General Dynamics (NYSE:GD) Price Target Cut to $410.00 by Analysts at BNP Paribas Exane

General Dynamics (NYSE:GD) had its price target reduced by equities researchers at BNP Paribas Exane from $420.00 to $410.00 in a note issued to investors on Thursday,MarketScreener reports. The brokerage currently has an “outperform” rating on the aerospace company’s stock. BNP Paribas Exane’s target price suggests a potential upside of 17.10% from the stock’s previous close.

Other research analysts also recently issued research reports about the company. Citigroup boosted their price target on General Dynamics from $371.00 to $389.00 and gave the company a “neutral” rating in a research note on Tuesday, January 13th. JPMorgan Chase & Co. boosted their price objective on shares of General Dynamics from $380.00 to $385.00 and gave the company an “overweight” rating in a research report on Friday, December 19th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of General Dynamics in a report on Thursday, January 22nd. UBS Group set a $393.00 price objective on shares of General Dynamics in a research note on Thursday. Finally, Morgan Stanley boosted their target price on shares of General Dynamics from $408.00 to $410.00 and gave the stock an “overweight” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, General Dynamics currently has a consensus rating of “Moderate Buy” and an average target price of $372.32.

General Dynamics Stock Performance

Shares of GD traded up $0.18 during midday trading on Thursday, reaching $350.13. 70,680 shares of the stock were exchanged, compared to its average volume of 1,508,248. The company has a quick ratio of 0.87, a current ratio of 1.44 and a debt-to-equity ratio of 0.27. The stock’s 50 day simple moving average is $347.56 and its 200 day simple moving average is $334.43. General Dynamics has a twelve month low of $239.20 and a twelve month high of $369.70. The company has a market cap of $94.58 billion, a P/E ratio of 22.64, a PEG ratio of 1.76 and a beta of 0.41.

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

Insiders Place Their Bets

In other General Dynamics 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 value of $6,818,971.20. Following the transaction, the vice president directly owned 36,644 shares of the company’s stock, valued at approximately $12,272,808.48. This trade represents a 35.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 1.50% of the company’s stock.

Hedge Funds Weigh In On General Dynamics

A number of hedge funds have recently added to or reduced their stakes in GD. Joule Financial LLC grew its position in General Dynamics by 4.3% in the 4th quarter. Joule Financial LLC now owns 705 shares of the aerospace company’s stock worth $237,000 after purchasing an additional 29 shares in the last quarter. Brown Miller Wealth Management LLC boosted its stake in General Dynamics by 0.3% in the fourth quarter. Brown Miller Wealth Management LLC now owns 8,889 shares of the aerospace company’s stock valued at $2,993,000 after acquiring an additional 29 shares during the last quarter. Crowley Wealth Management Inc. increased its position in General Dynamics by 1.4% in the third quarter. Crowley Wealth Management Inc. now owns 2,249 shares of the aerospace company’s stock worth $767,000 after buying an additional 30 shares during the last quarter. First Financial Bankshares Inc lifted its position in shares of General Dynamics by 2.6% during the 3rd quarter. First Financial Bankshares Inc now owns 1,196 shares of the aerospace company’s stock valued at $408,000 after buying an additional 30 shares during the last quarter. Finally, Steph & Co. lifted its position in shares of General Dynamics by 65.2% during the 4th quarter. Steph & Co. now owns 76 shares of the aerospace company’s stock valued at $26,000 after buying an additional 30 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Trending Headlines about 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

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.