Analysts expect General Motors to report Q3 2026 revenue of $48.77 billion and earnings per share of $3.52, while the stock currently trades at $83.96 compared to an average analyst price target of $101.22.
The primary focus for investors remains the company's trajectory toward electric vehicle (EV) profitability and its ability to sustain margins in the core North American truck segment amidst rising competition.
Shareholders are specifically monitoring GM North America revenue, which analysts estimate at $40.27 billion for the quarter. Management commentary regarding updated FY2026 guidance and progress milestones for the Cruise autonomous driving unit will also be critical for determining near-term stock momentum.