General Motors faces uncertain market conditions in manufacturing, operations, and ultimately product line decisions.

EV development is hugely important in the industry and GM has invested towards this, but under the current administration, along with other impactful costs, GMs EV investments will take years to materialize in significant returns.

Eventually these returns will come, but GM will lag much of the industry in this as their focus now has to turn to manufacturing and organizational stability.

P/E will eventually increase as the industry flourishes under the eventual excitement of EV development, but GM will lag the industry in this.

Overall revenue won't take much of a hit, and could even increase, but profit margins will fall in the near term.

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Disclaimer

The user aaronw holds no position in NYSE:GM. Simply Wall St has no position in any of the companies mentioned. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.