General Motors Company Price & Performance (GM)

General Motors is ramping up output at its Fort Wayne, Indiana, plant in reaction to new 25% tariffs on imported vehicles. The move includes hiring temporary and full-time staff and increasing assembly line speed. The company aims to offset reliance on Mexican and Canadian production as trade tensions escalate.12

RBC Capital Markets has lowered its price target for General Motors from $67 to $55, citing reduced electric vehicle production forecasts and tariff risks. Analysts warn that absorbing tariffs could slash GM’s earnings by up to 90%, while passing costs to consumers may dampen sales and further pressure valuation.34

General Motors stock has come under pressure following the announcement of steep tariffs and uncertainty in auto sales trends. While the company’s valuation remains attractive and buybacks continue, analysts remain wary about future profitability, especially given GM’s significant exposure to cross-border supply chains.56