General Motors stock fell 1.31 percent as Q3 sales fell 5.5 percent
General Motors stock declined 1.31% after its third-quarter US sales dropped 5.5% to 670,974 vehicles, primarily due to weakening electric vehicle demand. Despite the sales decline, UBS raised its price target for GM to $114, maintaining a "Buy" rating, and the company reaffirmed its fiscal 2026 adjusted EPS guidance, balancing volume against profitability. The next key event for investors is the third-quarter earnings release scheduled for October 20, 2026.
General Motors Company (GM) Stock forecasts
This article provides an analyst report from Morningstar on General Motors Company (GM). The report, authored by David Whiston, highlights GM's resilient third-quarter sales despite consumer challenges from interest rates and oil prices. It details GM's structure post-bankruptcy and provides an overview of the company's brands and segments.
Ford, GM and Stellantis stock prices slide for the week ending Oct. 2
Ford Motor Co., General Motors, and Jeep-parent Stellantis all experienced a decline in their stock prices for the week concluding on Friday, October 2. The article provides a brief update on the stock performance of these major automotive companies.
Stellantis N.V. (NYSE:STLA) Receives Consensus Recommendation of "Reduce" from Brokerages
Stellantis N.V. (NYSE:STLA) has received a consensus "Reduce" rating from 19 analysts, with seven recommending a sell, ten a hold, and two a strong buy. The average 12-month price target is $7.45, significantly higher than its opening price of $4.39, which is near its 12-month low. Several institutional investors have adjusted their positions, and recent analyst downgrades reflect growing concerns, despite some positive news regarding Ram sales and AI-powered driving technology.
Ford, GM, Stellantis lag foreign rivals as hybrids make gains in Q3
Detroit's major automakers, Ford, GM, and Stellantis, saw sales decline in Q3 2026, lagging behind foreign rivals like Toyota, Honda, and Hyundai. This shift is attributed to the increasing consumer preference for hybrid vehicles amid high gas prices and interest rates, a segment where foreign brands have stronger offerings. Despite strong sales in large trucks and SUVs, the Detroit Three's higher average transaction prices and limited hybrid lineups put them at a disadvantage.
Stellantis STLA Slides As Downgrades, Battery Shortages Hit Outlook
Stellantis (STLA) stock has fallen by 6.4% due to concerns over weak EV demand, pricing pressure, and production halts caused by battery shortages at its French plants. The company has also faced downgrades from Morgan Stanley and Berenberg, who cited a weak product pipeline, soft cash generation, and refinancing risks. An insider's plan to sell shares further adds to the negative outlook.
Stellantis Stock Slides As Downgrades And EV Delays Rattle Traders
Stellantis N.V. (STLA) stock has fallen by 6.4% due to concerns over its EV strategy, weakening demand, and a series of downgrades from analysts. Production halts at French plants due to battery shortages, a labor dispute in Canada, and an insider's planned share sale have further exacerbated negative sentiment, despite the company's low valuation metrics. The article emphasizes that traders are treating STLA as a "battleground" stock where negative news outweighs its perceived cheap fundamentals.
How Much Is the 2027 Honda Civic Type R?
The 2027 Honda Civic Type R receives a refresh with updated styling, an improved interior, and a more refined ride, starting at $49,990. While the 315-horsepower engine and six-speed manual transmission remain unchanged, new features include standard heated seats and an upgraded infotainment system. The article also provides a comparison of the Type R against its main competitors.
Top US automakers post declines in Q3 — except one
Ford and GM experienced sales declines in Q3, with Ford attributing its drop to a supplier issue affecting F-150 production and GM discontinuing its all-electric Chevy Bolt. Despite this, Ford's F-Series remains on track to be America's best-selling truck for the 50th consecutive year, indicating a mixed performance for major US automakers in the quarter. The article hints that one automaker did not experience declines, though it focuses on Ford and GM's struggles.
