General Motors Shares Decline Amid Record U.S. Tariffs and Trade Deficit Concerns

General Motors (GM) shares declined as record-high U.S. import tariffs and a widening trade gap raised concerns over rising supply costs, overshadowing the company's recent software advancements.

• GM closed at $81.47 (-2.63%) on February 19, 2026, following news that import tariffs reached a 90-year peak of 13%.
• Analysts, including Evercore’s George Galliers, maintain an average price target of $91.61 despite the current macro pressures.
• Investors remain focused on the $1.24 trillion goods trade gap, which threatens to erode manufacturing gains achieved in late 2025.