Key Stock Developments on Friday: Factors That May Influence the Market in the Upcoming Trading Session
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 21 2025
0mins
Source: CNBC
Market Overview: The S&P 500 has declined for five consecutive days, with various automotive stocks showing mixed performance; Stellantis' Jeep brand is set to unveil the new Cherokee amid a 26% drop in stock this year.
Automotive Stocks Performance: Ford and General Motors have seen gains of 14% and 6% respectively this year, while Tesla is down 20% year-to-date but up 43% over the past year.
Buckle and AT&T Updates: Buckle will report quarterly numbers soon, having gained 35% in three months. AT&T reached a new high, up 29% year-to-date, with an RSI indicating it may be overbought.
Sector Performance: The insurance sector is performing well, with Everest and Arthur Gallagher seeing increases, while the airline industry is struggling, with Delta and United both experiencing declines this week.
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Analyst Views on GM
Wall Street analysts forecast GM stock price to rise
19 Analyst Rating
14 Buy
4 Hold
1 Sell
Moderate Buy
Current: 77.760
Low
57.00
Averages
95.06
High
122.00
Current: 77.760
Low
57.00
Averages
95.06
High
122.00
About GM
General Motors Company designs, builds and sells trucks, crossovers, cars and automobile parts and provides software-enabled services and subscriptions worldwide. The Company's segments include GMNA, GMI, Cruise and GM Financial. Its GM North America (GMNA) and GM International (GMI) develop, manufacture and/or markets vehicles under the Buick, Cadillac, Chevrolet and GMC brands. The Company provides automotive financing services through its General Motors Financial Company, Inc. (GM Financial) segment. Its Cruise segment is engaged in the development and commercialization of autonomous vehicle technology. Its software-enabled services and subscriptions, including OnStar, its advanced driver-assistance systems (ADAS), including Super Cruise driver assistance technology, and its end-to-end software platform. The Company is also focused on investing in electric vehicles (EVs) and AVs, software-enabled services and subscriptions and new business opportunities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Material Impact: The loss of this contract is expected to materially affect the company's ability to trade effectively.
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Bank of America Optimistic on Auto Industry Outlook
- Industry Performance Outlook: Bank of America analysts predict that the auto industry will outperform expectations under a new regulatory environment, particularly as higher-margin internal combustion engine vehicles drive growth, with Ford and General Motors highlighted as top picks.
- Electric Vehicle Sales Forecast: EV sales are expected to decline by over 20% by 2026, primarily due to the phaseout of consumer incentives, with 40% of EV programs being canceled, which will pressure market penetration.
- General Motors Rating Upgrade: General Motors received a Buy rating from BofA, benefiting from the removal of CAFÉ penalties and greenhouse gas relief, allowing a shift towards more profitable trucks and SUVs.
- Ford Motor's Positive Outlook: Ford Motor also earned a Buy rating, as a more favorable regulatory backdrop is expected to enable a shift towards higher-margin truck and SUV platforms, contributing to stock price increases.
See More
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- Shareholder Return Analysis: Warren Buffett's purchase of 10 million shares of General Motors at $33.95 in 2017 would yield a 159.4% return today if held, highlighting the potential and risks of long-term investments.
- Declining Financial Performance: General Motors reported $185 billion in revenue for 2025, down 1.3%, with earnings per share (EPS) dropping to $3.24, a 48.7% decline, primarily due to a slowdown in its electric vehicle business and a $7.2 billion write-down.
- Dividend and Buyback Plans: Despite financial challenges, GM raised its quarterly dividend by 20% to $0.18 per share and announced a $6 billion stock repurchase authorization, indicating confidence in future cash flows.
- Optimistic Future Outlook: The company expects EPS to reach between $11 and $13 in 2026, a significant increase from 2025, reflecting a renewed focus on the traditional gas-powered vehicle market and potential recovery in profitability.
See More
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- Stock Performance: General Motors' stock is currently trading above $80, more than double the $33.95 average price paid by Warren Buffett in 2017, indicating a significant improvement in shareholder returns.
- Financial Challenges: Despite reporting revenue of $185 billion in 2025, down 1.3% year-over-year, the company's earnings per share (EPS) plummeted by 48.7% to $3.24 due to a slowdown in its electric vehicle business, highlighting the financial pressures faced by the automaker.
- Dividends and Buybacks: In conjunction with its Q4 earnings report, GM raised its quarterly dividend by 20% to $0.18 per share and authorized a $6 billion stock repurchase, aimed at boosting investor confidence and enhancing shareholder returns.
- Future Outlook: GM anticipates EPS of $11 to $13 in 2026, a significant increase from $3.27 in 2025, reflecting the company's optimistic outlook on future profitability despite challenges in the electric vehicle market.
See More
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- Customer Revenue Contribution: GM's most significant customer, INFY, accounted for 84% of its revenues in 2025.
- Business Transformation: The article discusses the transformation of GM's business model to adapt to changing market dynamics.
See More
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- Corporate Restructuring: Surfacing intends to immediately engage in corporate restructuring to enhance operational efficiency.
- Advisory Services: The company is seeking advisory services to guide them through the restructuring process.
See More
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Loss of Contract: Surfacing Transformations has lost its contract with GM, which has significant implications for the company.
Material Impact: The loss of this contract is expected to materially affect the company's ability to trade effectively.
See More