Tesla’s Q3 EV sales top estimates as car business stabilizes
Tesla's third-quarter EV sales surpassed analyst estimates despite a year-over-year decline attributed to the discontinuation of U.S. federal tax credits. This indicates a stabilization of the company's automotive business. The article highlights that despite a sales drop compared to the previous year, Tesla's performance was better than expected by the market.
Toyota Is Now Within 38,000 Vehicles of Taking GM’s U.S. Sales Crown
Toyota is rapidly closing the gap on General Motors for the U.S. sales crown, driven by a surge in hybrid vehicle sales as gasoline prices rise. While GM's sales declined and its EV market share dropped, Toyota's electrified vehicle sales, primarily hybrids, saw significant growth. Despite Toyota's sales momentum, GM's stock has outperformed due to strong margins from profitable pickup trucks, share buybacks, and raised earnings guidance, making it appear as a cheaper investment compared to Toyota based on forward earnings.
Ticker: Stellantis US sales flatten; GM loses ground to Toyota
Stellantis NV saw a slight dip in U.S. sales during the third quarter of 2026, marking a 0.17% decline year-over-year. Meanwhile, Toyota Motor Corp. and Hyundai Motor Co. are gaining market share, driven by demand for hybrids and affordable vehicles, narrowing the gap with General Motors Co., whose sales declined by 5.5% in the same period.
U.S. Ford Motor Company Sales Up Two Percent In September 2026
Ford Motor Company announced a two percent increase in U.S. sales for September 2026, totaling 169,132 units, with sales rising for the Ford brand but decreasing for Lincoln. Key performers included the Ford F-Series, Bronco, and Explorer, contributing to Ford's strong presence in the truck and large three-row SUV segments. Despite some model-specific decreases, the company remains on track with its full-year adjusted EBIT guidance.
Stellantis Shares Slide As Q3 Sales Remain Flat Year Over Year
Stellantis N.V. (NYSE: STLA) shares are trading lower by about 5% after the company reported third-quarter 2026 sales that remained roughly flat year over year, despite a 3% increase in year-to-date sales. While some individual models like the Ram 1500 and Dodge Durango saw significant retail sales growth, analysts maintain a "Hold" rating with an average price forecast of $6.00, citing bearish momentum. The next major catalyst is the estimated earnings report on February 25, 2027.
General Motors Reports 5% Drop in Q3 Vehicle Sales as EV Demand Wanes
General Motors reported a 5.5% drop in Q3 U.S. sales, primarily due to waning demand for electric vehicles after federal incentives ended. While EV sales saw significant declines, the company noted flat sales for full-size pickups and increases for some gas-powered models. Despite these challenges and a weak hybrid lineup, GM raised its 2026 adjusted EPS guidance and continues to return cash to shareholders through stock buybacks.
General Motors stock sees Q3 sales decline on lower EV demand
General Motors reported a 5.5% decline in U.S. vehicle sales for Q3, primarily due to lower electric vehicle and Cadillac sales. Despite this, StoneX reiterated a Buy rating and a $105 price target on GM stock, noting the drop was partly offset by stronger sales of light-duty pickups and small SUVs. Wall Street analysts generally remain optimistic, with price targets suggesting a potential 31% upside.
General Motors stock sees Q3 sales decline on lower EV demand
General Motors reported a 5.5% decline in U.S. vehicle sales for the third quarter compared to the previous year, attributed to lower demand for electric vehicles and Cadillac models. Despite this, StoneX maintained a "Buy" rating and a $105 price target, and Wall Street analysts generally remain optimistic about the company's prospects. Recent developments include a significant contract modification with the U.S. Department of War, a raised price target from UBS due to digital growth, and potential impacts from rising bond yields and increased tariffs on Canadian automotive imports.
Ford Motor sales dip 6.6% in Q3 (F:NYSE)
Ford Motor Company (F) reported a 6.6% year-over-year decrease in vehicle sales for the third quarter, totaling 509,764 units. This decline was primarily due to the discontinuation of the Escape and Lincoln Corsair models. Excluding the impact of these phased-out models, Ford's sales remained relatively flat.
