General Dynamics (NYSE:GD) Stock Price Expected to Rise, Morgan Stanley Analyst Says

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

Several other equities analysts have also recently issued reports on GD. Melius Research raised General Dynamics to a “strong-buy” rating in a report on Tuesday, October 28th. The Goldman Sachs Group increased their price target on General Dynamics from $280.00 to $293.00 and gave the company a “sell” rating in a report on Friday, October 10th. Wolfe Research increased their target price on General Dynamics from $400.00 to $415.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. Citigroup upped their price target on General Dynamics from $371.00 to $389.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of General Dynamics in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, General Dynamics presently has an average rating of “Moderate Buy” and an average price target of $372.32.

General Dynamics Stock Up 0.1%

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

General Dynamics (NYSE:GD) last issued its 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 business had revenue of $14.38 billion during the quarter, compared to analysts’ expectations of $13.77 billion. General Dynamics had a net margin of 8.01% and a return on equity of 17.57%. The company’s revenue for the quarter was up 7.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $4.15 EPS. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. As a group, research analysts expect 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 General Dynamics stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $334.92, for a total transaction of $6,818,971.20. Following the transaction, the vice president owned 36,644 shares of the company’s stock, valued at $12,272,808.48. The trade was a 35.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 1.50% of the company’s stock.

Hedge Funds Weigh In On General Dynamics

Several hedge funds and other institutional investors have recently added to or reduced their stakes in GD. Dunhill Financial LLC increased its holdings in shares of General Dynamics by 620.0% during 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 during the last quarter. KERR FINANCIAL PLANNING Corp bought a new stake in shares of General Dynamics during the 3rd quarter worth $25,000. Dagco Inc. bought a new position in General Dynamics in the 4th quarter worth $25,000. Halbert Hargrove Global Advisors LLC bought a new stake in General Dynamics during the third quarter valued at about $26,000. Finally, Burkett Financial Services LLC increased its stake in shares of General Dynamics by 650.0% in the third quarter. Burkett Financial Services LLC now owns 75 shares of the aerospace company’s stock worth $26,000 after purchasing an additional 65 shares during the period. Institutional investors own 86.14% of the company’s stock.

Key Headlines Impacting General Dynamics

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

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.