ホーム/GM

Public research page

Market data comes from the live feed. The company research below uses verified public sources, but it is not a real-time personalized AI conclusion.

Analyze GM in workspace
GMNYSE/consumer discretionary

General Motors Company

$76.72Down-1,13 (-1,45%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

General Motors Company operates in Automobile Manufacturers within the consumer discretionary sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
78,05
Hoch
78,50
Tief
76,43
Marktkapitalisierung
69,18 Mrd.
KGV
28.00
52-Wochen-Hoch
--
Dividende
0.920%
Quartalsdividende
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
Strong full-size pickup, SUV and crossover franchises can sustain mix, pricing and North American cash generation. The base case remains conditional on tariff and trade policy staying manageable.
Bull case
Strong full-size pickup, SUV and crossover franchises can sustain mix, pricing and North American cash generation. A broader EV portfolio and rising market share can improve plant utilization and reduce losses as volumes scale. Sustained profitability in China and stronger results in other international markets can diversify earnings beyond North America.
Bear case
Changing vehicle and parts tariffs can alter sourcing economics, pricing, demand and the timing of recoveries or refunds. Higher rates, weaker consumer demand or industry overcapacity can increase incentives and pressure vehicle margins. EV adoption, battery costs, charging availability and changing emissions policy can undermine utilization and investment returns.
Thesis invalidation
Reassess the thesis if changing vehicle and parts tariffs can alter sourcing economics, pricing, demand and the timing of recoveries or refunds.

Key catalysts

  • Truck and crossover leadership

    Strong full-size pickup, SUV and crossover franchises can sustain mix, pricing and North American cash generation.

  • EV scale and share

    A broader EV portfolio and rising market share can improve plant utilization and reduce losses as volumes scale.

  • China profitability recovery

    Sustained profitability in China and stronger results in other international markets can diversify earnings beyond North America.

Principal risks

  • Tariff and trade policy

    Changing vehicle and parts tariffs can alter sourcing economics, pricing, demand and the timing of recoveries or refunds.

  • Auto-cycle and incentives

    Higher rates, weaker consumer demand or industry overcapacity can increase incentives and pressure vehicle margins.

  • EV execution and regulation

    EV adoption, battery costs, charging availability and changing emissions policy can undermine utilization and investment returns.

Latest earnings research

Q1 2026

GM reported first-quarter 2026 results supported by North American leadership in full-size pickups, crossovers and fleet, continued EV share growth, and another profitable quarter in China, while raising full-year adjusted earnings guidance.

Valuation interpretation

  • Core cash-generation durability depends on maintaining truck and crossover economics through changing demand, incentives and trade policy.
  • EV and China improvement can broaden the earnings base, but the interpretation remains sensitive to capital intensity and policy shifts.

Peer research

TSLAFAMZN

Recent news

Zacks · vor 11 Stunden

Can Government Backing Drive MP Materials' Next Phase of Growth?

Zacks · vor 11 Stunden

Ford Locks in Labor Deal With Unifor: Is F Stock a Buy Now?

24/7 Wall St. · vor 11 Stunden

Tesla Stock Isn’t Cheap Anymore. Buy, Sell or Hold?

TheStreet · vor 12 Stunden

American drivers just sent Detroit a clear message

Trefis · vor 13 Stunden

The Real Price of Tesla Stock Is Three Years Away

Motley Fool · gestern

Stellantis Trails Its Rival on Key Metrics but Offers Compelling Upside for Patient Investors

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
GM Releases 2026 First-Quarter ResultsGeneral Motors Company · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/28 0:00:00

Open original source
General Motors Company Investor RelationsGeneral Motors Company · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source
Form 10-Q for the Quarter Ended March 31, 2026General Motors Company · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/28 0:00:00

Open original source

Continue in the research workspace

Keep GM in context, run a multi-agent analysis, and monitor thesis changes.

Analyze GM free

リサーチシステム全体を見る

各段階には固有の役割があり、次の段階で検証可能な成果を残します。

リサーチ手法市場レポートを読む銘柄を探す

Continue researching this stock

市場アナリスト

市場アナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ファンダメンタルズアナリスト

ファンダメンタルズアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ニュースアナリスト

ニュースアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

リスクマネージャー

リスクマネージャー は リスクと監視 の中で 監視 段階を専門に担い、後続判断の前提を整える役割です。