Northrop Grumman Corporation

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +75

Northrop Grumman stock: Record backlog lifts 2026 profit outlook

Earnings report Guidance raised AI-generated analysis

Northrop Grumman reported robust third-quarter results, driving a significant increase in its backlog to a record $109.6 billion as of September 30, 2026. The company posted third-quarter sales of $11.122 billion, representing a 7% year-over-year increase, with contributions from all four operating sectors including Aeronautics...

Bullish Signals

  • Raised 2026 operating income guidance to $4.94B-$5.04B.

Bearish Signals

  • Segment margin dropped to 12.1% from 12.3%.
  • Results face risks from budgets, inflation, and supply chains.
2
Bullish +75

Northrop Grumman stock: Record backlog, higher 2026 profit outlook

Earnings report Guidance raised AI-generated analysis

Northrop Grumman reported a strong third quarter with sales rising 7 percent year over year to $11.1 billion, driven by growth across all four operating sectors including Aeronautics Systems and Defense Systems. The company achieved a record backlog of $109.6 billion following net awards of...

Bullish Signals

  • Backlog hit record $109.6B with $16.4B net awards.
3
Bullish +65

Northrop Grumman stock: Q3 sales rise 7 percent

Earnings report Guidance raised AI-generated analysis

Northrop Grumman reported robust third-quarter financial results, with sales rising 7 percent year over year to USD 11.1 billion. This growth was primarily driven by strong performance in its Aeronautics Systems and Defense Systems sectors, which saw increases of 14 percent and 12 percent respectively....

Bullish Signals

  • Q3 sales up 7% to $11.1B.
  • Net awards hit record $16.4B.
  • Operating income grew 5% to $1.345B.
  • Free cash flow surged 44% to $1.81B.
  • Raised full-year guidance by $65M.

Bearish Signals

  • Operating margin narrowed to 11.4% from 11.9%.
  • Delivery depends on complex execution and funding.
4
Bullish +75

Northrop Grumman stock gains as UBS lifts price target after major Army contract

Analyst upgrade Defense contract AI-generated analysis

Northrop Grumman (NOC) shares rose on September 8, 2026, following a price target increase by UBS and the announcement of a significant new contract. The defense contractor secured an $862.8 million firm-fixed-price, indefinite-delivery/indefinite-quantity agreement from the U.S. Army to manufacture M1156 Precision Guidance Kits and...

Bullish Signals

  • UBS raised its price target for Northrop Grumman to $704 on September 8, 2026, maintaining a Buy rating and signaling further appreciation potential.
  • The company secured an $862.8 million firm-fixed-price contract from the U.S. Army for M1156 Precision Guidance Kits, adding a sizable multi-year revenue stream.
  • Northrop Grumman delivered Q2 2026 earnings of $1.09 billion with a profit margin of 10.06%, significantly beating EPS estimates by $0.86 per share.
  • Analyst consensus expects full-year 2026 EPS to reach $28.99, representing approximately 10.1% growth compared to the prior fiscal year.
  • The company is a leading contender for the Pentagon's next-generation F/A-XX stealth fighter contract, which could drive future revenue in its advanced air systems segment.

Bearish Signals

  • Faces competition for Navy F/A-XX stealth fighter contract from Boeing.
5
Bullish +65

Northrop Grumman stock sees stronger international growth path

Capacity expansion Financial outlook International expansion AI-generated analysis

Northrop Grumman management presented a strengthened long-term growth outlook at the Baird Global Industrial Conference, highlighting durable demand across its defense portfolio and significant international expansion opportunities. CEO Kathy Warden emphasized that the company is well-positioned to capitalize on rising needs in national security space...

Bullish Signals

  • Sales expected to grow 5%-7% by 2027.
  • International sales projected to exceed $10B by 2031.
  • National security space now accounts for >15% of sales.
  • Key products like IBCS growing at double-digit rates.
  • Secured long-term opportunities in B-21 and Sentinel programs.
6
Bullish +65

Northrop Grumman stock set for Baird conference on November 11

Earnings report Guidance raised AI-generated analysis

Northrop Grumman is scheduled to present at the Baird 2026 Global Industrial Conference on November 11, with CEO Kathy Warden set to speak. This appearance follows the company's third-quarter earnings release on October 20, which highlighted strong financial performance and a robust order book for...

