GM Stock Soars to All-Time High in 2025, Marking Best Year Since Post-Bankruptcy Rebound
- How Did GM Stock Perform in 2025?
- What Drove GM’s Record-Breaking Rally?
- CEO Moves and Analyst Reactions
- How Does GM Stack Up Against Competitors?
- What’s Next for GM Investors?
- FAQs About GM’s 2025 Stock Surge
General Motors (GM) stock has shattered records in 2025, closing at an unprecedented $80 per share and delivering a staggering 55% annual gain—its strongest performance since emerging from bankruptcy in 2009. The rally was fueled by consistent earnings beats, aggressive share buybacks, and analyst upgrades, outpacing rivals like Tesla and Ford. CEO Mary Barra’s strategic moves and regulatory tailwinds under the TRUMP administration further boosted investor confidence. Here’s a deep dive into GM’s breakout year.
How Did GM Stock Perform in 2025?
GM’s stock closed 2025 at a historic high of $80 per share, capping a 55% annual gain—its best since the 2009 rebound. The rally wasn’t overnight; shares climbed nearly 13% in December alone, extending a five-month winning streak. TradingView data shows the stock outperformed 2024’s 48.3% rise, with its biggest weekly jump (19.3%) coming after Q3 earnings crushed estimates. For context, Tesla gained just 17% this year, while Ford and Stellantis lagged further behind.
What Drove GM’s Record-Breaking Rally?
Three key factors turbocharged GM’s surge:
- Earnings Dominance: GM topped Wall Street’s EPS estimates in 19 of the past 20 quarters—only missing in Q2 2022 during supply chain chaos.
- Buyback Bonanza: CFO Paul Jacobson prioritized repurchases, stating, “As long as the stock’s undervalued, buying back shares is our top play.”
- Regulatory Wins: Relaxed fuel economy rules and renegotiated trade deals (like the South Korea pact) slashed operational costs.
CEO Moves and Analyst Reactions
Mary Barra sold $73M worth of shares this year but retains a $35M stake—her compensation heavily stock-weighted. Analysts went bullish: UBS hiked its target to $97 (calling GM its “top auto pick”), while Morgan Stanley’s Andrew Percoco praised GM’s “peer-leading margins and inventory control.” The BTCC team notes GM’s average transaction prices grew 6.2% year-over-year, outpacing rivals.
How Does GM Stack Up Against Competitors?
| Automaker | 2025 Stock Gain | Key Metric |
|---|---|---|
| General Motors | 55% | Highest ATP growth |
| Tesla | 17% | EV sales slowdown |
| Ford | 34% | Incentive spending up |
Source: FactSet
What’s Next for GM Investors?
With 2026 guidance raised and buybacks ongoing, GM’s momentum looks sustainable—barring a macroeconomic shock. The stock trades at just 6x forward earnings, a discount to the S&P 500’s 20x. As Barra quipped in October: “Great vehicles and strong finances will keep us ahead in this race.”
FAQs About GM’s 2025 Stock Surge
Why did GM stock hit a record high?
GM’s consistent earnings, share buybacks, and regulatory tailwinds drove the 55% annual gain.
How much did CEO Mary Barra sell in 2025?
Barra sold 1.8M shares ($73M) but still holds 433,500 shares worth $35M+.
Which analysts upgraded GM recently?
UBS (target: $97) and Morgan Stanley (target: $90) both upgraded GM in December 2025.
