GM Shares Plummet Over 10% Amid Tariff Concerns Despite Strong Q4 Results

General Motors (GM) shares fell over 9% on fears of potential tariffs from President Donald Trump on key materials and trading partners Canada and Mexico, despite the company reporting fourth-quarter earnings that exceeded Wall Street expectations. The automaker projected a net income of $11.2 billion to $12.5 billion for 2025, but analysts warned that uncertainty surrounding tariffs and electric vehicle regulations could hinder performance. GM's recent loss of $2.96 billion was attributed to restructuring costs and other charges, raising concerns about its financial outlook amidst geopolitical tensions. CEO Mary Barra expressed confidence that Trump aims to strengthen domestic manufacturers but acknowledged the challenges posed by policy changes. As GM navigates these uncertainties, analysts view the company’s strategic initiatives as critical for maintaining growth. The stock's decline represents its largest drop since March 2020, reflecting investor anxiety over the changing landscape of U.S. automotive policy.