Street View: GM's global strategy wins analyst praise despite near-term margin risks

** General Motors absorbed a $1.1 bln impact from tariffs in Q2, yet still surpassed Wall St expectations, buoyed by robust sales of its flagship gasoline-powered trucks and SUVs

** Median PT of 31 brokerages covering the stock is $55 - data compiled by LSEG

GEARS, GRIDS & GLOBAL GAINS

** BofA ("buy", PT: $62) sees GM facing margin pressure in North America due to lower volumes, but a favorable vehicle mix is helping cushion the impact

** Brokerage also expects GM's China business to improve in the second half, supporting global margins

** Benchmark ("buy", PT: $65) says GM's flexible manufacturing footprint enables it to pivot between internal combustion engine and EV production, helping it to adapt to consumer preferences

** TD Cowen ("buy", PT: $80) sees GMNA's soft fleet pricing and tariff impact as manageable, with confidence in retail pricing, inventory discipline and long-term volume and free cash flow resilience supporting a constructive outlook

** Wedbush ("outperform", PT: $55) expects GM to face tariff-related margin pressure in 2H FY25 but remains optimistic due to potential trade deals and long-term profitability gains from its $4 bln plus EV manufacturing investments