General Dynamics (NYSE:GD – Get Free Report) had its price target reduced by analysts at DA Davidson from $384.00 to $375.00 in a report issued on Thursday,MarketScreener reports. DA Davidson’s target price indicates a potential upside of 8.54% from the company’s previous close.
Several other research analysts have also recently commented on GD. Argus raised their target price on General Dynamics from $380.00 to $395.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Wall Street Zen lowered shares of General Dynamics from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of General Dynamics in a report on Tuesday, April 21st. TD Cowen lifted their target price on shares of General Dynamics from $370.00 to $390.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Finally, Wolfe Research upped their target price on shares of General Dynamics from $400.00 to $415.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, General Dynamics has a consensus rating of “Moderate Buy” and an average target price of $387.70.
Read Our Latest Analysis on General Dynamics
General Dynamics Trading Up 0.3%
General Dynamics (NYSE:GD – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The aerospace company reported $4.10 EPS for the quarter, topping analysts’ consensus estimates of $3.67 by $0.43. General Dynamics had a return on equity of 17.41% and a net margin of 8.07%.The company had revenue of $13.48 billion during the quarter, compared to the consensus estimate of $12.70 billion. During the same quarter last year, the company earned $3.66 EPS. The company’s quarterly revenue was up 10.3% on a year-over-year basis. As a group, research analysts predict that General Dynamics will post 16.27 earnings per share for the current year.
Insiders Place Their Bets
In related news, EVP Mark Lagrand Burns sold 10,153 shares of the stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $354.95, for a total transaction of $3,603,807.35. Following the sale, the executive vice president directly owned 38,975 shares in the company, valued at $13,834,176.25. This represents a 20.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Phebe N. Novakovic sold 32,918 shares of the firm’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $354.09, for a total value of $11,655,934.62. Following the sale, the chief executive officer directly owned 766,457 shares of the company’s stock, valued at $271,394,759.13. This represents a 4.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 51,260 shares of company stock valued at $18,133,971 over the last quarter. 1.40% of the stock is owned by insiders.
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Dunhill Financial LLC increased its position in General Dynamics by 620.0% in the 3rd quarter. Dunhill Financial LLC now owns 72 shares of the aerospace company’s stock valued at $25,000 after acquiring an additional 62 shares in the last quarter. KERR FINANCIAL PLANNING Corp bought a new stake in shares of General Dynamics during the third quarter valued at approximately $25,000. Whipplewood Advisors LLC increased its holdings in shares of General Dynamics by 1,725.0% in the first quarter. Whipplewood Advisors LLC now owns 73 shares of the aerospace company’s stock valued at $25,000 after purchasing an additional 69 shares in the last quarter. Dagco Inc. bought a new position in General Dynamics in the 4th quarter worth approximately $25,000. Finally, Burkett Financial Services LLC lifted its holdings in General Dynamics by 650.0% during the 3rd quarter. Burkett Financial Services LLC now owns 75 shares of the aerospace company’s stock worth $26,000 after buying an additional 65 shares in the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.
Trending Headlines about General Dynamics
Here are the key news stories impacting General Dynamics this week:
- Positive Sentiment: Q1 beat and guidance raise: GD reported EPS $4.10 vs. $3.67 est., revenue ~$13.5B vs. $12.7B est., bookings ~$26.6B and backlog ~ $131B; management raised FY26 EPS guidance to $16.45–$16.55 — the core catalyst lifting the stock. Why General Dynamics (GD) Is Up 5.6% After Raising 2026 EPS Guidance On Marine Strength
- Positive Sentiment: High?profile price target upgrades: Morgan Stanley raised its target to $435 (overweight) and JPMorgan lifted its target to $400 (overweight), signaling dealer confidence in GD’s Marine and Aerospace momentum. Morgan Stanley raises price target on General Dynamics to $435
- Neutral Sentiment: Analysts mixed but generally positive: RBC reaffirmed a sector?perform view with a $385 target, keeping some moderation in expectations despite the beat. RBC reaffirms sector perform on GD
- Neutral Sentiment: Defense demand backdrop: industry writes point to stronger defense spending and large backlogs (e.g., Northrop Grumman’s backlog), and reports that U.S. bases in the Middle East may need rebuilding — supportive for long?term revenue but increases near?term volatility. Northrop Grumman Gains From Strong Backlog and Rising Defense Demand
- Negative Sentiment: Some broker trims: BNP Paribas Exane cut its target to $390 (still outperform) and DA Davidson trimmed its target to $375 — these reductions add near?term pressure and show differing views on sustainable upside. BNP Paribas adjusts price target on General Dynamics to $390 from $430 DA Davidson trims price target on General Dynamics to $375
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.
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