GM

General Motors raised its 2026 automotive free cash flow guidance to $11.5B-$12.5B following Q3 earnings and revenue beats. However, the company warned that sustained commodity inflation could add $1B-$1.5B in EBIT pressure for 2027, potentially complicating earnings growth.

GM expects a 35,000-pickup Q4 shortfall due to changeovers and plans flat pickup production in 2027 before growth resumes in 2028. The company is betting on next-generation Silverado and Sierra pickups, expanding software/services revenue, and achieving EV cost reductions to drive future growth.

General Motors raised its full-year adjusted automotive free cash flow guidance to $11.5-$12.5 billion and announced a $20 billion share buyback authorization. The company maintains leadership in full-size trucks with 19 consecutive quarters of U.S. sales leadership and is expanding high-margin digital revenue, with software deferred revenue reaching $7.5 billion, up 40% year-over-year driven by OnStar and Super Cruise services.

General Motors exceeded Q3 2026 expectations with adjusted EPS of $3.70 (vs. $3.55 estimate) and revenues of $50.02B. North America segment surged 43.4% in adjusted EBIT driven by lower warranty costs and improved vehicle mix. The company raised its 2026 free cash flow outlook to $11.5-$12.5B and authorized a $20B share buyback program, though international operations faced pressure with equity income from China declining 60% year-over-year.

Stock futures opened lower as investors await economic data and earnings reports. The housing market continues to struggle with September Housing Starts and Building Permits missing expectations, driven by elevated mortgage rates.

GE and GM both beat Q3 earnings estimates, though GM's downward guidance weighed on shares. Netflix, United Airlines, and Intuitive Surgical are set to report earnings today.

Stock futures opened lower on October 20, 2026, driven by rising oil prices amid geopolitical tensions in the Strait of Hormuz. September housing data disappointed with starts and permits both declining, reflecting weakness in the real estate market due to elevated mortgage rates.

GE and GM beat Q3 earnings expectations, though GM's downward guidance pressured shares. Netflix, United Airlines, and Intuitive Surgical are set to report earnings after market close.

General Motors reported Q3 2026 earnings of $3.7 per share, beating consensus estimates of $3.55, with revenues of $50.02 billion exceeding expectations by 3.75%. However, GM shares have gained only 1.8% year-to-date versus the S&P 500's 12.4% gain.

The stock received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market. Tesla, also in the automotive sector, is expected to report results on October 21 with revised downward earnings estimates.

General Motors is expected to report Q3 2026 EPS of $3.55, up 26.7% year-over-year, extending its 16-quarter earnings beat streak. Despite a 5.5% decline in U.S. vehicle sales, disciplined pricing and growing software revenues support profitability.

However, commodity inflation, logistics costs, and onshoring expenses pose near-term headwinds. GM maintains a Hold rating due to strong fundamentals offset by cost pressures.

The auto sector's third-quarter 2026 earnings season begins October 20 with expected earnings growth of 3.4% and revenue growth of 0.6% year-over-year. Despite affordability pressures, the U.S. auto market has remained resilient, supported by fleet purchases, higher-income buyers, and easier credit access. Four companies—General Motors, PACCAR, Ford, and Rivian Automotive—are identified as likely to outperform consensus estimates based on positive Earnings ESP and Zacks Rank ratings.

Q3 earnings season shows mixed results with early reports tracking modestly below recent quarters. Import prices hit their highest rate since May at +1.1%, signaling persistent inflation concerns.

The New York Fed's October Services report plummeted to -20.7, marking the sharpest decline since March. Key earnings this week included Travelers beating expectations with a +29.84% earnings surprise, while regional banks showed modest beats. Major tech and consumer companies including Netflix, Tesla, Meta, and General Motors are set to report next week.

General Motors has been a trending stock on Zacks.com. The company is expected to post strong earnings growth of +25.7% for the current quarter and +27.7% for the fiscal year, though earnings estimate revisions have been modest over the past month.

GM received a Zacks Rank #3 (Hold) rating, suggesting it may perform in line with the broader market. The stock trades at a discount to peers with a Grade A valuation score, but has underperformed the S&P 500 by 4.8% over the past month.

