General Motors Maintains Moderate Buy Rating Amid Mixed Market Signals

General Motors Company (GM) continues to be rated a Moderate Buy by industry analysts, based on a review of recent financial performance and strategic direction. The consensus rating underscores confidence in GM’s ability to navigate evolving market dynamics, including shifting consumer preferences and rising competition in the electric vehicle (EV) sector. Key metrics highlight GM’s financial trajectory: the company reported a 5.2% year-over-year increase in revenue for the third quarter of 2024, reaching $38.2 billion. Net income rose to $2.1 billion, up from $1.8 billion in the same period the prior year. These figures reflect improved operational efficiency, particularly in its EV division, where sales grew 28% year-over-year, accounting for 16% of total vehicle deliveries. Despite these gains, challenges persist. GM’s adjusted EBIT margin stood at 8.7% for the quarter, down slightly from 9.1% in Q3 2023, due to higher R&D investments and supply chain adjustments. The company also continues to face pressure from inflationary costs and a competitive EV landscape, with Tesla and Ford making significant inroads in the U.S. market. Market participants are closely watching GM’s rollout of its next-generation Ultium platform and the upcoming launch of the Chevrolet Equinox EV. The stock, trading at approximately $48.50 per share as of December 9, 2025, reflects a forward P/E ratio of 10.4, indicating a valuation that some analysts view as conservative given the company’s long-term EV transition roadmap.