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General Motors Outlook Looks Conservative, Says Analyst
Benzinga· 2026-01-28 19:29
Core Viewpoint - General Motors reported strong fourth-quarter earnings, with adjusted earnings per share of $2.51, a 30.4% increase year over year, surpassing analyst expectations of $2.20, although sales of $45.287 billion fell short of the anticipated $45.804 billion [1] Group 1: Earnings and Forecasts - The company forecasts adjusted earnings of $9.75 to $10.50 per share for fiscal 2026, which is below Wall Street's expectation of $11.73 [1] - RBC Capital analyst Tom Narayan raised the price forecast for GM from $92 to $107 while maintaining an Outperform rating [2] - The analyst estimates that adjusted EBIT for fiscal 2026 could improve by an additional $500 million due to tariff-related gains, totaling $600 million year over year [2][3] Group 2: Market Position and Projections - The analyst believes that GM is well-positioned to manage potential slowdowns in EV demand while maintaining production flexibility to scale up if demand rebounds [3] - Narayan projects strong pricing discipline and approximately $6 billion in shareholder returns, which represents about 8% of the market cap [3] - The analyst raised EPS estimates for fiscal 2026 to $13.07 from $12.20 and revenue estimates to $169 billion from $171 billion [4] Group 3: Stock Performance - At the time of publication, General Motors shares were down 1.63% at $84.97, approaching a 52-week high of $87.31 [4]
X @Bloomberg
Bloomberg· 2026-01-28 19:09
GM's blockbuster fourth-quarter results prompted more than a dozen Wall Street analysts to boost their price targets on the carmaker, sending a signal to investors that the furious rally in the stock is far from over. https://t.co/GzR8rShgAL ...
Ford, GM reportedly discussing funding for bankrupt First Brands
Yahoo Finance· 2026-01-28 19:03
Group 1 - Ford and General Motors are negotiating a financing deal to assist First Brands Group, which is under Chapter 11 protection, in securing liquidity through advance payments for expected deliveries [1][2] - First Brands filed for bankruptcy in September with $12 billion in debt and has accused its founder of fraud, which he denies [2][3] - The company owns 25 automotive brands and is rapidly consuming cash during its restructuring process, warning it could run out of funds by early February without additional support [3] Group 2 - First Brands plans to wind down certain US operations, including its Brake Parts and Autolite units, while seeking asset sales and new funding [4] - The negotiations occur amid challenges in the US automotive supply chain, including tariffs, competition from China, and slower growth in electric vehicle sales [4] - Ford is reducing its electric vehicle program scale while increasing focus on hybrids, considering sourcing batteries from BYD for its manufacturing sites outside the US [5]
GM exec explains how it beat tariffs in 2025
Yahoo Finance· 2026-01-28 17:47
Tariffs were a major part of the story in 2025 for U.S. automakers like General Motors. The initial 25% duties levied on all automotive and auto parts imports hit each of the Detroit Big 3 automakers differently, since each manufactures a different number of vehicles in the U.S. Ford, for example, builds about 77% of its vehicles in the U.S. GM, meanwhile, imports more vehicles into the U.S. annually than Japanese automaker Toyota. About half of the vehicles it sells in the U.S. come mainly from Korea, C ...
How Does GM Stock Compare With Ford?
Forbes· 2026-01-28 16:55
General Motors experienced a rise of 8.7% over the past day. You might feel inclined to purchase more shares, or perhaps you want to reduce your investment. However, there is a different viewpoint that could be overlooked. Is there a superior option? It appears that its counterpart Ford Motor provides more advantages. Ford Motor (F) stock showcases excellent revenue growth throughout critical periods, enhanced profitability, and a comparatively lower valuation compared to General Motors (GM) stock. This ind ...
今日新闻丨宝马更换全新车标!2025年中国汽车出口同比增长30%!新款BJ40增程赤兔版上市,售价27.98万元!通用汽车2025年营收1850亿美元!
