GM(GM) ZACKS·2025-01-17 14:25Core Insights - General Motors (GM) is enhancing its supply chain to support electric vehicle (EV) production through strategic partnerships and investments [1][2] - The company is positioned to lead the transition to sustainable transportation, with a focus on securing raw materials and manufacturing capabilities [2][3] Supply Chain and Strategic Alliances - GM has established a multi-billion-dollar deal with Norway-based Vianode for a steady supply of anode materials, emphasizing a localized and sustainable battery supply chain [4] - The joint venture with Lithium Americas for the Thacker Pass lithium project, with a 2 billion cost-reduction program is expected to be completed by the end of 2024, contributing to its financial resilience [10] - The company reported 23.7 billion in cash, positioning it well against macroeconomic challenges [10] Shareholder Value and Stock Performance - GM's share buyback program, including $1 billion in repurchases last quarter, demonstrates management's confidence and commitment to enhancing shareholder value [11] - The stock has surged 50% over the past year and is trading above its 200-day moving average, indicating bullish sentiment [12][15] - GM's forward price-to-earnings ratio of 4.82 suggests significant upside potential for value investors [17] Future Outlook - GM's strong market presence, cost management, and commitment to electrification position it for sustained success, with a Zacks Consensus Estimate for 2025 EPS implying year-over-year growth of 4% [19] - The upward revision of the EPS estimate by 14 cents in the past 60 days signals optimism for the company's future performance [19]