Description: Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Description: Lockheed Martin could gain from a proposed U.S. defense budget hike to $1.5T by 2027, boosting long-term funding for jets, missiles and other Pentagon programs.
Description: RTX is likely to gain from a proposed jump in U.S. defense spending, which may improve long-term funding visibility for major defense contractors.
Description: LMT's shares jumped 13.7% in a month as a PAC-3 MSE deal, record 191 F-35 deliveries, an increase in the US defense budget and new space awards lift revenue visibility.
Description: JetZero, the U.S.-based start-up airplane maker designing the world's first commercial all-wing airplane, announces it has raised approximately $175 million in its Series B financing, led by B Capital, a global multi-stage investment firm. United Airlines Ventures, Northrop Grumman, 3M Ventures and RTX Ventures, the corporate venture capital arm of RTX, among others, also participated in the round. To date, JetZero has raised and secured commitments of more than $1.0 billion, including governmen
Description: Hegseth announced several plans meant to speed innovation and slammed what he called “woke” artificial intelligence. The administration has threatened to cut out some big companies if they don’t speed up production and innovation.
Description: Investors in defense stocks will have to brace for volatility as domestic policy throws curveballs to the industry, wars continue, and the NATO alliance comes under strain. The iShares Aerospace & Defense ETF was up about 3% while the was up less than 1%.
Description: The fair value estimate for Northrop Grumman has been adjusted slightly to about US$665 per share from roughly US$663, with the discount rate now set at about 8.00% and revenue growth assumptions at roughly 5.45%. These small tweaks reflect how analysts are weighing clearer growth visibility and funding support for key programs, while also considering questions around future capital returns and evolving policy risk. Investors can follow these kinds of incremental shifts to avoid being...
Description: President Donald Trump may have grabbed headlines with buyback threats and a proposed $1.5 trillion defense budget, but for investors, the real question is simpler: which defense stock actually looks best priced if spending really accelerates? With policy noise largely digested, valuation is now doing the talking for Lockheed Martin Corp (NYSE:LMT), Rtx Corp (NYSE:RTX), and Northrop Grumman Corp (NYSE:NOC). Lockheed Martin: Execution Is Already Priced In Lockheed trades at a market cap of about
Description: The president shook up the defense sector this week, threatening capital returns while promising a big spending increase.
Description: Northrop Grumman (NOC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Description: Defense ETFs like ITA rally as Trump eyes a $500B spending hike, geopolitics intensify and earnings surge despite stretched valuations.
Description: Palantir stock undercut its 50-day moving average on Thursday. Aerospace and defense names Howmet and Rocket Lab also fell.
Description: Trump's $1.5T military budget and rising global tensions could lift defense ETFs and spill over into cybersecurity, AI, manufacturing and space ETFs.
Description: Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 7.9% in the morning session after its Valkyrie uncrewed aerial system was selected for a significant U.S. Marine Corps contract, coupled with a broader rally among defense stocks.
Description: Should investors be excited or worried when a stock crosses above the 20-day simple moving average?
Description: Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Description: Delray Beach, FL, Jan. 09, 2026 (GLOBE NEWSWIRE) -- The report "Satellite Launch Vehicle Market by Vehicle (Small (<350,000 Kg), Medium to Heavy (>350,000 Kg)), Payload (<500 Kg, 500-2,500 Kg, >2,500 Kg), Orbit, Launch, Stage, Subsystem, Service and Region - Global Forecast to 2027", The Satellite launch vehicle market is estimated to be USD 15.7 billion in 2022 and is projected to reach USD 29.1 billion by 2027, at a CAGR of 13.1% during the forecast period. The market is driven by factors such
Description: Trump’s moves in Venezuela could continue impacting oil, defense and gold stocks. See some of the possible short-, medium- and long-term market impacts.
Description: Kratos (KTOS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Description: Key market opportunities include the rising demand for satellite mega-constellations, the increasing complexity of orbital missions, growth in commercial space exploration, and advancements in AI for trajectory optimization. There's also potential in cloud-based mission planning, machine learning for flight paths, and digital twin technology. Launch Azimuth Analysis Software Market Launch Azimuth Analysis Software Market Dublin, Jan. 09, 2026 (GLOBE NEWSWIRE) -- The "Launch Azimuth Analysis Soft
Description: The U.S. trade deficit shrank in October to its lowest level since 2009, an unexpected twist in a year of volatile trade flows buffeted by tariffs. Five GOP senators sided with Democrats to advance a motion aimed at blocking further military action in Venezuela without congressional approval. The 52-47 vote underscored unease over Trump’s use of war powers.