The robotaxi industry is creating a strategic divide between Transportation-as-a-Service (TaaS) companies like Tesla and Waymo that aim to own the customer relationship, and traditional automakers like Ford and GM that prefer selling autonomous vehicles to consumers. EVs' superior cost-per-mile economics make them ideal for continuous robotaxi operation, but the market will likely support both models. Tesla and BYD hold advantages due to their leading EV hardware positions, though Tesla's stock is heavily priced on successful robotaxi rollout assumptions.

The iShares MSCI USA Value Factor ETF (VLUE) is a passively managed large-cap value ETF with $9.15 billion in assets and a low 0.15% expense ratio. The fund has gained 44.66% year-to-date and 57.16% over the past year, with a Zacks ETF Rank of 1 (Strong Buy). It holds 151 stocks with heavy exposure to Information Technology (41.4%), led by holdings in Micron Technology, Cisco Systems, and General Motors.

The article highlights General Motors and Rivian Automotive as two auto stocks with positive Earnings Surprise Prediction (ESP) metrics ahead of their upcoming earnings reports. GM has a +1.22% ESP with earnings expected on October 20, 2026, while Rivian has a +7.38% ESP ahead of its October 29, 2026 report. Both stocks hold a #3 (Hold) Zacks Rank and may signal positive earnings surprises.

General Motors (GM) receives a #3 (Hold) rating from Zacks with a VGM Score of A and Growth Style Score of B. The company is forecasted to achieve 27.7% year-over-year earnings growth for the current fiscal year, with two analysts revising earnings estimates higher in the last 60 days. GM holds 16.5% of the U.S. auto market share and has demonstrated strong profitability since its 2010 IPO recovery from bankruptcy.

General Motors (GM) rose 1.98% to $84.00 in the latest session, outperforming the S&P 500. However, the stock has declined 5.5% over the past month.

The company is expected to report earnings on October 20, 2026, with projected EPS of $3.52 (up 25.71% YoY) but revenue expected to decline 2.06% to $47.59 billion. GM holds a Zacks Rank #3 (Hold) with a Forward P/E of 6.09, trading at a discount to its industry average.

General Motors is expected to report Q3 2026 earnings on October 20, with consensus estimates of $3.52 EPS (up 25.7% YoY) on revenues of $47.59 billion (down 2.1% YoY). The company has a positive Earnings ESP of +1.22% combined with a Zacks Rank #3, suggesting a likely earnings beat. GM has beaten consensus EPS estimates in all four of the last quarters.

General Motors has demonstrated a strong streak of beating earnings estimates, with an average surprise of 27.91% over the last two quarters. The company currently has a positive Earnings ESP of +0.16% combined with a Zacks Rank #2 (Buy) rating, suggesting another earnings beat is likely in its October 20, 2026 report. Stocks with positive Earnings ESP and Zacks Rank #3 or better historically beat consensus estimates nearly 70% of the time.

The article identifies five stocks trading below their book value with strong growth prospects: Banco Macro (26.6% projected EPS growth), Avnet (31.3%), EnerSys (15.0%), General Motors (13.3%), and Huntington Ingalls Industries (14.4%). All five stocks have Value Scores of A or B and Zacks Ranks of #1 or #2, suggesting they are undervalued with upside potential.

ChargePoint Holdings (CHPT) has significantly outperformed the Auto-Tires-Trucks sector with a 19.3% year-to-date return compared to the sector's -12% average loss. The company holds a Zacks Rank #2 (Buy) with analyst sentiment improving, as evidenced by a 31.6% increase in consensus earnings estimates over the past quarter. General Motors (GM) is also highlighted as an outperformer with a 1.7% year-to-date gain and a Zacks Rank #2 (Buy).

The article discusses using Zacks' Earnings ESP (Expected Surprise Prediction) tool to identify stocks likely to beat quarterly earnings expectations. It highlights two auto stocks—Paccar and General Motors—both with positive ESP figures and Buy ratings, suggesting they have good chances of beating analyst expectations in their upcoming earnings reports.