Morgan Stanley Raises General Dynamics (NYSE:GD) Price Target to $410.00

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 indicates a potential upside of 16.81% from the company’s current price.

Several other equities research analysts also recently weighed in on the company. Wolfe Research increased their price target on General Dynamics from $400.00 to $415.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Argus boosted their price target on shares of General Dynamics from $345.00 to $380.00 and gave the company a “buy” rating in a report on Wednesday, November 19th. Melius Research raised General Dynamics to a “strong-buy” rating in a research report on Tuesday, October 28th. Bank of America reissued a “buy” rating and set a $400.00 target price on shares of General Dynamics in a research report on Friday. Finally, Susquehanna reiterated a “positive” rating and issued a $420.00 price target on shares of General Dynamics in a research note on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $372.32.

General Dynamics Stock Up 0.3%

Shares of NYSE:GD opened at $351.00 on Thursday. The company has a market cap of $94.81 billion, a price-to-earnings ratio of 22.72, a PEG ratio of 1.83 and a beta of 0.41. General Dynamics has a 12 month low of $239.20 and a 12 month high of $369.70. The company has a 50-day moving average price of $347.77 and a 200 day moving average price of $334.74. The company has a current ratio of 1.44, a quick ratio of 0.87 and a debt-to-equity ratio of 0.27.

General Dynamics (NYSE:GD) last released its earnings results on Wednesday, January 28th. The aerospace company reported $4.17 earnings per share for the quarter, beating the consensus estimate of $4.11 by $0.06. The firm had revenue of $14.38 billion for the quarter, compared to the consensus estimate of $13.77 billion. General Dynamics had a return on equity of 17.57% and a net margin of 8.01%.The company’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.15 EPS. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. As a group, equities research analysts predict that General Dynamics will post 14.83 earnings per share for the current year.

Insider Activity

In related news, VP David Paddock sold 20,360 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $334.92, for a total value of $6,818,971.20. Following the completion of the transaction, the vice president directly owned 36,644 shares in the company, valued at $12,272,808.48. The trade was a 35.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 1.50% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On General Dynamics

Large investors have recently bought and sold shares of the business. Dunhill Financial LLC increased its position in shares of General Dynamics by 620.0% in the third quarter. Dunhill Financial LLC now owns 72 shares of the aerospace company’s stock valued at $25,000 after buying an additional 62 shares in the last quarter. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of General Dynamics during the third quarter worth $25,000. Dagco Inc. purchased a new stake in General Dynamics during the 4th quarter valued at about $25,000. Halbert Hargrove Global Advisors LLC purchased a new stake in shares of General Dynamics in the third quarter valued at approximately $26,000. Finally, Burkett Financial Services LLC grew its holdings in General Dynamics by 650.0% in the 3rd quarter. Burkett Financial Services LLC now owns 75 shares of the aerospace company’s stock valued at $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.

General Dynamics News Roundup

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

• Positive Sentiment: Revenue and backlog beat: Q4 revenue came in at $14.38B (+7.8% YoY) and business segments (notably shipbuilding) reported strength and rising backlog — a concrete demand signal supporting future revenue. General Dynamics Can Still Shoot Higher From Here
• Positive Sentiment: Analyst support: Morgan Stanley raised its price target to $410 (overweight) and Bank of America reaffirmed a $400 buy target — analyst optimism and higher targets can underpin further upside. MarketScreener: Morgan Stanley adjusts price target
• Neutral Sentiment: Canada says Gulfstream certification “underway”: Ottawa says the certification process for certain Gulfstream jets is in progress — this reduces some near‑term trade friction but leaves timing uncertainty. Canada says jet certification underway
• Neutral Sentiment: Street view remains constructive: analysts’ consensus and median price targets remain above the stock; many firms still rate GD a buy/overweight, supporting investor confidence even after mixed results. GD receives average recommendation of Moderate Buy
• Negative Sentiment: Guidance miss and EPS softness: GD set FY‑2026 EPS guidance at $16.10–16.20, below street expectations (~$17.26); Q4 diluted EPS was $4.17, slightly under consensus — a near-term growth and margin concern. Annual profit forecast disappoints
• Negative Sentiment: Cash flow and spending profile: operating cash from operations fell ~28% YoY to ~$1.56B while capex jumped (~$609M), pressuring free cash flow in the near term despite higher cash balances. Quiver Quant: Q4 2025 earnings
• Negative Sentiment: Political/regulatory risk: President Trump signaled tariffs/decertification threats on Canadian-made planes until certain Gulfstream approvals occur — a potential earnings/headwind risk for GD’s Gulfstream unit if escalation continues. Trump says US to decertify, levy tariff on Canadian planes
• Negative Sentiment: Insider sales: multiple insider sell transactions over the past six months (no purchases) may concern some investors about insider sentiment/timing. Quiver Quant: insider trading breakdown

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.