For Q1 2026, analysts expect consensus revenue of $43.67 billion and EPS of $2.59, with the stock currently trading at $78.05 against an average price target of $91.25.
The primary focus for investors is GM's ability to mitigate significant tariff-related headwinds, projected to impact the bottom line by up to $1 billion this quarter.
Management's recent strategic pivot to scale back EV production in favor of profitable ICE and hybrid models remains a critical theme after delaying next-gen electric truck programs. Additionally, analysts are monitoring high-margin software expansion, such as Super Cruise, as the company aims to double subscription revenue in 2026.