Stocks / Automotive
GMAutomotive
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$89.921d +7.1%5d +17.8%settled close · 2026-11-02
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Get what investors say about GM next
10 investor calls on GM in the last 90 days (8 bullish, 2 bearish). Follow GM free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Mkt cap $81B (11/2)β 1.1152w $67–91Shares 904.0MInd. Motor Vehicles & Passenger Car BodiesNYSE since 2010Emp. 156,000HQ Detroit, MIgm.com
The tape, with the calls on it
Who said what, and what GM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about GM
15 long1 neutral3 shortlatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC (uncut) | GM is generating record free cash flow while being valued on ICE/OEM fundamentals rather than as an EV proxy… |
| 2026-10-27 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC (uncut) | GM is cheap on valuation and the company has never been run better, making it an attractive hold at current… |
| 2026-10-21 | Carter WorthMarket technician, Worth Charting | Short | RiskReversal Media | GM's chart showed a lackluster multi-month base before gapping down on disappointing earnings with no… |
| 2026-10-20 | Paul JacobsonExecutive Vice President and CFO, General Motors | Bullish | Bloomberg TV (uncut) | GM's free cash flow generation has been strong enough to repurchase ~$7.5B/year, reduce fully diluted share… |
| 2026-10-20 | John McNeil | Bullish | CNBC (uncut) | GM is growing a $200B revenue base at double digits, tripling free cash flow to $11.5–12.5B, and building a… |
| 2026-10-20 | David Unnamed Commentator Cio | Bearish | Fox Business (uncut) | GM's razor-thin margins and high union costs leave no cushion when anything goes wrong, and tariff headwinds… |
| 2026-10-20 | Chris GrisantiChief Market Strategist & Regional President, MAI Capital Management | Bullish | CNBC (uncut) | GM's $20B buyback will retire roughly a third of remaining shares after the company already bought back 40%… |
| 2026-10-20 | Joe Kernen | Bullish | CNBC (uncut) | General Motors shares should recover from their premarket decline because the earnings beat and $20 billion… |
| 2026-10-20 | Paul JacobsonExecutive Vice President and CFO, General Motors | Bullish | CNBC (uncut) | GM shares are attractive because the company has one of the market's lowest earnings multiples, a… |
| 2026-09-22 | Ed WachenheimFounder, chairman & CEO, Greenhaven Associates | Bullish | MOI Global | GM is widely misclassified as an auto company, but body-on-frame trucks represent ~40% of units and generate… |
Show all 19 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-01-16 | Mike | Bullish | CNBC Fast Money Final Trade | Gas prices are down 40% from 2022 highs, improving auto affordability and supporting GM's light truck sales… |
| 2025-12-19 | Steve | Bullish | CNBC Fast Money Final Trade | GM's chart structure is technically strong and price action suggests further upside from current levels |
| 2023-10-24 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | Millennial Investing | GM and auto-related companies trade at mid-single-digit PEs while generating excess capital returned to… |
| 2023-01-04 | Warren BuffettChairman, Berkshire Hathaway | Neutral | Think Rich | GM's massive UAW legacy healthcare and pension obligations — paying roughly 2.5 retired workers per active… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The Intrinsic Value Podcast | General Motors trades at 5x earnings with every car pre-sold, improving margins from EV transition, strong… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Preston Pysh | General Motors trades at 5x earnings with every car pre-sold, improving margins from EV transition, strong… |
| 2022-05-19 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | CNBC Television | GM trades at roughly 6x earnings and is deploying excess capital to shareholders, making it one of many… |
| 2019-12-08 | Vitaliy KatsenelsonCEO & CIO, Investment Management Associates | Bearish | The Acquirers Podcast | Traditional automakers face a structural existential threat from the EV transition analogous to… |
| 2018-10-30 | Kurt KaraHead of Global Value Equities, Maj Invest | Bullish | Value Investing Congress | GM Cruise was valued at ~$15B by SoftBank and Honda stake purchases while GM's total market cap fell $15B… |
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Earnings
Next report: 27 Jan 2027 after the close
Confirmed date · consensus EPS 2.62. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 20 Oct 2026 | before the open | 3.70 vs 3.74 | -6.3% |
The options tape
Notable options days
Sessions in the last 120 where GM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 | ||||||
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| 2026-09-24 | ||||||
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| 2026-07-22 | ||||||
| 2026-07-21 | ||||||
| 2026-07-20 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
GM on the Wheel
GM passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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