General Dynamics (NYSE:GD – Get Free Report) had its target price hoisted by investment analysts at Susquehanna from $420.00 to $455.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has a “positive” rating on the aerospace company’s stock. Susquehanna’s target price indicates a potential upside of 19.73% from the stock’s current price.
GD has been the subject of several other research reports. Wall Street Zen raised General Dynamics from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 13th. Jefferies Financial Group increased their target price on shares of General Dynamics from $400.00 to $440.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Morgan Stanley upped their price objective on shares of General Dynamics from $435.00 to $465.00 and gave the company an “overweight” rating in a research note on Thursday. DA Davidson lowered their target price on shares of General Dynamics from $384.00 to $375.00 in a research note on Thursday, April 30th. Finally, The Goldman Sachs Group decreased their price target on General Dynamics from $327.00 to $313.00 and set a “sell” rating for the company in a report on Monday, May 4th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, General Dynamics has an average rating of “Moderate Buy” and a consensus target price of $402.11.
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General Dynamics Trading Down 0.2%
General Dynamics (NYSE:GD – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The aerospace company reported $4.24 EPS for the quarter, topping analysts’ consensus estimates of $3.96 by $0.28. The company had revenue of $14.09 billion for the quarter, compared to analyst estimates of $13.52 billion. General Dynamics had a net margin of 8.07% and a return on equity of 17.41%. General Dynamics’s revenue was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.74 earnings per share. General Dynamics has set its FY 2026 guidance at 16.800-16.900 EPS. Analysts predict that General Dynamics will post 16.66 earnings per share for the current year.
Insider Buying and Selling at General Dynamics
In other General Dynamics news, Director Mark Malcolm sold 5,480 shares of the business’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $365.00, for a total transaction of $2,000,200.00. Following the completion of the sale, the director owned 10,643 shares in the company, valued at approximately $3,884,695. The trade was a 33.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Mark Lagrand Burns sold 36,480 shares of General Dynamics stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $345.29, for a total transaction of $12,596,179.20. Following the transaction, the executive vice president owned 38,975 shares of the company’s stock, valued at $13,457,677.75. This represents a 48.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 78,190 shares of company stock valued at $27,041,022. 1.40% of the stock is currently owned by insiders.
Institutional Investors Weigh In On General Dynamics
Several institutional investors have recently bought and sold shares of the stock. Brighton Jones LLC raised its holdings in shares of General Dynamics by 16.9% in the fourth quarter. Brighton Jones LLC now owns 2,885 shares of the aerospace company’s stock valued at $760,000 after purchasing an additional 417 shares during the last quarter. Acadian Asset Management LLC lifted its position in shares of General Dynamics by 140.2% during the 1st quarter. Acadian Asset Management LLC now owns 3,445 shares of the aerospace company’s stock worth $938,000 after buying an additional 2,011 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in shares of General Dynamics in the 2nd quarter worth approximately $240,000. Flow Traders U.S. LLC purchased a new stake in shares of General Dynamics during the second quarter valued at approximately $352,000. Finally, Jump Financial LLC bought a new stake in General Dynamics during the second quarter worth $1,284,000. 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: Strong Q2 earnings and guidance: General Dynamics reported second-quarter revenue of $14.1 billion, up 8.1% year over year, and diluted EPS of $4.24, exceeding consensus estimates near $3.96. All four business segments grew, while operating margin expanded to 10.4%. The company raised or reaffirmed above-consensus 2026 guidance of $16.80-$16.90 EPS and approximately $55.7 billion in revenue. General Dynamics Reports Second-Quarter 2026 Financial Results
- Positive Sentiment: Record submarine contract boosts visibility: General Dynamics Electric Boat received a $76.6 billion U.S. Navy award covering five Columbia-class and nine Virginia-class submarines, plus shipyard infrastructure support. The multidecade program materially strengthens backlog and provides long-term revenue and cash-flow visibility. General Dynamics Electric Boat awarded construction contracts for 14 submarines
- Positive Sentiment: Demand and cash generation remain healthy: Quarterly orders reached $20 billion, producing a 1.4-to-1 book-to-bill ratio and a record $136.5 billion backlog. Operating cash flow was $1.9 billion, supporting dividends and investment. General Dynamics Q2 revenue rises 8.1%
- Neutral Sentiment: Valuation is still debated: A discounted-cash-flow analysis cited in recent coverage suggests GD may remain below estimated intrinsic value, but the stock’s roughly 116% five-year return and trading near its annual high raise the possibility that much of the positive news is already reflected in the shares. Is General Dynamics Reasonable After Its $76.6B Submarine Win?
- Negative Sentiment: Investors remain cautious about execution: Supply-chain constraints, margin pressure, and limited visibility into future U.S. defense spending temper the bullish earnings and backlog story. William Blair maintained a Hold rating, which may encourage profit-taking after the recent rally. Balanced View on General Dynamics
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.
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