Description: 🔎 Intel (INTC): Shares in the chipmaker edged about 2% higher aftermarket. President Trump posted on Truth Social that he had "just finished a great meeting" with Intel CEO Lip-Bu Tan. Last summer, the U.
Description: Today, Jan. 8, 2026, defense names power the Dow as investors react to President Trump’s $1.5 trillion Pentagon push.
Description: US equity indexes were mixed on Thursday as a technology sell-off hit the Nasdaq Composite, offsetti
Description: President Trump made waves in the defense industry on Thursday after stating via social media that he wants to raise 2027's military spending budget to $1.5 trillion while pushing for a cap on defense CEO pay packages. Gabelli Funds portfolio manager Tony Bancroft discusses what Trump's comments on production signal about defense demand amid various ongoing geopolitical conflicts, such as Ukraine's war with Russia and the recent US invasion of Venezuela. Bancroft manages the Gabelli Commercial Aerospace and Defense ETF (GCAD). To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Description: Lockheed Martin and Northrop Grumman rally after President Donald Trump says he would hike the defense budget to $1.5 trillion next year.
Description: US equity benchmarks closed mixed Thursday, with the Nasdaq Composite snapping a three-day advance,
Description: AeroVironment tops list of surprise leaders for defense stocks. Kratos, Karman, outpace legacy contractors like Lockheed Martin.
Description: Contractors L3Harris Technologies Inc. and Huntington Ingalls Industries Inc. have advanced 11% across the first five trading days of 2026, buoyed in part by a rally following the US military operation that removed Venezuela’s Nicolas Maduro from power. Major peers such as Northrop Grumman Corp. and Lockheed Martin Corp. have risen about 4% or more, while drone maker AeroVironment Inc. has jumped over 40%.
Description: Defense stocks tumbled Wednesday but the prospect of increased U.S. defense spending is helping the sector recover.
Description: Lockheed Martin, General Dynamics to reclaim buy points, defense stocks rally on President Trump's Pentagon budget proposal.
Description: Modest moves for Wall Street overall masked big gains underneath the surface, including for makers of weapons and other military equipment. The S&P 500 closed barely changed Thursday, coming off its first loss in four days. The Dow Jones Industrial Average rose 0.6%, and the Nasdaq composite fell 0.4%.
Description: A number of stocks jumped in the afternoon session after markets rotated into defensive names to position themselves for a massive injection of government spending.
Description: A number of stocks jumped in the afternoon session after markets rotated into defensive names to position themselves for a massive injection of government spending.
Description: A number of stocks jumped in the afternoon session after markets rotated into defensive names to position themselves for a massive injection of government spending.
Description: A number of stocks jumped in the afternoon session after markets rotated out of tech names to position themselves for a massive injection of government spending.
Description: investors braced for another labor data update and grappled with President Trump's salvos on defense and Venezuela.
Description: US equity indexes closed mixed Thursday as risk-off sentiment weighed on technology stocks, meanwhil
Description: A number of stocks jumped in the afternoon session after markets rotated into defensive names to position themselves for a massive injection of government spending.
Description: US equity indexes were mixed ahead of Thursday's close as a sell-off in technology shares pushed the
Description: President Donald Trump caused some commotion for investors in U.S. defense contractors this week. First, Trump criticized the companies for taking too long to produce military equipment and also failing to maintain it while at the same time paying out billions in dividends and stock buybacks to investors. Shares of Lockheed Martin, General Dynamics, Northrop Grumman and Raytheon parent RTX fell after the criticism but then roared back at the prospect of more lucrative government contracts down the road.
Description: The Dow and S&P 500 racked up the largest losses of 2026. Plus, the economic picture improves, slightly.
Description: Donald Trump said he would curb defence industry bosses’ pay to force them to rearm the United States more quickly.
Description: Investing.com -- Defense stocks rebounded sharply in after-hours trading following President Donald Trump’s social media post outlining plans for a significantly increased defense budget.
Description: The Dow Jones Industrial Average and the S&P 500 fell from their record highs as traders assessed Pr
Description: While the president often touts record stock prices as a sign of his success, on Wednesday he took a swipe at one of the biggest sources of market returns.
Description: Trump said defense contractors are too slow to deliver equipment and too slow to maintain and repair equipment.
