General Motors Announces $7.1 Billion Q4 Charge Amid EV Pullback, Stock Climbs on Analyst Upgrade

General Motors announced a substantial $7.1 billion charge for Q4 2025, reflecting an industry-wide reassessment of EV strategy, yet the stock surged 3.93% after Piper Sandler upgraded GM to Overweight.

• The $7.1 billion charge comprises $6 billion for unwinding EV investments and $1.1 billion for China restructuring.
• Piper Sandler set a new price target of $98 for the stock.
• GM shares closed at $85.13 following the news.