General Motors stock gains as GM lifts its digital revenue outlook

Published on 09/23/2026 at 16:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

General Motors stock traded at USD 83.45 on September 22, 2026, while GM targets USD 3 billion in digital revenue. Q2 EBIT rose 29.8 percent.

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General Motors (ISIN US37045V1008) closed at USD 83.45 on the NYSE on September 22, 2026, down 0.60 percent from the prior close. The latest company conference update adds a second signal: GM expects about USD 3 billion in digital revenue for fiscal year 2026 and approximately USD 7.5 billion in deferred digital revenue at year-end.

Digital revenue reaches USD 3 billion

According to MarketBeat on September 23, 2026, Chief Financial Officer Paul Jacobson said GM remains on track to finish fiscal year 2026 near the high end of its raised outlook. The same update puts deferred digital revenue at approximately USD 7.5 billion and expected digital revenue at about USD 3 billion for fiscal year 2026.

The figures give investors a measurable counterweight to the traditional vehicle cycle. Digital revenue would represent 40 percent of the deferred year-end amount, although the two figures describe different accounting stages rather than the same-period sales base.

Q2 operating figures improved

GM reported second-quarter 2026 revenue of USD 48.0 billion, up 1.9 percent year over year, while adjusted EBIT increased 29.8 percent to USD 3.9 billion, according to Zacks on September 22, 2026. Adjusted EPS rose 41.3 percent to USD 3.57, and adjusted automotive free cash flow surged 78 percent to USD 5.0 billion.

The comparison matters because EBIT grew much faster than revenue in Q2 2026. GM also raised full-year 2026 adjusted EBIT guidance to USD 14 billion to USD 16 billion from USD 13.5 billion to USD 15.5 billion, a USD 500 million increase at both ends of the range.

Next earnings date is October 20

Zacks lists October 20, 2026, as the expected next earnings release date and gives a consensus estimate of USD 3.37 EPS for the quarter ending September 2026. The estimate is 20.36 percent above the comparable prior-year figure shown in the calendar.

GM stock therefore combines a September 22 closing price of USD 83.45 with a Q2 2026 adjusted EBIT increase of 29.8 percent and a fiscal-year digital revenue target of USD 3 billion. The key test is whether digital revenue and cash flow can extend the earnings improvement beyond the second quarter.