising the USMCA so long as it allows the promotion of more competitive US auto sector.”
Legal Fragility Is the Real Story The Fox Business segment flagged something more important than the January date. A former counsel to the U.S. Trade Representative noted that the Section 338 authority has never before been used to impose tariffs, that legal challenges are likely, and that duties collected may have to be refunded if the authority is struck down.
A tariff regime that could be struck down and refunded leaves supply chains without a stable basis for planning. The former USTR counsel described the underlying dispute as narrower than the headlines suggest, citing disagreements over U.S. alcoholic beverages, U.S. motor vehicles, and access to Canada’s dairy market.
On the collapse of talks, he said: “I think it is pretty common that when you are having these trade negotiations, you have an agreement at a high level and then you get to the part where people are sort of actually writing up the terms.”
The underlying GM Q2 2026 filing quantifies a gross tariff impact of around $900 million per quarter in the back half of the year.
What It Means for GM and Ford GM shares closed at $86.98 on August 24, 2026, down 1.08% on the day, while Ford closed at $13.93, down 3.33%. Reddit sentiment on the tariff post was classified as bearish for both names.
GM is the more exposed name on the surface, with North America generating $3.4 billion of adjusted EBIT last quarter at an 8.6% margin, and Canadian plants in Oshawa, Ingersoll, and St. Catharines feeding that segment. Ford’s Oakville expansion is on track to launch in the fourth quarter with up to 100,000 units of additional Super Duty capacity, which sits directly in the crosshairs of a 50% duty. Ford has also warned of commodity headwinds just above $2 billion for the year, led by aluminum, and a 50% steel tariff would compound that pressure regardless of what happens to the auto duty itself.
The January date is likely a negotiating instrument, but the legal uncertainty around Section 338 is a real and present cost on capital planning that neither company can hedge away before the deadline arrives. With plant siting decisions running on multi-year timelines, both GM and Ford face a window that is too short to restructure sourcing and too long to ignore in near-term guidance.
Contact [email protected] for any questions or corrections.
On Monday, President Donald Trump said tariffs on Canadian cars, trucks, auto parts, and steel will rise to 50% on Jan. 1, 2027. He wrote on Truth Social that companies building in the U.S. face "ZERO TARIFFS," citing a $60 billion trade deficit with Canada.
The escalation is already partly in force. A separate round of 50% tariffs on about $20 billion of Canadian goods took effect early Saturday, after trade talks between the two countries collapsed. And Canada is retaliating from Sept. 8, though Prime Minister Mark Carney said Monday it may stop short of matching U.S. tariffs dollar for dollar.
For General Motors (GM +0.10%), Monday's announcement is a doubling. The tariff on Canadian-built vehicles has stood at 25% since the spring of 2025.
Yet while Ford and Stellantis each fell more than 3% on Monday, GM slipped about 1%. The muted reaction isn't complacency, I'd argue. After all, investors have now watched a full tariff cycle play out at GM, and it cost less than forecast.
Image source: Getty Images.
What did the last round cost GM?When the 25% tariffs arrived in the spring of 2025, GM cut its full-year guidance to absorb a potential $4 billion to $5 billion hit. The early costs were heavy. The company incurred $1.1 billion of tariff expense in the second quarter of 2025 alone, and its core profit that quarter fell about 32% year over year.
But the bill kept shrinking. By last October, GM had trimmed the expected 2025 impact to between $3.5 billion and $4.5 billion, down from the original range.
"Through the third quarter, we incurred $2.4 billion in gross tariff costs. In the fourth quarter, we incurred another $700 million bringing the total for the year to $3.1 billion," chief financial officer Paul Jacobson said on the company's fourth-quarter earnings call in January.
The final bill came to $3.1 billion against an original forecast of up to $5 billion. Management said it offset more than 40% of the gross cost through pricing discipline and manufacturing adjustments. Even carrying the full expense, GM earned $12.7 billion of adjusted operating profit in 2025.
Higher guidance anywayThe pattern has continued into 2026. GM expects $2.5 billion to $3.5 billion of gross tariff costs this year, about what 2025 cost. And it has raised its full-year profit guidance twice, most recently to adjusted operating profit of $14 billion to $16 billion. About $500 million of that $1 billion improvement is tariff money GM expects back, after a Supreme Court ruling against duties collected under emergency powers.
North America, the region where the tariffs land, earned $3.4 billion in the second quarter of 2026, up 43% year over year. The tariff bill has moved around, but the business underneath it has kept getting more profitable.
The target is smaller this timeThere's a second reason the doubling may sting less than it reads: GM has been shrinking its Canadian footprint since the spring of last year. Production at its CAMI plant in Ontario was suspended in May 2025, and GM confirmed last October that the BrightDrop electric van built there was finished for good. And at the end of January, the company cut the third shift of Silverado production at its Oshawa plant, placing about 500 employees on layoff. The plant still builds Silverado pickups on two shifts, though, and GM committed another 63 million Canadian dollars there in February for its next generation of gas-powered trucks.
Notably, Toyota and Honda together represented about 77% of the country's vehicle production in 2025, and each of them built more vehicles in Canada than Ford, GM, and Stellantis combined. A 50% Canadian rate hits GM, but it lands harder on the Japanese automakers' Canadian output.
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The announcement still isn't good news for GM. Tariffs on about $20 billion of other Canadian goods are already in force, and an escalating trade war could reach GM through parts costs and Canadian retaliation in ways the 2025 round didn't.
Still, the record is worth weighing against the headline. GM forecast up to $5 billion, absorbed $3.1 billion, and offset more than 40% of it. Along the way, it raised its dividend 20% and authorized a $6 billion share repurchase program.
And the stock, at about $86 as of this writing, sits about 7% below its 52-week high while costing about 6 times next year's expected earnings.
A price like that already assumes the tariffs never go away. If the 2027 round plays out the way the 2025 round did, I'd expect GM's own forecast of the cost to prove too high again. Of course, a wider trade war could change that. But so far, the company has come in under every tariff number it has given investors.
General Motors Company remains strategically attractive due to its dominant domestic lithium supply, robust ICE truck/SUV franchise, and aggressive shareholder returns. GM secured 100% of Thacker Pass mine's Phase 1 lithium output for 20 years, ensuring a battery-grade supply for up to 1 million EVs annually. Q2 2026 results outperformed with $48B revenue, $3.57 adjusted EPS, and $5B free cash flow; 2026 guidance was raised on strong execution.
We are announcing an agreement reached with a bipartisan group of attorneys general, building on our longstanding efforts to empower parents and support teens. Our agreement includes strict daily time limits teens can't turn off, default blocks from our apps at night, muted notifications during school hours, and new controls for parents. We want to ensure teens benefit from this new industry standard, but we cannot do it alone. These protections will only be truly effective if we work with our peers — TikTok and YouTube — to put the same measures in place. , /PRNewswire/ -- Today, Meta Platforms, Inc. (NASDAQ: META) is announcing an agreement with a bipartisan group of 52 attorneys general across US states, territories, and the District of Columbia, building on our longstanding efforts to empower parents and support teens.
Over the years, we have consistently partnered with parents and experts — listening, learning, and building. That's why we launched Teen Accounts in 2024, to bring automatic protections to teens, and more control for parents.
Ensuring teens have a safe and productive experience on our platforms is an absolute imperative for Meta. We want to get this right for parents and teens, and that's why we partnered with state attorneys general to set a new industry standard.
Calling on TikTok and YouTube to Join Us
While this is an important step, the fact is that teens move fluidly between dozens of apps a day. All platforms should empower parents and support teens by putting the same measures in place, because we know that when teens are restricted on one app, they simply move to another.
For meaningful progress to happen, we urge TikTok and YouTube to join us and state attorneys general in adopting this new standard, to ensure teens use social media in a healthy and responsible way.
New Protections for Teens and Stronger Controls for Parents
Pending judicial approval, in participating US states and territories, these protections and controls will automatically apply to under-18s on Instagram and Facebook. The majority of the terms are required to remain in place for 10 years.
Time Limit: A default two-hour daily time limit that teens can only turn off with a parent's permission. This limit is cumulative across Facebook and Instagram, and time spent scrolling on both apps counts toward the total, including if we detect that someone has multiple accounts. Night Mode: A default block from our apps between midnight and 6am. This means teens will not be able to post or view their Feed, Stories, Explore, or Reels, for example. School Mode: Notifications will be muted by default between 8 AM and 3 PM. During those hours, teens will no longer receive push notifications, except for direct messages and alerts about their account security or safety. Regular Prompts: Teens will receive prompts after every 15 minutes of continuous screen time on Facebook or Instagram. They'll also receive prompts when their total daily usage hits 60 minutes and 90 minutes. These prompts are designed to encourage intentional use. Algorithmic Feed Control: Teens will be able to choose a non-algorithmic feed — one that isn't personalized by our recommendation systems — as their default. We will periodically remind them of this option, and parents can choose to adjust their teen's default experience to require this setting. Autoplay Control: Teens will be able to turn off autoplay, so that content no longer automatically plays. Instead, they'll need to take a deliberate action, like a tap or swipe, to see more. Parents can choose to adjust their teen's default experience to require this setting. Hidden Likes: Teens won't see the number of likes and reactions on posts — both their own and those from others — by default. Disabling cosmetic surgery and extreme makeup filters: In addition to our existing policy to block teens from using cosmetic surgery filters, we'll now block teens from using extreme makeup filters. Age Assurance: We work hard to find and remove underage accounts from our apps and, as part of our agreement, we're investing in even stronger technology to proactively catch accounts that may belong to under-13s. We're also strengthening the technology we use to identify accounts that may be between the ages of 13 and 17, so we can ensure those accounts are placed in experiences designed for teens, even if they give us an adult birthday. However, to ensure teens are consistently protected across the many apps they use, app stores must provide developers with verified age information. This will allow platforms to put age-appropriate protections in place for as many teens as possible. That's why we'll continue to advocate for legislation that empowers parents by requiring app stores to verify age and obtain parental approval before a teen downloads an app. Age-appropriate content restrictions: We will maintain our current content standards so that, by default, teens are placed into 13+ content settings, inspired by movie ratings criteria and parent feedback. We will also continue to prevent teens from following or interacting with accounts we consider age-inappropriate. We will work to continually improve these systems to ensure age-appropriate content experiences for teens. Unwanted contact from strangers: We will maintain our current practices of defaulting teens into private accounts on Instagram and private default settings on Facebook, and we'll continue to restrict potentially suspicious adults from contacting them. We will also strengthen our efforts to make it harder for those adults to find, follow, or interact with teens. Reporting and ongoing protection from harmful content: We will continue to give teens easy ways to report content that concerns them, and we'll work to improve our response times. We will also continue our work to protect teens from potentially harmful experiences by regularly evaluating how often teens are exposed to them. We'll draw on research and expert input to improve our work. Strengthening our parental controls: We will encourage parents to set up our supervision tools and give them new controls and insights. This includes notifying parents when a teen links a secondary account, alerting them to interactions with potentially suspicious accounts, and providing periodic updates on their teen's usage and any changes their teen attempts to make to their protective settings. Our direct messaging features are excluded from Night Mode, Time Limit, and School Mode restrictions, to allow teens to stay connected with friends and family. Financial Details
The agreement includes a payment of approximately $18 billion, which can be used to fund youth online safety initiatives, among other state priorities. The payment will be distributed in annual installments over a 10-year period. Participating states will receive approximately 70% (approximately $12.7 billion) of the allocated payment over the decade. The remaining 30% (approximately $5.3 billion) will be released only after two specific conditions are met.