Bullish Signals

  • Q3 sales rose 7% to $11.122 billion.
7
Bullish +65

Northrop Grumman stock gains 2.26 percent to EUR 499.25

Analyst upgrade Earnings report Guidance raised AI-generated analysis

Northrop Grumman shares rose 2.26% to EUR 499.25 on October 26, 2026, following a strong third-quarter performance reported on October 20. The company posted third-quarter sales of USD 11.12 billion, representing a 7% increase year-over-year, while diluted earnings per share reached USD 7.89 compared to...

Bullish Signals

  • Q3 sales grew 7% to $11.12B.

Bearish Signals

  • Operating margins declined to 11.40% from 11.90% year-over-year.
  • Stock trades below 52-week highs, suggesting volatility.
8
Bullish +65

Northrop Grumman's Earnings Beat: What's Next? | AInvest

Earnings report New contract Regulatory submission AI-generated analysis

Northrop Grumman (NOC) is projecting robust financial performance for the third quarter of 2026, with revenue expected to reach $11.63 billion, representing an 8.9% year-over-year increase. This anticipated growth marks a significant reversal from the flat performance seen in the same quarter last year and...

Bullish Signals

  • Q3 2026 revenue projected at $11.63B, up 8.9% YoY.

Bearish Signals

  • Heavy reliance on government contracts creates inherent risks.
  • Geopolitical budget uncertainties threaten revenue growth sustainability.
9
Bullish +65

SHEPARD Next-Gen Hybrid Electric Uncrewed Aircraft Takes Flight - Northrop Grumman

AI-generated analysis

Northrop Grumman has successfully initiated flight testing for the XRQ-73, a next-generation hybrid-electric uncrewed aircraft developed under DARPA's SHEPARD program. The test flights took place at Edwards Air Force Base in California on May 6, 2026, marking a significant milestone in advancing propulsion technologies for...

Bullish Signals

  • Validates engineering in complex hybrid-electric propulsion systems.
  • Addresses critical defense needs for fuel efficiency.
  • XRQ-73 unlocks new tactical applications and missions.
10
Bullish +65

Northrop Grumman Shares Up 28% YTD With Its Biggest Upside Not Yet in Guidance - 24/7 Wall St.

AI-generated analysis

Northrop Grumman (NOC) shares have surged 28% year-to-date, trading above analyst consensus targets around $735.18 despite a recent $477M loss provision related to the B-21 program. The company has successfully converted previous earnings-call promises into a signed Air Force contract for accelerating B-21 production, validating...

Bullish Signals

  • Shares up 28% YTD, trading above analyst targets.
  • Record Q4 2025 revenue of $11.7 billion.
  • Free cash flow surged 26% to $3.3 billion.
  • Aeronautics Systems grew 18% in Q4.
  • Record backlog of $95.7 billion ensures future revenue.

Bearish Signals

  • ICBM schedule slips to 2033 after Nunn-McCurdy cost breach.
  • B-21 production ramp excluded from 2026 guidance.
  • Short interest rose 19% amid cautious investor sentiment.
  • $477M B-21 loss provision shook investor confidence.
11
Slightly Bullish +25

TD Cowen cuts target for Northrop Grumman stock from USD 590 to USD 540

Analyst downgrade AI-generated analysis

TD Cowen analyst firm lowered its price target for Northrop Grumman (NOC) from USD 590 to USD 540 on October 9, 2026, while maintaining a Hold rating. This adjustment comes ahead of the company's third-quarter earnings report scheduled for October 20, 2026, and reflects concerns...

Bullish Signals

  • Raised 2026 sales guidance to $43.75-44.25B.
  • Order backlog grew 17% YoY to $105B.
  • H2 revenue expected up >$700M.
  • Secured $18.8M Army contract on Sept 29.

Bearish Signals

  • TD Cowen cut price target from $590 to $540.
  • Cost pressures in GEM 63XL and Stand-in Attack Weapon programs.
12
Bullish +65

Northrop Grumman Corporation (NOC): Why Are Analysts Bullish On This Space Stock Now?

