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Today's Featured Content GM Posts Largest Gain Since the Pandemic: Shares Still Look CheapWritten by Leo Miller. Published 10/23/2025. 
Key Points - GM just saw its largest single-day gain in over five years, driven by its Q3 2025 results.
- The company smashed estimates, increased its market share, and demonstrated strong cost management.
- Further upside looks to be well in play, with GM still trading at an inexpensive valuation compared to many automakers.
Shares of Detroit Three automaker General Motors (NYSE: GM) had been under pressure for most of 2025, weighed down by tariffs, EV challenges, and economic uncertainty. That changed dramatically after GM's Q3 2025 earnings — arguably the company's biggest positive surprise in recent memory. On Oct. 21, GM shares jumped 15%, the largest single-day gain in 2025 and the second-largest since the company's 2010 restructuring. The only day that exceeded it was March 24, 2020, when markets rebounded from the COVID-19 crash: GM climbed 20% that day while the S&P 500 rose 9%. This is your final shot before the next potential surge. RAD Intel has already raised over $50 million from more than 10,000 investors – and its valuation has jumped 4,900% in just four years*.
It's not just pre-revenue hype. This is a profitable company with recurring seven-figure contracts from Fortune 1000 clients and agency partners. In fact, sales contracts for 2025 are already 2.5X higher than 2024 – and we're only in Q4.
At $0.81/share, with $RADI reserved and massive growth metrics in place, the window to act is now. Secure your allocation before the November 20 deadline. Below, we examine the results that produced this historic move and explain why GM's shares may still have significant upside. Even after the rally, GM's valuation remains depressed compared with auto peers, and its outlook is improving. GM Crushes Estimates on the Top and Bottom Lines GM reported revenue of approximately $48.6 billion, a 0.3% year-over-year decline, but well ahead of Wall Street's highly pessimistic forecasts. Sales were roughly $4 billion higher than expected after analysts had modeled an ~8.5% drop. Adjusted earnings per share (EPS) came in at $2.80 — a 5% decline year over year but $0.48 above the $2.32 consensus and far better than the roughly 22% EPS decline analysts had anticipated. Management said the outperformance is expected to continue, prompting upward revisions to full-year guidance across several metrics. Adjusted EPS was raised by $1 at the midpoint to about $10.13. GM also now expects roughly $1.25 billion more in operating income and about $1.75 billion more in adjusted automotive free cash flow than previously forecast. GM Boosts Auto Market Share, Reduces Tariff Impact Forecast GM led the U.S. auto market in Q3 with 710,000 deliveries, topping rivals while offering fewer incentives than the industry average. That helped the company reach its highest Q3 U.S. market share since 2017 — 17%. GM also posted record EV sales of 67,000, the second-highest total in the U.S., behind only Tesla (NASDAQ: TSLA). The scheduled expiration of EV tax credits in September accelerated purchases, but GM still leads the industry in EV market-share growth in 2025. The company reduced its estimated tariff impact for 2025 by $500 million at the midpoint, demonstrating an ability to mitigate external pressures. GM also returned capital to shareholders, repurchasing $1.5 billion of stock. Overall, the quarter left investors with few complaints. Resilient Demand, Effective Management, and Low Valuation These results show GM is succeeding on two key fronts: demand and cost management. Despite tariffs and weaker consumer confidence, revenue was essentially flat year over year. The University of Michigan Consumer Sentiment Index fell by more than 20% from September 2024 to September 2025, underscoring broad consumer caution — yet GM buyers remained resilient, which is a positive sign for the company's prospects. GM has also managed higher costs effectively, as reflected in the EPS beat and the reduction in tariff guidance. Management's ability to adapt to difficult conditions suggests the company could perform even better when headwinds ease. GM expects 2026 to be stronger than 2025 as it works to reduce EV losses and further mitigate tariff effects. Even after the rally, GM trades at a forward price-to-earnings (P/E) ratio of just 6.6x, well below the industry median of roughly 10–11x. That is a stark contrast with Tesla's roughly 227x forward P/E and remains below Ford Motor's (NYSE: F) ~9x. GM looks like a compelling value name: the outlook is improving while the valuation remains inexpensive. After the results, analysts at Wedbush raised their price target to $75 from $65, implying roughly 13% upside from the Oct. 21 close.
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