GM Earnings

GM reported its earnings on 2026-01-27, showcasing a revenue of 45.00B against an estimate of 45.00B, resulting in a 0.57% surprise. The EPS was 2.51, surpassing the expected 2.2 by 14.09% . The stock experienced a 8.75% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following GM's earnings announcement on 2026-01-27, the stock price moved by 8.75% on the day of the release. Over the subsequent five days, it saw a % change. Historically, GM's stock price tends to shift by an average of -2.78% in the 10 days leading up to earnings and -0.36% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate GM’s annual revenue to reach 44.00B, while the EPS is projected at 3.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.03% and EPS estimates Revise Upward by 0.02% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between GM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.03%, while EPS estimates moved Revise Upward by 0.02% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, GM's stock price typically moves by -2.78% in the 10 days before its earnings and -0.36% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 3.00 and revenue of 44.00B.

The earnings call summary suggests a positive outlook with raised guidance, improved tariff exposure, and strategies for EV profitability. Despite some uncertainties in hybrid strategy and Super Cruise expansion, the overall sentiment is bolstered by strong financial metrics, optimistic guidance, and strategic plans for software and autonomous vehicle growth. The Q&A session highlights management's confidence in addressing potential risks, further supporting a positive sentiment. However, the lack of specific details on certain topics slightly tempers the overall positivity.