Bank of America Reiterates Buy Rating for General Dynamics (NYSE:GD)

General Dynamics (NYSE:GD)‘s stock had its “buy” rating reissued by stock analysts at Bank of America in a report issued on Friday,Benzinga reports. They presently have a $400.00 price objective on the aerospace company’s stock. Bank of America‘s price objective points to a potential upside of 13.96% from the company’s previous close.

Several other analysts have also issued reports on GD. Wolfe Research lifted their price target on General Dynamics from $400.00 to $415.00 and gave the company an “outperform” rating in a research report on Monday, January 12th. Robert W. Baird set a $390.00 price objective on shares of General Dynamics in a research report on Monday, October 27th. Weiss Ratings restated a “buy (b)” rating on shares of General Dynamics in a research report on Thursday, January 22nd. TD Cowen boosted their price objective on shares of General Dynamics from $370.00 to $390.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Finally, Sanford C. Bernstein restated a “market perform” rating and set a $398.00 price target on shares of General Dynamics in a research report on Monday, January 12th. 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 assigned a Sell rating to the company’s stock. 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 Performance

Shares of General Dynamics stock opened at $351.00 on Friday. The company has a market cap of $94.81 billion, a P/E ratio of 22.72, a PEG ratio of 1.83 and a beta of 0.41. The business has a 50-day moving average price of $347.77 and a two-hundred day moving average price of $334.98. 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 has a 1-year low of $239.20 and a 1-year high of $369.70.

General Dynamics (NYSE:GD) last announced its quarterly earnings data on Wednesday, January 28th. The aerospace company reported $4.17 EPS for the quarter, beating analysts’ consensus estimates of $4.11 by $0.06. The firm had revenue of $14.38 billion during the quarter, compared to analysts’ expectations 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 last year, the firm posted $4.15 earnings per share. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. As a group, analysts anticipate that General Dynamics will post 14.83 EPS for the current year.

Insider Activity

In other news, VP David Paddock sold 20,360 shares of the firm’s stock in a transaction on 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 sale, the vice president directly owned 36,644 shares in the company, valued at $12,272,808.48. This trade represents a 35.72% decrease in their position. The sale 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 insiders.

Institutional Investors Weigh In On General Dynamics

Several large investors have recently bought and sold shares of the business. Vanguard Group Inc. boosted its stake in shares of General Dynamics by 2.2% during the fourth quarter. Vanguard Group Inc. now owns 24,767,330 shares of the aerospace company’s stock valued at $8,338,169,000 after purchasing an additional 528,769 shares during the period. State Street Corp boosted its position in General Dynamics by 1.1% during the 2nd quarter. State Street Corp now owns 11,140,437 shares of the aerospace company’s stock valued at $3,249,220,000 after acquiring an additional 119,664 shares in the last quarter. Ameriprise Financial Inc. boosted its position in General Dynamics by 5.4% during the third quarter. Ameriprise Financial Inc. now owns 3,627,155 shares of the aerospace company’s stock valued at $1,236,900,000 after purchasing an additional 187,435 shares in the last quarter. Northern Trust Corp grew its position in shares of General Dynamics by 35.0% in the 3rd quarter. Northern Trust Corp now owns 3,332,917 shares of the aerospace company’s stock worth $1,136,525,000 after buying an additional 863,392 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in General Dynamics by 0.4% in the second quarter. Invesco Ltd. now owns 2,385,573 shares of the aerospace company’s stock worth $695,776,000 after purchasing an additional 9,283 shares during the last quarter. 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: 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.