Description: In recent months, Northrop Grumman has continued to advance key Pentagon programs such as the B-21 Raider stealth bomber and strategic missile modernization, while its technical profile improved with a Relative Strength Rating upgrade ahead of fourth-quarter earnings. This combination of solid progress on long-cycle defense contracts and strengthening technical momentum highlights how both fundamental program execution and trading signals are drawing renewed investor attention. Next, we’ll...
Description: Defense stocks including Lockheed Martin, Northrop Grumman and General Dynamics fell Wednesday afternoon after reports that President Trump is set to sign an executive order that will punish defense companies that repurchase stocks, pay dividends and reward executives with high salaries if they have Pentagon contracts that are over budget or behind schedule.
Description: The S&P 500 is eyeing a fresh record after a roaring start to the week, with Venezuela, CES, and jobs data releases all in focus.
Description: Real estate and defense stocks fell after President Donald Trump said he would ban institutional inv
Description: The Dow and S&P 500 are now headed for losses for the day. The Dow is down 0.6% while the S&P 500 is down 0.02%. A day in the red would break their three-day winning streaks. The Nasdaq is showing no signs of relenting with a 0.
Description: Investing.com -- Lockheed Martin (NYSE:LMT) stock fell 1.7%, Northrop Grumman (NYSE:NOC) dropped 2%, and other defense names were pressured Wednesday afternoon after President Donald Trump threatened to prohibit dividends and stock buybacks for defense companies.
Description: AIR tops second-quarter earnings and sales estimates as strong Parts Supply growth and lower expenses drive double-digit revenue gains year over year.
Description: ITA and other defense ETFs could benefit as Trump threatens Iran intervention, raising prospects of higher weapon demand.
Description: Rising geopolitical risks are fueling a rally in defense and aerospace stocks.
Description: A Relative Strength Rating upgrade for Northrop Grumman shows improving technical performance. Will it continue?
Description: As geopolitical risks increase and defense stocks gain momentum, these Aerospace and Defense ETFs are worth a closer look in 2026.
Description: L3Harris agrees to sell a majority stake in its Space Propulsion and Power Systems unit to AE Industrial for $845M, retaining 40% ownership.
Description: Lockheed Martin highlights how U.S. action in Venezuela may shift market dynamics, with defense, tech and healthcare stocks emerging as key beneficiaries.
Description: If you are looking at Northrop Grumman and wondering whether the current share price reflects fair value, this article will walk through the key signals that matter most. The stock last closed at US$611.32, with reported returns of 6.4% over 7 days, 11.4% over 30 days, 4.4% year to date, 37.5% over 1 year, 29.6% over 3 years and 123.1% over 5 years. Recent attention on defense and aerospace contractors has kept Northrop Grumman in focus for investors. Sector related headlines, along with...
Description: Shares of defense contractors were rising following the surprise capture of Venezeulean leader Nicolás Maduro.
Description: U.S. capture of Venezuela leadership shakes markets, but defense, tech and healthcare look set to gain. Meanwhile, oil impact stays muted for Chevron.
Description: President Trump’s intervention in Venezuela has spurred concerns about mounting global insecurity—and given weapon makers a boost. In the U.S., shares in Northrop Grumman and Lockheed Martin rose, recently adding 3.
Description: Northrop Grumman overview and recent return profile Northrop Grumman (NOC) has drawn investor interest after a recent move in its share price, prompting a closer look at how its returns over the past year compare with longer term performance. See our latest analysis for Northrop Grumman. With the share price at US$585.66 after a 1 day share price return of 2.71% and 1 month share price return of 6.68%, the stronger 1 year total shareholder return of 30.91% suggests positive momentum following...
Description: European defense companies jumped in early European trading after the U.S. ousted Venezuelan leader Nicolas Maduro, while U.S. peers are expected to also trade higher when the market opens.
Description: US equity markets are poised to get a boost from strong corporate earnings this year as spending con
Description: It was a big year for defense and aerospace stocks, with names like GE Aerospace (GE) and RTX (RTX) up more than 50% in 2025. Gabelli Funds Portfolio Manager Tony Bancroft, who manages the Gabelli Funds Commercial Aerospace and Defense ETF (GCAD), expects the outperformance to continue into 2026. Find out why in the video above. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Description: Northrop Grumman will release its fourth-quarter earnings next month, and analysts anticipate a high single-digit bottom-line growth.
Description: Textron lands a deal to supply Aerosonde VTOL UAS to Tantita Security Services, boosting the protection of Nigeria's oil and gas infrastructure.
Description: Ukraine's signal to drop its NATO bid hits European defense shares, but the pullback may favor diversified defense ETFs like XAR.
