2026-10-27 8-K filing
8-K: Item 3.01, Item 5.03, Item 7.01, Item 9.01 D1 +5.5%
2026-10-22 Company
GM Pushes AI/Software Strategy, Targets 2-Year Dev Cycle 4th-gen EV platform, OnStar AI assistant (2027 debut), AI to cut vehicle development to ~2 years
D1 +1.4% · since +4.3%
2026-10-13 → 10-21 Earnings Bull
GM Beats Q3, Raises Guidance, Approves $20B Buyback Record $50B revenue, adj. EPS $3.70 beat; 2026 cash flow outlook raised; $1B-$1.5B 2027 commodity cost risk weighs
D1 +2.0% · +5d -8.2%
› 9 waves of this story2026-10-13 Multiple sources indicate GM's Q3 earnings due next week, with analysts revising forecasts upward.2026-10-14 Zacks reiterates GM as strong growth stock; earnings imminent, market watches profit2026-10-15 Multiple sources highlight GM's upcoming Q3 report, with focus on profitability amid sales decline2026-10-17 Multiple sources confirm the Oct 20 pre-market report; focus on whether the earnings beat streak continues.2026-10-18 Multiple financial media confirm earnings date, raising market attention2026-10-19 Multiple independent sources confirm GM's earnings schedule as a key event this week2026-10-20 Multiple sources confirm timing; focus on potential beat amid pricing discipline and software growth2026-10-21 Revenue and EPS beat, but EBIT slightly missed; buyback and cash flow guidance raise are key positives2026-10-21 Record $50B revenue, adj. EPS $3.70 beat; 2026 cash flow outlook raised; $1B-$1.5B 2027 commodity cost risk weighs2026-10-20 Earnings
Earnings report D1 -6.8% · +5d +4.5%
2026-10-20 8-K filing
8-K: Item 2.02, Item 9.01 D1 -6.8% · +5d +4.5%
2026-10-01 → 10-06 Company Bear
GM Q3 US Sales Down 5.5% on Weak EV Demand Sales decline but affordable, luxury, and fleet sales strong
D1 +3.0% · +5d +3.7%
› 2 waves of this story2026-10-01 Multiple sources confirm sales decline, hit by discontinued models and weak EV demand2026-10-06 Sales decline but affordable, luxury, and fleet sales strong2026-10-06 Analyst Bull
GM PT Raised to $112 by Goldman Sachs, ~40% Upside Goldman Sachs raises PT, citing valuation upside
D1 +2.2% · +5d +2.4%
2026-09-29 Company Bull
GM, LG to Produce Lower-Cost Battery Cells in Tennessee Lowering battery cost to support affordable EV strategy
D1 -0.2% · +5d +1.9%
2026-09-29 Company Bear
GM Cuts Bolt Output as Federal Support Ends Production down 75% from plan, reflecting EV demand and policy shift
D1 -0.2% · +5d +1.9%
2026-09-28 Regulation Bull
US Lower Fuel Economy Rules Cut GM Tech Costs by $20.4B Finalized rules reduce compliance burden, boosting GM's long-term cost outlook
D1 -2.4% · +5d -0.5%
2026-09-25 Regulation
Trump Weighs Easing China Auto Production Curbs in US Potential policy shift could reshape competitive landscape for GM
D1 +2.6% · +5d -5.3%
2026-09-17 → 09-24 Company Bull
GM Defense and AI Battery Push Strengthen Supply Chain Independence GM adapts battery ops for grid storage and AI data centers, advancing cathode production to reduce China reliance
D1 +2.8% · +5d -7.0%
› 5 waves of this story2026-09-17 Partnership with Lockheed Martin yields first shipment, addressing critical arms shortage2026-09-22 Deepening defense ties with clear revenue guidance bolsters GM's diversification story2026-09-22 Zacks reports GM Defense began supplying key PAC-3 interceptor components, boosting defense revenue outlook2026-09-24 Defense growth diversifies revenue; cathode production targets supply-chain resilience.2026-09-24 GM adapts battery ops for grid storage and AI data centers, advancing cathode production to reduce China reliance2026-09-23 Company
GM, PG&E Bundle Home EV Charging with Free Charger, $15 Monthly Credit Partnership with PG&E lowers home-charging cost barriers, supporting GM Energy ecosystem growth.
