Morgan Stanley Issues Positive Forecast for General Dynamics (NYSE:GD) Stock Price

General Dynamics (NYSE:GD) had its price objective lifted by equities researchers at Morgan Stanley from $408.00 to $410.00 in a research report issued on Thursday,MarketScreener reports. The brokerage presently has an “overweight” rating on the aerospace company’s stock. Morgan Stanley’s target price would suggest a potential upside of 17.00% from the company’s previous close.

A number of other research analysts also recently commented on the stock. The Goldman Sachs Group lifted their price objective on shares of General Dynamics from $280.00 to $293.00 and gave the company a “sell” rating in a research report on Friday, October 10th. Wolfe Research lifted their price target on shares of General Dynamics from $400.00 to $415.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Wall Street Zen lowered shares of General Dynamics from a “buy” rating to a “hold” rating in a report on Friday, January 23rd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $400.00 price target on shares of General Dynamics in a research report on Wednesday, October 8th. Finally, Melius Research raised shares of General Dynamics to a “strong-buy” rating in a research report on Tuesday, October 28th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, General Dynamics presently has an average rating of “Moderate Buy” and an average price target of $372.32.

General Dynamics Trading Up 0.1%

NYSE:GD traded up $0.46 during trading hours on Thursday, hitting $350.41. 70,680 shares of the stock were exchanged, compared to its average volume of 1,508,248. General Dynamics has a twelve month low of $239.20 and a twelve month high of $369.70. The company’s 50 day moving average is $347.56 and its two-hundred day moving average is $334.43. The company has a quick ratio of 0.87, a current ratio of 1.44 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $94.65 billion, a P/E ratio of 22.64, a price-to-earnings-growth ratio of 1.76 and a beta of 0.41.

General Dynamics (NYSE:GD) last released its quarterly earnings data on Wednesday, January 28th. The aerospace company reported $4.17 earnings per share for the quarter, topping the consensus estimate of $4.11 by $0.06. General Dynamics had a net margin of 8.01% and a return on equity of 17.57%. The business had revenue of $14.38 billion for the quarter, compared to analyst estimates of $13.77 billion. During the same quarter last year, the firm earned $4.15 EPS. General Dynamics’s quarterly revenue was up 7.8% compared to the same quarter last year. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. On average, sell-side analysts anticipate that General Dynamics will post 14.83 earnings per share for the current fiscal year.

Insider Activity

In related news, VP David Paddock sold 20,360 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $334.92, for a total transaction of $6,818,971.20. Following the transaction, the vice president directly owned 36,644 shares in the company, valued at approximately $12,272,808.48. The trade was a 35.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 1.50% of the stock is owned by insiders.

Institutional Investors Weigh In On General Dynamics

Hedge funds have recently modified their holdings of the company. Wealthfront Advisers LLC increased its holdings in shares of General Dynamics by 4.1% during the 4th quarter. Wealthfront Advisers LLC now owns 26,893 shares of the aerospace company’s stock worth $9,054,000 after buying an additional 1,063 shares during the last quarter. Certuity LLC raised its position in General Dynamics by 11.3% in the fourth quarter. Certuity LLC now owns 3,130 shares of the aerospace company’s stock valued at $1,054,000 after purchasing an additional 319 shares during the period. Torren Management LLC acquired a new position in shares of General Dynamics in the 4th quarter valued at $47,000. Rogco LP lifted its position in General Dynamics by 5.4% in the fourth quarter. Rogco LP now owns 2,516 shares of the aerospace company’s stock valued at $847,000 after buying an additional 128 shares during the last quarter. Finally, Mitsubishi UFJ Trust & Banking Corp boosted its stake in General Dynamics by 5.1% during the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 130,175 shares of the aerospace company’s stock worth $43,825,000 after buying an additional 6,312 shares during the period. Hedge funds and other institutional investors own 86.14% of the company’s stock.

General Dynamics News Roundup

Here are the key news stories impacting General Dynamics this week:

• Positive Sentiment: Q4 beat: GD reported Q4 EPS of $4.17 and revenue of $14.38B, topping estimates; backlog climbed to about $118B, driven by Marine and Combat Systems — supports revenue visibility. Defense Giant General Dynamics Absorbs $41 Million Tariff Blow, Backlog Hits $118 Billion
• Positive Sentiment: Analyst support: Bank of America reaffirmed a “buy” on GD with a $400 price target (~14% upside from recent levels), and coverage consensus remains in the “moderate buy” range — this helps underwrite the stock despite near-term concerns. Benzinga
• Neutral Sentiment: Earnings details/earnings call: Management highlighted strong shipbuilding and Marine Systems performance and discussed backlog and execution, but flagged headwinds; full call transcript and presentation provide context for margins and timing. General Dynamics Q4 2025 Earnings Call Transcript
• Negative Sentiment: Lower FY?2026 EPS guidance: GD set FY?2026 EPS at $16.10–$16.20 vs. street consensus ~$17.26 — the guidance cut/shortfall is the primary driver of the stock pullback as it compresses near?term valuation. General Dynamics Earnings Call Signals Growth Amid Headwinds
• Negative Sentiment: Political/tariff risk for Gulfstream: Reports say the U.S. may impose tariffs and decertify some Canadian-made aircraft linked to Gulfstream supply/approvals — a potential headwind to Gulfstream (General Dynamics unit) and a source of uncertainty. Trump Says US to Decertify, Levy Tariff on Canadian Planes

General Dynamics Company Profile

General Dynamics is a major American aerospace and defense contractor that designs, manufactures and supports a broad range of products and services for government and commercial customers worldwide. Headquartered in the United States (Reston, Virginia), the company supplies platforms and systems used by armed forces, civil authorities and private operators across multiple domains including air, land, sea and cyber.

Its principal activities span several operating businesses: a business aviation unit that develops and supports Gulfstream business jets; land systems that produce armored combat vehicles and related logistics and sustainment services; marine systems that design and construct submarines and surface ships for navies; and mission systems and information technology operations that provide command-and-control, communications, cybersecurity and systems-integration services.