Description: RTX lands a $104.1 million Navy-backed ESSM support contract through 2026, spanning allied partners as Raytheon sustains demand for its proven missile.
Description: Rocket Lab Stock: The space leader soared above a buy point in recent weeks, triggering the eight-week hold rule.
Description: China's Sanctions Stir Geopolitical Risk; Defense Sector Stocks React
Description: Taiwan arms deal triggers response
Description: Boeing was among the U.S. defense companies hit with sanctions by China on Friday in response to the Trump administration’s decision to sell weapons to Taiwan. China said it would penalize 20 U.S. defense companies and 10 executives, The Wall Street Journal reported. Boeing Northrop Grumman L3 Harris Technologies, and Anduril Industries’ founder Palmer Luckey were among the targets.
Description: China sanctioned 20 U.S. defense contractors and 10 industry executives as retaliation for a $10 billion arms sale to Taiwan, including Anduril and founder Palmer Lucky.
Description: China has hit Boeing with sanctions after Donald Trump approved an $11bn (£8.2bn) package of arms sales to Taiwan.
Description: Beijing responded to the Trump administration’s approval of a large weapons package for Taipei with restrictions on firms and executives.
Description: RTX lands a $1.7B deal to deliver four Patriot missile defense systems to Spain, highlighting strong global demand for the platform.
Description: ↗️ Novo Nordisk (NVO): The Danish drugmaker will start selling a pill version of its Wegovy weight-loss medicine in January, after securing approval from U.S. regulators. Novo Nordisk's stock jumped and its U.
Description: Northrop Grumman Corporation (NYSE:NOC) is among the 7 Best Defense Dividend Stocks to Buy, with a dividend yield of 1.58% as of the close of business on December 22. On December 16, Morgan Stanley’s Kristine Liwag cut the firm’s price target on the stock to $714 from $720, while maintaining an Overweight rating on the […]
Description: Yahoo Finance's J.R. Whalen tracks Tuesday's top moving stocks and biggest market stories in this Market Minute, including Huntington Ingalls Industries (HII); defense contractors like Northrop Grumman (NOC), RTX (RTX), and Lockheed Martin (LMT); and gold (GC=F) and silver (SI=F) rising. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.
Description: Shares of Rocket Lab already have gone to the moon in December. Needham & Co. reiterated a Buy rating on Rocket Lab shares and lifted its price target to $90 from $63 in a research note Tuesday. While perhaps best known as a challenger to SpaceX in launch services, Rocket Lab also will play a “growing role in the future of national defense,” wrote analyst Ryan Koontz.
Description: LHX wins a deal valued at up to $843 million to build 18 infrared satellites for SDA's Tranche 3 Tracking Layer, boosting missile detection and warfighter connectivity.
Description: “We make the best equipment in the world but they don’t make them fast enough,” Trump said. “We don’t want to have executives making $50 million a year issuing big dividends to everybody and also doing buybacks and also saying we don’t have the money to build a plant.” The plan for the meeting comes after people familiar with the matter said Trump could sign a new executive order clamping down on buybacks and dividends by top defense companies.
Description: Stifel raises its price target on RKLB stock after defense satellite award. Rocket Lab completes 21st Electron launch of 2025.
Description: HOUSTON, December 22, 2025--Starlab Space LLC closed a credit facility led by Texas Capital.
Description: Northrop Grumman Corporation (NYSE:NOC) is one of the best aerospace and defense stocks to buy, according to Wall Street analysts. On December 12, Citi initiated coverage of Northrop Grumman with a Buy rating and a $654 price target. The firm also began coverage on 24 aerospace and defense names, pointing to strong long-term trends across […]
Description: Northrop Grumman (NOC) has quietly stacked up a series of sizable defense wins, from new funding for Global Hawk drones and Columbia class launch systems to expanded B 2 and electronic warfare work, plus a fresh satellite tracking award. See our latest analysis for Northrop Grumman. All of this contract momentum is gradually being reflected in the market, with Northrop Grumman’s latest share price at $568.46 and a strong year to date share price return of 21.46 percent supporting a robust 1...
Description: Northrop Grumman's updated narrative reflects only a modest trim to fair value, with the target easing slightly from about $667.21 to $662.68 per share as analysts fine tune long term assumptions. Despite this small recalibration and a marginally lower discount rate of 7.97 % that acknowledges reduced perceived risk, the underlying story of steady mid single digit growth through 2026 and growing confidence in long duration defense programs remains intact. Stay tuned to see how you can track...