Market gets Labor Day, hybrid bounce in Sept. but slips in Q3; Toyota, Honda, Hyundai, Kia gain while Detroit 3 lose ground
The U.S. new light-vehicle market experienced a boost in September due to Labor Day and strong hybrid sales, particularly benefiting Toyota, Honda, Hyundai, and Kia. However, the overall third-quarter volume declined by 0.4 percent, with year-to-date sales down 1.2 percent, and the Detroit 3 automakers lost ground. Honda, driven by hybrid and balanced demand, achieved six consecutive months of sales increases through September.
GM’s Mary Barra says the EV transition is still the destination—even if the road is longer
Mary Barra, CEO of General Motors, reaffirms that the electric vehicle transition remains the company's ultimate goal despite current market challenges and slower-than-expected adoption rates. She emphasizes maintaining a broad portfolio of vehicles and rapid decision-making in response to shifting market dynamics and regulations. Barra also discusses GM's commitment to eventually offering eyes-off-the-road highway driving by 2028 and the importance of skilled trades in the evolving automotive landscape.
How MP Materials picked Fort Worth to restart US rare earth supply chain
MP Materials, a rare earth magnet maker, chose Fort Worth for its first full-fledged factory due to industrial infrastructure, workforce availability, logistics, and the ability to build quickly. The company, founded to restore the rare earth industry in the U.S. which is currently dominated by China, has secured major contracts with General Motors and Apple. With support from figures like Ross Perot Jr. and the U.S. Department of Defense, MP Materials aims to significantly ramp up production, potentially expanding its workforce from 350 to over 2,000 employees.
MP Materials Puts Fort Worth’s Rare Earths on the Global Map
MP Materials is establishing Fort Worth as a crucial hub for America's rare-earth supply chain by manufacturing high-performance permanent magnets at its AllianceTexas facility. This initiative is vital for national security and reducing dependence on foreign sources, with a significant partnership with General Motors to supply magnets for EVs. The company plans substantial expansion in Northlake and has secured federal contracts, playing a key role in the U.S. rare-earth industry's revival.
Toyota, Hyundai gain ground on GM, Ford in U.S. auto market
Toyota and Hyundai are gaining market share against GM and Ford in the U.S. auto market, driven by strong demand for hybrid vehicles and more affordable models. This shift is occurring as new car prices and monthly payments continue to rise, pushing consumers towards more cost-effective and fuel-efficient options. Despite overall U.S. auto sales remaining resilient, automakers are grappling with whether to maintain profit margins or increase incentives to sustain demand.
29,000-Plus Cadillac Optic SUVs Recalled for Pinching Power Windows
General Motors is recalling over 29,300 Cadillac Optiq electric SUVs from model years 2025-2027 due to a power window issue. The front windows may fail to detect objects when closing, potentially pinching an occupant, especially when using the key fob's express-up function. The fix involves a software update to the body control module, which can be performed by a dealer or via an over-the-air update.
American Honda Posts Best September Since 2020 and Best Q3 Sales Results Since 2019
American Honda reported strong sales for September and Q3 2026, marking its best September since 2020 and best Q3 since 2019. Overall sales were up nearly 16% in September and 9.3% in Q3, with hybrid models setting new records and the CR-V achieving record sales despite low inventory. Acura also saw significant growth, particularly in its SUV segment, contributing to American Honda's positive year-to-date performance.
MP Materials: Overreliance On The DoD Agreement, Deteriorating Core Business Fundamentals
MP Materials has been downgraded to Sell due to its significant overreliance on the DoD agreement and weakening core business fundamentals. The company faces increasing competition, with projected domestic rare earth supply potentially meeting a large percentage of magnet demand, reducing MP's competitive edge. Furthermore, MP Materials trades at a high EV/EBITDA multiple, its operating expenses are growing faster than revenue, and its dependence on government subsidies is unsustainable, especially as a major customer, GM, scales back EV ambitions.
