Gauzy, Research Frontiers announces first customer delivery of GM's CELESTIQ
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 14 2025
0mins
Should l Buy GM?
Gauzy and Research Frontiers Collaboration: Gauzy, in partnership with Research Frontiers, has delivered the first Cadillac CELESTIQ featuring SPD smart glass technology, marking a significant milestone in their collaboration with General Motors.
Advancement in Smart Glass Technology: This delivery highlights Gauzy's leadership in advanced smart materials for the automotive industry, showcasing the successful integration of electronically dimmable SPD smart glass into a serially produced vehicle.
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Analyst Views on GM
Wall Street analysts forecast GM stock price to rise
19 Analyst Rating
14 Buy
4 Hold
1 Sell
Moderate Buy
Current: 79.000
Low
57.00
Averages
95.06
High
122.00
Current: 79.000
Low
57.00
Averages
95.06
High
122.00
About GM
General Motors Company designs, builds and sells trucks, crossovers, cars and automobile parts and provides software-enabled services and subscriptions worldwide. The Company's segments include GMNA, GMI and GM Financial. Its GM North America (GMNA) and GM International (GMI) segment develop, manufacture and/or markets vehicles under the Buick, Cadillac, Chevrolet and GMC brands. The Company's GM Financial segment provides automotive financing and related services. The Company is also focused on investing in electric vehicles (EVs) and autonomous vehicles (Avs), software-enabled services and subscriptions and new business opportunities. The Company's portfolio includes OnStar, GM Energy, GM Insurance, GM Genuine Parts, and the GM Company Store. Its OnStar portfolio offers safety, connectivity and hands-free driver assistance technologies. Its GM Energy provides Home EV Charging, Public EV Charging, Vehicle-To-Home and Energy Storage services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Suppliers Informed of Halt: Reports indicate that GM has informed suppliers that the program has been halted with no new timetable issued, suggesting significant strategic adjustments in the company's electric truck initiatives.
- Layoff Impact at Factory: GM's Factory Zero in Detroit has laid off workers for about a month due to slowing EV sales, highlighting the challenges and uncertainties the company faces in its electrification efforts amid fluctuating market demand.
- Shift to Hybrid Plans: GM plans to shift plug-in hybrid versions of the Silverado and Sierra to another Michigan plant, and while it currently does not offer hybrid vehicles in the U.S., the company has indicated intentions to introduce this powertrain technology to meet market needs.
See More
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- Peer Compensation Analysis: Ford CEO Jim Farley's compensation also rose by 11% to $27.5 million, yet his performance only met 64% of earnings targets while facing record recalls, highlighting a disparity between executive pay and actual company performance.
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See More
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See More
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- Response Measures: In response to these challenges, Ford is skipping its traditional summer shutdown and adding a third shift at its F-150 production sites, demonstrating a strong commitment to recovering lost market share as quickly as possible.
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- Italy's Strong Performance: Italy's BEV registrations increased by 65% year-to-date, raising its market share from around 5% at the end of 2025 to 8.6% in March, indicating a rapid acceleration in the country's transition to electric vehicles.
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See More
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- Project Delayed Indefinitely: General Motors has announced an indefinite delay of its next-generation full-size electric truck program, including the GMC Sierra and Chevrolet Silverado, originally set to launch in 2028, which may impact the company's competitiveness in the EV market.
- Suppliers Informed of Halt: Reports indicate that GM has informed suppliers that the program has been halted with no new timetable issued, suggesting significant strategic adjustments in the company's electric truck initiatives.
- Layoff Impact at Factory: GM's Factory Zero in Detroit has laid off workers for about a month due to slowing EV sales, highlighting the challenges and uncertainties the company faces in its electrification efforts amid fluctuating market demand.
- Shift to Hybrid Plans: GM plans to shift plug-in hybrid versions of the Silverado and Sierra to another Michigan plant, and while it currently does not offer hybrid vehicles in the U.S., the company has indicated intentions to introduce this powertrain technology to meet market needs.
See More
GM CEO Compensation Continues to Rise
- Compensation Growth: GM CEO Mary Barra earned $29.9 million last year, reflecting a 1.4% increase from the previous year, with her base salary steady at $2.1 million and stock awards rising 11% to $21.6 million, indicating the company's strategy to attract top talent.
- Performance Comparison: Over the past three years, GM has significantly outperformed rivals, nearly tripling its closest competitor's value, particularly amidst volatile EV demand and uncertain trade policies, showcasing its strong market adaptability.
