General Dynamics (NYSE:GD) Upgraded to Strong-Buy at Wells Fargo & Company

General Dynamics (NYSE:GD) was upgraded by investment analysts at Wells Fargo & Company to a “strong-buy” rating in a report released on Tuesday,Zacks.com reports.

A number of other equities research analysts have also recently weighed in on GD. Jefferies Financial Group lifted their price target on shares of General Dynamics from $360.00 to $385.00 and gave the company a “hold” rating in a research report on Sunday, February 1st. Weiss Ratings reiterated a “buy (b)” rating on shares of General Dynamics in a report on Thursday, January 22nd. TD Cowen boosted their target price on General Dynamics from $370.00 to $390.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Wolfe Research upped their price target on General Dynamics from $400.00 to $415.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. Finally, Morgan Stanley lifted their price objective on General Dynamics from $408.00 to $410.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $384.42.

General Dynamics Price Performance

NYSE:GD opened at $350.96 on Tuesday. General Dynamics has a one year low of $239.20 and a one year high of $369.70. The stock has a market cap of $95.06 billion, a PE ratio of 22.72, a P/E/G ratio of 2.04 and a beta of 0.39. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.89 and a current ratio of 1.44. The stock has a 50 day moving average price of $353.51 and a 200 day moving average price of $345.99.

General Dynamics (NYSE:GD) last issued its earnings results on Wednesday, January 28th. The aerospace company reported $4.17 EPS for the quarter, topping analysts’ consensus estimates of $4.11 by $0.06. The company had revenue of $14.38 billion for 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%. General Dynamics’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.15 earnings per share. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. Equities research analysts expect that General Dynamics will post 14.83 EPS for the current fiscal year.

Insider Buying and Selling at General Dynamics

In other General Dynamics news, EVP Marguerite Amy Gilliland sold 3,819 shares of the stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $353.50, for a total value of $1,350,016.50. Following the sale, the executive vice president owned 44,767 shares of the company’s stock, valued at $15,825,134.50. This trade represents a 7.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Mark Lagrand Burns sold 10,153 shares of the business’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $354.95, for a total value of $3,603,807.35. Following the transaction, the executive vice president directly owned 38,975 shares of the company’s stock, valued at approximately $13,834,176.25. This represents a 20.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 51,260 shares of company stock worth $18,133,971. 1.50% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On General Dynamics

Institutional investors have recently added to or reduced their stakes in the stock. Dunhill Financial LLC boosted its stake 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 worth $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 during the third quarter valued at $25,000. Dagco Inc. purchased a new stake in shares of General Dynamics during the fourth quarter worth about $25,000. Halbert Hargrove Global Advisors LLC purchased a new position in shares of General Dynamics during the 3rd quarter worth $26,000. Finally, Burkett Financial Services LLC boosted its holdings 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 purchasing an additional 65 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

General Dynamics News Summary

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

• Positive Sentiment: Wells Fargo started coverage with an “overweight” rating and a $400 price target, giving investors a bullish catalyst and fresh buying interest. Wells Fargo Starts Coverage
• Positive Sentiment: U.S. military’s increased A-10 deployments to the Middle East and related new contracts have lifted demand for defense systems/services that play to General Dynamics’ strengths, supporting revenue visibility. A-10 Deployments and Contracts
• Positive Sentiment: Recent market commentary notes GD outperformed the broader market in the latest session, reflecting short‑term momentum that can attract tactical buyers. Outperformance Note
• Neutral Sentiment: Valuation analysis suggests the stock has consolidated recently and investors should weigh whether current price already reflects expected growth — useful context but not an immediate catalyst. Valuation Analysis
• Neutral Sentiment: Competitor moves (Kratos expanding its C5ISR business) indicate rising competition in certain defense tech segments; this influences competitive dynamics over the medium term rather than near‑term price action. Kratos Expansion
• Negative Sentiment: Citigroup trimmed its price target from $389 to $380 and kept a “neutral” rating — a downward tweak that can limit upside expectations and weigh on sentiment. Citigroup Lowers Target
• Negative Sentiment: Political risk: comments about a possible NATO pullback and broader geopolitical shifts could inject volatility into defense names if investors fear destabilized alliance spending patterns. Political Risk

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.