Summary of General Motors (GM) news – December 11, 2025
Here’s a summary of the key takeaways from the provided text regarding general Motors:
* EV Slowdown & Charge: GM took a $1.6 billion special charge in Q3 2025 due to a slowdown in EV adoption. This included $1.2 billion in non-cash impairments adn $400 million in supplier cancellation costs, representing a “right-sizing” of EV assets. The slowdown is attributed to changes in US government policy, specifically the expiration of EV tax incentives and reduced emissions regulations.
* US Production Focus: GM is investing $4 billion in U.S. operations to realign its supply chain and mitigate future tariff exposure. This is considered a smart move by Morgan Stanley. GM is more exposed to tariffs than Ford due to importing parts and vehicles from multiple countries.
* Analyst Confidence: Goldman Sachs raised its 12-month price target for GM to $93 while maintaining a ‘Buy’ rating, reflecting growing bullish sentiment on Wall Street.
* Strong Q3 Results: GM reported $48.6 billion in revenue for Q3, exceeding expectations of $45.26 billion. Adjusted pre-tax profits were $3.38 billion, also surpassing analyst estimates of $2.72 billion. GAAP net income was $1.3 billion.
* Raised Guidance: GM raised its 2025 guidance, indicating positive outlook despite the EV slowdown.
In essence, GM is adapting to a slower-than-expected EV transition by adjusting its production capacity, strengthening its domestic production, and benefiting from strong financial performance in other areas. analysts are optimistic about the company’s future.
