Wall Street Experts Weigh in on GM and Ford Ahead of Earnings
ByAinvest
Monday, Jul 21, 2025 2:51 pm ET1min read
AVGO--
General Motors (GM) and Ford (F) are set to report their quarterly earnings, with GM's earnings call scheduled for July 22 and Ford's for July 30. Both companies have shown strong performance in the second quarter, with GM reporting a 7.3% increase in Q2 U.S. sales to 746,588 units and Q2 China deliveries exceeding 447,000 units, a 20% year-over-year increase [1]. The company guided its FY25 EPS to a range of $8.25-$10.00 and EBIT-adjusted view to $10B-$12.5B.
Ford, on the other hand, reported Q2 U.S. sales up 14.2% to 612,095 vehicles, accelerating well ahead of the U.S. industry's estimated 1.4% increase. The company's market share expanded to an estimated 14.3%, up 1.8 percentage points from the first quarter [2]. However, Ford has suspended its full-year 2025 guidance due to material near-term risks, including potential supply chain disruptions and tariff-related impacts.
Analysts have shown mixed views on both companies. Benchmark initiated coverage of GM with a Buy rating and $65 price target, calling it a compelling opportunity for investors seeking exposure to a durable, cash-generative U.S. industrial franchise [1]. JPMorgan raised its price target on GM to $60 from $56, citing better-than-feared production. Meanwhile, JPMorgan raised its price target on Ford to $13 from $12, while Barclays kept an Equal Weight rating on the shares, preferring suppliers over automakers due to uncertainty in the second half of 2025 [2].
Investors should closely watch both companies' earnings calls to assess their performance and guidance. The earnings reports will provide insights into the companies' operational health, financial outlook, and strategic initiatives, which will be crucial for making informed investment decisions.
References
[1] https://www.tipranks.com/news/the-fly/heres-what-wall-street-experts-are-saying-about-gm-and-ford-ahead-of-earnings-thefly
[2] https://www.ainvest.com/news/broadcom-q2-revenue-surges-20-yoy-15-billion-ai-semiconductor-revenue-46-yoy-2507/
BCS--
F--
GM--
JPM--
General Motors and Ford are set to report quarterly earnings. GM reported Q2 US sales up 7.3% and Q2 China deliveries exceeding 447,000 units, a 20% year-over-year increase. The company guided FY25 EPS of $8.25-$10.00 and EBIT-adjusted view of $10B-$12.5B. Ford's earnings call is scheduled for July 30.
Title: GM and Ford Earnings Reports: A Look at Q2 Performance and GuidanceGeneral Motors (GM) and Ford (F) are set to report their quarterly earnings, with GM's earnings call scheduled for July 22 and Ford's for July 30. Both companies have shown strong performance in the second quarter, with GM reporting a 7.3% increase in Q2 U.S. sales to 746,588 units and Q2 China deliveries exceeding 447,000 units, a 20% year-over-year increase [1]. The company guided its FY25 EPS to a range of $8.25-$10.00 and EBIT-adjusted view to $10B-$12.5B.
Ford, on the other hand, reported Q2 U.S. sales up 14.2% to 612,095 vehicles, accelerating well ahead of the U.S. industry's estimated 1.4% increase. The company's market share expanded to an estimated 14.3%, up 1.8 percentage points from the first quarter [2]. However, Ford has suspended its full-year 2025 guidance due to material near-term risks, including potential supply chain disruptions and tariff-related impacts.
Analysts have shown mixed views on both companies. Benchmark initiated coverage of GM with a Buy rating and $65 price target, calling it a compelling opportunity for investors seeking exposure to a durable, cash-generative U.S. industrial franchise [1]. JPMorgan raised its price target on GM to $60 from $56, citing better-than-feared production. Meanwhile, JPMorgan raised its price target on Ford to $13 from $12, while Barclays kept an Equal Weight rating on the shares, preferring suppliers over automakers due to uncertainty in the second half of 2025 [2].
Investors should closely watch both companies' earnings calls to assess their performance and guidance. The earnings reports will provide insights into the companies' operational health, financial outlook, and strategic initiatives, which will be crucial for making informed investment decisions.
References
[1] https://www.tipranks.com/news/the-fly/heres-what-wall-street-experts-are-saying-about-gm-and-ford-ahead-of-earnings-thefly
[2] https://www.ainvest.com/news/broadcom-q2-revenue-surges-20-yoy-15-billion-ai-semiconductor-revenue-46-yoy-2507/
Stay ahead of the market.
Get curated U.S. market news, insights and key dates delivered to your inbox.
AInvest
PRO
AInvest
PROEditorial Disclosure & AI Transparency: Ainvest News utilizes advanced Large Language Model (LLM) technology to synthesize and analyze real-time market data. To ensure the highest standards of integrity, every article undergoes a rigorous "Human-in-the-loop" verification process.
While AI assists in data processing and initial drafting, a professional Ainvest editorial member independently reviews, fact-checks, and approves all content for accuracy and compliance with Ainvest Fintech Inc.’s editorial standards. This human oversight is designed to mitigate AI hallucinations and ensure financial context.
Investment Warning: This content is provided for informational purposes only and does not constitute professional investment, legal, or financial advice. Markets involve inherent risks. Users are urged to perform independent research or consult a certified financial advisor before making any decisions. Ainvest Fintech Inc. disclaims all liability for actions taken based on this information. Found an error?Report an Issue
Comments
No comments yet