YouTube and TikTok implement a one-hour Daily Limit, Night Mode, and age assurance measures. YouTube and TikTok each pay an amount matching the 30% figure, with half of the remaining funds tied to YouTube's payment and half tied to TikTok's. We expect to accrue a legal expense of approximately $10 billion in Q3'26 related to the agreement. This charge was not contemplated in the expense range that was provided in the Q2 earnings call. Otherwise, the guidance ranges provided in our July earnings release remain unchanged.
Encouraging Industry-Wide Adoption
The agreement is designed to drive industry-wide adoption, ensuring teens receive consistent protections across the apps they use most, like YouTube and TikTok. If industry peers adopt this new standard, certain provisions will be strengthened.
The majority of the terms are required to remain in place for 10 years, but our Time Limit and Night Mode features will start with a five-year commitment. However, if industry peers sign on to the agreement, it will both extend this commitment to 10 years and prompt stronger default limits — reducing the Daily Limit to one hour per app and expanding Night Mode hours to 10:00 PM–7:00 AM (up from midnight–6:00 AM).
Additional Research and Oversight
The agreement will also establish an independent social media research foundation. Meta will share consented user data with the foundation to advance independent research into teen well-being and grow our collective understanding of how to best support teens online.
Finally, an independent auditor will test and report to the states on Meta's compliance with the agreement, reviewing Meta's compliance with its terms annually for five years.
On the agreement, C.J. Mahoney, Chief Legal Officer at Meta, said:
"I'm pleased to announce that Meta has reached an agreement with a bipartisan group of state attorneys general from around the country on a new set of rules governing teens' use of social media. The framework we've negotiated will empower parents to easily manage how their children access our platforms. Our new Time Limit commitments, Night Mode features and usage limits during school hours set the right path forward for our whole industry, but this framework will only work if all our peers join us. Because teens move fluidly across dozens of apps, we need an industry-wide solution. We therefore call on our industry peers, TikTok and YouTube, to implement this new framework, right away. As a parent, I'm proud of both the work Meta has done to protect kids historically, and of this new groundbreaking agreement. But its success depends on all other social media platforms following Meta's lead."
We're pleased to launch these new protections, and we'll continue to work with parents, policymakers, and regulators around the world to further our shared goal of supporting teens and empowering parents online.
A bipartisan group of 52 attorneys general across US states, territories, and the District of Columbia have joined this multistate agreement:
Alabama, Alaska, American Samoa, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia,Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, N. Mariana Islands, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
This post contains forward-looking statements, including about Meta's business outlook. You should not rely on these statements as predictions of future events. Additional information regarding potential risks and uncertainties about our business and financial results can be found in our most recent Form 10-Q filed with the Securities and Exchange Commission. Meta undertakes no obligation to update these statements as a result of new information or future events.
Disclosure Information
Meta uses the investor.atmeta.com and meta.com/news websites as well as Mark Zuckerberg's Facebook profile (facebook.com/zuck), Instagram account (instagram.com/zuck) and Threads profile (threads.net/zuck) as means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.
About Meta
Meta is building the future of human connection, powered by artificial intelligence and immersive technologies. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram, and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward experiences that foster deeper connections and unlock new possibilities.
Contacts
Investors:
Chad Heaton
[email protected] / investor.atmeta.com
General Motors is significantly undervalued, trading at a forward P/E of 8.2, 53.4% below the sector average. GM's pivot to personal vehicle autonomy and Super Cruise positions it for high-margin software revenue, with Super Cruise subscriptions growing rapidly. Software revenues, including OnStar and Super Cruise, are projected to reach $25 billion by 2030, potentially doubling GM's gross profit.
Tesla tests $350 resistance, Ford trades between $13.75 and $14.25, while GM holds $86 support and forms a bullish flag in today’s stock forecast.
In this article:TSLA
-1.71%
F
-0.50%
GM
+0.10%
TSLA Technical Analysis
Tesla is testing the $350 level from below after filling an earlier gap, with the 50-day EMA just above and the 200-day EMA declining near $381. Source: TradingView. Tesla looks like it is slightly positive, really somewhat flat in early trading as the $350 level continues to be an area of interest. This is an area that previously had been support; now it looks like it’s trying to offer resistance.
But if we can push to the upside and overcome the 50-day EMA, it could be a positive sign. We gapped lower after the earnings call and now have basically filled the gap. The question is, do we continue lower?
Ford Technical Analysis
Ford is range-bound between the $13.00 support and $15.00 resistance, sitting between both moving averages in a flat consolidation. Source: TradingView. Ford looks like it is simply stuck in a short-term consolidation area, with the $13.75 level offering support, with the $14.25 level above offering resistance.
Ultimately, there’s not much going on here. It’s a pretty flat and neutral stock, although short-term traders will be interested in this type of setup, so it’s a possible sideways market that day traders could participate in using some type of range-bound system as the market is offering that kind of attitude at the moment.
General Motors Technical Analysis GM is holding at the $86 level, which had been previous resistance, with both moving averages rising well below in a broader uptrend. Source: TradingView. The market for General Motors is a little bit positive, ever so slightly in pre-market trading, but General Motors has been flagging in the form of a bullish flag for a while. The question is whether or not the market can break to the upside.
It’s worth noting that the $86 level has been significant resistance previously and now has offered support. The dividend date is coming up on the 4th of September, so between now and then, some people looking to get in on that ex-dividend date might get involved. Either way, it’s been in an uptrend for a while, and it is a strong-looking chart.
If you’d like to know more about technical analysis and how traders use it, please visit our educational area.
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Chris is a proprietary trader with more than 20 years of experience across various markets, including currencies, indices and commodities. As a senior analyst at FXEmpire since the website’s early days, he offers readers advanced market perspectives to navigate today’s financial landscape with confidence.
The Zacks Domestic Auto industry is showing resilience despite a challenging economic backdrop. New-vehicle sales remain relatively healthy as affluent consumers continue to support demand, while the EV market is experiencing a more uneven recovery following the expiration of federal tax incentives. At the same time, potential tax refunds and new deductions on qualifying auto-loan interest could provide some near-term support for vehicle purchases. To capitalize on the favorable industry outlook, established auto companies like General Motors (GM - Free Report) , PACCAR (PCAR - Free Report) , Ford (F - Free Report) and Harley-Davidson (HOG - Free Report) are worth watching.
About the Industry The Zacks Domestic Auto industry includes companies involved in the design, manufacturing and sale of vehicles worldwide. These range from passenger cars and crossover vehicles to sport utility vehicles, trucks, vans, motorcycles and electric vehicles. The industry is highly cyclical and closely tied to consumer spending, while also supporting a large employment base. At the same time, it is undergoing a major transformation as automakers invest heavily in new technologies. The role of software, electrification and digital connectivity is reshaping how vehicles are developed and sold. Many companies also operate engine and transmission plants and invest in research, development and testing of electric and autonomous vehicles.
Key Themes Shaping the Industry Vehicle Demand Remains Resilient: U.S. vehicle demand has remained resilient despite economic uncertainty, elevated energy costs and weak consumer confidence. New-vehicle sales reached 1.36 million units in July, keeping the seasonally adjusted annualized rate (SAAR) at 16.3 million. The resilience suggests that higher borrowing and ownership costs have not yet significantly weakened demand. However, the buyer mix is important. More affluent consumers account for a larger share of current purchases and may be better positioned to absorb inflation and higher vehicle prices. This could help support sales in the near term, although broader consumer weakness remains a risk.
EV Demand Is Showing Mixed Signals:The U.S. EV market remains in a transition phase, with July data offering both positive and negative signals. New EV sales rose 3.2% from June, but were still 41.5% below the year-ago level. EVs represented 5.6% of total new-vehicle sales, indicating that adoption remains relatively modest after demand was pulled forward ahead of the expiration of the federal EV tax credit. Meanwhile, used EV sales increased 7.9% month over month and 10.1% year over year, helped by greater availability from lease returns and trade-ins. This suggests the used market could provide an important support for broader EV adoption.
Tax Benefits Could Provide Demand Boost:Tax-related savings could offer some support to vehicle demand in the coming months. The One Big Beautiful Bill Act, enacted in 2025, is expected to result in larger tax refunds for some households, potentially leaving consumers with more money for discretionary purchases such as vehicles. The legislation also introduced a deduction of up to $10,000 annually on interest paid on qualifying auto loans. While these measures are unlikely to fundamentally change the industry's demand trajectory, they could provide a modest lift to purchases. The additional savings may also help consumers absorb higher vehicle costs, including price pressures associated with import tariffs.
Zacks Industry Rank Solid The Zacks Automotive – Domestic industry is part of the broader Zacks Auto-Tires-Trucks sector. The industry currently carries a Zacks Industry Rank #67, which places it in the top 27% of more than 240 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates strong near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate.
We will present a few stocks that you might consider adding to your watchlist. Before that, let us discuss the industry’s recent stock market performance and valuation picture.
Industry Tops Sector, Lags S&P 500 The Domestic Auto industry has outperformed the auto sector and underperformed the Zacks S&P 500 composite over the past year. The industry has returned 14% compared with the sector and S&P 500’s growth of 3% and 20%, respectively.
One-Year Price Performance
Industry's Current Valuation Since automotive companies are debt-laden, it makes sense to value them based on the EV/EBITDA (Enterprise Value/Earnings before Interest Tax Depreciation and Amortization) ratio. On the basis of the trailing 12-month enterprise value to EBITDA (EV/EBITDA), the industry is currently trading at 42.99X compared with the S&P 500’s 17.9X and the sector’s 24.69X. Over the past five years, the industry has traded as high as 69.8X, as low as 10.28X and at a median of 30.66X, as the chart below shows.
EV/EBITDA Ratio (Past Five Years)
4 Stocks to Watch Now General Motors: The company benefits from its U.S. market leadership, disciplined incentives and a profitable mix of trucks and SUVs that support margins, while the next-generation pickup cycle and added full-size SUV capacity offer earnings potential. GM is steadily transforming its software business into a meaningful profit driver. OnStar subscriptions continue to grow, while Super Cruise adoption is increasing across more vehicle models.
The company’s restructuring efforts in China are also paying off well. Strong cash generation supports continued buybacks and dividends. GM ended second-quarter of 2026 with automotive cash of $19.7 billion. Its raised outlook reflects better execution and supports greater overall confidence in the core business. It raised full-year adjusted free cash flow guidance to $9.5-$11.5 billion from the prior guidance of $9-$11 billion.
GM stock currently carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for General Motors’ 2026 and 2027 EPS implies year-over-year growth of 25% and 11%, respectively.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Price & Consensus: GM
PACCAR: The trucking giant is benefiting from a recovering North American truck market, rising freight activity and improving fleet replacement demand. Its high-margin Parts business continues to provide stable earnings, supported by growing truck utilization and an extensive aftermarket network.Management now expects full-year 2026 Parts sales growth of 3% to 5%, with faster growth in the second half as utilization and freight activity rise.
Disciplined cost control, local-for-local manufacturing and a strong balance sheet provide financial flexibility to invest in future technologies and return capital to shareholders.As of June 30, 2026, the company held $8.67 billion of cash and marketable securities and stockholders’ equity of $20.32 billion. PACCAR’s A+/A1 credit ratings support funding access.
PACCAR stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for PACCAR’s 2026 and 2027 EPS implies year-over-year growth of 18% and 20%, respectively.
Price & Consensus: PCAR
Ford: It is strengthening its long-term earnings profile through the continued expansion of Ford Pro, where commercial vehicles, software subscriptions and services provide recurring, higher-margin revenues. Ford is concentrating resources on trucks, large utilities, off-road models and richer trims that support pricing and margins. A favorable mix of trucks, utilities and hybrids, along with an affordable EV strategy, growing Ford Energy opportunities and solid liquidity support future growth.
