General Motors (GM) revised its 2025 guidance downward, adjusting for $4.5 billion in tariff impacts, RBC Capital Markets said in a note emailed Friday.
The biggest source of the company's tariff burden stems from Korean and Chinese imports, according to the note. Impact from other categories is smaller and delayed until the second half of the year because of pre-tariff inventories at dealer lots.
The firm said General Motors expects to mitigate up to a $1.5 billion tariff impact from near-term self-help measures such as pricing changes, increased US production and supply chain efficiencies.
The company would most likely adopt a more aggressive pricing strategy, either by transferring tariff costs to consumers or by sharing the burden with their dealerships, RBC said.
The firm raised its price target on General Motors' stock to $57 from $55 with an outperform rating.
Price: 45.37, Change: +0.32, Percent Change: +0.71
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