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General Motors Is Having a Very 2026 Glow-Up

General Motors Is Having a Very 2026 Glow-Up

KAHROS Team

TL;DR

Quick Summary

  • GM stock has surged to around $86 by late January 2026, near all-time highs, powered by strong profits from trucks and SUVs.
  • Management is scaling back overly aggressive EV plans, absorbing restructuring costs now to protect margins and focus on profitable growth.
  • GM is juggling tariffs, higher U.S. production, and job cuts abroad while ramping buybacks and dividends, turning a legacy automaker into a cash-return story.

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