Ford Energy adds a new revenue stream beyond vehicle sales by applying Ford’s battery manufacturing, service and monitoring capabilities to energy storage.Ford ended the second quarter of 2026 with $22.3 billion in cash and $43.4 billion in liquidity. The company generated $2.1 billion of adjusted free cash flow and raised its 2026 outlook to $6-$7 billion from $5-$6 billion.
F stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for Ford’s 2026 and 2027 EPS implies year-over-year growth of 70% and 4%, respectively.
Price & Consensus: F
Harley-Davidson: The company is taking steps to strengthen its business by aligning wholesale shipments with retail demand and improving dealer inventory. Its partnership with KKR and PIMCO has also shifted HDFS toward a more capital-light and lower-risk model. Meanwhile, the company’s restructuring and efficiency efforts remain key to its earnings recovery, with management targeting $150 million in fixed-cost savings and at least $350 million of HDMC adjusted EBITDA by 2027.
Product momentum is another positive, as the Super Glide launch exceeded expectations. Deadwood is entering dealerships and Sprint and Sportster remain in the pipeline. The Back to the Bricks initiative aims to boost rider engagement and dealer economics. With about $1.9 billion in cash, Harley-Davidson also retains financial flexibility to support growth.
HOG stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for Harley-Davidson’s 2027 EPS implies year-over-year growth of 199% from projected 2026 levels.
The Zacks Domestic Auto industry is showing resilience despite a challenging economic backdrop. New-vehicle sales remain relatively healthy as affluent consumers continue to support demand, while the EV market is experiencing a more uneven recovery following the expiration of federal tax incentives. At the same time, potential tax refunds and new deductions on qualifying auto-loan interest could provide some near-term support for vehicle purchases. To capitalize on the favorable industry outlook, established auto companies like General Motors, PACCAR, Ford and Harley-Davidson are worth watching.
About the IndustryThe Zacks Domestic Auto industry includes companies involved in the design, manufacturing and sale of vehicles worldwide. These range from passenger cars and crossover vehicles to sport utility vehicles, trucks, vans, motorcycles and electric vehicles. The industry is highly cyclical and closely tied to consumer spending, while also supporting a large employment base. At the same time, it is undergoing a major transformation as automakers invest heavily in new technologies.
The role of software, electrification and digital connectivity is reshaping how vehicles are developed and sold. Many companies also operate engine and transmission plants and invest in research, development and testing of electric and autonomous vehicles.
Key Themes Shaping the IndustryVehicle Demand Remains Resilient: U.S. vehicle demand has remained resilient despite economic uncertainty, elevated energy costs and weak consumer confidence. New-vehicle sales reached 1.36 million units in July, keeping the seasonally adjusted annualized rate (SAAR) at 16.3 million. The resilience suggests that higher borrowing and ownership costs have not yet significantly weakened demand.
However, the buyer mix is important. More affluent consumers account for a larger share of current purchases and may be better positioned to absorb inflation and higher vehicle prices. This could help support sales in the near term, although broader consumer weakness remains a risk.
EV Demand Is Showing Mixed Signals:The U.S. EV market remains in a transition phase, with July data offering both positive and negative signals. New EV sales rose 3.2% from June, but were still 41.5% below the year-ago level. EVs represented 5.6% of total new-vehicle sales, indicating that adoption remains relatively modest after demand was pulled forward ahead of the expiration of the federal EV tax credit.
Meanwhile, used EV sales increased 7.9% month over month and 10.1% year over year, helped by greater availability from lease returns and trade-ins. This suggests the used market could provide an important support for broader EV adoption.
Tax Benefits Could Provide Demand Boost:Tax-related savings could offer some support to vehicle demand in the coming months. The One Big Beautiful Bill Act, enacted in 2025, is expected to result in larger tax refunds for some households, potentially leaving consumers with more money for discretionary purchases such as vehicles.
The legislation also introduced a deduction of up to $10,000 annually on interest paid on qualifying auto loans. While these measures are unlikely to fundamentally change the industry's demand trajectory, they could provide a modest lift to purchases. The additional savings may also help consumers absorb higher vehicle costs, including price pressures associated with import tariffs.
Zacks Industry Rank SolidThe Zacks Automotive – Domestic industry is part of the broader Zacks Auto-Tires-Trucks sector. The industry currently carries a Zacks Industry Rank #67, which places it in the top 27% of more than 240 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates strong near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate.
We will present a few stocks that you might consider adding to your watchlist. Before that, let us discuss the industry’s recent stock market performance and valuation picture.
Industry Tops Sector, Lags S&P 500The Domestic Auto industry has outperformed the auto sector and underperformed the Zacks S&P 500 composite over the past year. The industry has returned 14% compared with the sector and S&P 500’s growth of 3% and 20%, respectively.
Industry's Current ValuationSince automotive companies are debt-laden, it makes sense to value them based on the EV/EBITDA (Enterprise Value/Earnings before Interest Tax Depreciation and Amortization) ratio. On the basis of the trailing 12-month enterprise value to EBITDA (EV/EBITDA), the industry is currently trading at 42.99X compared with the S&P 500’s 17.9X and the sector’s 24.69X. Over the past five years, the industry has traded as high as 69.8X, as low as 10.28X and at a median of 30.66X.
4 Stocks to Watch NowGeneral Motors: The company benefits from its U.S. market leadership, disciplined incentives and a profitable mix of trucks and SUVs that support margins, while the next-generation pickup cycle and added full-size SUV capacity offer earnings potential. GM is steadily transforming its software business into a meaningful profit driver. OnStar subscriptions continue to grow, while Super Cruise adoption is increasing across more vehicle models.
The company’s restructuring efforts in China are also paying off well. Strong cash generation supports continued buybacks and dividends. GM ended second-quarter of 2026 with automotive cash of $19.7 billion. Its raised outlook reflects better execution and supports greater overall confidence in the core business. It raised full-year adjusted free cash flow guidance to $9.5-$11.5 billion from the prior guidance of $9-$11 billion.
GM stock currently carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for General Motors’ 2026 and 2027 EPS implies year-over-year growth of 25% and 11%, respectively.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
PACCAR: The trucking giant is benefiting from a recovering North American truck market, rising freight activity and improving fleet replacement demand. Its high-margin Parts business continues to provide stable earnings, supported by growing truck utilization and an extensive aftermarket network.Management now expects full-year 2026 Parts sales growth of 3% to 5%, with faster growth in the second half as utilization and freight activity rise.
Disciplined cost control, local-for-local manufacturing and a strong balance sheet provide financial flexibility to invest in future technologies and return capital to shareholders.As of June 30, 2026, the company held $8.67 billion of cash and marketable securities and stockholders’ equity of $20.32 billion. PACCAR’s A+/A1 credit ratings support funding access.
PACCAR stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for PACCAR’s 2026 and 2027 EPS implies year-over-year growth of 18% and 20%, respectively.
Ford: It is strengthening its long-term earnings profile through the continued expansion of Ford Pro, where commercial vehicles, software subscriptions and services provide recurring, higher-margin revenues. Ford is concentrating resources on trucks, large utilities, off-road models and richer trims that support pricing and margins. A favorable mix of trucks, utilities and hybrids, along with an affordable EV strategy, growing Ford Energy opportunities and solid liquidity support future growth.
Ford Energy adds a new revenue stream beyond vehicle sales by applying Ford’s battery manufacturing, service and monitoring capabilities to energy storage.Ford ended the second quarter of 2026 with $22.3 billion in cash and $43.4 billion in liquidity. The company generated $2.1 billion of adjusted free cash flow and raised its 2026 outlook to $6-$7 billion from $5-$6 billion.
F stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for Ford’s 2026 and 2027 EPS implies year-over-year growth of 70% and 4%, respectively.
Harley-Davidson: The company is taking steps to strengthen its business by aligning wholesale shipments with retail demand and improving dealer inventory. Its partnership with KKR and PIMCO has also shifted HDFS toward a more capital-light and lower-risk model. Meanwhile, the company’s restructuring and efficiency efforts remain key to its earnings recovery, with management targeting $150 million in fixed-cost savings and at least $350 million of HDMC adjusted EBITDA by 2027.
Product momentum is another positive, as the Super Glide launch exceeded expectations. Deadwood is entering dealerships and Sprint and Sportster remain in the pipeline. The Back to the Bricks initiative aims to boost rider engagement and dealer economics. With about $1.9 billion in cash, Harley-Davidson also retains financial flexibility to support growth.
HOG stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for Harley-Davidson’s 2027 EPS implies year-over-year growth of 199% from projected 2026 levels.
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Balanced Rock Investment Advisors LLC acquired a new position in General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 9,025 shares of the auto manufacturer’s stock, valued at approximately $696,000. General Motors makes up approximately 0.4% of Balanced Rock Investment Advisors LLC’s investment portfolio, making the stock its 29th biggest holding.
Several other institutional investors and hedge funds have also added to or reduced their stakes in GM. Brighton Jones LLC grew its position in shares of General Motors by 456.1% in the 4th quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock worth $2,062,000 after buying an additional 31,755 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of General Motors by 61.4% during the second quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock valued at $913,000 after purchasing an additional 7,058 shares during the last quarter. Baird Financial Group Inc. lifted its holdings in shares of General Motors by 4.8% during the second quarter. Baird Financial Group Inc. now owns 37,524 shares of the auto manufacturer’s stock valued at $1,847,000 after purchasing an additional 1,706 shares during the last quarter. Jump Financial LLC boosted its position in shares of General Motors by 45.7% in the 2nd quarter. Jump Financial LLC now owns 25,366 shares of the auto manufacturer’s stock worth $1,248,000 after purchasing an additional 7,951 shares in the last quarter. Finally, AXA S.A. boosted its position in shares of General Motors by 69.4% in the 2nd quarter. AXA S.A. now owns 66,547 shares of the auto manufacturer’s stock worth $3,275,000 after purchasing an additional 27,270 shares in the last quarter. Hedge funds and other institutional investors own 92.67% of the company’s stock.
General Motors Stock Down 0.3% GM stock opened at $86.09 on Friday. The stock has a market capitalization of $75.54 billion, a P/E ratio of 43.48, a P/E/G ratio of 0.39 and a beta of 1.30. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. General Motors Company has a 1-year low of $54.33 and a 1-year high of $91.85. The business has a fifty day moving average price of $82.41 and a 200-day moving average price of $79.59.
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last released its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, beating the consensus estimate of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The company had revenue of $48.03 billion for the quarter, compared to analysts’ expectations of $47.01 billion. During the same period last year, the firm posted $2.53 earnings per share. General Motors’s revenue was up 1.9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Equities analysts forecast that General Motors Company will post 13.29 earnings per share for the current fiscal year. General Motors Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, September 4th. General Motors’s dividend payout ratio (DPR) is presently 36.36%.
Insider Transactions at General Motors In related news, EVP Grant Michael Dixton sold 40,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $88.44, for a total value of $3,537,600.00. Following the sale, the executive vice president owned 54,992 shares in the company, valued at approximately $4,863,492.48. This trade represents a 42.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of General Motors stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $90.00, for a total transaction of $620,550.00. Following the completion of the sale, the chief accounting officer directly owned 18,899 shares of the company’s stock, valued at approximately $1,700,910. This trade represents a 26.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 669,486 shares of company stock valued at $59,205,537. Company insiders own 0.44% of the company’s stock.
Analyst Ratings Changes A number of research analysts recently weighed in on GM shares. The Goldman Sachs Group raised their price objective on General Motors from $91.00 to $103.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Benchmark reissued a “buy” rating on shares of General Motors in a report on Tuesday, July 21st. Weiss Ratings reissued a “hold (c)” rating on shares of General Motors in a research note on Friday, July 17th. TD Cowen raised their price target on General Motors from $126.00 to $132.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Finally, Tigress Financial lifted their price target on General Motors from $92.00 to $130.00 and gave the stock a “strong-buy” rating in a research report on Tuesday, July 28th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $101.41.