Description: Rocket Lab successfully launched a satellite for the U.S. Space Force months ahead of schedule. Shares soar on defense satellite award.
Description: Rocket Lab stock is soaring today after the company landed its largest contract yet.
Description: Long term military programs stay funded
Description: RTX wins a $168.1M Army contract to support Patriot fire units, underscoring strong global demand for its air and missile defense systems.
Description: Dublin, Dec. 18, 2025 (GLOBE NEWSWIRE) -- The "Autonomous Systems Market by Infrastructure (Air and Sea Ports, Control Systems, Computing and Data Centers), Components, Machine and Vehicle Type, Deployment Model and Use Cases 2025-2030" has been added to ResearchAndMarkets.com's offering. The transformative power of autonomous technology, propelled by the Internet of Things (IoT), is redefining the future. This research report unveils the vast potential of self-regulating systems capable of mini
Description: GD lands a $285 million deal, deploying AI-powered zero trust, 24/7 cyber monitoring and post-quantum security to protect state systems.
Description: FALLS CHURCH, Va., Dec. 18, 2025 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) announced today that its fourth quarter and full-year 2025 financial results will be released on Tuesday, January 27, 2026, prior to the market opening. The earnings announcement, and accompanying earnings presentation, will be available on the company’s website at http://investor.northropgrumman.com. Earnings Call Webcast The company will host a live, audio only, earnings call webcast at 9:30 a.m. ET t
Description: Northrop Grumman recently completed a successful separation test of its Stand-In Attack Weapon from a U.S. Air Force F-16, and the U.S. Army’s Integrated Battle Command System intercepted cruise missiles in a realistic test, underscoring progress across advanced weapons and command systems. These test milestones highlight Northrop Grumman’s growing role in integrating next-generation missiles and air‑and‑missile defense networks that can be scaled for both U.S. and allied customers. We’ll...
Description: President Trump is mulling an executive order to pressure defense firms to restrict buybacks and dividends. Lockheed and Northrop fell.
Description: The Trump administration is planning an executive order that could restrict dividends, buybacks and
Description: President Trump is mulling an executive order to pressure defense firms to restrict buybacks and dividends. Lockheed and Northrop fell.
Description: Coming into Tuesday trading, shares of the defense contractor were up for 10 straight trading sessions.
Description: Investing.com -- Morgan Stanley sees U.S. defense stocks as attractive going into 2026, arguing that valuations fail to reflect continued growth in the U.S. defense budget despite political uncertainty.
Description: Huntington Ingalls Industries’ Stock has outperformed the other aerospace and defense stocks over the past year, and analysts remain fairly bullish about its prospects.
Description: The aerospace and defense industry is likely in for a massive shift in 2026 as SpaceX prepares for a public offering that could fundamentally redefine the sector's hierarchy. SpaceX's projected valuation has reached a staggering $800 billion, a figure ...
Description: Shares of defense contractor Lockheed Martin are running a covert op. There have been a series of relatively small gains, with shares up just north of 10% during the recent run. There haven’t been any new Buy ratings from Wall Street analysts.
Description: Investors need to pay close attention to NOC stock based on the movements in the options market lately.
Description: If you are wondering whether Northrop Grumman at around $569 a share is still a smart buy or if most of the upside is already priced in, this breakdown will help you decide. The stock has climbed 21.7% year to date and 20.8% over the last year, with a 3.8% gain in the past week and 2.1% over the last month, indicating that investors are steadily warming up to the story. Recent headlines have focused on Northrop Grumman's role in next generation defense programs, including missile defense...
Description: Elon Musk’s SpaceX is moving ahead with plans for an initial public offering that would seek to raise “significantly more” than $30B at a market value of about $1.5T. Meanwhile, Agentic engineering startup Port raised $100M in a Series C funding round at $800M valuation. This week’s private company news:Claim 50% Off TipRanks Premium and Invest with Confidence Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions Stay ahead of the market w
Description: Roblox downgraded, Lululemon upgraded: Wall Street's top analyst calls
Description: The United States has assembled its largest military presence in the Caribbean since 1989, with more than 15,000 troops deployed near Venezuela. Following the December 10 seizure of a Venezuelan oil tanker and ongoing strikes on alleged drug-smuggling boats, $36 million in trading volume on prediction markets tracking US-Venezuela military engagement signals serious investor concern ... Top 5 Stocks Impacted by Potential Armed Conflict With Venezuela
Description: LHX secures a follow-on GMLRS propulsion unit contract worth up to $200M, marking its largest award for 12 months.
