GM

General Motors Company GM is slated to release second-quarter 2026 results on July 21, before market open. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings per share (EPS) and revenues is pegged at $3.13 and $45.96 billion, respectively.For the second quarter, the consensus estimate for General Motors’ earnings has moved up 2 cents over the past seven days. Its bottom-line estimates imply growth of 2.37% from the year-ago reported numbers. The Zacks Consensus Estimate for GM's quarterly revenues implies a year-over-year decline of 2.5%. The company's earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 20.25%. This is depicted in the graph below: General Motors Company price-eps-surprise | General Motors Company Quote In the first quarter of 2026, General Motors reported adjusted earnings of $3.70 per share, which rose 33% from $2.78 a year ago. The figure topped the Zacks Consensus Estimate of $2.61 by 41.8%. Revenues of $43.62 billion slipped 0.9% year over year and missed the consensus mark of $43.94 billion by 0.7%. General Motors’ China restructuring continues to show traction, with first-quarter 2026 China equity income reported at $165 million (its sixth quarterly gain), reflecting restructuring benefits and disciplined production and inventory management. It expects China to remain profitable in 2026. The automaker is building a larger recurring revenue base from OnStar and Super Cruise. In first-quarter 2026, recognized digital revenues exceeded $750 million, up more than 20% year over year, and deferred revenues reached $5.8 billion, up more than 50%. Management expects recognized digital revenues of about $3.1 billion in 2026 and deferred revenues approaching $7.5 billion by year-end as subscribers rise to roughly 13 million. Restructuring benefits in China and strong revenues from the software and services business are likely to have enhanced the performance of GM in the second quarter. In the second quarter of 2026, General Motors’ brands Cadillac, Buick, Chevrolet and GMC recorded a year-over-year decline of 19.2%, 7.5%, 3.9% and 0.3%, respectively.Let’s have a look at our estimates for GM’s segmental performance.We expect GM North America (GMNA) revenues to be $37.8 billion, suggesting a year-over-year decline of 4.3%. For GM International (GMI), we expect sales of $3.75 billion...

FEATURE The car market is decidedly mid right now. It isn’t great, but it’s stable; U.S. investors seem OK with that. On Friday, airbag and safety-component supplier Autoliv reported weaker-than-expected second-quarter earnings.

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering General Motors (GM), which belongs to the Zacks Automotive - Domestic industry. When looking at the last two reports, this an automotive manufacturer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 26.17%, on average, in the last two quarters. For the last reported quarter, General Motors came out with earnings of $3.7 per share versus the Zacks Consensus Estimate of $2.61 per share, representing a surprise of 41.76%. For the previous quarter, the company was expected to post earnings of $2.27 per share and it actually produced earnings of $2.51 per share, delivering a surprise of 10.57%. With this earnings history in mind, recent estimates have been moving higher for General Motors. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. General Motors currently has an Earnings ESP of +5.17%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 21, 2026. With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss. Many...

Wall Street analysts expect General Motors (GM) to post quarterly earnings of $3.13 per share in its upcoming report, which indicates a year-over-year increase of 23.7%. Revenues are expected to be $45.96 billion, down 2.5% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock. While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. Given this perspective, it's time to examine the average forecasts of specific General Motors metrics that are routinely monitored and predicted by Wall Street analysts. It is projected by analysts that the 'Total net sales and revenue- GM Financial' will reach $4.19 billion. The estimate indicates a year-over-year change of -1.4%. The combined assessment of analysts suggests that 'Total net sales and revenue- Total Automotive- GMI' will likely reach $4.41 billion. The estimate indicates a change of +32.5% from the prior-year quarter. The average prediction of analysts places 'Total net sales and revenue- Total Automotive' at $42.96 billion. The estimate points to a change of +0.2% from the year-ago quarter. The consensus estimate for 'Total net sales and revenue- Total Automotive- GMNA' stands at $38.49 billion. The estimate indicates a year-over-year change of -2.5%. Analysts predict that the 'Total net sales and revenue- Total Automotive- Corporate' will reach $64.10 million. The estimate points to a change of +12.5% from the year-ago quarter. Analysts' assessment points toward 'Worldwide - Wholesale Vehicle Sales - Total GMI' reaching 165.88 thousand. Compared to the current estimate, the company reported 125.00 thousand in the same quarter of the previous year. Based on the collective assessment o...

Wall Street expects a year-over-year decline in earnings on higher revenues when Harley-Davidson (HOG) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 23. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This motorcycle maker is expected to post quarterly earnings of $0.58 per share in its upcoming report, which represents a year-over-year change of -34.1%. Revenues are expected to be $1.12 billion, up 6.5% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. General Motors stock has doubled over the past three years, yet the valuation signals are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a sizeable discount while earnings based multiples suggest the shares screen as expensive. General Motors has returned 100.7% over three years, which puts extra attention on whether today’s price still leaves a margin of safety for new capital. Growth expectations around GM’s push into Ultium batteries, energy storage and software subscriptions can support the longer term cash flow outlook, while pressure on China sales and ongoing capital needs for factories and automation may weigh on how much of that is reflected in future earnings. The broader checks give General Motors a low value score, with only 2 of 6 tests pointing to good value, so it does not screen as a straightforward bargain despite the intrinsic value signal. The stock's next move may depend on whether investors side with the intrinsic value estimate suggesting General Motors is trading about 38.7% below that DCF based value, or with the richer picture implied by current market multiples. General Motors delivered 47.1% returns over the last year. See how this stacks up to the rest of the Auto industry. The Discounted Cash Flow (DCF) approach projects General Motors’ future cash generation and discounts it back to today’s value. For General Motors, the model uses latest twelve month free cash flow of about $13.6b and assumes cash flows are generally growing over time rather than shrinking, which is consistent with a 2 Stage Free Cash Flow to Equity setup that tapers growth in later years. On those assumptions, the DCF points to an estimated intrinsic value of about $127 per share, which is above the current market price and implies the stock is 38.7% undervalued. News such as GM’s recent investments in its Tennessee manufacturing plant and Ultium related projects helps explain why the model incorporates ongoing cash generation, even as the market weighs near term pressures in China and EV demand. On this DCF view, General Motors stock appears undervalued relative to the cash flows currently implied in the model. Our Discounted Cash Flow (DCF) analysis suggests General Motors is undervalued by 38....

