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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dan Levy | Barclays | 12 | 8% |
| Joe Spak | UBS | 12 | 0% |
| Emmanuel Rosner | Wolfe Research | 12 | 8% |
| Mike Ward | Citigroup | 10 | 0% |
| Itay Michaeli | TD Cowen | 10 | 0% |
| Ryan Brinkman | JPMorgan | 9 | 0% |
| Mark Delaney | Goldman Sachs | 8 | 0% |
| Adam Jonas | Morgan Stanley | 8 | 13% |
| Chris McNally | Evercore ISI | 6 | 17% |
| Andy Percoco | Morgan Stanley | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 2 | 12 | 8% |
| Barclays | 1 | 12 | 8% |
| Wolfe Research | 1 | 12 | 8% |
| UBS | 1 |
| 12 |
| 0% |
| Citigroup | 1 | 10 | 0% |
| TD Cowen | 1 | 10 | 0% |
| JPMorgan | 1 | 9 | 0% |
| Bank of America | 3 | 8 | 0% |
Revenue declined 0.9% with adjusted EPS of $2.78 as GM navigated ongoing EV restructuring charges and Iran conflict-driven commodity cost inflation. Q1 EBIT of $4.3 billion surpassed expectations even after excluding a $500 million tariff adjustment, and full-size pickup leadership continued despite lean inventory. Management raised FY2026 EPS guidance from $11-$13 to $11.50-$13.50, a 4.2% midpoint increase, while OnStar digital services revenue grew over 20%.
Trade Tariffs | Innovation & R&D | Cost Pressure | Margin | Competitive Dynamics | Pricing | Regulation Policy | Demand | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 2 | 5 | 1 | 3 | 3 | 2 |
| 2025Q1 | 10 | 3 | 2 | 1 | 2 | 1 | 3 | 1 |
| 2025Q2 | 4 | 1 | 2 | 2 | 3 | 1 | 2 | 1 |
| 2025Q3 | 5 | 2 | 1 | 3 | 3 | 3 | 3 | 3 |
| 2025Q4 | 1 | 4 | 3 | 4 | 3 | 3 | 1 | 2 |
| 2026Q1 | 1 | 4 | 7 | 1 | 4 | 3 | 2 | 5 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Trade Tariffs | 3 | 10 | 4 | 5 | 1 | 1 |
| Innovation & R&D | 3 | 3 | 1 | 2 | 4 | 4 |
| Cost Pressure | 2 | 2 | 2 | 1 | 3 | 7 |
| Margin | 5 | 1 | 2 | 3 | 4 | 1 |
| Competitive Dynamics | 1 | 2 | 3 | 3 | 3 | 4 |
| Pricing | 3 | 1 | 1 | 3 | 3 | 3 |
| Regulation Policy | 3 | 3 | 2 | 3 | 1 | 2 |
| Demand | 2 | 1 | 1 | 3 | 2 | 5 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GM General Motors | 7 | -0.9% | |
| F Ford Motor Company | 5 | -4.8% |