AI-generated analysis

Northrop Grumman Corporation (NYSE: NOC) is highlighted as a top space stock with a consensus Buy rating and an average share price upside potential of 15.43% as of January 16, 2025. Analysts cite strong financial performance in the third quarter of fiscal 2024, where the...

Bullish Signals

  • Q3 sales hit $10B, up 2% YoY on weapons demand.

Bearish Signals

  • Space Systems sales declined $83M due to program wind-downs.
  • Space Systems sales fell $224M from specific program cuts.
13
Somewhat Bearish -25

Northrop Grumman (NOC) Just Won Another Missile-Defense Contract. Why Does the Stock Still Trade at a Discount?

AI-generated analysis

Northrop Grumman (NOC) secured a $508.5 million Missile Defense Agency contract on September 4, 2026, for ICBM and IRBM target flight-test support extending through 2035. This non-competitive award follows approximately $3 billion in framework agreements to expand solid-rocket-motor production for PAC-3 and THAAD interceptors, alongside...

Bullish Signals

  • Secured $508.5M MDA contract for flight-test support through 2035.

Bearish Signals

  • Sentinel ICBM costs rose 81% to $141B, triggering Nunn-McCurdy breach.
14
Slightly Bullish +15

Ascentis Independent Advisors Purchases 1,909 Shares of Northrop ...

AI-generated analysis

Ascentis Independent Advisors significantly increased its position in Northrop Grumman (NYSE: NOC) by 142.8% in the first quarter, purchasing an additional 1,909 shares to hold a total of 3,246 shares valued at $2.215 million according to recent SEC filings. Several other institutional investors have also...

Bullish Signals

  • Ascentis increased position 142.8% Q1.
  • Five new institutional investors added positions.
  • Quarterly dividend raised to $2.47.
  • BTIG upgraded with $815 price target.
  • Wells Fargo initiated overweight rating.

Bearish Signals

  • UBS and Morgan Stanley lowered price targets to $745.
  • Weiss Ratings downgraded stock from buy to hold.
  • Stock trades below 200-day moving average of $626.92.
15
Slightly Bullish +25

Northrop Grumman Stock (US6668071029): Analyst Price Targets Under Review Amid Defense Spending Deba - AD HOC NEWS

AI-generated analysis

Northrop Grumman (NOC) shares are under renewed analyst scrutiny as major Wall Street firms adjust price targets amidst a debate over valuation versus robust defense spending. While the company maintains strong operating margins and exposure to high-priority U.S. and allied programs, analysts like those at...

Bullish Signals

  • Operating margins above 12% in seven of eight recent quarters.
  • Beat adjusted EPS expectations by approximately 17% recently.
  • Demand underpinned by robust U.S. defense budgets and NATO priorities.
  • Jefferies maintains a 'Buy' rating despite lowering price target.
  • Part of major U.S. defense benchmarks for sector reassessments.

Bearish Signals

  • Prices already discount significant growth from major defense programs.
  • Forward earnings multiples viewed as demanding by Jefferies.
  • Analysts question how much incremental surprise can be sustained.
  • High P/E and EV/EBITDA raise bar for target hikes.
16
Somewhat Bullish +50

Northrop Grumman taps Apex for space-based missile defense demonstration

AI-generated analysis

Northrop Grumman has announced a partnership with satellite manufacturer Apex to develop and demonstrate space-based missile interceptors as part of the U.S. government's Golden Dome initiative. The collaboration aims to expand homeland missile defense capabilities by utilizing Apex's expertise in building standardized satellite buses for...

Bullish Signals

  • Northrop Grumman partners with Apex on Golden Dome missile interceptors.
  • Apex provides satellite buses for efficient interceptor constellation building.
  • Demonstration targets 2027, advancing homeland missile defense tech.
  • Success unlocks long-term growth for Northrop Grumman and defense sector.