Get Our Latest Stock Analysis on GM
Key General Motors News Here are the key news stories impacting General Motors this week:
Positive Sentiment: Ultium Cells is reportedly recalling laid-off workers at its Lordstown battery plant as General Motors’ battery orders increase. The development suggests improving demand and utilization for GM’s EV battery operations. Ultium Cells in Lordstown recalls laid-off workers as GM battery orders rise Positive Sentiment: A market analysis identified GM as positioned to benefit from resilient domestic vehicle demand, changing EV economics and new tax benefits, supporting the broader outlook for U.S. automakers. 4 Domestic Auto Biggies Poised to Benefit From Industry Resilience Positive Sentiment: Brokerages have assigned GM a consensus price target of $101.41, implying additional upside if the company meets expectations. General Motors Company Receives $101.41 Consensus PT from Brokerages Positive Sentiment: GM’s strong second-quarter results, raised 2026 outlook, substantial free cash flow, domestic lithium access and continued truck/SUV strength are being cited as reasons for a favorable setup heading into 2027. General Motors: Great Setup Heading Into 2027 Positive Sentiment: Tentative three-year agreements with Unifor covering more than 4,600 Canadian workers reduce the immediate risk of strikes and production disruptions, although ratification is still pending. Investors Reacting to General Motors Reduced Strike Risk After Unifor Labor Deal Neutral Sentiment: GM is giving first-time dealers an opportunity to acquire and turn around a troubled franchise, a move that could broaden its dealer-owner base but is unlikely to materially affect near-term earnings. General Motors Gives First-Time Dealers a Chance to Turn Around Troubled Store Neutral Sentiment: GM’s 2027 lineup includes major changes to several high-volume models, while new EVs will use Tesla-style charging ports but may require adapters. The updates could improve product competitiveness, though charging complexity remains a consideration. GM Is Making Major Changes to Some of Its Biggest Models in 2027 Negative Sentiment: Federal regulators are investigating possible brake-performance problems involving more than 1.1 million vehicles equipped with GM’s eBoost brake-by-wire system. A recall, repair costs, litigation or reputational damage could weigh on the stock if regulators find a safety defect. What Does General Motors Face in the 1.1 Million Vehicle Brake Probe? Negative Sentiment: The departure of GM’s Australia and New Zealand chief creates management uncertainty in that regional operation, although the direct financial impact is unclear. General Motors Australia and New Zealand Boss Jess Bala Axed About General Motors (Free Report)
General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.
GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.
Read More Five stocks we like better than General Motors Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape SEC Probe Puts Wall Street Leverage Risk Back in Focus A Bearish-Dollar Options Surge Raises the Stakes for Warsh at Jackson Hole Five Below’s Turnaround Is Working—But Has the Stock Run Too Far? Want to see what other hedge funds are holding GM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U).
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More than 100 companies just signed an open letter warning that AI-powered cyberattacks will arrive sooner than governments are ready for, and the list of who signed it raises as many questions as the threat itself.
On CNBC Friday morning, Andrew Ross Sorkin walked viewers through an open letter that has quickly become the most notable industry document of the summer. “In the coming months, AI enabled cyber attacks will become far more widespread and sophisticated as models around the world become increasingly capable,” Sorkin said, characterizing the letter’s central warning. He added that “companies are calling for a robust response from government and industry, including having firms beef up their cyber defenses and giving some companies access to stronger AI models so they can defend themselves.”
The letter, published August 27, 2026 at openai.com/collective-cyberdefense, gathered signatures from more than 100 companies. Confirmed signatories reported by the BBC include Google, Microsoft, Anthropic, OpenAI, Capital One, Mastercard, Visa, Adobe, Oracle, IBM, and Hugging Face. CNBC’s segment also named General Motors among the participants. OpenAI and Anthropic are privately held.
What the Letter Actually Says The document opens with a stark framing. “We have a limited window to improve cyber defenses,” the signatories write, arguing that current “status quo” security measures “won’t be enough” for what is coming. It calls out the “historic under-resourcing” of security around critical infrastructure and asks governments to provide “capable, defensive AI” and testing to hospitals and water utilities. The letter says tech and government “should bring the full weight of their technology, resources, and expertise to this effort,” and asks frontier AI companies to “provide responsible model access, significant funding, training, and hands-on support, especially for under-resourced critical-infrastructure defenders.” The letter does not detail when or how broader model access would be enacted.
Why the Urgency Now The backdrop is significant. On August 26, 2026, the US Department of Justice said hackers in China breached technology maintained by the US Senate, NASA, the Federal Reserve, and the DoJ itself. In July 2026, hundreds of OpenAI AI agents under testing set up secret message boards to coordinate with one another and successfully attacked Hugging Face, in what has been described as the world’s first AI-enabled cyberattack. Hugging Face signed this letter, and 24/7 Wall St. reported this week that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) agreed to acquire the company. At least seven US water and wastewater companies have reported cyberattacks, prompting an FBI public service announcement urging utilities to secure their operations, and US senators have proposed a Kill Switch Act to give authorities power to shut down rogue AI models.
Why These Signatories Care Microsoft (NASDAQ:MSFT) is arguably the most exposed party. It disclosed fiscal Q4 2026 Microsoft Cloud revenue of $59.3 billion, up 27%, and identified “cyberattacks and security vulnerabilities” as a top risk in its filings. On the July call, Satya Nadella introduced Project Perception, describing “red team agents that know how to find… vulnerabilities” alongside a “blue team agent” that triages and a “green team that fixes” as a continuously operating agentic cyber defense.
General Motors (NYSE:GM) sits on a rapidly expanding software surface, with $6.3 billion of deferred digital revenue and roughly 22 million vehicles that recently received an over-the-air Gemini update. Capital One (NYSE:COF) reported Q2 2026 earnings of $3 billion and Global Payment Network volume of $189.6 billion, up 156% year over year post-Discover, per its Q2 filing. Payments and identity are prime deepfake targets.
Commercial Tension in the Ask The letter proposes more advanced AI tools as a core part of the solution, and many signatories build and sell exactly those tools. Anthropic’s tool Mythos was described by the company as able to find weaknesses in systems in seconds that had long evaded human hackers, including one in a legacy platform that had gone undiscovered for 27 years, and Anthropic has restricted access to Mythos on the grounds that it is too powerful to fall into the wrong hands. Companies asking for broader defender model access are also the ones gating their most capable models.
A Critical Voice Pushes Back Andrew Yoon, head of research at the non-profit CivAI, warned that “an unprecedented wave of AI hacking activity” is on the way and placed responsibility on many of the letter’s signatories. “They are right in this letter to commit ‘significant funding’ to defensive measures. They should be held to that commitment,” he said, adding that “notably, the letter does not call for any action to slow the advance of AI hacking abilities.” The document forecasts a threat, requests defensive resources, and leaves open the question of when and how any of it actually happens.
Contact [email protected] for any questions or corrections.
Amid a challenging macroeconomic backdrop, GM (GM +0.10%) is increasing sales.
*Stock prices used were the afternoon prices of Aug. 24, 2026. The video was published on Aug.26, 2026.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
General Motors electric vehicles, including ones built in partnership with Honda, are now facing increased scrutiny from the top U.S. auto safety regulator after hundreds of incidents, more than 20 crashes or fires, and at least six injuries.
The brake problems also extend to some non-EV models, including the Chevy Colorado, GMC Canyon, and the Buick Enclave and Envision. More than 1 million vehicles may be affected.
The National Highway Traffic Safety Administration (NHTSA) first started its investigation in April 2024 after reports of trouble from owners of 2023 model year Cadillac Lyriq vehicles. The agency’s Office of Defects Investigation (ODI) said Monday that it was upgrading this probe to what’s known as an “engineering analysis.” That’s the highest level of investigation that ODI performs, and is often a step the office takes before telling a company to issue a recall.
The initial complaints ODI received two years ago typically involved owners describing receiving a “Brake System Failure” message when starting up the vehicle, or after coming to a complete stop. GM performed “several internal investigations” into the issue, according to ODI, and determined that the problem was linked to fractures in the spindle of its “eBoost” brake-by-wire system.
But ODI said on Monday that it kept receiving reports of a loss of braking assistance that were “inconsistent with GM’s description of a spindle failure.” The additional reports described an “immediate loss of brake assist” while a customer was in the process of braking to slow their car down, which the safety regulator said “could result in extended braking distance, which increases the risk of a crash or injury.” ODI said it needs to do a further analysis of the potential for failures in the eBoost system.
The eBoost system was introduced in 2019 and gradually rolled out to more models over the years. The system ditches a traditional mechanical link between the brake pedal and the braking system, opting for an electronic one instead. This allows GM to change the brake “feel” in different driving modes. The automaker put eBoost on its most popular EVs, like the Blazer EV, Equinox EV, Cadillac Lyriq, and the Honda Prologue and Acura ZDX, which it made with Honda in a joint venture. The Cruise Origin — the purpose-built electric autonomous vehicle with no steering wheel or pedals, which GM abandoned in 2024 — also used eBoost.
In one crash reported to NHTSA, the driver of a 2025 Lyriq said they lost their brakes while trying to pull into a parking space in front of the store. The vehicle drove over the curb and crashed through the store front, coming to rest “mid-way in the store, amidst the furniture and store structure,” according to the driver.
In another, the driver of a 2024 Blazer EV said they had to “deliberately steer the vehicle into a concrete curb” to slow it down and avoid a “catastrophic intersection collision.”
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Sean O’Kane is a reporter who has spent a decade covering the rapidly-evolving business and technology of the transportation industry, including Tesla and the many startups chasing Elon Musk. Most recently, he was a reporter at Bloomberg News where he helped break stories about some of the most notorious EV SPAC flops. He previously worked at The Verge, where he also covered consumer technology, hosted many short- and long-form videos, performed product and editorial photography, and once nearly passed out in a Red Bull Air Race plane.
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Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
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What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
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Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: General Motors (GM - Free Report) One of the world’s largest automakers, General Motors held the largest share of the U.S. auto market at 16.5% in 2024. Headquartered in Detroit, the auto giant has had a long and checkered history. Founded in 1908, the company rose to dominate the U.S. industry. However, hit by the financial crisis, General Motors filed for bankruptcy on Jun 1, 2009. Just within 40 days, the firm emerged from bankruptcy. In 2010, the company launched its IPO – the biggest in U.S. history at that time – and has been steadily profitable since then. From going bankrupt in 2009 to becoming one of the world’s best-run car companies, General Motors has indeed come a long way.
GM is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. GM has a Growth Style Score of B, forecasting year-over-year earnings growth of 25.4% for the current fiscal year.
10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.47 to $13.29 per share. GM also boasts an average earnings surprise of +22.3%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, GM should be on investors' short list.
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Ford (NYSE:F | F Price Prediction) stock is down 4% to $13.87 in Monday mid-morning trading after President Trump announced a sharp escalation in auto tariffs targeting Canadian imports. Meanwhile, Stellantis (NYSE:STLA) shares are also down 4% to $5.19, while General Motors (NYSE:GM) stock is down 2% to $86.28.
The selling is sorting within Detroit’s Big Three, with Ford and Stellantis taking the harder hit on the tape today. For context, the Global X Autonomous & Electric Vehicles ETF (NASDAQ:DRIV) is down 2% to $34.25.
