GM’s record stock performance beats Tesla, Ford in 2025

General Motors Stock Soars to Record Highs

General Motors, the iconic American automaker, is experiencing a remarkable year, with its stock price surging to record highs. As of the latest closing, the company’s shares have risen by over 55% to exceed $80 per share, marking the best annual performance since its emergence from bankruptcy in 2009. This impressive growth has been driven by a combination of factors, including the company’s consistent earnings performance, innovative technology, and a strong customer experience.

The automaker’s CEO, Mary Barra, has long argued that the company’s stock has been undervalued, given its robust financial results. In a recent quarterly earnings call, Barra emphasized the company’s commitment to delivering exceptional vehicles, innovative technology, and a rewarding customer experience, which she believes will continue to set General Motors apart in an increasingly competitive landscape. Despite the stock’s impressive run, Barra has significantly reduced her holdings in the company, exercising options or selling approximately 1.8 million shares valued at over $73 million this year.

Industry Performance and Analyst Outlook

In comparison to its peers, General Motors’ stock performance has been noteworthy. While Tesla’s stock has risen by 17% this year, Ford Motor has seen a 34% jump, and Chrysler parent Stellantis has experienced a 15% decline. Other U.S.-traded automakers, such as Honda Motor and Toyota Motor, have had smaller annual gains. Wall Street analysts have been bullish on General Motors, citing the company’s cash generation, earnings resilience, and track record of delivering shareholder returns. UBS recently increased its 12-month price target on General Motors stock by 14% to $97 per share, naming the company its top autos pick heading into 2026.

Morgan Stanley has also upgraded General Motors to overweight, with a $90 per share price target, citing the company’s steady unit sales growth, average transaction price growth, and disciplined incentive spend. The analyst noted that General Motors leads the industry in North America and globally, with better earnings before interest and taxes margin and return metrics than its peers. The company’s stock has been in the black on a weekly basis since June, with the largest weekly gain of 19.3% occurring when the automaker reported its third-quarter earnings.

External Factors and Future Outlook

General Motors’ stock has also benefited from external factors, including the Trump administration’s loosened U.S. fuel economy and emissions standards, removed penalties, and renegotiated trade deal with South Korea. The industry’s slowdown in less profitable electric vehicle sales has also contributed to the company’s growth. Looking ahead, General Motors’ CFO Paul Jacobson has indicated that the company will continue to prioritize stock buybacks, given the stock’s undervalued status. With a current target price of $80.86, according to analyst averages, General Motors is poised for continued growth and success in the automotive industry.