Bearish Signals

  • Golden Dome faces technical, budget, and policy hurdles delaying interceptor network.
  • Space-based defense risks deployment delays and regulatory obstacles.
  • Apex partnership is demo; commercial revenue unlikely until years later.
17
Somewhat Bullish +40

Q4 Earnings Highs And Lows: Northrop Grumman (NYSE:NOC) Vs The Rest Of The Defense Contractors Stocks - The Globe and Mail

AI-generated analysis

The defense contractor sector reported a satisfactory Q4 with revenues beating consensus estimates by 2.1%, though the collective share price has declined an average of 4.6% since earnings. Geopolitical tensions continue to drive demand, but budget allocations remain sensitive to political shifts. Northrop Grumman (NYSE:NOC)...

Bullish Signals

  • Revenue rose 9.6% to $11.71 billion in Q4.
  • Adjusted operating income estimates were significantly beaten.
  • Defense sector revenues exceeded consensus by 2.1%.
  • Developer of first stealth bomber and security solutions.

Bearish Signals

  • Missed full-year EPS guidance despite Q4 revenue beat.
  • Stock rose only 3.5% vs peer Leonardo DRS gain of 18.2%.
  • Full-year revenue and EBITDA guidance missed analyst expectations.
18
Neutral 0

Northrop Grumman stock trades on a 15.23 earnings multiple

Market commentary AI-generated analysis

Northrop Grumman is currently trading at a price-to-earnings multiple of 15.23 as of October 13, 2026, with a market capitalization of USD 68.3 billion. The defense contractor's valuation places it below peers Lockheed Martin and RTX in terms of both earnings multiples and total market...

Bullish Signals

  • Market cap is USD 68.3 billion.
  • Q3 earnings due October 20, 2026.

Bearish Signals

  • P/E multiple of 15.23 is lower than peers.
  • Market cap of USD 68.3B is smaller than competitors.
19
Slightly Bearish -15

TD Cowen cut target for Northrop Grumman stock to USD 540.00

Analyst downgrade AI-generated analysis

Northrop Grumman (NOC) reported second-quarter revenue of USD 10.88 billion, representing a 5.10% year-over-year increase, with adjusted earnings per share reaching USD 7.68. The company maintains a substantial order backlog of USD 105.00 billion, which rose 17% year over year, providing a robust foundation for...

Bullish Signals

  • Revenue grew 5.10% YoY to USD 10.88 billion.
  • Order backlog expanded 17% to USD 105.00 billion.
  • Maintained adjusted free cash flow guidance of USD 3.10-3.50 billion.

Bearish Signals

  • TD Cowen lowered price target from $590 to $540 due to costs.
  • Defense Systems took $68M unfavorable adjustment for Stand-in Attack Weapon.
  • Space division faces cost pressure on GEM 63XL program.
20
Bullish +55

Caisse de depot et placement du Quebec Grows Stock Position in Northrop Grumman Corporation $NOC - MarketBeat

AI-generated analysis

Northrop Grumman (NOC) reported strong quarterly financial results, exceeding analyst expectations with earnings per share of $7.68 against a consensus of $6.82 and revenue of $10.88 billion versus an estimate of $10.80 billion. The company demonstrated robust profitability with a net margin of 10.48% and...

Bullish Signals

  • Northrop Grumman exceeded quarterly earnings expectations, reporting EPS of $7.68 versus the consensus estimate of $6.82.
  • The company reported revenue of $10.88 billion, surpassing analyst estimates of $10.80 billion and achieving 5.1% year-over-year growth.
  • Caisse de depot et placement du Quebec significantly increased its position by 460%, acquiring 60,861 shares valued at approximately $37.7 million.
  • Major institutional investors including BlackRock and Capital World Investors increased their stakes in the second or fourth quarter.
  • Analysts maintain a consensus 'Moderate Buy' rating with an average price target of $661.30, indicating confidence in future performance.
  • Citigroup raised its price target to $667 and assigned a 'buy' rating, while Wells Fargo reaffirmed an 'overweight' rating at $620.

Bearish Signals

  • JPMorgan Chase lowered its price target from $635.00 to $600.00 and downgraded the stock to a neutral rating.
  • TD Cowen reduced its price objective from $550.00 to $590.00 and assigned a 'hold' rating in a recent research report.
  • Northrop Grumman's stock price is currently trading below its 200-day simple moving average of $604.78.