Toyota opens new battery R&D site in Saline Township
Toyota Motor Corp. has opened a new 30,000-square-foot battery research center in Saline Township, Michigan, serving as its central hub for developing and evaluating battery technology for its North American manufacturing network. This facility will support Toyota's growing electric vehicle (EV) lineup and other lower-emission powertrains, including hybrids, plug-in hybrids, and hydrogen, while also providing research access to the University of Michigan's Electric Vehicle Center. Michigan Governor Gretchen Whitmer lauded the investment, emphasizing the state's leadership in advanced automotive manufacturing and job creation.
Nearly 50 Stellantis War Rooms Have Been Set Up To Fix Automaker's Teething Quality Problems
Stellantis has established nearly 50 "war rooms" and hired thousands of engineers to address significant quality issues across its brands, aiming to reach the first quartile in quality rankings by 2028. This initiative runs concurrently with a plan to cut $7 billion in global operating costs, presenting a challenge to balance quality improvement with cost reduction. The company is particularly focused on fixing hardware and software problems that have plagued brands like Jeep, Ram, and Dodge's new electric Charger.
Toyota Motor North America Reports September, Third Quarter 2026 U.S. Sales Results
Toyota Motor North America (TMNA) reported strong U.S. sales for September and the third quarter of 2026, driven significantly by electrified vehicles. In September, total sales increased by 8.4% with electrified vehicle sales up 37.8%, accounting for 58.2% of total sales. For the third quarter, overall sales grew by 0.6%, while electrified vehicle sales surged by 28.5%, making up 57.4% of the total volume.
GM reports strong U.S. pickup, SUV demand in third quarter (GM:NYSE)
General Motors (GM) announced strong U.S. sales for pickups, SUVs, and commercial vehicles in the third quarter, showing a 9% increase in light-duty vehicle sales. This demand highlights significant gains across several key market segments for the company.
GM's third-quarter US sales fall
General Motors (GM.N) reported a 5.5% drop in its third-quarter U.S. sales, falling to 670,974 units from 710,347 units a year earlier. The decline is attributed to high gasoline prices, which are impacting demand for new vehicles.
Jim Farley says Ford is expanding as others press pause on new hires
Ford CEO Jim Farley announced that the company is in an "expansive mode," hiring white-collar workers despite competitors like Stellantis and Volvo implementing hiring freezes. Farley detailed significant investments in new ventures like Ford Energy and the Fathom all-electric pickup, acknowledging the risks involved with its revolutionary production process. He also addressed challenges such as a supplier issue impacting F-150 production and the critical need for a new USMCA trade agreement.
CarMax Q2 Earnings Beat Estimates on Strong Unit Sales, CAF Growth
CarMax (KMX) reported strong second-quarter fiscal 2027 results, beating analyst estimates for both earnings and revenue. The company saw an 81.3% increase in earnings per share year-over-year, driven by robust retail and wholesale unit sales, higher vehicle pricing, and growth in CarMax Auto Finance (CAF). Despite a decline in gross profit per used unit due to competitive pricing, the company managed to leverage cost controls, resulting in an 8.8% reduction in SG&A per total unit, and plans to resume share repurchases in Q3.
Stellantis CEO eyes small pickups, cheaper models for US turnaround
Stellantis CEO Antonio Filosa plans to revitalize the company's U.S. presence by introducing small pickups and more affordable models priced under $40,000, with seven under $40,000 and two under $30,000. The strategy also includes a pivot to range-extended hybrid powertrains for trucks and SUVs, driven by customer choice rather than regulations. Filosa aims for profitability next year and over 3 billion euro in cash flow by 2028, launching 11 new vehicles in North America over the next five years.
