General Dynamics stock price target maintained at $360 by RBC Capital

Investing.com - RBC Capital has reiterated its Sector Perform rating and $360.00 price target on General Dynamics Corp. (NYSE:GD), a $89 billion market cap defense contractor, following the booth tour and investor briefing at the 2025 AUSA conference. According to InvestingPro data, the company’s stock is currently trading near Fair Value, with analyst targets ranging from $293 to $400.

The defense company showcased various products across its Land Systems, Mission Systems, Ordnance and Tactical Systems (OTS), and GDIT divisions during the conference presentations.

RBC Capital noted that General Dynamics emphasized technology and weapon integration into ground systems, along with artillery and missile production increases, which the firm views as encouraging developments.

While investor attention continues to center primarily on General Dynamics’ Aerospace and Marine Systems segments, RBC Capital identified potential international growth opportunities, particularly in the company’s Ordnance and Tactical Systems division.

The price target maintenance comes as General Dynamics continues to balance its diverse defense portfolio across land, sea, air, and technology systems amid evolving global defense priorities.

In other recent news, General Dynamics Information Technology (GDIT), a unit of General Dynamics, has secured a $1.25 billion contract to provide IT services to the U.S. Army in Europe and Africa. This task order includes a transition period and several option years, ensuring ongoing support for the Army’s command headquarters and partners. In a separate deal, GDIT has also been awarded a $1.5 billion contract to modernize the IT infrastructure of the U.S. Strategic Command, aiming to enhance operational readiness. Additionally, General Dynamics has secured approximately $698 million in contracts with the U.S. Navy for submarine development and space defense systems.

In strategic partnerships, General Dynamics Land Systems and Parry Labs have announced a teaming agreement focused on digital integration for combat systems. This collaboration aims to modernize and sustain technology across General Dynamics platforms. Meanwhile, Seaport Global Securities has upgraded General Dynamics’ stock rating from Neutral to Buy, citing attractive valuation and potential demand increases for business jets due to new tax incentives. These developments highlight General Dynamics’ ongoing efforts to secure significant contracts and strengthen its market position.

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