General Motors (GM) shares have risen nearly 8% last week and over 10% over the past month, despite rising oil and gas prices. However, Deutsche Bank analysts have upgraded the stock to buy from hold due to GM's strong operational resilience and potential for a multi-year re-rate story. They also noted that last year's headwind, tariffs, are expected to be the biggest factor in GM's Q1 results, accounting for a negative $800 million. Deutsche Bank expects GM to report a first-quarter EBIT of $2.91 billion, a slight increase from its previous expectation of $1.85 billion, but below Wall Street's consensus of $ 2.97 billion. Despite billions in EV-related charges, GM plans to reward shareholders in 2026.