Latest GM news and sentiment

Unifor members ratify GM Canada deal with ~C$1B investment

* Unifor said Sunday that members voted to ratify contracts with General Motors (GM [https://seekingalpha.com/symbol/GM]) committing more than C$1B in investments to Canadian facilities, securing new products, and delivering wage and benefit improvements. * Three-year contracts include 3% annual wage increases, raising full-rate production wages to C$50.20/hour, according to a statement. * Unifor members covered by the GMCC agreement voted 80.5% in favour. Members covered by the GM-CAMI agreement voted 96.5% in support. * Investments include C$144M for adding next-generation heavy-duty GMC Sie

General Motors (GM) Is Under Pressure In The US Auto Market

General Motors (NYSE:GM) faces fresh pressure on its long-held US sales lead as Toyota gains market share through hybrids. Toyota's hybrid focused push in the US is narrowing the sales volume gap with GM and raises the risk that GM could lose its top automaker position. The shift highlights a clash between GM's emphasis on higher margin trucks and SUVs and Toyota's volume driven hybrid strategy. Investors are weighing how GM's approach to electrification and consumer preference shifts may affect future market leadership and profitability. These changes in the auto sector highlight how quickly

General Motors (GM) Stock May Still Look Like A Bargain After Brake Probe

Could Toyota Motor (TM)’s Hybrid Boom Finally Put General Motors (GM)’s U.S. Sales Crown at Risk?

Two leading automotive giants, General Motors Company (NYSE:GM) and Toyota Motor Corporation (NYSE:TM), represent contrasting strategies in the U.S. auto market. Twenty years ago, GM sold twice as many vehicles in the U.S. as Toyota. Today, that gap has narrowed dramatically. Through July, GM's sales lead over Toyota dwindled to just over 100,000 vehicles, as reported on August 21. The shifting dynamic highlights two distinct operating models: GM prioritizing disciplined volume and profit margins, while Toyota aggressively expands its hybrid-heavy lineup to capture market share.Could Toyota Mo

General Motors (GM) Faces Safety Probe Over Engine Failures in Nearly 1 Million Vehicles

On August 21, Reuters reported that the National Highway Traffic Safety Administration opened an engineering analysis covering 997,743 General Motors Company (NYSE:GM) pickups and SUVs equipped with the L87 V-8 engine. The probe spans model years 2021 through 2026 and includes the Cadillac Escalade, Chevrolet Silverado 1500, and GMC Yukon, some of GM's most profitable vehicle lines. NHTSA said it has logged roughly 500 complaints of engine failure in vehicles that had already been repaired under an earlier L87 recall, with about two dozen requiring full engine replacement, plus 191 reports of

General Motors (GM)’s U.S. Sales Crown at Risk as Toyota Fast Approaches

The Wall Street Journal reported that General Motors Company (NYSE:GM) lead over Toyota in U.S. vehicle sales has narrowed to just over 100,000 vehicles through July, with both automakers at around 1.5 million sales. GM sold roughly twice as many vehicles as Toyota two decades ago. Cox Automotive analyst Charlie Chesbrough told CNBC that "GM may be looking over their shoulder" and that Toyota could overtake it as the top-selling U.S. manufacturer by year-end. GM's Lansing, Michigan, battery plant, which GM scrapped and sold its stake in back in 2024. It is now producing batteries for a $1.5 bi

Ford (F) and General Motors (GM) Battle for Title of Most “American-Made” Automaker

On August 15, 2026, the Wall Street Journal reported that Ford Motor Company (NYSE:F) and General Motors Company (NYSE:GM) are privately lobbying for tariff policies that favor their own manufacturing footprints while each publicly claims to be the more "American" automaker. Ford, which builds about 80% of its U.S. sold vehicles domestically and employs more factory workers than any rival, is pushing for steeper tariffs on imports from South Korea, where GM builds roughly 400,000 vehicles a year. It includes many of its most affordable models. In turn, GM has targeted Ford's electric-vehicle b

Zacks Industry Outlook General Motors, PACCAR, Ford and Harley-Davidson

For Immediate Release Chicago, IL – August 28, 2026 – Today, Zacks Equity General Motors GM, PACCAR PCAR, Ford F and Harley-Davidson HOG Industry: Automobiles - Domestic Link: https://www.zacks.com/commentary/2980827/4-domestic-auto-biggies-poised-to-benefit-from-industry-resilience 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 tim

