GM's record stock performance beats Tesla, Ford and other automakers in 2025

General Motors' stock is having its best year since the company's reemergence from bankruptcy in 2009.

GM's record stock performance beats Tesla, Ford and other automakers in 2025

TL;DR

  • GM stock is on track for its best year since emerging from bankruptcy in 2009, with shares up over 55% and exceeding $80.
  • Wall Street analysts are bullish on GM due to strong cash generation, earnings resilience, and shareholder returns like stock buybacks.
  • CEO Mary Barra has sold approximately 1.8 million shares this year, valued at over $73 million.
  • GM's performance outpaces competitors like Tesla and Ford, with analysts citing steady sales growth, price increases, and disciplined spending.
  • Favorable regulatory changes under the Trump administration, including loosened emissions standards, are expected to benefit GM.
  • The company is benefiting from a slowdown in less profitable EV sales and has raised its annual guidance.
  • GM plans to continue stock buybacks, prioritizing them as long as the stock is perceived as undervalued.