2026 BMW M340i Vs. the New 2027 BMW M350: By the Numbers
The 2027 BMW M350 boasts significant performance and value improvements over its predecessor, the 2026 BMW M340i. With 437 horsepower and 428 pounds-feet of torque, it offers 51 hp and 30 lb-ft more than the M340i, and accelerates from 0-60 mph in 3.9 seconds. Despite a slight price increase, the M350 includes at least $1,950 of previously optional equipment as standard, making it a more enticing option.
Which Automaker Stock Dominated in September: Tesla, Ford, or General Motors?
In September, Tesla significantly outperformed its rivals, Ford and General Motors, with a 1.1% stock gain, while Ford plunged 13.4% and GM declined 10.8%. This performance highlights investor preference for Tesla's growth story in EVs and autonomous driving over the traditional auto manufacturers. Tesla's resilience was particularly notable given that the broader Consumer Discretionary sector experienced a 7% decline during the same period.
30 Years Ago, GM Foolishly Sold Its Revolutionary Magnet Company To China. Now It's Helping Start A New Company To Compete With Chinese EVs
General Motors, after foolishly selling its innovative magnet business Magnequench to Chinese investors 30 years ago, is now backing a new American company, MP Materials, to produce rare earth magnets for electric vehicles. This strategic shift addresses vulnerabilities exposed by globalization and aims to create a resilient domestic supply chain for critical EV components, with MP Materials establishing the only full-scale permanent magnet production facility in North America. The article details the complex process of magnet manufacturing from raw materials to finished products and highlights the importance of these magnets for efficient EV motors.
MP Materials Surges 6% as Traders Weigh Critical Minerals Growth Story; USA Rare Earth Rises 3%, Critical Metals Stays Flat
MP Materials (NYSE:MP) stock surged 6% on Wednesday after clawing back from a month-long slide, driven by robust Q2 results showing 89% revenue growth and increased NdPr production. The company's critical minerals growth story and upcoming Q4 2026 commercial magnet shipments to General Motors for qualification testing are key factors. Meanwhile, USA Rare Earth (NASDAQ:USAR) rose 3%, reflecting selective investor interest in more mature rare-earth names, while Critical Metals (NASDAQ:CRML) remained flat.
Ford ‘fully recovered’ from costly aluminum plant fires that cut F-150 production
Ford has announced a full recovery from the costly aluminum plant fires that previously disrupted F-150 production. The company's production recovery plans were recently complicated by a nearly weeklong pause at the Dearborn Truck Plant due to a separate supplier issue in late September. This news indicates that the issues stemming from the Novelis fires are now resolved.
General Motors Launches OnStar Fleet Intelligence Platform
General Motors has launched its OnStar Fleet Intelligence platform, a new system designed to help companies manage their vehicle operations more efficiently. This platform consolidates asset productivity, efficiency, risk management, and operating costs using vehicle data and connected services. It also includes an AI Assistant to help fleet managers analyze data, identify trends, and make proactive decisions to optimize operations and reduce costs.
Harbinger lands $300M-plus FedEx order for 2,000 EV trucks
Harbinger has secured an order from FedEx for 2,000 all-electric trucks, a deal valued at over $300 million, with deliveries expected by the end of 2027. These trucks will be used in FedEx's pickup and delivery operations across the U.S. and Canada, representing one of the largest binding orders for electric medium- or heavy-duty trucks in history. This initiative supports FedEx's goal of achieving an all-electric parcel pickup and delivery fleet by 2040 and is projected to save significant fuel costs and reduce carbon emissions.
How Investors Are Reacting To Lucid Stock Air UX 3.0 Launch
Lucid Group has launched Air UX 3.0, a major software update for its Lucid Air vehicles, and has partnered with Bolt to develop SAE Level 4 autonomous vehicles for fleet use in Europe. While the software updates improve product appeal and potential monetization, the company still faces significant financial risks due to large losses and reliance on external funding. Investors are evaluating how these developments, particularly the push into autonomy and fleet opportunities, will impact Lucid's long-term investment narrative and financial projections.
