Wall Street Analysts' Predictions for General Motors Stock: Climb or Sink?

General Motors (GM) stock has surged 21.1% over the past 52 weeks but dipped 1.4% in 2025, compared to the S&P 500 Index's 14.5% gains over the past year and 6.1% returns on a YTD basis. The auto maker's Q2 results showed improvements in used vehicle and service revenues, but its vehicle sales remained under pressure. Analysts expect GM to report an adjusted EPS of $9.41 for the full fiscal 2025, down 11.2% year-over-year, with a consensus "Moderate Buy" rating overall.

General Motors (GM) has seen a significant stock performance over the past year, with a 21.1% increase in stock price over the past 52 weeks. However, in 2025, GM stock has dipped by 1.4%, compared to the S&P 500 Index's 14.5% gains over the same period and a 6.1% return on a year-to-date basis [1].

The auto maker's Q2 results, released on July 22, showed mixed performance. While there were improvements in used vehicle and service revenues, and an increase in leased vehicle income and finance charges, vehicle, parts, and accessories sales remained under pressure. This resulted in a 1.8% year-over-year drop in overall topline to $47.1 billion, but this figure exceeded the Street's expectations by a notable margin [1].

Analysts expect GM to report an adjusted EPS of $9.41 for the full fiscal 2025, down 11.2% year-over-year. Despite this, the stock has a consensus "Moderate Buy" rating overall, with 11 analysts giving "Strong Buys" and two analysts giving "Moderate Buys." This is slightly more bullish than a month ago, when only 10 analysts gave "Strong Buy" recommendations [1].

In the second quarter of 2025, GMC Sierra sales increased in the United States and Canada but decreased in Mexico. GMC Sierra deliveries totaled 89,117 units in the United States, an increase of about 11 percent compared to the previous year. In Canada, deliveries totaled 16,761 units, up about 3 percent. However, in Mexico, deliveries decreased to 693 units, a 17 percent drop [2].

Overall, GM remains America's best-seller of full-size pickups, moving two out of every five trucks during the quarter. The company's full-size pickup truck sales totaled 250,178 deliveries, a 6.64 percent increase from the previous year. This includes both ICE-based and battery-powered trucks, with the Chevrolet Silverado EV and GMC Sierra EV contributing to the growth [2].

In conclusion, while GM's stock performance has been mixed, the company's strong earnings history and positive analyst ratings suggest a potential for growth. The auto maker's continued dominance in the full-size pickup truck segment also indicates a robust position in the market.

References:
[1] https://www.barchart.com/story/news/33851665/are-wall-street-analysts-predicting-general-motors-stock-will-climb-or-sink
[2] https://gmauthority.com/blog/2025/08/gmc-sierra-sales-numbers-figures-results-second-quarter-2025-q2/