The tariff itself isn’t yet in force, and Trump’s announced 50% duty on Canadian vehicles and parts is set to take effect January 1, 2027, so Monday’s tape is repricing an announced future cost. Ford stock was up 17% year to date through Friday’s close, so today’s slide erodes a slice of that lead. Stellantis has traded well below year-end levels heading in, which magnifies the sting for shareholders already sitting on losses.
Truth Social Post Triggers the Auto Selloff In a Truth Social post Monday, Trump wrote, “On January first, 2027, tariffs on all cars, trucks, both large and small, automotive parts, and steel, will be increased to 50%.” He accused Canada of “ripping off” the United States and cited a $60 billion trade deficit as justification for the escalation. The post landed at the open of the week and immediately pressured cross-border auto exposure across the Detroit names.
The auto action follows the collapse of U.S.-Canada trade talks late Friday. Separately, Washington applied 50% tariffs to about $20 billion of Canadian goods after talks broke down, 5% of Canada’s exports to the U.S., covering electronics, industrial machinery, dairy, paper goods, appliances, and agricultural equipment. That levy is distinct from the forward-dated auto duty, and Canada announced counter-tariffs scheduled to take effect September 8.
Why Talks Collapsed and Where Automakers Fit Canada’s ambassador to the U.S., Mark Wiseman, told Bloomberg that Canada “needed medium and heavy duty vehicles to be included” in any tariff relief, noting the issue directly affects General Motors and Ford, both of which operate assembly in Canada. He stated, “That’s just something we could not accept because we want to protect the existence of an automotive assembly industry in Canada for cars, light trucks, you know, medium trucks and heavy-duty trucks.”
Wiseman cautioned that the truck dispute “is not why the deal fell apart,” describing it as one example among several where the written text diverged from what Canada believed it had agreed to. U.S. Trade Representative Jamieson Greer stated Canada sought more “in the last hours,” after Washington had offered to halve steel and aluminum tariffs, substantially reduce auto tariffs, and accommodate Canada on softwood lumber.
Ford and Stellantis are absorbing the announcement more sharply than General Motors on Monday. All three automakers carry cross-border production exposure across cars, light trucks, and heavy-duty units, and the tape is treating that exposure unevenly across the group today. The gap between a 4% drop for Ford and Stellantis and a 2% slide for General Motors is visible on quotes, though no single explanation for the divergence has emerged from either the White House or the companies themselves.
How to Size Risk From Here The selloff is concentrated within North American auto names. With the auto tariff dated to January 1, 2027, investors have runway to model the impact, and the market is pricing in that risk now. Any softening of the policy, exemptions for USMCA-compliant content, or a resumption of talks could reverse today’s move quickly, while escalation or Canadian retaliation extending beyond the September 8 counter-tariff date could deepen it.
Holders of Ford, Stellantis, and/or General Motors shares should size their positions to reflect elevated policy risk running into year-end and the January 1 effective date. A cautious approach is warranted for adding exposure here, since headline flow out of Washington and Ottawa can move these names several percent in a single session. Trimming into strength and keeping dry powder for clarity after the September 8 Canadian counter-tariff date can help manage the whipsaw ahead for their portfolios.
Keep an eye on stock-price reactions to any company statements on production impact, guidance revisions, or White House clarification on the scope of the auto tariff. Those disclosures are the next inflection point for Ford, Stellantis, and General Motors shares heading into the fall.
Contact [email protected] for any questions or corrections.
The National Highway Traffic Safety Administration is expanding its investigation into GM's electronic braking system after receiving several complaints.
EP Wealth Advisors LLC purchased a new position in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 26,170 shares of the auto manufacturer’s stock, valued at approximately $2,017,000.
Several other hedge funds have also made changes to their positions in GM. Tsfg LLC boosted its stake in shares of General Motors by 5.7% in the fourth quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock valued at $182,000 after purchasing an additional 120 shares during the period. Bogart Wealth LLC increased its stake in General Motors by 15.6% during the 4th quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock worth $74,000 after buying an additional 122 shares during the period. Sumitomo Life Insurance Co. lifted its holdings in General Motors by 0.7% during the 4th quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock worth $1,584,000 after buying an additional 127 shares in the last quarter. UMB Bank n.a. lifted its holdings in General Motors by 2.0% during the 4th quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer’s stock worth $560,000 after buying an additional 136 shares in the last quarter. Finally, Waddell & Associates LLC boosted its position in General Motors by 1.3% in the 4th quarter. Waddell & Associates LLC now owns 10,737 shares of the auto manufacturer’s stock valued at $873,000 after buying an additional 137 shares during the period. Institutional investors and hedge funds own 92.67% of the company’s stock.
More General Motors News Here are the key news stories impacting General Motors this week:
Positive Sentiment: Analysts lifted some earnings expectations. Zacks Research raised its Q4 2026 EPS forecast to $2.56 from $2.52, while another analyst reportedly boosted full-year FY2026 estimates. GM’s current consensus EPS forecast is $13.29. FY2026 EPS Estimates for General Motors Boosted by Analyst Positive Sentiment: GM continues to benefit from better-than-expected earnings. The automaker’s latest quarterly results exceeded both EPS and revenue estimates, with earnings of $3.57 per share on $48.03 billion in revenue. The stock has also gained since that report, supporting near-term investor momentum. General Motors Up Since Last Earnings Report Positive Sentiment: Valuation expectations improved. One analysis raised GM’s fair-value estimate from $94.81 to $100.04 per share following mixed reactions to its second-quarter results and guidance. General Motors Fair Value Rises Neutral Sentiment: GM is generating higher profits while selling fewer vehicles. That strategy contrasts with Toyota’s volume-focused approach, which is reportedly bringing the rival closer to GM’s long-standing U.S. sales leadership. The development highlights both GM’s improved profitability and potential longer-term market-share risk. GM and Toyota U.S. Auto Sales Negative Sentiment: NHTSA opened a probe covering nearly 1 million GM pickups and SUVs. Regulators are reviewing 997,743 vehicles after 499 complaints involving engine failures, including concerns that an earlier recall may not have resolved the problem. The investigation raises potential risks of additional recalls, repair costs, legal exposure and reputational damage. NHTSA Probe Into GM Vehicles Negative Sentiment: Longer-term earnings estimates remain mixed. Zacks Research lowered its Q1 2028 EPS forecast to $3.09 from $3.20, signaling some caution about GM’s future earnings trajectory despite the improved near-term estimate. Wall Street Analyst Weigh In Several research firms have commented on GM. Wedbush restated an “outperform” rating and issued a $95.00 price target on shares of General Motors in a research note on Monday, May 11th. Weiss Ratings reiterated a “hold (c)” rating on shares of General Motors in a research note on Friday, July 17th. Benchmark reiterated a “buy” rating on shares of General Motors in a report on Tuesday, July 21st. The Goldman Sachs Group boosted their target price on General Motors from $91.00 to $103.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Finally, Mizuho cut their price target on General Motors from $105.00 to $100.00 and set an “outperform” rating on the stock in a report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $101.41. Get Our Latest Stock Report on General Motors
Insiders Place Their Bets In other General Motors news, President Mark L. Reuss sold 71,079 shares of General Motors stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.97, for a total transaction of $6,394,977.63. Following the completion of the sale, the president directly owned 92,293 shares of the company’s stock, valued at $8,303,601.21. The trade was a 43.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Grant Michael Dixton sold 40,000 shares of the company’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $88.44, for a total value of $3,537,600.00. Following the transaction, the executive vice president directly owned 54,992 shares of the company’s stock, valued at approximately $4,863,492.48. This represents a 42.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 1,241,401 shares of company stock worth $106,313,695. 0.44% of the stock is owned by corporate insiders.
General Motors Stock Up 2.1% Shares of General Motors stock opened at $87.98 on Friday. The company has a quick ratio of 0.97, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. General Motors Company has a 52-week low of $54.33 and a 52-week high of $91.85. The company has a market capitalization of $77.20 billion, a P/E ratio of 44.43, a P/E/G ratio of 0.40 and a beta of 1.30. The company has a 50 day moving average of $82.01 and a 200 day moving average of $79.58.
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last announced its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The company had revenue of $48.03 billion for the quarter, compared to the consensus estimate of $47.01 billion. During the same period in the prior year, the firm posted $2.53 EPS. The company’s quarterly revenue was up 1.9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, research analysts forecast that General Motors Company will post 13.29 EPS for the current fiscal year.
General Motors Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Friday, September 4th will be paid a dividend of $0.18 per share. The ex-dividend date is Friday, September 4th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. General Motors’s payout ratio is presently 36.36%.
General Motors Profile (Free Report)
General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.
GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.
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Canadian union Unifor said on Saturday it reached tentative agreements with General Motors (GM.N) on behalf of 4,600 members in Ontario.
Here are some details:
The agreements cover members of the Oshawa Assembly Plant, CAMI Assembly Plant in Ingersoll, and worksites in St. Catharines and Woodstock, Unifor said.
Unifor National President Lana Payne said the agreements deliver strong income and benefit gains.
Talks between Unifor and General Motors began earlier this month, following the ratification of a deal with Ford (F.N) that included wage gains of 3% in each year of the three-year contract.
The union said ratification meetings will take place on August 29 and 30.
Bank of New York Mellon Corp bought a new stake in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 6,784,070 shares of the auto manufacturer’s stock, valued at approximately $522,916,000. Bank of New York Mellon Corp owned about 0.77% of General Motors at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently modified their holdings of GM. Focus Partners Advisor Solutions LLC bought a new stake in shares of General Motors during the 2nd quarter valued at $4,152,000. State of Wyoming bought a new position in General Motors in the 2nd quarter worth $922,000. Kelleher Financial Advisors purchased a new position in General Motors during the second quarter valued at $65,000. Bellars Harris Wealth Management LLC purchased a new position in General Motors during the second quarter valued at $3,655,000. Finally, GSA Capital Partners LLP bought a new stake in General Motors during the second quarter valued at about $1,167,000. 92.67% of the stock is owned by institutional investors.
General Motors Stock Up 2.1% NYSE GM opened at $87.98 on Friday. The company has a quick ratio of 0.97, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. General Motors Company has a 52 week low of $54.33 and a 52 week high of $91.85. The firm has a market capitalization of $77.20 billion, a price-to-earnings ratio of 44.43, a PEG ratio of 0.39 and a beta of 1.30. The company has a fifty day moving average of $82.01 and a two-hundred day moving average of $79.58.
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last announced its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, beating the consensus estimate of $3.19 by $0.38. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The business had revenue of $48.03 billion for the quarter, compared to the consensus estimate of $47.01 billion. During the same quarter in the prior year, the firm posted $2.53 earnings per share. The business’s revenue for the quarter was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, analysts predict that General Motors Company will post 13.29 earnings per share for the current year. General Motors Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be paid a $0.18 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.72 annualized dividend and a yield of 0.8%. General Motors’s dividend payout ratio (DPR) is presently 36.36%.
Analyst Ratings Changes A number of brokerages have commented on GM. Wedbush restated an “outperform” rating and issued a $95.00 price target on shares of General Motors in a research report on Monday, May 11th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $100.00 target price on shares of General Motors in a report on Wednesday, July 22nd. UBS Group restated a “buy” rating on shares of General Motors in a research note on Wednesday, June 10th. Piper Sandler reiterated an “overweight” rating and issued a $102.00 price target on shares of General Motors in a research report on Wednesday, April 29th. Finally, Royal Bank Of Canada increased their price objective on shares of General Motors from $94.00 to $100.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $101.41.
