BNP Paribas Exane Lowers General Dynamics (NYSE:GD) Price Target to $410.00

General Dynamics (NYSE:GD) had its price target cut by investment analysts at BNP Paribas Exane from $420.00 to $410.00 in a research note issued to investors on Thursday,MarketScreener reports. The firm presently has an “outperform” rating on the aerospace company’s stock. BNP Paribas Exane’s price objective points to a potential upside of 16.81% from the company’s current price.

Several other research firms have also recently weighed in on GD. Citigroup raised their price objective on shares of General Dynamics from $371.00 to $389.00 and gave the company a “neutral” rating in a research report on Tuesday, January 13th. Robert W. Baird set a $390.00 price objective on General Dynamics in a report on Monday, October 27th. Morgan Stanley upped their target price on shares of General Dynamics from $408.00 to $410.00 and gave the company an “overweight” rating in a research note on Thursday. Wall Street Zen lowered General Dynamics from a “buy” rating to a “hold” rating in a research report on Friday, January 23rd. Finally, Bank of America restated a “buy” rating and set a $400.00 price objective on shares of General Dynamics in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $372.32.

General Dynamics Stock Performance

Shares of NYSE:GD opened at $351.00 on Thursday. The business’s fifty day moving average price is $347.77 and its two-hundred day moving average price is $334.74. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.44 and a quick ratio of 0.87. General Dynamics has a fifty-two week low of $239.20 and a fifty-two week high of $369.70. The stock has a market capitalization of $94.81 billion, a price-to-earnings ratio of 22.72, a price-to-earnings-growth ratio of 1.83 and a beta of 0.41.

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

Insider Buying and Selling

In other General Dynamics news, VP David Paddock sold 20,360 shares of the company’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 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 1.50% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On General Dynamics

Several institutional investors and hedge funds have recently made changes to their positions in GD. Dunhill Financial LLC grew its stake 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 acquiring an additional 62 shares in the last quarter. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of General Dynamics in the 3rd quarter valued at $25,000. Dagco Inc. bought a new position in General Dynamics in the fourth quarter valued at about $25,000. Halbert Hargrove Global Advisors LLC bought a new stake in shares of General Dynamics during the 3rd quarter valued at approximately $26,000. Finally, Burkett Financial Services LLC grew its stake in shares of General Dynamics by 650.0% during the third quarter. Burkett Financial Services LLC now owns 75 shares of the aerospace company’s stock worth $26,000 after buying an additional 65 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

More General Dynamics News

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

About General Dynamics

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.