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UBS analyst Gavin Parsons maintains General Dynamics (NYSE:GD) with a Neutral and raises the price target from $366 to $395.
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Elizabeth Warren said defense contractors should stop buybacks and dividends after the top five companies spent over $100 billion since 2020.
Read original at benzingaWhile Palantir Technologies has delivered strong earnings and soaring stock performance, its high P/E ratio of 150 makes it expensive. The article recommends Lockheed Martin and General Dynamics as better value alternatives for defense spending exposure, citing their lower P/E ratios (22 and 24 respectively), substantial backlogs, steady long-term contracts, and shareholder-friendly capital returns through dividends and buybacks.
Read original at the-motley-foolHegseth urges Congress to support $1.5 trillion Pentagon budget to honor Lindsey Graham. Trump proposes a 66% increase in military spending.
Read original at benzingaFiled: 2026-08-07 AccNo: 0001193125-26-340490 Size: 190 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 9.01: Financial Statements and Exhibits
Read original at edgar