General Motors' measured truck redesign should support pricing in 2027, says Bank of America

Impact · against what's priced in

The price of GM already assumes a flat to declining core North American business and a cautious outlook. While BofA highlights pricing and mix tailwinds for 2027 trucks, these updates primarily serve to stabilize the current 6% free-cash-flow margin rather than providing the growth catalyst needed to bridge the gap to the median analyst target.

GM+0.10

Already priced in

The price assumes

A flat to slightly declining core North American auto business, with revenue falling 2% year-over-year