The article argues that more pickup volume is unlikely to drive GM's growth in 2027, since management expects to build roughly the same number of trucks in 2027 as in 2026. Recognized revenue from OnStar Digital and Super Cruise topped $800 million in the third quarter of 2026, up 15%, while deferred software and services revenue rose 40% and is expected to approach $7.5 billion by the end of 2026. Software and services made up about 1.6% of revenue that quarter, and management's target of over $3 billion in 2026 software and services revenue remains a forecast. GM stock returned 29.0% in the year to November 3, 2026, versus 11.9% for the S&P 500, and the article says the share price seems to assume the vehicle business holds up. Management says 2027 profit growth depends on commodity costs easing, as annualized recent commodity inflation could create a headwind of roughly $2 billion.
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