Description: KTOS gains momentum as its affordable rocket and SRM technologies drive hypersonic testing demand.
Description: NOC wins a $100M contract to bolster SiAW and AARGM-ER programs, expanding its role in advanced missile systems through 2034.
Description: Huntington Ingalls expands its partnership with Babcock to boost Virginia-class submarine production and strengthen supply-chain resilience across U.S. and U.K. operations.
Description: BA's diversified mix across commercial, defense and services supports stability as earnings estimates rise and shares outpace industry gains.
Description: NOC secures a $200M contract to produce XM1211 proximity-fuzed rounds aimed at boosting short-range air defense against small UAS.
Description: BOULDER, Colo., December 08, 2025--Infleqtion (the "Company"), a global leader in neutral atom-based quantum technology, announced the appointment of Karl Pendergast as Senior Vice President and General Manager of its Quantum Sensing Solutions Group. Pendergast brings nearly four decades of experience in aerospace and defense, with a proven track record of driving strategic growth and operational excellence across civil, defense and commercial markets. Pendergast is joining Infleqtion after the
Description: By David Jeans, Mike Stone and Joe Brock SIMI VALLEY, California, Dec 8 (Reuters) - U.S. defense technology companies have roughly doubled their share of Pentagon contracts over the past year, but
Description: LMT's shares lag as labor shortages and program losses weigh on results, even as major defense wins and a hefty backlog support long-term growth.
Description: Northrop Grumman (NOC) has been drifting lower over the past month, even as its long term returns remain strong. That disconnect naturally raises a question: has the stock quietly become more interesting? See our latest analysis for Northrop Grumman. Over the past year, Northrop Grumman’s share price return has been resilient despite the recent pullback, while its five year total shareholder return of 98.33% underlines that the longer term momentum is still very much intact. If this defense...
Description: We came across a bullish thesis on Northrop Grumman Corporation on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on NOC. Northrop Grumman Corporation’s share was trading at $553.00 as of December 4th. NOC’s trailing and forward P/E were 19.93 and 18.94 respectively according to Yahoo Finance. Northrop […]
Description: Northrop Grumman’s narrative has shifted subtly but decisively, as a largely unchanged fair value estimate near $667.21 per share now sits against a backdrop of a slightly higher discount rate of about 8.20 %, reflecting a modest uptick in perceived risk and required return. With revenue growth expectations holding near 5.43 % and Street research coalescing around mid to high $600s price targets supported by robust program backlogs, nuclear deterrence programs, and long term cash flow...
Description: BA's shares climb as strong demand, major contract wins and a growing backlog bolster its commercial and defense momentum.
Description: RTX partners with AWS to boost satellite data processing and mission control, offering faster, more flexible and secure space capabilities.
Description: Bank of Montreal (BMO) announced five new Canadian depositary receipts (CDRs) will begin trading on the Cboe Canada exchange today. The initial offering of these new CDRs has closed.
Description: BAESY unveils Velhawk, a next-gen cyber platform fusing AI, automation and analytics to accelerate defense response and boost efficiency.
Description: NATO members' expected $5B weapon purchases by 2025-end should fuel momentum in defense ETFs like SHLD and ITA.
Description: Cirrus Logic lands Bull of the Day as earnings beats and rising estimates contrast with pressure on peers like F5.
Description: Northrop Grumman Corporation (NYSE:NOC) is one of the best industrial stocks to buy. According to a report by The Fly dated November 18, analyst Matthew Akers from BNP Paribas Exane kicked off coverage of Northrop Grumman with an Outperform rating and a price target of $710. Independent of the analyst action, Northrop Grumman secured a […]
Description: On November 19, 2025, Northrop Grumman’s board of directors declared a quarterly dividend of US$2.31 per share, payable on December 17, 2025, to shareholders of record as of the close of business on December 1, 2025. A recent agreement between MBDA in Germany and Northrop Grumman aims to bolster Germany’s air and missile defense capabilities, reflecting a focus on international growth via strategic partnerships. We’ll explore how expectations for increased European defense demand may reshape...
Description: RTX's unit Pratt & Whitney wins a $1.61B deal to sustain F-35 propulsion systems through 2026, expanding its global defense footprint.
Description: Geopolitics fuels a spending surge that's lifting RTX, GD and NOC as missile, shipbuilding and space demand drive standout 2025 gains.
