Updated Tuesday, December 16, 2025 — General Motors Company (NYSE: GM) stock is in the spotlight today as Wall Street digests a fast-changing U.S. policy backdrop for electric vehicles, fresh analyst price-target hikes, and new signals that legacy automakers are prioritizing near-term profitability over all‑in EV expansion. [1]
Below is a complete, publication-ready roundup of the latest GM stock news, forecasts, and market analysis available on 16.12.2025, plus what investors are watching into early 2026.
GM stock price today: where shares trade on Dec. 16, 2025
GM shares traded around $81.29 on Tuesday, down about 0.84% on the session, after an intraday range of $81.25 to $82.99. The latest trade timestamp in available market data was 19:16:30 UTC.
That price level matters because GM is now hovering near the upper end of recent ranges after a powerful 2025 run. One widely circulated peer-comparison snapshot (Zacks via FINVIZ) shows GM up roughly 51.9% year-to-date, far ahead of its Auto-Tires-Trucks peer group’s average gain of about 14.8%. [2]
What’s driving General Motors stock today: the “EV reset” goes mainstream
1) Ford’s giant EV writedown is re-framing the entire Detroit narrative — and GM is part of the read-through
A major reason GM stock is being discussed today isn’t a GM earnings release — it’s the broader shift happening across Detroit.
On Dec. 16, Reuters reported Ford’s dramatic EV pullback, including a massive EV-related writedown, as the U.S. market grapples with a sharp change in incentives and emissions policy. The same Reuters reporting underscores that GM has also been adjusting its EV strategy, and it notes GM stock had risen about 34% since September (a performance comparison that signals investors are rewarding “profit-first” pivots). [3]
Reuters also framed the strategic dilemma for automakers like GM: EVs are increasingly necessary in Europe and China, but can be far harder to scale profitably in the U.S. without subsidies, especially after policy changes affecting the EV tax credit and emissions rules. [4]
Why that matters for GM stock: investors are increasingly treating GM like a “cash-flow plus optionality” story — i.e., a company that can earn on high-margin trucks/SUVs now while keeping a pipeline for electrification where it’s economically required later.
2) The policy shock is real: EV mix and demand expectations have been reset
Reuters reported that U.S. EV sales dropped sharply after the Sept. 30 expiration of the $7,500 consumer EV tax credit, and described the U.S. EV market share falling to around 5% after policy changes took effect, versus roughly ~25% in Europe and about half in China (EVs and plug‑in hybrids). [5]
This is crucial context for GM’s stock because GM’s valuation debate in late 2025 isn’t just “how many EVs can you sell?” — it’s increasingly “how flexibly can you shift production and capex without destroying margins?”
GM’s own 2025 strategy shifts still shaping the stock on Dec. 16
Today’s coverage connects directly to GM’s actions earlier this year:
EV capacity changes and charges
In October, GM disclosed a $1.6 billion charge tied to reshaping EV capacity and explicitly cited expectations that EV volumes would be lower than planned due to market conditions and a changed regulatory/policy environment. GM also said it expected EV adoption to slow following policy shifts and termination of certain consumer incentives. [6]
Production adjustments at key EV facilities
Reuters also reported in September that GM was cutting output and delaying work at major EV factories, including temporary production stops for Cadillac EVs at Spring Hill and delaying a second shift at a plant slated to produce the Chevy Bolt EV, as GM aligned production with slower expected EV growth and customer demand. [7]
Profit outlook and tariff assumptions
In October, GM raised its 2025 adjusted core profit forecast to $12.0–$13.0 billion, while reducing the estimated tariff hit to $3.5–$4.5 billion. Reuters tied the upward revision to both tariff relief and lighter EV losses as GM unwound parts of earlier EV bets. [8]
Tariffs remain a swing factor. Earlier in 2025, Reuters reported GM expected a tariff exposure of $4–$5 billion and said about $2 billion of that exposure related to more affordable vehicles imported from South Korea. [9]
Analyst forecasts today: GM price targets are rising — but the Street is still split
If you want the cleanest read on GM stock forecasts on 16.12.2025, today’s story is the cluster of raised targets paired with a still-wide disagreement on what GM should be worth.