电动车公社· 2026-01-28 15:53
关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻,并附上社长的简单评论。关注「电动车公社」,新能源圈大事小事 看我们就够啦~ 今日新闻要点: 1、 2025年中国汽车出口832万辆 同比增长30% 2025年中国汽车出口832万辆,同比增长30%; 新款BJ40增程赤兔版上市,售价27.98万元; 通用汽车2025年营收1850亿美元,同比下滑1.3%; 宝马更换全新车标; 售价27.98万元 1月27日,新款北京越野BJ40增程赤兔标准版上市,售价27.98万元。 外观方面,新车为BJ40的 原厂改装版本,采用 火焰红定制车漆和专属拉花,并提供扩充版轮眉和铝合金脚踏,配备高进气涉水喉、全地形轮胎、侧挂包、车 顶平台等同时还有原厂拖挂资质。尺寸方面,新车长宽高分别为4861/2065/2110mm,轴距2760mm,定位紧凑型SUV。 内饰方面,新车与现款保持一致, 配备液晶仪表盘和中控副驾双联屏,下方提供一排实体按键,采用电子换挡杆。 2025年,中国汽车出口832万辆,同比2024年增长30%;其中新能源车出口343万辆,同比增长70%。 中国汽车出口量不断增长 ...
TSLA, GM and F Forecast – US Automakers Looking to Rally on Wednesday
FX Empire· 2026-01-28 15:17
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...
SoftBank Considers Adding $30 Billion to Investment in OpenAI
PYMNTS.com· 2026-01-28 15:16
Investment Overview - SoftBank Group is in discussions to invest an additional $30 billion in OpenAI, following a previous investment of $22.5 billion in December 2025, which raised its stake in OpenAI to 11% [1][2] - The new investment is part of a funding round where OpenAI aims to raise $100 billion at a valuation potentially reaching $830 billion [2] Company Valuation and Financials - OpenAI's valuation reached $500 billion in October 2025, making it the world's most valuable startup, after allowing employees to sell approximately $6.6 billion in shares [4] - Prior to this, OpenAI was valued at $300 billion in March 2025 after a $40 billion deal with SoftBank [4] - OpenAI has committed to spending over $1.4 trillion on AI infrastructure in the coming years [5] Market Activity - OpenAI CEO Sam Altman has been engaging with investors in the Middle East to secure participation in the ongoing funding round [4] - Another AI startup, Anthropic, is reportedly close to finalizing a $20 billion fundraising deal, which would value it at $350 billion, indicating strong investor demand in the AI sector [5]
RMX Industries Announces Appointment of Major General (Ret.) Michael S.
Prnewswire· 2026-01-28 14:32
Core Viewpoint - RMX Industries, Inc. has appointed Major General (Ret.) Michael S. Repass to its Advisory Board, enhancing its capabilities in mission-critical technology development for defense and security operations [2][3]. Group 1: Appointment and Expertise - Major General Repass brings over 30 years of Special Forces experience, having commanded at all levels, including leading the Combined Joint Special Operations Task Force-Arabian Peninsula during Operation Iraqi Freedom [2][5]. - His appointment is expected to strengthen RMX's focus on delivering advanced video and data compression solutions tailored for U.S. defense operations [3][4]. Group 2: Technology Alignment - Major General Repass's understanding of tactical communication challenges in contested environments aligns with RMX's mission to ensure timely delivery of high-value visual data [3][4]. - The VAST™ platform, which RMX is developing, aims to address the communication limitations faced by operators in remote or contested environments [4]. Group 3: Company Background - RMX Industries, Inc. specializes in advanced data compression and video optimization solutions, securing data transmission across various environments, including constrained networks [8][9]. - The company's technology is designed to operate seamlessly across different infrastructures, ensuring critical visual intelligence reaches users regardless of connectivity conditions [9].
这位汽车巨头CEO仍坚持亲笔回复收到的“每一封来信”
财富FORTUNE· 2026-01-28 13:07
Core Insights - Mary Barra, CEO of General Motors, emphasizes personal communication by responding to every letter she receives, showcasing her commitment to customer engagement and brand loyalty [2][3] - This approach not only humanizes the corporate leadership but also fosters a sense of connection between the company and its stakeholders [3][4] Group 1: Personal Communication - Barra's practice of replying to letters, whether they express positive or negative sentiments, reflects her belief in the importance of communication [2] - The act of writing personalized responses has been shown to build lasting respect and loyalty towards the brand, as illustrated by the experience of Caroline Rodz, who felt encouraged and valued after receiving a reply from Barra [4] Group 2: Leadership Practices - Other CEOs, such as Chris Tomasso of First Watch, also value handwritten communication, believing it to be a significant leadership ritual that acknowledges employee loyalty [5] - Jeffrey Van Raamdonk, CEO of Saks, maintains a practice of writing thank-you notes, adapting to modern communication methods while keeping the essence of personal touch [6] Group 3: Impact of Personal Touch - The emphasis on personal communication in leadership roles highlights the enduring value of human connection in an increasingly automated business environment [4][5] - Leaders who engage in personalized communication not only enhance their brand's image but also create opportunities for meaningful relationships that can lead to future business prospects [6]