Description: Anduril was last valued at $30 billion in June, when its $2.5 billion fundraising round was oversubscribed eight times.
Description: Low-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.
Description: Even with Northrop Grumman outperforming the Dow Jones Industrial Average in the past year, Wall Street analysts remain measured in their optimism regarding the stock’s future potential.
Description: The world's biggest weapons-producing companies saw a 5.9% increase in revenue from sales of arms and military services last year as demand was fed by the wars in Ukraine and Gaza as well as countries' rising military spending, according to a report released Monday. The Stockholm International Peace Research Institute, or SIPRI, said the revenues of the 100 largest arms makers grew to $679 billion in 2024, the highest figure it has recorded. The bulk of the increase was down to companies based in Europe and the United States, but there were increases around the world — except in Asia and Oceania, where problems in the Chinese arms industry led to a slight fall.
Description: Thinking about whether Northrop Grumman stock is a savvy buy right now? You are not alone if you are curious whether the market is pricing it fairly or if there is an opportunity hidden behind the ticker. The stock has moved up 1.0% over the past week and is up a strong 22.3% year-to-date, with a multi-year return of 101.4% over five years. These are clear signs that investors have noticed both its resilience and growth potential. Several recent defense contract awards, coupled with growing...
Description: Northrop Grumman Corporation (NYSE:NOC) is among the 10 Best Drone Stocks to Buy Right Now. On November 18, Matthew Akers, an analyst at BNP Paribas Exane, initiated coverage of the stock on a bullish note, assigning an Outperform rating and a price target of $710. Separately, during an interview with Reuters last week, the company’s […]
Description: The North America Mine Detection System Market is poised for robust growth, valued at US$ 6.58 billion by 2033, up from US$ 3.92 billion in 2024, at a CAGR of 5.93% from 2025 to 2033. This expansion is driven by advancements in mine detection technology, heightened demand for safety in mining activities, and increased government investments. The region leverages mine detection systems for military, humanitarian, and border security purposes. Key drivers include defense modernization, enhanced bo
Description: Northrop Grumman lands a $100M contract to advance Stand-in Attack Weapon work, bolstering active-seeker development and strike capabilities.
Description: EMBJ partners with ILIAS Solutions to boost military fleet management and streamline operations for C-390 and A-29 aircraft.
Description: Readers hoping to buy Northrop Grumman Corporation ( NYSE:NOC ) for its dividend will need to make their move shortly...
Description: HII supplies the Virginia-class submarine Massachusetts to the U.S. Navy, underscoring its role as a key builder of advanced nuclear-powered vessels.
Description: CW lifts its buyback authorization to $550 million, setting up record 2025 repurchases as strong cash flow fuels its shareholder-return strategy.
Description: The U.S. and Kyiv have made “big progress” toward a peace proposal to put to Russia, President Donald Trump said.
Description: Northrop Grumman (NOC) shares slipped slightly over the past month, with the stock moving 5% lower. Investors keeping an eye on the defense sector are weighing recent developments in the broader market and considering industry trends. See our latest analysis for Northrop Grumman. Zooming out, Northrop Grumman’s 1-year total shareholder return sits at 16.1%, reflecting solid long-term gains even after a recent 5% slide in the share price over the past month. Momentum has faded in the short...
Description: Northrop Grumman's consensus analyst price target has increased slightly from $664.83 to $667.21, signaling that fair value estimates for the stock have edged higher. This modest upward adjustment is rooted in a mix of optimism and caution, as Wall Street reacts to recent government budget boosts for major defense programs expected to spur future growth. Stay tuned to discover the underlying factors shaping these projections and learn how you can stay informed about evolving analyst sentiment...
Description: LONDON & DENVER, November 20, 2025--Janus Henderson Group (NYSE: JHG; "Janus Henderson"), a leading global asset manager, and Voyager Technologies, Inc. (NYSE: VOYG) jointly announced today that Janus Henderson, on behalf of accounts managed by its advisory affiliates, will make a strategic investment in Starlab Space, which develops next generation commercial space stations.
Description: RKLB expands its in-house spacecraft capabilities as new NASA missions and tech demos underscore its growing role in complex space systems.
Description: [220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global 3D Printed Satellite Market size & share revenue was valued at approximately USD 141.45 Million in 2024 and is expected to reach USD 179.97 Million in 2025 and is expected to reach around USD 1582.6 Million by 2034, at a CAGR of 27.23% between 2025 and 2034. The key market players listed in the report with their sales, revenues and strategies are Maxar Technologies,
Description: Northrop Grumman (NOC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Description: CHICAGO, November 20, 2025--Exelon (NASDAQ: EXC) Exelon today announced that Elizabeth (Beth) Pitts-Madonna has been appointed senior vice president and chief human resources officer, effective Jan. 1, 2026. She will succeed Denise Galambos, who is retiring at the end of the year after a distinguished 21-year career with the company.
