Sales Dip Examined: Social media commentary highlighted General Motors' recent U.S. auto sales decline of 4.2% year-over-year. Observers attributed the drop mainly to discontinued models amid a product lineup reset. Market share gains in trucks and SUVs stood out as a positive counterpoint.
Valuation Context: Discussions emphasized the stock trading at around 5.9 times forward earnings. Participants noted improving used-car residuals as a supportive factor for GM Financial. Broader concerns over EV transitions and tariffs surfaced alongside these observations.
Guidance Scrutiny: Investors weighed the sales softness against the company's prior raised outlook. Some viewed the data as a temporary reset rather than sustained demand weakness. Overall exchanges reflected ongoing focus on upcoming earnings details.
Note: This discussion summary was generated from an AI condensation of post data.
General Motors Insider Trading Activity
General Motors insiders have traded $GM stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.
Here’s a breakdown of recent trading of $GM stock by insiders over the last 6 months:
- MARY T BARRA (Chair & CEO) has made 0 purchases and 10 sales selling 552,641 shares for an estimated $45,637,463.
- MARK L REUSS (President) has made 0 purchases and 4 sales selling 480,724 shares for an estimated $38,709,454.
- RORY HARVEY (Executive Vice President) has made 0 purchases and 4 sales selling 94,270 shares for an estimated $7,824,567.
- PAUL A JACOBSON (Executive Vice President & CFO) sold 40,000 shares for an estimated $3,200,000
- CHRISTOPHER HATTO (Vice President & CAO) sold 6,895 shares for an estimated $586,075
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
General Motors Revenue
General Motors had revenues of $43.6B in Q1 2026. This is a decrease of -0.9% from the same period in the prior year.
You can track GM financials on Quiver Quantitative's GM stock page.
You can access data on GM stock through the Quiver Quantitative API.
General Motors Congressional Stock Trading
Members of Congress have traded $GM stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $GM stock by members of Congress over the last 6 months:
- REPRESENTATIVE THOMAS H. KEAN, JR. sold up to $15,000 on 01/07.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
General Motors Hedge Fund Activity
We have seen 644 institutional investors add shares of General Motors stock to their portfolio, and 643 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HARRIS ASSOCIATES L P removed 3,950,036 shares (-22.7%) from their portfolio in Q1 2026, for an estimated $291,236,154
- FRANKLIN RESOURCES INC added 3,886,349 shares (+12.1%) to their portfolio in Q1 2026, for an estimated $286,540,511
- QUBE RESEARCH & TECHNOLOGIES LTD added 3,774,920 shares (+240.1%) to their portfolio in Q1 2026, for an estimated $278,324,851
- AQR CAPITAL MANAGEMENT LLC added 3,008,833 shares (+27.6%) to their portfolio in Q1 2026, for an estimated $221,841,257
- TWO SIGMA INVESTMENTS, LP added 2,632,526 shares (+79.7%) to their portfolio in Q1 2026, for an estimated $194,096,141
- VIKING GLOBAL INVESTORS LP added 2,370,848 shares (+34.8%) to their portfolio in Q1 2026, for an estimated $174,802,623
- SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) removed 2,231,091 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $164,498,339
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
General Motors Government Contracts
We have seen $610,249,710 of award payments to $GM over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NEXT GENERATION LIMOUSINES (NGL4).: $13,479,530
- THE PURPOSE OF THIS CONTRACT IS FOR THE CAMP DAVID LIMOUSINE REFRESH: $6,542,445
- FINANCIAL ASSETS ADMIN: $150,000
- 4X4 SUV, FULL SIZE, 4 DR, 8 PASS, MIN 7000 LBS GVWR: $77,957
- 4X4 SUV, FULL SIZE, 4 DR, 8 PASS, MIN 7000 LBS GVWR: $77,957
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
General Motors Analyst Ratings
Wall Street analysts have issued reports on $GM in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 01/28/2026
- Barclays issued a "Overweight" rating on 01/28/2026
- Wells Fargo issued a "Underweight" rating on 01/28/2026
- Citigroup issued a "Buy" rating on 01/12/2026
To track analyst ratings and price targets for General Motors, check out Quiver Quantitative's $GM forecast page.
General Motors Price Targets
Multiple analysts have issued price targets for $GM recently. We have seen 17 analysts offer price targets for $GM in the last 6 months, with a median target of $97.0.
Here are some recent targets:
- Colin Langan from Wells Fargo set a target price of $60.0 on 06/25/2026
- Tom Narayan from RBC Capital set a target price of $95.0 on 06/11/2026
- Michael Ward from Citigroup set a target price of $131.0 on 06/01/2026
- Dan Ives from Wedbush set a target price of $95.0 on 05/11/2026
- George Galliers from Evercore ISI Group set a target price of $100.0 on 05/04/2026
- Vijay Rakesh from Mizuho set a target price of $100.0 on 04/29/2026
- Itay Michaeli from TD Cowen set a target price of $126.0 on 04/29/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
