General Motors stock holds Buy rating at Benchmark despite tariff impact

Published 23/07/2025, 14:52
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Investing.com - General Motors (NYSE:GM), currently trading at $51.28 with a modest P/E ratio of 7.65, maintained its Buy rating and $65.00 price target at Benchmark following the automaker’s second-quarter earnings report.

GM reported earnings per share of $2.52 for Q2 2025, down from $3.05 in the same period last year but exceeding Benchmark’s estimate of $2.44. The company’s EBIT came in at $2.1 billion, below the expected $2.4 billion, reflecting more than $1 billion in tariffs-related headwinds and elevated warranty expenses. InvestingPro data shows GM maintains a strong financial health score despite these challenges, with analysts projecting profitability for the year ahead.

These challenges were partially offset by favorable mix and foreign exchange effects, according to Benchmark’s analysis. GM Financial delivered strong results with pretax income of $4.3 billion, up from $3.9 billion a year ago and above the firm’s $4.2 billion estimate.

The automaker generated $2.8 billion in operating cash flow less capital expenditures for the quarter, with year-to-date cash flow reaching $4.2 billion. GM’s financial position remains strong with $34.7 billion in automotive liquidity and $17.2 billion of automotive debt.

The company ended the quarter with a net cash balance of $17.5 billion, representing approximately 34% of its current market capitalization, Benchmark noted in its report.

In other recent news, General Motors reported strong financial results for the second quarter of 2025, surpassing Wall Street expectations. The company achieved an earnings per share of $2.53, compared to the forecasted $2.35, and generated $47.1 billion in revenue, exceeding the anticipated $45.81 billion. Despite these positive results, GM’s stock faced a decline in pre-market trading due to broader market concerns. Citi has raised its price target for GM to $61, maintaining a Buy rating, citing the company’s leverage to favorable trade agreements. Meanwhile, BofA Securities adjusted its price target for GM to $62 from $65, also retaining a Buy rating, noting the absence of full mitigating actions on tariffs in the second quarter. Both firms acknowledge GM’s efforts to mitigate tariff impacts through strategic measures. These developments highlight the ongoing challenges and strategies influencing GM’s financial outlook.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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