D1 +0.4% · +5d -8.1%
2026-09-20 Product
GM Brings Back CarPlay, Split-Screen Debuts on Silverado Addresses user backlash, improves infotainment experience, supports pickup sales
D1 +2.1% · +5d -3.9%
› 2 waves of this story2026-09-20 Addressing user backlash over CarPlay removal, new split-screen integrates phone projection with native features2026-09-20 Addresses user backlash, improves infotainment experience, supports pickup sales2026-09-17 Company
GM Sticks with Diesel Pickups, Diverging from Hybrid Trend Next-gen pickup retains diesel engine, contrasting rivals' hybrid approach
D1 +2.8% · +5d -7.0%
› 2 waves of this story2026-09-17 Hybrids reached 16% of US light-vehicle sales vs BEV 6%, GM's EV focus may hurt2026-09-17 Next-gen pickup retains diesel engine, contrasting rivals' hybrid approach2026-09-16 Company Bear
GM CFO: EV profitability hit by tariffs, weaker credit economics; 2027 expected flat CFO cites tariff and credit headwinds on EV profits, guides 2027 flat, shaping outlook
D1 -1.3% · +5d -0.6%
2026-09-15 Product
GM launches new digital experience with redesigned pickups New infotainment debuts with redesigned Silverado/Sierra, boosting digital edge
D1 -2.1% · +5d -2.2%
2026-08-22 → 08-31 Company
GM Canada Workers Approve Deal Adding Heavy-Duty Truck to Ontario Plant C$1.1B investment secured, boosting Canada output, though tariffs and costs persist
D1 -1.1% · +5d -0.8%
› 2 waves of this story2026-08-22 Covers 4,600 workers in Ontario, easing labor tensions2026-08-31 C$1.1B investment secured, boosting Canada output, though tariffs and costs persist2026-08-31 Capital Bull
GM Pledges C$1B+ Investment in Ontario Operations Investment covers next-gen trucks, engines, transmissions, boosting North American manufacturing
D1 +0.1% · +5d -0.6%
2026-08-27 Regulation Bear
Trump's 50% Canada Auto Tariffs to Hit GM and Other Models Tariff hike affects top sellers like Chevy Silverado; GM's 2025 tariff costs exceeded $3B
D1 -0.2% · +5d +1.2%
2026-08-24 Regulation Bear
NHTSA Expands Probe into GM Electronic Braking System Regulatory escalation on braking complaints may impact GM compliance and reputation
D1 -1.1% · +5d -0.8%
2026-08-21 → 08-23 Regulation Bear
NHTSA Probes Engine Failures in Nearly 1M GM Trucks/SUVs Regulatory probe ongoing, potential recall risk
D1 +2.1% · +5d -1.9%
› 2 waves of this story2026-08-21 Regulators cite hundreds of owner complaints despite earlier recall2026-08-23 Regulatory probe ongoing, potential recall risk2026-08-14 Regulation Bear
Detroit Automakers Warn Trade Deal Revamp Could Add $2B Annual Costs Proposed NAFTA changes could materially raise costs for GM and peers, hurting competitiveness
D1 +0.4% · +5d +1.3%
2026-08-12 8-K filing
8-K: Item 1.01, Item 2.03, Item 8.01, Item 9.01 D1 -2.9% · +5d -2.1%
2026-08-12 Company Bull
GM Ohio Battery Plant to Restart Production Seven-month shutdown ends, boosting EV battery supply
D1 -2.9% · +5d -2.1%
2026-08-11 → 08-12 Company Bull
GM's $4.5B Parts Plan Secures Inventory Purchase facility secures critical inventory against supply shocks
D1 +1.6% · +5d -6.3%
› 2 waves of this story2026-08-11 Mitigating supply chain disruptions, securing critical parts2026-08-12 Purchase facility secures critical inventory against supply shocks2026-08-11 Capital
GM to Sell 49.99% Stake in Indiana Battery JV to Samsung SDI GM retreats from EV battery JV, pivoting to stationary storage
D1 +1.6% · +5d -6.3%
› 3 waves of this story2026-08-11 Bloomberg reports deal near; Samsung SDI to take full ownership of $3.5B project2026-08-11 Samsung SDI to take full ownership, using site for battery and energy-storage cell production2026-08-11 GM retreats from EV battery JV, pivoting to stationary storage2026-08-04 Product Bull
GM, Pilot, EVgo Surpass 300 Fast-Charging Locations Collaborative fast-charging network exceeds 300 sites nationwide, boosting EV road trips
D1 +0.7% · +5d +1.2%
