Get all your news in one place.
100's of premium titles.
One app.
Start reading
Barchart
Barchart
Mohit Oberoi

Tesla’s Pain Is General Motors' Gain: Can GM Stock Rally Any Further?

General Motors (GM) released its fourth-quarter 2025 earnings on Jan. 27. Barring the slight revenue miss, it was otherwise a strong earnings report from the Detroit auto giant whose 2025 U.S. market share rose to a decade high after four years of incremental gains.

The company’s 2026 guidance implies an improvement over 2025 across all metrics. At the top end, the company expects to post adjusted earnings before interest and taxes (EBIT) of $15 billion, $2.3 billion higher than what it posted last year. Notably, while U.S. President Donald Trump has threatened to increase tariffs on imports from South Korea by 25%, GM’s guidance bakes in the 15% tariff, which CEO Mary Barra said the company will “work to offset” for the period it stays at that level.

Sign up to read this article
Read news from 100's of titles, curated specifically for you.
Already a member? Sign in here
Related Stories
Top stories on inkl right now
One subscription that gives you access to news from hundreds of sites
Already a member? Sign in here
Our Picks
Fourteen days free
Download the app
One app. One membership.
100+ trusted global sources.