Most of the attention on Micron Technology (NASDAQ: MU) sits on high-bandwidth memory and the artificial intelligence data center boom. That story is real, but it hides a different shift in how the company sells its products -- a shift that could shape the next earnings report more than any single chip. In the first week of July, Micron announced two strategic customer agreements within six days of each other. A strategic customer agreement is, in plain terms, a promise from a buyer to keep buying. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » On July 1, it signed a deal with General Motors to secure a long-term supply of memory for the automaker's next vehicle platforms. On July 6, Micron announced a similar pact with Ford Motor Company. Buried in both press releases is the detail that matters most. Each agreement is described as "one of the 16" discussed on Micron's fiscal third-quarter conference call. So the company has told investors it has a stack of these deals and has started revealing them one at a time. That drumbeat of announcements gives Micron a reason to stay in the news between now and its next report. These are not glamorous AI chips. General Motors is locking in a supply of LPDRAM, NOR, and UFS NAND -- the memory that runs in-cabin screens and driver-assistance systems. Cars carry the kind of memory once reserved for phones and servers, and each model can stay in production for years, so a single win can feed orders long after the deal is signed. What makes the deals valuable is their shape: multiyear commitments tied to Micron's $2 billion modernization of its Manassas, Virginia, fab. Memory has long been a boom-and-bust business, priced like a commodity. Contracts that pin down volume across a car's production life turn some of that swing into something closer to a backlog. For a company investors treat as a cyclical bet, contracted demand is a quiet form of insurance on an investment. None of these agreements discloses price or volume, so the financial impact remains unknown until it shows up in the results. Auto production can soften, and a broad memory downturn would pressure margins. The stock has climbed a long...

Micron Technology, Inc. (NASDAQ:MU) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 30 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 33 upward revisions and no downward revisions. That gives Micron a very clean revision profile and a direct link between industry tightness and earnings momentum. On June 24, Micron reported record fiscal third-quarter results, with revenue of $41.46 billion and earnings well ahead of expectations, while its fourth-quarter revenue outlook also came in above Wall Street estimates. The catalyst is the supply-demand imbalance in memory, especially as AI workloads increase demand for high-bandwidth memory, DRAM, and storage. Micron added another fresh signal on July 1, when it signed a long-term supply agreement with General Motors, one of several strategic customer agreements the company referenced around the quarter. The GM deal is not the core AI catalyst, but it reinforces the broader point: customers are locking in supply because memory has become a tighter, more strategic input. Micron Technology, Inc. (NASDAQ:MU) designs and manufactures memory and storage products, including DRAM, NAND, high-bandwidth memory, and solid-state storage solutions. While we acknowledge the risk and potential of MU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MU and that has 10,000% upside potential, check out our report about this cheapest AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years. Disclosure: None. Follow Insider Monkey on Google News.

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General Motors Company (GM), headquartered in Detroit, Michigan, is a leading automobile company that designs, manufactures, and markets cars, trucks, gas-powered pickups, SUVs, and automobile parts as well as provides software-enabled services and subscriptions. Valued at $70.4 billion by market cap, the company offers a broad range of vehicle portfolio under the Buick, Cadillac, Chevrolet, and GMC brand names as well as a range of EVs and also offers after-sales services through its dealer network. The auto giant is expected to announce its fiscal second-quarter earnings for 2026 before the market opens on Tuesday, Jul. 21. Ahead of the event, analysts expect GM to report a profit of $3.11 per share on a diluted basis, up 22.9% from $2.53 per share in the year-ago quarter. The company has consistently surpassed Wall Street’s EPS estimates in its last four quarterly reports. Billionaire Mark Cuban Asks If AI ‘Collapses’ And Data Centers Turn Into ‘Chuck E Cheeses,’ Would That ‘Create A Revival Of Jobs?’ As Trump Doubles Down on Quantum Computing, This Is the Top-Performing Stock to Buy YTD Why Verizon, AT&T, and T-Mobile Should Be Terrified of Elon Musk’s Next Move Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For the full year, analysts expect GM to report EPS of $12.85, up 21.2% from $10.60 in fiscal 2025. Its EPS is expected to rise 10.7% year over year to $14.23 in fiscal 2027. GM stock has outperformed the S&P 500 Index’s ($SPX) 19.8% gains over the past 52 weeks, with shares up 58.9% during this period. Similarly, it notably outperformed the State Street Consumer Discretionary Select Sector SPDR ETF’s (XLY) 6.4% gains over the same time frame. GM outperformed over the past year on solid earnings, resilient demand for high-margin trucks and SUVs, and aggressive capital returns, including buybacks, dividend hikes, and a new $6 billion repurchase plan. It beat estimates and raised 2026 guidance, citing product strength, digital growth, and cost discipline. In addition, lean inventory and below-average incentives supported pricing, though tariffs and commodity costs were headwinds. Analysts’ consensus opinion on GM stock is moderately bullish, with a “Moderate Buy” rating overall. Out of 28 analysts covering the stock, 17 advise a “Strong Buy” rating, three suggest a “Moderate Buy,” six give a “H...