The consensus snapshot (MarketBeat)
As of today, MarketBeat lists GM’s consensus as “Moderate Buy” based on 23 analyst ratings, with an average 12‑month price target of $74.81, implying about -8% downside from the ~$81 level shown on that page. MarketBeat also lists a high target of $100 and a low target of $36. [10]
That “headline downside” doesn’t necessarily mean analysts suddenly turned bearish — it often reflects lagging consensus targets after a rapid rally. The more actionable information today is who is raising targets and why.
Today’s notable price-target and rating moves impacting GM stock
Mizuho (Dec. 16): raised GM’s price target to $90 from $78, maintaining an Outperform rating. [11]
Implied move from ~$81.29: about +10.7%.
UBS (recent / listed this week): MarketBeat’s feed shows UBS boosting its GM target from $85 to $97 with a Buy stance. [12]
Implied move from ~$81.29: about +19.3%.
TD Cowen (Dec. 12): raised its GM target to $110 from $100, reiterating Buy, describing the target as “arguably conservative” on its methodology and citing multi‑year growth confidence. [13]
Implied move from ~$81.29: about +35.3%.
Goldman Sachs (Dec. 9): maintained Buy and raised its target to $93 from $81 (as shown in MarketBeat’s recent actions list). [14]
Implied move from ~$81.29: about +14.4%.
Morgan Stanley (Dec. 8): a Barron’s report described an upgrade of GM to Buy and a price target increase to $90 from $54, explicitly tying upside to potential gains from internal-combustion sales amid EV market cooling. [15]
MarketBeat similarly lists a Morgan Stanley upgrade to Overweight with a target move to $90 from $54. [16]
Wells Fargo (Dec. 9): kept an Underweight view while nudging the target to $48 from $46, one of the clearest “bear case” markers on the tape. [17]
Implied move from ~$81.29: about -41.0%.
A second “consensus” view (Nasdaq/Fintel)
Nasdaq’s write-up (via Fintel) cited an average one-year GM price target of $73.59 as of Dec. 5, 2025, with forecasts ranging from $46.46 to $105.00—again showing a broad dispersion. [18]
The bottom line: GM stock is being re-rated higher by a growing set of bullish analysts (targets clustered around $90–$110), but the overall consensus is still catching up and at least one major shop remains firmly cautious.
Earnings trend and estimate revisions: why “forward numbers” are improving
Momentum investors care less about what GM earned last quarter and more about whether estimates are rising.
A Zacks-based analysis (published Dec. 15 and syndicated via FINVIZ) notes GM holds a Zacks Rank #1 (Strong Buy) and says the Zacks consensus estimate for full‑year earnings has moved 9.6% higher over the past 90 days—a sign of improving sentiment. [19]
Separately, another Zacks/Nasdaq note highlighted that over the last seven days, the consensus estimate for GM’s current year increased by $0.06, and the estimate for next year increased by $0.41. [20]
These estimate nudges matter because they support the argument behind higher price targets: GM doesn’t need a booming EV market to grow earnings if pricing discipline, mix, and cost actions hold.
Product and ecosystem news: GM’s Apple Music move and why investors may care
Not all GM news is macro policy or analyst notes. On the product/software side, GM is rolling out a native Apple Music app to select 2025–2026 vehicles and adding Dolby Atmos support to more models, according to Road & Track’s Dec. 16 report. [21]
For stock investors, this kind of update is small in isolation, but it supports a broader market thesis: GM is pushing deeper into a services + software approach inside the cabin (where subscription and attach-rate economics can improve lifetime value), even as the industry debates how fast EV adoption will actually unfold in the U.S.
Key risks that still hang over GM stock
Even with bullish upgrades, GM’s risk list remains real — and the market is aware.