General Motors gives first-time dealers a chance to turn around troubled store

General Motors Stock: The Billion Mile Moat (NYSE:GM)

Legal & General Group Plc Trims Stock Holdings in Ford Motor Company $F

Legal & General Group Plc reduced its stake in Ford Motor Company by 6.1% in the second quarter, selling over 1.9 million shares. Despite this, other institutional investors like BlackRock Inc. and Charles Schwab Investment Management Inc. significantly increased their holdings. The article also covers recent news impacting Ford, including potential positive impacts from increased U.S. Lincoln production and negative sentiment from proposed tariffs on Canadian autos.

Invst LLC Makes New Investment in General Motors Company $GM

Invst LLC has made a new investment in General Motors Company, purchasing 13,544 shares valued at approximately $1.04 million in the second quarter. This comes as GM reported strong quarterly earnings, exceeding analyst expectations, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $101.41. Key risks for GM include substantial insider selling, potential Canadian tariffs, and an expanded federal investigation into its braking systems.

PDT Partners LLC Takes Position in General Motors Company $GM

PDT Partners LLC has acquired a new position in General Motors Company, purchasing 56,415 shares valued at approximately $4.35 million in the second quarter. This move comes amidst other institutional investors also adjusting their stakes in GM, and recent insider selling activity by GM executives. Analysts generally hold a "Moderate Buy" rating for General Motors, with an average target price of $101.41, while the company navigates various market factors including potential labor agreements, supply chain investments, and regulatory challenges.

How Investors Are Reacting To General Motors (GM) Reduced Strike Risk After Unifor Labor Deal

In August 2026, Unifor and General Motors reached tentative three-year labor agreements covering more than 4,600 union members across key Ontario facilities, with details to be voted on at ratification meetings scheduled for August 29–30. By reducing the risk of strikes or production stoppages at major Canadian plants, the agreements help clarify GM's near-term manufacturing continuity and cost outlook. We'll now examine how this reduced labor disruption risk in Canada feeds into General Motors' existing investment narrative around margins and growth. Invest in the nuclear renaissance through

General Motors' Australian boss exits

Jess Bala, General Motors' Australia and New Zealand managing director, has left the company after nearly two decades, including three years in her most recent role. She was the first woman and youngest person to lead GM ANZ, overseeing the launch of Cadillac EVs, Corvette, and the expansion of GMSV. Greg Rowe, director of sales and operations, has been appointed as acting managing director.

General Motors (GM) Stock May Trade At A Premium Despite Its 171% Run

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. General Motors stock has delivered a 170.8% return over the past three years, yet its valuation sends mixed signals. A Discounted Cash Flow (DCF) intrinsic value estimate indicates the shares trade at a 37.1% discount, while market multiples screen the stock as overvalued. A 170.8% gain over three years puts General Motors among the stronger performers in large-cap autos. This raises the bar for what counts as a reasonable entry price today. Recent moves around battery joint

General Motors Company (GM) Spends $4.5B on Chips: Is Ford Motor Company (F) Betting Bigger on America?

On August 11, 2026, General Motors Company (NYSE:GM) disclosed that it set up a purchasing facility worth up to $4.5 billion with a firm called Procura Auto Parts, designed to keep important components flowing during future supply-chain shocks. A day later, on August 12, 2026, Ford Motor Company (NYSE:F) said it will move production of some Lincoln models from China to the United States starting in 2030. Why This Matters Both automakers are responding to the same pressure- years of parts shortages and new tariffs on Chinese-made vehicles- but with very different tools. That raises the real que

General Motors Company (NYSE:GM) Given Average Rating of "Moderate Buy" by Analysts

General Motors Company (NYSE:GM) has received a consensus "Moderate Buy" rating from twenty-three brokerages, with an average 12-month price target of $101.41. Despite some positive sentiment from analysts regarding boosted EPS forecasts and improved valuation expectations, the company faces mixed sentiment due to selling fewer vehicles than competitors and an ongoing NHTSA probe into nearly 1 million GM pickups and SUVs for engine failures. Insiders have also sold a significant number of shares recently.