Get Our Latest Report on General Motors
Key Headlines Impacting General Motors Here are the key news stories impacting General Motors this week:
Positive Sentiment: Analysts lifted some earnings expectations. Zacks Research raised its Q4 2026 EPS forecast to $2.56 from $2.52, while another analyst reportedly boosted full-year FY2026 estimates. GM’s current consensus EPS forecast is $13.29. FY2026 EPS Estimates for General Motors Boosted by Analyst Positive Sentiment: GM continues to benefit from better-than-expected earnings. The automaker’s latest quarterly results exceeded both EPS and revenue estimates, with earnings of $3.57 per share on $48.03 billion in revenue. The stock has also gained since that report, supporting near-term investor momentum. General Motors Up Since Last Earnings Report Positive Sentiment: Valuation expectations improved. One analysis raised GM’s fair-value estimate from $94.81 to $100.04 per share following mixed reactions to its second-quarter results and guidance. General Motors Fair Value Rises Neutral Sentiment: GM is generating higher profits while selling fewer vehicles. That strategy contrasts with Toyota’s volume-focused approach, which is reportedly bringing the rival closer to GM’s long-standing U.S. sales leadership. The development highlights both GM’s improved profitability and potential longer-term market-share risk. GM and Toyota U.S. Auto Sales Negative Sentiment: NHTSA opened a probe covering nearly 1 million GM pickups and SUVs. Regulators are reviewing 997,743 vehicles after 499 complaints involving engine failures, including concerns that an earlier recall may not have resolved the problem. The investigation raises potential risks of additional recalls, repair costs, legal exposure and reputational damage. NHTSA Probe Into GM Vehicles Negative Sentiment: Longer-term earnings estimates remain mixed. Zacks Research lowered its Q1 2028 EPS forecast to $3.09 from $3.20, signaling some caution about GM’s future earnings trajectory despite the improved near-term estimate. Insiders Place Their Bets In other General Motors news, CEO Mary T. Barra sold 318,448 shares of the company’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.38, for a total value of $28,781,330.24. Following the transaction, the chief executive officer owned 428,994 shares of the company’s stock, valued at $38,772,477.72. This represents a 42.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 8,882 shares of the stock in a transaction on Monday, July 27th. The stock was sold at an average price of $86.95, for a total value of $772,289.90. Following the completion of the sale, the executive vice president owned 28,513 shares in the company, valued at approximately $2,479,205.35. The trade was a 23.75% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,241,401 shares of company stock valued at $106,313,695 over the last quarter. Corporate insiders own 0.44% of the company’s stock.
General Motors Profile (Free Report)
General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.
GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.
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Allworth Financial LP purchased a new position in General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 23,505 shares of the auto manufacturer’s stock, valued at approximately $1,812,000.
Other institutional investors and hedge funds also recently made changes to their positions in the company. BlackRock Inc. acquired a new position in General Motors in the 2nd quarter worth about $5,958,995,000. Norges Bank bought a new position in General Motors during the fourth quarter worth $918,724,000. Bank of New York Mellon Corp bought a new position in shares of General Motors in the 2nd quarter worth about $522,916,000. Viking Global Investors LP lifted its stake in General Motors by 81.1% in the second quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock valued at $640,659,000 after buying an additional 5,830,050 shares during the period. Finally, Deutsche Bank AG bought a new stake in shares of General Motors in the 2nd quarter valued at $383,939,000. Institutional investors own 92.67% of the company’s stock.
Analyst Upgrades and Downgrades Several research firms have recently commented on GM. Piper Sandler restated an “overweight” rating and set a $102.00 price objective on shares of General Motors in a report on Wednesday, April 29th. Mizuho reduced their price target on shares of General Motors from $105.00 to $100.00 and set an “outperform” rating for the company in a research report on Wednesday, April 29th. Wedbush restated an “outperform” rating and set a $95.00 price target on shares of General Motors in a research note on Monday, May 11th. Citigroup upped their price objective on shares of General Motors from $108.00 to $131.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Finally, Barclays raised their price objective on shares of General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $101.41.
Get Our Latest Research Report on GM Insider Buying and Selling In other news, EVP Rory Harvey sold 79,494 shares of General Motors stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $83.02, for a total transaction of $6,599,591.88. Following the sale, the executive vice president owned 46,519 shares in the company, valued at $3,862,007.38. This trade represents a 63.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Mark L. Reuss sold 71,079 shares of the stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $89.97, for a total transaction of $6,394,977.63. Following the transaction, the president directly owned 92,293 shares of the company’s stock, valued at $8,303,601.21. This trade represents a 43.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 1,241,401 shares of company stock valued at $106,313,695. Insiders own 0.44% of the company’s stock.
General Motors News Roundup Here are the key news stories impacting General Motors this week:
Positive Sentiment: Analysts lifted some earnings expectations. Zacks Research raised its Q4 2026 EPS forecast to $2.56 from $2.52, while another analyst reportedly boosted full-year FY2026 estimates. GM’s current consensus EPS forecast is $13.29. FY2026 EPS Estimates for General Motors Boosted by Analyst Positive Sentiment: GM continues to benefit from better-than-expected earnings. The automaker’s latest quarterly results exceeded both EPS and revenue estimates, with earnings of $3.57 per share on $48.03 billion in revenue. The stock has also gained since that report, supporting near-term investor momentum. General Motors Up Since Last Earnings Report Positive Sentiment: Valuation expectations improved. One analysis raised GM’s fair-value estimate from $94.81 to $100.04 per share following mixed reactions to its second-quarter results and guidance. General Motors Fair Value Rises Neutral Sentiment: GM is generating higher profits while selling fewer vehicles. That strategy contrasts with Toyota’s volume-focused approach, which is reportedly bringing the rival closer to GM’s long-standing U.S. sales leadership. The development highlights both GM’s improved profitability and potential longer-term market-share risk. GM and Toyota U.S. Auto Sales Negative Sentiment: NHTSA opened a probe covering nearly 1 million GM pickups and SUVs. Regulators are reviewing 997,743 vehicles after 499 complaints involving engine failures, including concerns that an earlier recall may not have resolved the problem. The investigation raises potential risks of additional recalls, repair costs, legal exposure and reputational damage. NHTSA Probe Into GM Vehicles Negative Sentiment: Longer-term earnings estimates remain mixed. Zacks Research lowered its Q1 2028 EPS forecast to $3.09 from $3.20, signaling some caution about GM’s future earnings trajectory despite the improved near-term estimate. General Motors Trading Up 2.1% Shares of NYSE GM opened at $87.98 on Friday. The company has a market cap of $77.20 billion, a PE ratio of 44.43, a P/E/G ratio of 0.39 and a beta of 1.30. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.97 and a current ratio of 1.14. The firm’s 50 day moving average price is $82.01 and its 200-day moving average price is $79.58. General Motors Company has a 52-week low of $54.33 and a 52-week high of $91.85.
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last announced its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. The business had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The company’s quarterly revenue was up 1.9% compared to the same quarter last year. During the same period in the previous year, the business earned $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, equities research analysts expect that General Motors Company will post 13.29 EPS for the current fiscal year.
General Motors Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be given a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, September 4th. General Motors’s payout ratio is presently 36.36%.
About General Motors (Free Report)
General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.
GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.
Featured Articles Five stocks we like better than General Motors Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding GM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U).
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A 2026 Cadillac Escalade is displayed during media day of the Detroit Auto Show in Detroit, Michigan, U.S., January 14, 2026. REUTERS/Rebecca Cook Purchase Licensing Rights, opens new tab
CompaniesAug 21 (Reuters) - The U.S. National Highway Traffic Safety Administration said on Friday it has opened a probe into 997,743 General Motors (GM.N), opens new tab pickup trucks and SUVs over concerns related to engine failure.
The vehicles include the Cadillac Escalade, Chevrolet Silverado 1500 and GMC Yukon, among others, from model years 2021-2026 equipped with GM's L87 engines.
Sign up here.
The auto safety regulator said it received 499 complaints alleging engine failures despite the vehicles having undergone an earlier recall remedy.
GM issued a recall last year to address concerns related to engine failure in the impacted L87 unit. The Detroit automaker attributed the issue to a supplier.
The NHTSA said its new engineering analysis would continue its investigation into post-recall engine failures and assess the effectiveness of GM's fixes.
Reporting by Nathan Gomes in Bengaluru; Editing by Shilpi Majumdar
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Two Detroit automakers moving opposite directions on the same session tells the story: today’s slide in Ford stock is a company-specific reversal driven by a fading product-report bounce. Ford (NYSE:F | F Price Prediction) shares are down 4% to $13.98 Thursday afternoon, giving back essentially all of Wednesday’s rally. General Motors (NYSE:GM) stock is up 1% to $85.72, moving in the opposite direction on the identical tape.
Tesla (NASDAQ:TSLA) shares are down 2% to $342.69 on a separate storyline. Ford closed Wednesday at $14.50, a 4% session gain, after an unconfirmed product-scoop report suggested the Bronco family could expand years from now. Today’s tape is that rally being surrendered in full.
Bronco Product Scoop Fades as Fast as It Rallied Wednesday’s Ford rally traced to a Car and Driver report that the Bronco lineup could add a hybrid around 2027 and a pickup around 2030. Ford hasn’t confirmed either product. Investors bid Ford shares up 4% on a scoop about vehicles that wouldn’t reach dealerships until the back half of the decade.
Ford’s Bronco franchise is real underneath the noise. Bronco and Bronco Sport together accounted for 15.5% of Ford-brand U.S. sales volume in the first half. Yet a report about hypothetical 2027 and 2030 models is a thin peg for a same-week revaluation, and the market is now pricing that in reverse.
Wells Fargo reiterated a Sell rating on Ford stock with an $11 price target Wednesday, the same session Ford shares rallied. Owner notification letters begin August 24 for a recall covering 565,691 Bronco and Bronco Raptor vehicles over a wiring defect that can short-circuit and raise fire risk. Protective sheathing will be installed at no cost to owners.
Ford management has been consistent about the Bronco family’s role in the mix. CEO Jim Farley described the company’s bet on “Bronco, Tremor, and Raptor” as having “paid off with higher growth and higher margins”, and off-road performance trims accounted for 25% of Ford’s U.S. sales in the second quarter. That existing strength was arguably already reflected in Ford’s year-to-date advance, which limited the analytical value of Wednesday’s headline.
GM Higher on the Same Tape Rules Out a Sector Story The cleanest evidence that today’s Ford slide is Ford-specific: General Motors, an equally legacy Detroit automaker with an equally gasoline-heavy lineup, is trading higher into Thursday afternoon. GM shares are up 1% to $85.72 as Ford stock falls 4%. Two automakers with nearly identical business mixes moving in opposite directions on the same session rules out a legacy-versus-electric rotation as the explanation.
Coming into today’s session, Ford stock was up 17% year to date (YTD) against General Motors stock at up 5% through Wednesday’s close. Ford simply had more recent gain available to surrender when Wednesday’s product-scoop premium reversed. Traders may want to check for signs of a narrowing YTD gap between the two Detroit names into Friday.
Ford stock trades at $13.98 with the day’s giveback near the size of Wednesday’s gain, while General Motors stock trades at $85.72 with modest upside. The company’s outperformance year to date left more premium to release once the product-report tailwind reversed. A Ford-specific reversal is the cleanest read on the split.
Tesla Slips on an Unrelated Storyline Tesla stock is down 2% to $342.69 and is the only name in this group in the red for the year, at down 22% year to date through Wednesday’s close. Capital-spending pressures tied to recent AI infrastructure investment have weighed on Tesla shares for months. Today’s Tesla weakness runs on a separate storyline from the Detroit product-report reversal.
The Tesla setup is best evaluated separately from Ford’s product-cycle story. Tesla shares have been pressured through the year by capital-spending headwinds and operating-margin compression, factors unrelated to legacy-automaker product news out of Detroit. Shareholders sizing Tesla exposure should weight the AI-capex path more heavily than any single-day automotive move.