- Peer Compensation Analysis: Ford CEO Jim Farley's compensation also rose by 11% to $27.5 million, yet his performance only met 64% of earnings targets while facing record recalls, highlighting a disparity between executive pay and actual company performance.
- Aligning Shareholder Interests: GM has returned immense value to shareholders through tens of billions in stock buybacks, and while executive compensation may spark debate, the company's strong performance metrics and profitability provide robust justification for such pay.
See More
Mary Barra's $30 Million Pay in 2025 Surpasses Detroit Rivals
- Compensation Growth and Performance: GM CEO Mary Barra's 2025 compensation reached $29.9 million, reflecting a 1.4% increase from the previous year, with her base salary steady at $2.1 million and stock awards rising 11% to $21.6 million, demonstrating the company's commitment to attracting top talent in a competitive landscape.
- Incentive Structure Design: The targets set for GM's 2025 compensation program are designed to motivate management to navigate uncertainties, drive product innovation, and enhance profitability, thereby aligning with shareholder interests and emphasizing the company's focus on long-term value creation.
- Outstanding Market Performance: Over the past three years, GM has significantly outperformed its rivals, nearly tripling the market value of its closest competitor, showcasing the company's successful navigation of volatile electric vehicle demand and trade policy uncertainties, which further solidifies its market position.
- Peer Compensation Comparison: Compared to Ford CEO Jim Farley's $27.5 million compensation, which increased despite Ford only achieving 64% of its earnings targets, Barra's higher pay reflects differing market perceptions regarding executive compensation amidst varying company performances.
See More
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- Profit Source Analysis: Ford's F-Series trucks account for an astonishing 90% of the company's global profits, highlighting the critical role of the F-150 in maintaining financial health despite the automaker's diverse portfolio of around 20 models.
- Production Disruption Impact: A fire at a supplier's plant has severely disrupted aluminum production for the F-150, potentially costing Ford up to $2 billion, with recovery expected to be uneven and delayed into 2026.
- Sales Decline Situation: In the first quarter of 2023, F-Series sales in the U.S. dropped by 16% year-over-year, while competitors like GM and Stellantis reported stable or increased sales, indicating heightened market pressure on Ford.
- Response Measures: In response to these challenges, Ford is skipping its traditional summer shutdown and adding a third shift at its F-150 production sites, demonstrating a strong commitment to recovering lost market share as quickly as possible.
See More
BMW Doubles Down on 7 Series Sedan Amid SUV Surge
- Market Positioning: Despite U.S. tariff pressures on German imports, BMW remains committed to producing the 7 Series sedan, reflecting its confidence in the luxury sedan market amidst the surge in SUV sales.
- Technological Innovation: The updated 7 Series will be the first to feature advanced technologies originally developed for electric vehicles, including a panoramic heads-up display and an AI voice assistant, aimed at enhancing user experience and solidifying its tech leadership in the luxury segment.
- Sales Strategy Adjustment: In 2025, BMW's full-size X7 SUV sold nearly twice as many units as the combined sales of the 7 Series and 8 Series, indicating a market preference for SUVs, prompting BMW to closely monitor demand to assess the viability of continuing 7 Series imports.
- Optimistic Future Outlook: With approximately 30% of its profits coming from the U.S. market, BMW has set ambitious sales targets for 2026, and while specific numbers remain undisclosed, its leadership in the luxury market and consumer preferences suggest a positive outlook.
See More
Electric Vehicle Sales Surge 51% in Europe Amid Energy Crisis
- Surge in EV Registrations: In March 2026, battery electric vehicle (BEV) registrations in key European markets soared by 51% year-over-year, with over 224,000 units sold in the month, highlighting the role of EVs in enhancing energy security amid global market disruptions.
- Italy's Strong Performance: Italy's BEV registrations increased by 65% year-to-date, raising its market share from around 5% at the end of 2025 to 8.6% in March, indicating a rapid acceleration in the country's transition to electric vehicles.
- Germany's Recovery: Following new incentive policies, about one in four cars sold in Germany in March were fully electric, with BEV sales up 42% year-to-date, reflecting a significant increase in consumer acceptance of electric vehicles.
- Nordic Region Leading: Denmark and Finland reported fully electric sales of 76.6% and nearly 50%, respectively, continuing to lead in EV adoption and squeezing traditional fuel vehicles out of the market, thereby driving the overall market towards sustainable development.
See More
