Insider Selling Concerns: General Dynamics insiders, including CEO Phebe Novakovic, sold a significant amount of stock over the past year, raising concerns among shareholders about potential red flags regarding the company's valuation.
Lack of Insider Buying: No insiders have purchased shares in the last year, which could indicate a lack of confidence in the company's future performance, despite insiders holding a considerable amount of stock.
Insider Ownership: Insiders own approximately $566 million worth of shares, representing 0.7% of the company, which can be seen as a positive sign for shareholder interests.
Investment Caution Advised: The article suggests that General Dynamics may not be the best investment option currently and encourages investors to consider other companies with high return on equity and low debt.
GD
$337.36+Infinity%1D
Analyst Views on GD
Wall Street analysts forecast GD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GD is 388.15 USD with a low forecast of 360.00 USD and a high forecast of 410.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast GD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GD is 388.15 USD with a low forecast of 360.00 USD and a high forecast of 410.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
7 Hold
0 Sell
Moderate Buy
Current: 340.690
Low
360.00
Averages
388.15
High
410.00
Current: 340.690
Low
360.00
Averages
388.15
High
410.00
Morgan Stanley
Equal Weight -> Overweight
upgrade
$385 -> $408
2025-12-16
New
Reason
Morgan Stanley
Price Target
$385 -> $408
2025-12-16
New
upgrade
Equal Weight -> Overweight
Reason
Morgan Stanley upgraded General Dynamics to Overweight from Equal Weight with a price target of $408, up from $385, as part of its 2026 outlook for aerospace and defense. The firm sees aerospace and defense as attractive going into 2026, saying demand continues to outpace supply growth. The defense sector offers good value as the stocks are not reflecting the growth in U.S. defense budget, the analyst tells investors in a research note.
Citi
Neutral
initiated
$371
2025-12-11
New
Reason
Citi
Price Target
$371
2025-12-11
New
initiated
Neutral
Reason
Citi initiated coverage of General Dynamics with a Neutral rating and $371 price target. The firm launched coverage on 24 stocks in the aerospace and defense sector, saying the group faces a "number of megatrends" across commercial aerospace, defense, shipbuilding, and space. Citi sees these trends creating at least one trillion-dollar market cap company in the coming years. GE Aerospace could get there in as little as five years, Citi contends. The firm calls RTX "the Marquee Megatrend stock" and believes Boeing is an "unusually attractive mega-cap turnaround" story. The analyst expects improving trends in Q4 and continued momentum in Q1 for the sector.
BNP Paribas Exane
Outperform
initiated
$410
2025-11-18
Reason
BNP Paribas Exane
Price Target
$410
2025-11-18
initiated
Outperform
Reason
BNP Paribas Exane initiated coverage of General Dynamics with an Outperform rating and $410 price target.
BofA
Ronald Epstein
Buy
maintain
$370 -> $400
2025-10-28
Reason
BofA
Ronald Epstein
Price Target
$370 -> $400
2025-10-28
maintain
Buy
Reason
BofA analyst Ronald Epstein raised the firm's price target on General Dynamics to $400 from $370 and keeps a Buy rating on the shares. Marine propelled defense growth in Q3, but the firm sees strong opportunities at Combat and Tech to benefit from the "tech-forward administration," the Golden Dome, and international demand, the analyst tells investors in a post-earnings note.
About GD
General Dynamics Corporation is a global aerospace and defense company. It offers a portfolio of products and services in business aviation; ship construction and repair; land combat vehicles, weapons systems and munitions, and technology products and services. Its segments include Aerospace, Marine Systems, Combat Systems and Technologies. The Aerospace segment produces business jets and is the standard bearer in new technology aircraft, aircraft repair, customer support and custom completion services. The Marine Systems segment designs and builds nuclear-powered submarines and is engaged in surface combatant and auxiliary ship design and construction for the U.S. Navy. The Combat Systems segment manufactures land combat solutions worldwide, including wheeled and tracked combat vehicles, weapons systems and munitions. The Technologies segment provides a full spectrum of services, technologies and products to a range of military, intelligence, federal civilian and state customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
