Wall Street expects solid Q1 results for GM, as Ford and Stellantis try to gain traction

gm reports q1 earnings tuesday, and wall street expects it to beat ford and stellantis. analysts forecast gm at $2.61 adjusted eps for the quarter, versus 19 cents for ford. stellantis estimates weren't comparable, but the full-year forecast is 73 euro cents. gm is rated overweight with a $94.71 target price. ford and stellantis are hold ratings at $13.67 and $9.09, respectively. the iran war is driving up raw material and energy costs, which wells fargo analyst colin langan said creates downside risk to guidance. ford lost 100,000 units of f-series production last year due to a fire at a novelis aluminum plant in new york. the supplier isn't expected back until between may and september. ford plans to recapture half those units this year, but analyst james picariello said that would require near-record output. stellantis shipments rose 12% globally in q1, including 4% in the u.s. jeep and ram combined for 84% of u.s. volumes. the company reported its first annual loss in 2025 — 22.3 billion euros — after 25.4 billion euros in ev write-downs.