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Today's Featured News 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) were under pressure for much of 2025 as tariffs, EV challenges and economic uncertainty weighed on sentiment. That changed dramatically after GM's Q3 2025 results — 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 bigger one-day move came on March 24, 2020, when GM rallied about 20% as markets rebounded from the COVID-19 crash (the S&P 500 rose roughly 9% that day). The market keeps hitting new highs — but chasing hot stocks at the top can be a dangerous game. After turning a $10,000 stake into more than $50,000 in just four months, I've found a smarter way to trade: an overnight setup designed to target potential payouts while you sleep. Thanks to a recent CBOE update, traders can now line up short-term opportunities by simply placing a trade before the close and checking back the next morning. Click here to see my step-by-step breakdown of this overnight trading setup Below, we break down the results that produced this historic move and explain why GM's stock still appears to have meaningful upside. Even after the spike, GM remains valued below many auto peers while its outlook has improved. GM Crushes Estimates on the Top and Bottom Lines GM reported revenue of about $48.6 billion in Q3, a 0.3% year-over-year decline, but roughly $4 billion higher than analysts expected. Street forecasts had anticipated revenue would fall by around 8.5%. Adjusted earnings per share came in at $2.80, a roughly 5% year-over-year decline but 48 cents above the consensus of $2.32. In other words, the EPS drop was a small fraction of the roughly 22% decline the market had been expecting. GM said the outperformance should continue and raised its full-year guidance across several metrics. Adjusted EPS was boosted by about $1 at the midpoint to roughly $10.13. The company also increased full-year operating income guidance by $1.25 billion at the midpoint and raised adjusted automotive free cash flow guidance by $1.75 billion. GM Boosts U.S. Market Share, Lowers Tariff Impact Forecast GM led the U.S. auto market in Q3 with approximately 710,000 deliveries, topping rivals while offering fewer incentives than the industry average. That helped GM achieve a 17% Q3 U.S. market share — its highest for the quarter since 2017 — and record EV sales of 67,000 units, second only to Tesla (NASDAQ: TSLA) in the U.S. The scheduled expiration of certain EV tax credits in September prompted a pull-forward of demand, but GM still leads the industry in EV market-share growth for 2025. The company also reduced its 2025 tariff-impact guidance by $500 million at the midpoint and returned capital to shareholders with $1.5 billion in share repurchases. Taken together, the results left investors with few negatives to focus on. Resilient Demand, Effective Management and a Low Valuation The quarter shows GM winning on two key fronts: demand and cost control. Despite tariffs and a much less confident consumer, the company produced roughly the same revenue as a year earlier. The University of Michigan Consumer Sentiment Index has declined by more than 20% from September 2024 to September 2025, which underscores how notable it is that GM buyers held firm amid those headwinds. Management's ability to limit cost pressure — evidenced by the EPS beat and the reduced tariff guidance — suggests GM can adapt when conditions are difficult. Management expects 2026 to be stronger than 2025 as the company works to reduce EV losses and further mitigate tariff impacts. Even after the rally, GM trades at a forward price-to-earnings (P/E) multiple of about 6.6x — well below the industry median (roughly 10–11x), far cheaper than Tesla's roughly 227x forward P/E, and below Ford Motor's (NYSE: F) roughly 9x. That valuation gap, combined with the better-than-expected results and raised guidance, suggests upside remains. Analysts at Wedbush appeared to agree: they raised their GM price target to $75 after the quarter, implying about 13% upside from the Oct. 21 close.
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