Leadership Changes: Recent buzz on social media has centered around General Dynamics’ announcement of Danny Deep as the new president, sparking curiosity about the company’s future direction. Many users are discussing how this long-time executive’s leadership could influence strategic priorities. The tone of these conversations appears cautiously optimistic.
Ajax Program Concerns: Another hot topic is the potential cancellation of the UK’s £6.3 billion Ajax armored vehicle program, with safety issues cited as a major concern. Social media chatter reflects worry over how this could impact General Dynamics’ revenue and reputation in the defense sector. Some have even speculated on broader implications for international contracts.
Analyst Ratings and Defense Demand: Discussions also highlight a shift in the stock’s narrative following analyst upgrades and growing defense demand, with price targets reportedly around $381 per share. Users on social media platforms are debating whether the company’s backlog and market position justify these higher expectations. The dialogue here shows a mix of optimism and skepticism.
Note: This discussion summary was generated from an AI condensation of post data.
General Dynamics Insider Trading Activity
General Dynamics insiders have traded $GD stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $GD stock by insiders over the last 6 months:
- PHEBE N NOVAKOVIC (Chairman and CEO) has made 0 purchases and 6 sales selling 315,550 shares for an estimated $93,250,269.
- MARK LAGRAND BURNS (Executive Vice President) has made 0 purchases and 4 sales selling 76,420 shares for an estimated $23,918,609.
- GREGORY S GALLOPOULOS (Senior VP, Gen. Counsel, Sec.) has made 0 purchases and 3 sales selling 42,230 shares for an estimated $12,000,230.
- MARGUERITE AMY GILLILAND (Executive Vice President) sold 33,740 shares for an estimated $10,634,881
- WILLIAM A MOSS (Vice President and Controller) has made 0 purchases and 2 sales selling 17,700 shares for an estimated $5,600,304.
- CHRISTOPHER J BRADY (Vice President) sold 8,150 shares for an estimated $2,617,576
- DAVID PADDOCK (Vice President) sold 6,170 shares for an estimated $1,926,644
- LEON RUDY F DE has made 0 purchases and 2 sales selling 5,490 shares for an estimated $1,717,311.
- MARK MALCOLM has made 0 purchases and 2 sales selling 4,430 shares for an estimated $1,446,867.
- PETER A WALL sold 2,270 shares for an estimated $710,037
- MARK RAYHA (Vice President) sold 100 shares for an estimated $33,990
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
General Dynamics Revenue
General Dynamics had revenues of $12.9B in Q3 2025. This is an increase of 10.59% from the same period in the prior year.
You can track GD financials on Quiver Quantitative's GD stock page.
General Dynamics Congressional Stock Trading
Members of Congress have traded $GD stock 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $GD stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 11/13, 08/14.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 07/31.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 07/31.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
General Dynamics Hedge Fund Activity
We have seen 1,022 institutional investors add shares of General Dynamics stock to their portfolio, and 812 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 1,413,072 shares (-51.4%) from their portfolio in Q3 2025, for an estimated $481,857,552
- MORGAN STANLEY removed 1,309,500 shares (-18.9%) from their portfolio in Q3 2025, for an estimated $446,539,500
- WELLS FARGO & COMPANY/MN removed 1,267,512 shares (-21.6%) from their portfolio in Q3 2025, for an estimated $432,221,592
- AQR CAPITAL MANAGEMENT LLC added 901,679 shares (+118.3%) to their portfolio in Q3 2025, for an estimated $307,472,539
- NORTHERN TRUST CORP added 863,392 shares (+35.0%) to their portfolio in Q3 2025, for an estimated $294,416,672
- BLACKROCK, INC. added 850,484 shares (+5.1%) to their portfolio in Q3 2025, for an estimated $290,015,044
- PACER ADVISORS, INC. added 845,482 shares (+3306.5%) to their portfolio in Q3 2025, for an estimated $288,309,362
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
General Dynamics Government Contracts
We have seen $4,087,685,350 of award payments to $GD over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- THE CLOUD PRODUCTS AND TOOLS (CPT) CONTRACT IS USED TO PROVIDE CLOUD-BASED INFRASTRUCTURE FROM COMMERCIAL C...: $248,416,551
- GLOBAL SECURITY ENGINEERING&SUPPLY CHAIN SERVICES.: $214,569,295
- AWARD OF TASK ORDER 47QFCA210051-NAWCAD WOLF SHIP AND AIR C5ISR SYSTEMS SUPPORT: $204,088,682
- ISSUANCE OF LOT YEAR III TASK ORDER IN SUPPORT OF FLIGHT SCHOOL TRAINING SUPPORT SERVICES.: $136,871,336
- THE PURPOSE OF THIS IS TO INCREMENTALLY FUND AND AWARD THE CITS TASK ORDER.: $128,523,083
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
General Dynamics Analyst Ratings
Wall Street analysts have issued reports on $GD in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 10/28/2025
- B of A Securities issued a "Buy" rating on 10/28/2025
- Susquehanna issued a "Positive" rating on 10/27/2025
- Seaport Global issued a "Buy" rating on 09/29/2025
- Barclays issued a "Overweight" rating on 07/29/2025
- Wolfe Research issued a "Outperform" rating on 07/24/2025
- TD Cowen issued a "Buy" rating on 06/25/2025
To track analyst ratings and price targets for General Dynamics, check out Quiver Quantitative's $GD forecast page.
General Dynamics Price Targets
Multiple analysts have issued price targets for $GD recently. We have seen 14 analysts offer price targets for $GD in the last 6 months, with a median target of $369.5.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $371.0 on 12/12/2025
- Ronald Epstein from B of A Securities set a target price of $400.0 on 10/28/2025
- Douglas Harned from Bernstein set a target price of $388.0 on 10/28/2025
- Seth Seifman from JP Morgan set a target price of $380.0 on 10/28/2025
- Charles Minervino from Susquehanna set a target price of $405.0 on 10/27/2025
- Gavin Parsons from UBS set a target price of $381.0 on 10/27/2025
- Kristine Liwag from Morgan Stanley set a target price of $360.0 on 10/15/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
