General Motors (GM) reclaimed its position as the top-selling automaker in the U.S. in 2025, with 2.85 million vehicle deliveries, a 5.5% increase. Toyota ranked second with 2.52 million units sold. GM’s market share grew to 17%, driven by gains in full-size pickups and EV sales, trailing only Tesla.

While GM saw a 7% decline in total sales in Q4 2025, the company remains optimistic about sustained demand across price points into 2026. Despite weaker EV deliveries in Q4, GM’s strong performance in pickups and EVs bodes well for future growth.

GM’s strategy for 2026 includes scaling EV plans amidst strong ICE volumes, focusing on software and services growth, and restructuring operations in China. The company’s financial strength, with over $35 billion in liquidity, and ongoing buybacks enhance investor confidence.

GM stock, trading at just 7.13X forward earnings, remains undervalued compared to peers like Toyota and Tesla. The company’s Value Score of A and strong growth prospects make it an attractive investment opportunity at current levels.

Analysts estimate a 13% uptick in GM’s 2026 earnings, reflecting continued growth potential. With a Zacks Rank #1 (Strong Buy), GM’s leadership in U.S. auto sales, software business expansion, and balance sheet strength position the company for sustained success.

Read more at Nasdaq: GM Tops US Auto Sales in 2025 Despite Q4 Dip: Time to Buy the Stock?