Get emailed when GM changes direction
Insider selling: $315,849,151 sold by 11 insiders (30d)
Est. revisions:
+2.3%
(3 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.4)
Factor Model
net +1.4 3.3 / 10
Est. Revisions
+0.2
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0
Wall Street Conflicted as GM Eyes Defense Shift
Watch: Watch GM's Q1 earnings for indicators of operational resilience and any confirmed defense contracts pivoting revenue mix.
GM faces mixed Wall Street signals with Deutsche Bank upgrading to Buy and UBS raising its price target to $105, while Goldman Sachs cut its target to $91. The stock is down about 3% YTD amid ongoing insider selling. The Trump administration seeks to mobilize GM for defense production, proposing a $1.5T defense budget, echoing WWII-era shifts, potentially opening new revenue streams.
This dual narrative signals GM's valuation is under pressure but defense contracts could diversify income and stabilize growth amid automotive market headwinds and industry pressures.
Evidence
Updated Thursday
Doesn’t seem like the war is going to be over anytime soon in my book.
reddit-stocks
Updated Thursday
Trump Administration Wants Ford, GM To Produce Weapons And Munitions Amid Wars In Iran, Ukraine: Report
benzinga
Updated Thursday
Pentagon Approaches Automakers, Manufacturers to Boost Weapons Production
reddit-stocks
Updated Wednesday
UBS main GM: Buy → Buy
Updated Wednesday
Goldman Sachs main GM: Buy → Buy
Updated Tuesday
Deutsche Bank up GM: Hold → Buy
Updated Tuesday
General Motors Gets Conflicting Signals From Wall Street: Buy the Dip or Brace for More Pain?
yahoo-finance
4d ago
Insider sell by REUSS MARK L (GM): $38,709,455
7 older signals
4d ago
Insider buy by KELLY ALFRED FRANCIS JR. (GM): $607,920
4d ago
Insider sell by GLIDDEN CRAIG B (GM): $21,696,752
4d ago
Insider sell by BARRA MARY TERESA (GM): $11,913,062
4d ago
Insider sell by BARRA MARY TERESA (GM): $27,029,630
4d ago
Insider buy by JACOBSON PAUL A (GM): $1,102,750
4d ago
Insider sell by REUSS MARK L (GM): $17,316,834
4d ago
Insider sell by BARRA MARY TERESA (GM): $46,612,212
Fundamentals & Data ▾
General Motors Company
Consumer Cyclical · Auto Manufacturers
Mkt Cap
$71B
P/E
23.4 fwd 5.5
Beta
1.34
Div Yield
94.00%
52w Range
$43.11 - $87.62
Short Interest
20.4M 2.58%
Days to Cover
2.5 -12%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+6.4%
Insiders
selling
0B / 10S
Analysts
bullish
1 up / 0 down
EPS Estimate
$2.63
+2.3% 30d
3up / 0dn
Est. Dispersion
34%
20 analysts
Analyst Target
$94
$57 - $122
Options P/C
0.40
1C / 1P unusual
Insider Cluster
strong buy
2B / 5S (officer)
Fund Convergence
strong
Citadel, Elliott, Two Sigma, Renaissance, D.E. Shaw
Financials
Revenue
$45.3B -5% YoY
FCF
$391M
Gross Margin
-2%
Op Margin
-8%
Momentum:
decelerating
Top Holders
Citadel
$681M
Elliott
$553M
Two Sigma
$399M
Renaissance
$157M
D.E. Shaw
$144M
Recent Filings & Data
insider trade
75
net selling
· $315,849,151 sold
· $1,710,670 bought
11 insiders · 75 transactions (30d)
Recent transactions
BARRA MARY TERESA · exercise · $8,562,514
BARRA MARY TERESA · sell · $27,219,908
BARRA MARY TERESA · exercise · $11,205,661
REUSS MARK L · sell · $6,516,000
REUSS MARK L · sell · $38,709,455
REUSS MARK L · exercise · $9,539,850
HARVEY RORY · award
HARVEY RORY · other
JACOBSON PAUL A · award
JACOBSON PAUL A · other
HATTO CHRISTOPHER · award
HATTO CHRISTOPHER · other
BARRA MARY TERESA · award
BARRA MARY TERESA · other
REUSS MARK L · award
REUSS MARK L · other
DIXTON GRANT MICHAEL · other
ANDERSON STERLING · other
HARVEY RORY · other
JACOBSON PAUL A · other
HATTO CHRISTOPHER · other
BARRA MARY TERESA · other
REUSS MARK L · other
HATTO CHRISTOPHER · sell · $556,128
HATTO CHRISTOPHER · exercise · $402,884
HATTO CHRISTOPHER · sell · $1,098,790
HATTO CHRISTOPHER · exercise · $776,374
REUSS MARK L · sell · $17,316,834
REUSS MARK L · exercise · $8,357,259
HARVEY RORY · sell · $408,870
HARVEY RORY · exercise · $344,256
HATTO CHRISTOPHER · sell · $1,427,538
HATTO CHRISTOPHER · exercise · $968,760
REUSS MARK L · sell · $9,798,283
REUSS MARK L · exercise · $3,120,000
BARRA MARY TERESA · sell · $46,612,212
BARRA MARY TERESA · exercise · $21,218,178
HARVEY RORY · sell · $267,317
HARVEY RORY · exercise · $220,542
BARRA MARY TERESA · sell · $1,766,801
BARRA MARY TERESA · exercise · $1,149,954
BARRA MARY TERESA · sell · $57,931,159
BARRA MARY TERESA · exercise · $22,368,132
HATTO CHRISTOPHER · sell · $865,353
HATTO CHRISTOPHER · exercise · $572,013
HATTO CHRISTOPHER · sell · $2,028,053
HATTO CHRISTOPHER · exercise · $924,231
HARVEY RORY · sell · $1,271,032
HARVEY RORY · exercise · $233,993
DIXTON GRANT MICHAEL · other
HARVEY RORY · award
JACOBSON PAUL A · award
HATTO CHRISTOPHER · award
BARRA MARY TERESA · award
REUSS MARK L · award
KELLY ALFRED FRANCIS JR. · buy · $607,920
HARVEY RORY · sell · $535,229
HARVEY RORY · exercise · $441,134
GLIDDEN CRAIG B · sell · $21,696,752
GLIDDEN CRAIG B · exercise · $12,711,474
BARRA MARY TERESA · sell · $11,913,062
REUSS MARK L · sell · $6,745,130
REUSS MARK L · exercise · $5,062,516
HARVEY RORY · sell · $502,671
HARVEY RORY · exercise · $376,538
BARRA MARY TERESA · sell · $27,029,630
HARVEY RORY · sell · $736,061
HARVEY RORY · exercise · $388,686
JOHNSON GERALD · other
JACOBSON PAUL A · buy · $1,102,750
BARRA MARY TERESA · sell · $29,870,321
BARRA MARY TERESA · exercise · $11,205,314
REUSS MARK L · sell · $2,312,097
BLISSETT JULIAN G · sell · $714,465
BLISSETT JULIAN G · exercise · $305,791
analyst rating
3
Deutsche Bank
up
→ Buy
Updated Tuesday
15 signals · latest Updated Thursday
Get alerted when GM changes direction
We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.