1) Recall / regulatory risk and potential warranty costs
In late October, Reuters reported the U.S. auto safety regulator expanded a probe into 286,000 GM vehicles tied to possible engine bearing failure issues (including models like Chevrolet Silverado 1500 and Cadillac Escalade using the L87 6.2‑liter engine), citing 1,157 reports and noting the probe was upgraded to an engineering analysis. [22]
Headline risk around investigations, recalls, or elevated warranty trends can move an automaker stock quickly, especially when the share price has already rerated higher.
2) Tariff volatility and policy uncertainty
GM has repeatedly highlighted tariffs as a material swing factor in 2025 guidance and outlook updates, with Reuters reporting multi‑billion-dollar exposure estimates earlier this year and subsequent changes as policy evolved. [23]
3) The global competition problem (especially China)
Reuters’ Dec. 16 analysis explicitly notes U.S. automakers still face the challenge of competing globally—particularly against Chinese automakers—while maintaining profitability at home. [24]
What to watch next: the next GM earnings date and near-term catalysts
Next earnings: MarketBeat estimates GM’s next earnings date as Tuesday, Jan. 27, 2026 (before market open), based on past reporting schedules. [25]
Between now and then, the most important catalysts for GM stock typically include:
- Any additional EV-capacity actions or charges (GM has previously warned more could follow as it adjusts capacity). [26]
- Updates to 2026 profitability expectations, especially regarding EV losses and mix. Reuters and AP reporting around GM’s October guidance shift emphasized expectations of reduced EV losses beginning in 2026 and beyond. [27]
- Clarity on tariffs and trade rules, which have already moved GM’s annual outlook range in 2025. [28]
GM stock outlook for 2026: the bull case vs. the bear case (as of Dec. 16)
The bull case gaining traction
The analysts lifting targets into the $90–$110 zone are effectively arguing:
- GM can defend profitability with truck/SUV mix and operational discipline even if U.S. EV demand stays soft. [29]
- The company can adjust EV spending/capacity to better match demand (and avoid cash burn spirals). [30]
- Capital allocation and shareholder returns stay central to the equity story (often cited by bulls as a “multiple support” factor). [31]
The bear case remains coherent
The more cautious end of the Street is warning that:
- Autos remain cyclical, and an earnings peak can quickly become an earnings air pocket. [32]
- Tariffs, recalls, warranty costs, and litigation/investigations can hit margins unexpectedly. [33]
- The global EV race doesn’t pause just because U.S. incentives change — and falling behind internationally can become a structural disadvantage. [34]
Bottom line for investors watching GM stock today
On Dec. 16, 2025, GM stock is being priced less like a pure EV growth bet and more like a flexible industrial cash generator navigating a policy-driven EV reset. Reuters’ reporting highlights that EV economics in the U.S. are being questioned without government support — and that has put GM’s ability to pivot factories, protect margins, and manage capital returns at the center of the stock story. [35]
The “headline” consensus targets on some trackers still sit below today’s price, but the direction of travel in many high-profile analyst notes is upward, with multiple $90+ targets (and at least one $110 call) now shaping the narrative. [36]
References
1. www.reuters.com, 2. finviz.com, 3. www.reuters.com, 4. www.reuters.com, 5. www.reuters.com, 6. www.reuters.com, 7. www.reuters.com, 8. www.reuters.com, 9. www.reuters.com, 10. www.marketbeat.com, 11. www.tipranks.com, 12. www.marketbeat.com, 13. www.investing.com, 14. www.marketbeat.com, 15. www.barrons.com, 16. www.marketbeat.com, 17. www.marketbeat.com, 18. www.nasdaq.com, 19. finviz.com, 20. www.nasdaq.com, 21. www.roadandtrack.com, 22. www.reuters.com, 23. www.reuters.com, 24. www.reuters.com, 25. www.marketbeat.com, 26. www.reuters.com, 27. www.reuters.com, 28. www.reuters.com, 29. www.barrons.com, 30. www.reuters.com, 31. www.marketbeat.com, 32. www.marketbeat.com, 33. www.reuters.com, 34. www.reuters.com, 35. www.reuters.com, 36. www.marketbeat.com