2027 BMW 3 Series Sedan: Here’s What’s Changed and What’s Staying the Same
BMW has announced the redesigned 2027 3 Series compact sedan lineup, featuring both gas-powered (330, M350) and the first all-electric i3 models. The new generation introduces BMW's "Neue Klasse" design language, an all-new infotainment architecture, and impressive specs for the i3, including up to 468 miles of range. While maintaining its enthusiast-focused spirit and similar size, the 2027 3 Series aims to deliver an engaging driving experience alongside its advanced technology, with pricing that offers good value compared to its predecessors.
Is the 2026 Jeep Grand Cherokee Summit a Good SUV? 4 Pros, 2 Cons
The 2026 Jeep Grand Cherokee Summit, after a mid-cycle update, offers a mix of appealing luxury features and some drawbacks. While it boasts a cushy, upscale interior, good infotainment tech, and decent value, its new turbocharged four-cylinder engine is criticized for being unrefined and poorly matched with the transmission, and it features less desirable touch-capacitive climate controls.
Lower Fuel Economy Costs Might Change The Case For Investing In GM Stock
General Motors (GM) recently completed a closed-loop EV battery pilot using 100% recycled materials, while new U.S. fuel economy standards are expected to significantly reduce compliance costs. These developments provide GM with more financial flexibility to invest in EV development and potentially enhance shareholder value through buybacks, even as the company faces risks related to high EV investment and market adoption. The article encourages investors to analyze GM's financial health and capital allocation strategy in light of these changes.
These 9 Hybrids Finance Cheaper Than Their Gas Twin
A study from Cars.com's New Car Price Index reveals that nine hybrid models from Honda, Hyundai, Kia, and Toyota are cheaper to finance than their gas-powered counterparts, despite often having higher upfront costs. This is attributed to hybrid buyers generally possessing stronger credit profiles. The article highlights specific models with significant financing advantages, such as the Hyundai Elantra Hybrid and Kia Sorento Hybrid, while noting that not all hybrids follow this pattern.
Automotive News Congress
The Automotive News Congress took place on September 29, 2027, at the Department at Hudson’s in Detroit, featuring prominent figures from the automotive industry. Ford CEO Jim Farley and General Motors President Mark Reuss were among the speakers, with Reuss emphasizing GM's commitment to EVs. Various panels discussed topics such as China's influence on the global auto industry and refining the customer journey in the age of AI.
Ford CEO Jim Farley defends automaker's ties to Chinese companies
Ford CEO Jim Farley defended the automaker's partnerships with Chinese companies for technology, despite recent criticism from Secretary of Transportation Sean Duffy. Farley emphasized that collaborating with Chinese firms for battery development, like CATL, is a strategic move that creates American jobs and helps Ford compete. While defending these alliances, he also cautioned against allowing Chinese vehicles, which receive government subsidies, to be sold in the U.S. market due to national security concerns and the potential threat to American industrial base and jobs.
Stellantis STLA Slides As Downgrades, Labor Risks Mount
Stellantis N.V. (STLA) stock is down 3.7% due to significant headwinds, including labor disputes with Unifor in Canada, production pauses at its Mirafiori plant in Italy, and broader sector-wide pressures following Volkswagen's profit cut. Analyst downgrades from Berenberg and Morgan Stanley, coupled with rising US inventories and a lagging product pipeline, further contribute to investor concerns. The stock's performance reflects a "trouble in paradise" scenario, with every negative catalyst being sold off, suggesting a bearish sentiment among traders.
Ford restarts F-150 pickup production at two plants, one in Dearborn
Ford has restarted production of its F-150 pickup at both its Dearborn Truck Plant and Kansas City Assembly Plant after temporary halts caused by supplier issues and facility repairs. This disruption comes as analysts predict a challenging third quarter for Ford and other Detroit automakers, with some forecasting Hyundai will outsell Ford. The company had previously faced F-150 production issues due to a shortage from an aluminum supplier.