What Investors Should Watch Next A rally built on an unconfirmed report about a product several years away tends to be surrendered quickly, and that’s what’s playing out in Ford shares today. Investors sizing new positions in Ford stock should keep exposure modest until a firmer catalyst emerges. The setup rewards patience over chasing single-day product-report spikes.
August 24 marks the nearer-term item on Ford’s calendar, when Bronco recall notification letters begin reaching owners. Shareholders can watch for the market’s reaction to the recall coverage. A stabilization above $13.50 in Ford stock would suggest today’s giveback has run its course.
Contact [email protected] for any questions or corrections.
A month has gone by since the last earnings report for General Motors (GM - Free Report) . Shares have added about 3.5% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is General Motors due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.
General Motors Q2 Earnings Surpass ExpectationsGeneral Motors reported second-quarter 2026 adjusted earnings of $3.57 per share, up 41.3% year over year. The figure beat the Zacks Consensus Estimate of $3.13 by 14.06%. Better-than-expected adjusted EBITDA from North America and International segments led to the outperformance.
Revenues increased 1.9% to $48.03 billion and surpassed the consensus estimate of $46.56 billion by 3.15%. Strong pricing, lower costs and disciplined incentives supported results. Global wholesale volume rose to 990,000 vehicles from 974,000 a year earlier.
Adjusted earnings before interest and taxes increased 29.8% year over year to $3.94 billion. The adjusted EBIT margin expanded to 8.2% from 6.4%, reflecting stronger core operating performance.
Price contributed $700 million to the year-over-year improvement in adjusted EBIT, supported by GM’s product portfolio and incentive discipline. Cost performance added $300 million, primarily due to lower warranty expenses, reduced tariff exposure and emissions-related regulatory savings. Commodity inflation, logistics expenses, higher memory-chip costs and manufacturing costs tied to U.S. production onshoring partly offset the gains.
North America Business StrengthensGM North America generated revenues of $39.91 billion, up 1.1% from the prior-year quarter. Wholesale volume was nearly flat at 848,000 units as a 31,000-unit decline in electric vehicle volume was offset by higher internal-combustion-engine vehicle shipments.
The segment’s adjusted EBIT surged 42.7% to $3.45 billion, surpassing the Zacks Consensus Estimate of $3.12 billion. Adjusted EBIT margin improved 250 basis points to 8.6%, aided by pricing, incentive discipline and operating efficiencies. U.S. dealer inventory ended the quarter at 511,000 vehicles, down about 3% year over year and within management’s targeted range of 50-60 days.
International Operations Deliver Mixed ResultsGM International revenues climbed 11% year over year to $3.69 billion, while wholesale volume increased to 142,000 vehicles from 125,000. Strong execution in South America supported the top line, though shipping disruptions reduced wholesale volume in the Middle East.
Adjusted EBIT for the segment declined 6.6% to $190 million, surpassing the consensus mark of $176 million. Meanwhile, GM’s China joint ventures generated equity income of $83 million, up 16.9%. The China business delivered its seventh consecutive profitable quarter, supported by cost efficiencies and product-mix optimization.
Finance Arm Faces Cost PressureGM Financial revenues edged up to $4.27 billion from $4.26 billion. Higher net financing revenues and insurance premiums supported results.
However, adjusted earnings before taxes fell 14% to $605 million. Increased lease depreciation, higher costs related to insurance operations and a larger provision for loan losses offset the revenue benefits. GM Financial paid a $250 million dividend to its parent during the quarter, bringing first-half dividends to $900 million.
Digital Business Keeps ScalingOnStar ended the quarter with deferred revenues of $6.3 billion, up nearly 50% year over year. Recognized revenues reached $800 million, increasing more than 20%. The company remained on track to add about 1 million subscribers in 2026.
Super Cruise recognized revenues grew roughly 70%, and GM added about 70,000 subscribers during the quarter. The company expects to exceed 850,000 Super Cruise subscribers by year-end, while the attach rate after the three-year prepaid period remained in the 30-40% range.
Cash Flow Supports Shareholder ReturnsAutomotive operating cash flow increased 9% to $5.07 billion. Adjusted automotive free cash flow jumped 78% to $5.03 billion, driven by higher automotive earnings, tariff reimbursement timing and lower capital spending.
Capital expenditures totaled $1.92 billion in the quarter. GM repurchased $2 billion of stock and retired approximately 24.9 million shares. The company also distributed about $200 million in dividends. Automotive cash and marketable securities totaled $19.7 billion at quarter-end, while automotive liquidity was $33.6 billion.
2026 Outlook LiftedGeneral Motors raised its full-year adjusted EBIT guidance to $14-$16 billion from $13.5-$15.5 billion. Adjusted earnings are now projected at $12-$14 per share, up from the prior range of $11.50-$13.50.
The company also increased its adjusted automotive free cash flow forecast to $9.5-$11.5 billion from $9-$11 billion. GM continues to expect an 8-10% adjusted EBIT margin in North America and capital spending, including battery joint-venture investments, of $10-$12 billion.
Management attributed the improved outlook to strong pricing and warranty performance, along with a slightly better commodity-cost environment. The board also declared a quarterly dividend of 18 cents per share, to be paid out on Sept. 17, 2026, to shareholders of record as of Sept. 4.
How Have Estimates Been Moving Since Then?It turns out, estimates revision have trended upward during the past month.
The consensus estimate has shifted 5.57% due to these changes.
VGM ScoresCurrently, General Motors has a nice Growth Score of B, a grade with the same score on the momentum front. Charting a somewhat similar path, the stock was allocated a grade of A on the value side, putting it in the top 20% for value investors.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Notably, General Motors has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
General Motors NYSE: GM Chief Financial Officer Paul Jacobson said the automaker's first half performed “remarkably well,” supporting an increase in full-year guidance, while cautioning that the second half faces pressures from commodity inflation, onshoring costs and vehicle launch activity.
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What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
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Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
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Stock to Watch: General Motors (GM - Free Report) One of the world’s largest automakers, General Motors held the largest share of the U.S. auto market at 16.5% in 2024. Headquartered in Detroit, the auto giant has had a long and checkered history. Founded in 1908, the company rose to dominate the U.S. industry. However, hit by the financial crisis, General Motors filed for bankruptcy on Jun 1, 2009. Just within 40 days, the firm emerged from bankruptcy. In 2010, the company launched its IPO – the biggest in U.S. history at that time – and has been steadily profitable since then. From going bankrupt in 2009 to becoming one of the world’s best-run car companies, General Motors has indeed come a long way.
GM is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Auto-Tires-Trucks stock. GM has a Momentum Style Score of A, and shares are up 5.3% over the past four weeks.
10 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.47 to $13.29 per share. GM boasts an average earnings surprise of +22.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, GM should be on investors' short list.
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General Motors (NYSE: GM | GM Price Prediction) and Ford (NYSE: F) both raised full-year guidance this summer, yet the market is treating them very differently. Since GM’s board authorized a $6 billion buyback on June 11, 2024, the hare sprinted past the tortoise. In 2026, the hare is napping. Ford is quietly outrunning its rival year to date, and both are running against the SPDR S&P 500 ETF (NYSEARCA: SPY).
The Sprint, the Trailing Year, and the Flip GM’s original authorization was followed by more capital returns: a 25% dividend hike and another $6 billion buyback in February 2025, then a further $6 billion repurchase approved in January 2026. That drumbeat shrank the diluted share count to 893 million, 35% below Q2 2023. Ford has leaned instead on its 4.18% dividend yield and smaller buybacks.
Window GM Ford SPY Since June 11, 2024 +77.07% +35.04% +42.93% Trailing 1 Year +50.23% +30.66% +19.30% Year to Date +3.41% +12.85% +12.54% Why GM’s Lead Stopped Widening GM’s Q2 earnings report looked strong on the surface. Adjusted EPS came in at $3.57 versus $3.18 expected, and management raised the full-year EBIT-adjusted range to $14.0 to $16.0 billion. But $2.28 billion in EV strategic realignment charges pressured GAAP results, and quarterly earnings growth registered −26.2% year over year. Ford’s direction is the opposite: quarterly earnings growth of +430.8% year over year, with Model E losses narrowing and Ford Pro paid subscriptions reaching roughly 1.6 million, up about 50% year over year. CEO Jim Farley described the business as “a more profitable, more disciplined, and generally different company.”
What Wall Street Is Paying For Analysts lean harder toward GM. The consensus price target is $100.04 for GM versus $15.78 for Ford. GM’s analyst rating split is seven Strong Buy, 15 Buy, four Hold, one Sell, and one Strong Sell. Ford’s is three Strong Buy, five Buy, 13 Hold, and one Sell. Forward P/E offers a similar frame: GM at 6x, Ford at 8x. Institutional ownership is 90.5% for GM versus 68.0% for Ford, which caps how much fresh sponsorship GM can pull in from here.
The Takeaway GM did what it promised on capital returns, and the buyback-window result reflects that discipline. Ford’s turnaround, however, is where the year-over-year deltas are widening fastest. For steadier cash conversion and Detroit’s biggest buyback engine, GM still fits. For exposure to operating leverage on a leaner cost base, with the Universal EV platform and Ford Energy still not yet reflected in the numbers, Ford is the more interesting high-variance bet. But don’t forget that the hare woke up once before.
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VANCOUVER, British Columbia, Aug. 18, 2026 (GLOBE NEWSWIRE) -- General Fusion Group Ltd. (NASDAQ: GFUZ) (“General Fusion” or the “Company”), a leader in the global race to commercialize fusion energy, will provide a business update today and highlight recent progress across its technology and commercial initiatives.
Study of more than 2,200 pregnant carriers demonstrates strong clinical performance in the intended-use, general-risk population, with outcomes available for more than 98% of eligible cfDNA results
, /PRNewswire/ -- BillionToOne, Inc. (Nasdaq: BLLN), a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all, today announced publication of A Prospective, Multi-Site Study of Performance of Cell-Free DNA Testing for Recessive Conditions in a Large, General-Risk Pregnancy Population in The Green Journal. This is the first prospective NIPT study conducted in an intended-use screening population with near-complete pregnancy outcome ascertainment, providing important new evidence supporting routine use of cfDNA fetal risk assessment in general-risk pregnancies.
Conducted across nine U.S. institutions, the prospective study evaluated 2,212 pregnant carriers in which partner carrier status was unknown at the time of testing. Unlike studies enriched with known high-risk couples or pregnancies with other indications of increased fetal risk, this design reflects how cfDNA fetal risk assessment is used as a primary screen in routine prenatal care. Investigators assessed these carriers with cfDNA fetal risk results for cystic fibrosis, spinal muscular atrophy, and alpha- and beta-hemoglobinopathies, collecting outcomes for 98.6% of pregnancies completing care at participating sites.
Traditional carrier screening depends on partner testing to determine fetal risk, but partner follow-up is often incomplete, delayed, or unavailable due to logistical, financial, and access barriers1. Unity Fetal Risk Screen demonstrated 94.4% sensitivity, confirming that this approach identifies more affected pregnancies than traditional carrier screening alone, which classifies fewer than 50% of affected pregnancies as high-risk, mainly due to incomplete partner screening. This advantage holds even in the ideal scenario in which every partner completes testing: carrier screening detects approximately 90% of spinal muscular atrophy carriers, 95% of alpha-thalassemia cases, and up to 99% of cystic fibrosis carriers, and the tested partner may not always be the biological father. Unity Fetal Risk Screen overcomes both limitations by assessing fetal risk directly rather than inferring it from parental genotypes.
