Analyst Gautam Khanna of TD Cowen maintained a Buy rating on General Dynamics, retaining the price target of $390.00.
Claim 55% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
Gautam Khanna has given his Buy rating due to a combination of factors tied to stronger Gulfstream performance and upside to 2026 expectations. He sees evidence that G800 production has accelerated meaningfully versus late 2025, which could translate into roughly 30 G800 deliveries in 2026 and more than $400 million of incremental high‑margin revenue compared with his prior forecast.
At the same time, Khanna’s checks indicate that output of the G700, G500 and G600 families remains steady at healthy rates, supporting visibility into overall business‑jet deliveries. While he flags the G280 line in Israel as a risk to monitor because of regional conflict, current data do not yet show a material slowdown, leading him to maintain a constructive view on Gulfstream’s aggregate 2026 deliveries and, by extension, General Dynamics’ earnings power.
In another report released on February 23, Bank of America Securities also maintained a Buy rating on the stock with a $400.00 price target.