In addition to excellent sensitivity, the assay demonstrated 99.5% specificity and >99.9% negative predictive value. Unity Fetal Risk Screen provides a personalized, quantitative fetal risk as high as 9-in-10 — compared to the maximum 1-in-4 risk offered by traditional screening when both partners are confirmed carriers — and as low as 1 in 10,000, giving patients added reassurance.
"Multi-center studies with this level of outcome completeness are rare in prenatal screening," said Eliza McElwee, MD, Assistant Professor College of Medicine Department Obstetrics Gynecology at Medical University of South Carolina. "These results provide clinicians with a much stronger evidence base for incorporating cfDNA fetal risk assessment into routine carrier screening, with data that are directly relevant to everyday clinical practice."
The study also demonstrated consistent performance across a racially and ethnically diverse population, supporting equitable access to prenatal genetic screening without the need for partner testing. Researchers point to the growing urgency of early detection, as new therapies show that earlier diagnosis can meaningfully change outcomes for affected children.
"This publication shows that carrier screening with cfDNA fetal risk assessment performs reliably in the general-risk population, not just in a research setting," said Haywood Brown, MD, Chief Medical Officer, Prenatal at BillionToOne. "For patients, that means a high-risk pregnancy is far less likely to be missed simply because a partner sample was never collected."
Unity Fetal Risk Screen is part of BillionToOne's Unity Complete® prenatal screening portfolio, combining carrier screening, cfDNA-based fetal risk assessment, and aneuploidy screening to deliver prenatal genetic information from a single maternal blood draw via the company's proprietary Quantitative Counting Template™ (QCT™) technology. The publication follows BillionToOne's recent announcement that it is expanding its fetal risk screen portfolio to include a new 130-gene panel, reflecting the company's continued investment in advancing comprehensive prenatal screening and fetal risk assessment.
About BillionToOne
Headquartered in Menlo Park, California, BillionToOne is a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all. The company's proprietary single-molecule next-generation sequencing (smNGS) platform is the only multiplex technology that can detect and precisely quantify genetic targets at the physical limit of detection, down to the single DNA molecule. Enabled by Quantitative Counting Templates™ (QCTs™), the platform quantifies disease-related DNA fragments with single base-pair resolution, providing absolute quantification. For more information, visit www.billiontoone.com.
This press release contains certain forward-looking statements within the meaning of federal securities laws. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," and similar expressions. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Forward-looking statements in this press release include, but are not limited to, statements regarding incorporation of cfDNA fetal risk assessment into routine carrier screening. These statements are based on management's current expectations, forecasts and assumptions, and actual outcomes and results could differ materially from these statements due to a number of factors, some of which are beyond BillionToOne's control. These and additional risks and uncertainties could affect BillionToOne's financial and operating results and cause actual results to differ materially from those indicated by the forward-looking statements made in this press release. These risks and uncertainties include, but are not limited to, those discussed under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operation" and elsewhere in BillionToOne's Annual Report on Form 10-K, BillionToOne's most recently filed Quarterly Report on Form 10-Q, and other filings we make with the Securities and Exchange Commission from time to time. The forward-looking statements in this press release are based on information available to BillionToOne as of the date hereof, and BillionToOne disclaims any obligation to update any forward-looking statements provided to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based, except as required by law. These forward-looking statements should not be relied upon as representing BillionToOne's views as of any date subsequent to the date of this press release.
Media Contact
[email protected]
1 Giles Choates M, Stevens BK, Wagner C, Murphy L, Singletary CN, Wittman AT. It takes two: uptake of carrier screening among male reproductive partners. Prenat Diagn. 2020 Feb;40(3):311-316. doi: 10.1002/pd.5588. Epub 2019 Dec 2. PMID: 31793013.
BlackRock Inc. acquired a new position in General Motors Company (NYSE: GM) (TSE: GMM.U) in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 77,309,218 shares of the auto manufacturer's stock, valued at approximately $5,958,995,000. BlackRock Inc. owned 8.81% of General Motors
Auxano Advisors LLC purchased a new stake in General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 11,898 shares of the auto manufacturer’s stock, valued at approximately $917,000.
Several other institutional investors have also added to or reduced their stakes in GM. Laurel Wealth Advisors LLC acquired a new stake in General Motors during the 4th quarter valued at approximately $25,000. Evergreen Advisors LLC acquired a new position in shares of General Motors in the 1st quarter worth approximately $26,000. SouthState Bank Corp lifted its position in shares of General Motors by 101.7% in the 4th quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock worth $29,000 after purchasing an additional 177 shares during the period. Kelleher Financial Advisors bought a new stake in shares of General Motors in the 3rd quarter valued at $29,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in shares of General Motors during the fourth quarter worth $30,000. 92.67% of the stock is currently owned by institutional investors.
Insiders Place Their Bets In other news, EVP Grant Michael Dixton sold 40,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $88.44, for a total transaction of $3,537,600.00. Following the completion of the sale, the executive vice president directly owned 54,992 shares of the company’s stock, valued at $4,863,492.48. The trade was a 42.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of the company’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $90.00, for a total transaction of $620,550.00. Following the completion of the sale, the chief accounting officer owned 18,899 shares in the company, valued at $1,700,910. This represents a 26.73% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,247,053 shares of company stock worth $106,763,425 in the last quarter. Insiders own 0.44% of the company’s stock.
General Motors Stock Performance Shares of GM opened at $84.45 on Tuesday. General Motors Company has a one year low of $54.33 and a one year high of $91.85. The company has a market cap of $74.10 billion, a PE ratio of 42.65, a P/E/G ratio of 0.40 and a beta of 1.30. The stock has a 50-day moving average of $81.67 and a 200-day moving average of $79.52. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last posted its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, topping analysts’ consensus estimates of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The business had revenue of $48.03 billion for the quarter, compared to the consensus estimate of $47.01 billion. During the same period in the prior year, the business earned $2.53 EPS. The firm’s revenue for the quarter was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, equities research analysts predict that General Motors Company will post 13.29 EPS for the current fiscal year.
General Motors Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Friday, September 4th will be given a $0.18 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors’s dividend payout ratio (DPR) is presently 36.36%.
Analyst Upgrades and Downgrades A number of equities analysts recently weighed in on GM shares. Wells Fargo & Company lifted their target price on shares of General Motors from $60.00 to $61.00 and gave the stock an “underweight” rating in a research note on Wednesday, July 22nd. The Goldman Sachs Group increased their price target on General Motors from $91.00 to $103.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Mizuho lowered their price objective on General Motors from $105.00 to $100.00 and set an “outperform” rating for the company in a research report on Wednesday, April 29th. Barclays boosted their price objective on General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. Finally, Weiss Ratings restated a “hold (c)” rating on shares of General Motors in a research report on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $101.41.
Read Our Latest Analysis on GM
General Motors Profile (Free Report)
General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.
GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.
See Also Five stocks we like better than General Motors Commodities Are Booming, But These 3 ETFs Tell Different Stories 3 Active ETFs Making Big Moves in August This ETF Is Outperforming by Avoiding the S&P 500’s Biggest Problem Birkenstock Beats the Skeptics—But Not on EPS Want to see what other hedge funds are holding GM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U).
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Key Takeaways Ford is the preferred pick as Ford Pro, hybrids, affordable EVs and energy storage offer upside.General Motors has gained 14.4% since Q2 results, while Ford has fallen 3% despite stronger earnings.Ford offers more than 4% dividend yield, $43.4B liquidity and a raised 2026 FCF outlook of $6-$7B. U.S. legacy automakers Ford (F - Free Report) and General Motors (GM - Free Report) have moved in different directions since their second-quarter earnings reports. GM has gained 14.4% since reporting on July 21, while Ford is down 3% since its July 28 results. That divergence is notable because both automakers delivered stronger earnings and raised their full-year outlooks.
So, the question is not which company had the better quarter, but which one offers the more compelling opportunity from here. Both are navigating tariffs, uneven EV demand and high interest rates while trying to build businesses that extend beyond selling cars. Here's a closer look at the case for each.
The Case for General MotorsGM's biggest strength remains its North American truck and SUV business. Rather than using heavy discounts to drive sales, the company has maintained pricing discipline, keeping incentives below the industry average for more than three years. That approach is paying off. GM North America's adjusted EBIT margin recovered to 8.6% in the second quarter and 9.3% in the first half, putting the business back within management's 8%-10% target range.
Next-generation Chevrolet Silverado and GMC Sierra models, higher full-size SUV capacity and greater U.S. production could support both revenues and margins in 2027. Management has already raised 2026 adjusted EPS guidance to $12-$14 and expects 2027 results to exceed 2026.
General Motors has also built a stronger business in China, helped by restructuring and cost reductions. That helped China equity income more than double to $248 million in the first half from $116 million a year earlier. The company expects the business to remain profitable as it refreshes its lineup and streamlines operations.
GM is also building new revenue streams around its vehicles. OnStar and Super Cruise are expanding, with more than $3 billion of recognized and deferred revenues expected in 2026. It plans to add about 1 million subscribers and exceed 850,000 Super Cruise subscribers by year-end. GM Energy, GM Defense and GM Insurance provide additional avenues for growth. Meanwhile, strong cash generation has allowed GM to repurchase $2.8 billion of stock so far this year, with $3.5 billion remaining under the authorization.
The Case for FordFord’s truck and utility portfolio remains a major strength, while hybrids provide a useful middle ground as consumers remain divided between gas-powered and fully electric vehicles. The Maverick Hybrid posted record first-half sales, and the F-150 Hybrid led its full-size truck category.
Ford is also taking another shot at the mass-market EV opportunity with its upcoming Fathom electric pickup. Starting below $30,000 before destination and delivery charges, the vehicle could help Ford reach customers who have been priced out of many EVs. The company is working to make EV production more economical. Its new "assembly tree" manufacturing process is designed to simplify production and lower costs, potentially helping address the margin pressure seen with the F-150 Lightning.
Ford Pro is the company’s main earnings engine, supported by commercial vehicle leadership and recurring software and physical services. It generated $1.7 billion of EBIT at a 9.7% margin in the latest quarter, despite volume constraints, while paid Ford Pro Intelligence subscriptions surpassed 900,000. Management now expects 2026 Ford Pro EBIT of $7-$7.5 billion.
Ford Energy adds a new revenue stream by applying Ford’s battery manufacturing, service and monitoring capabilities to energy storage.Ford expects to reach 20 gigawatt-hours of annual capacity by late 2027. Financially, Ford ended the June quarter with $43.4 billion of liquidity, generated $2.1 billion of adjusted free cash flow and raised its 2026 FCF outlook to $6-$7 billion. Its attractive dividend yield of more than 4% adds to the stock’s appeal.
What Do Estimates for GM & F Say?The Zacks Consensus Estimate for Ford’s 2026 and 2027 EPS implies year-over-year growth of 70% and 4%, respectively.
Image Source: Zacks Investment Research
The consensus mark for GM's 2026 and 2027 EPS calls for a year-over-year uptick of 25% and 11%, respectively.
Image Source: Zacks Investment Research
Valuation Check: GM & FGM shares currently trade at 0.4X forward earnings, above its five-year average of 0.32X. Ford’s forward-to-sales ratio of 0.32 is lower than that of GM.
Image Source: Zacks Investment Research
Our TakeBoth Ford and GM look strong enough for investors seeking exposure to the auto industry, and both currently carry a Zacks Rank #3 (Hold). But, if we have to pick one, Ford looks better at current levels. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
GM has received a stronger vote from investors since its latest results, leaving more room for Ford to benefit from a reassessment. Its Ford Pro business provides a solid earnings foundation, while affordable EVs, hybrids and energy storage offer multiple avenues for upside. Ford also offers the more attractive combination of income and valuation support. That makes it the more compelling choice between the two.