Description: The hotel is built in a QOZ and Peachtree has 12 properties opened and three in construction in such zones.
Description: Kratos Defense surges on booming unmanned systems demand, rising contracts and next-gen drone investments fueling momentum.
Description: Trump's F-35 deal with Saudi Arabia spotlights LMT's gains, but broader defense ETFs like SHLD can capture rising sector-wide demand better.
Description: Lockheed Martin expands Black Hawk capabilities with MATRIX autonomy and the new U-Hawk to advance multi-mission rotorcraft operations.
Description: Recently, Northrop Grumman reported a quarterly earnings beat, raised its full-year EPS guidance, trimmed revenue expectations due to program timing, and secured a contract valued up to US$303.6 million for F-16 radar component repairs supporting foreign military sales. Alongside these operational updates, Northrop Grumman also announced the upcoming appointment of John Greene as CFO in early 2026, highlighting a period of significant financial and leadership transition for the...
Description: While Northrop Grumman has trailed the broader market, analysts remain guardedly optimistic about the company’s prospects.
Description: Northrop Grumman's market opportunities lie in its expansion of aerospace and defense technologies, particularly in military aircraft, space systems, and missile defense. Emphasis on digital transformation, partnerships, innovation programs, and tech initiatives further enhance growth potential.Dublin, Nov. 14, 2025 (GLOBE NEWSWIRE) -- The "Enterprise Tech Ecosystem Series: Northrop Grumman Corporation - 2025" company profile has been added to ResearchAndMarkets.com's offering. The report offers
Description: Two years on, Israel’s war in Gaza might be finally drawing to a close. Sales of U.S. weapons to Israel have surged since October 2023, with Washington approving more than $32 billion in armaments, ammunition and other equipment to the Israeli military over that time, according to a Wall Street Journal analysis of State Department disclosures.
Description: Europe's space companies will cease competing with each other and combine to take on SpaceX instead. What are their chances of winning?
Description: BA's stock lags peers as supply-chain woes, trade tensions, and weak returns cloud its recovery despite rising aircraft orders.
Description: FLY's Q3 results may reflect strong launch and defense demand, though higher R&D costs are likely to have weighed on earnings.
Description: LOS ANGELES, November 06, 2025--Archer Aviation Inc. ("Archer" or the "Company") (NYSE: ACHR) today announced operating and financial results for the third quarter ended September 30, 2025. The Company issued a shareholder letter discussing those results, as well as its fourth quarter 2025 estimates.
Description: FALLS CHURCH, Va., Nov. 06, 2025 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) announces that its board of directors has elected John Greene corporate vice president and chief financial officer (CFO), effective Jan. 7, 2026. He will report to Kathy Warden, chair, chief executive officer and president. Greene will succeed Ken Crews, who has announced his intent to leave the company, effective Feb. 20, 2026, to pursue other interests. Crews will remain the company’s CFO through Jan.
Description: TDG's Q4 results are likely to see gains from robust commercial aftermarket and defense sales, though earnings beat odds appear slim.
Description: Defense ETFs like XAR and ITA slipped in November, but long-term prospects remain strong amid surging global defense spending.
Description: Northrop Grumman (NOC) shares have drawn fresh attention after a bullish analyst update highlighted its growth prospects. Optimism is building as investors watch for upcoming Air Force B-21 bomber contracts and the Navy’s F/A-XX fighter decision. See our latest analysis for Northrop Grumman. After a strong run this year, Northrop Grumman’s share price is holding above $577 and has climbed 23% year-to-date, thanks to sustained optimism around its growth prospects and pivotal defense contracts...
Description: FALLS CHURCH, Va., Nov. 05, 2025 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) will participate in the Baird 2025 Global Industrial Conference on Wednesday, November 12. Kathy Warden, chair, chief executive officer and president will present beginning at 9:30 a.m. Eastern time. The presentation will be webcast live at http://investor.northropgrumman.com. Northrop Grumman is a leading global aerospace and defense technology company. Our pioneering solutions equip our customers with
Description: LDOS tops Q3 earnings estimates and lifts its 2025 profit outlook on strong defense and tech demand.
Description: Gabelli Funds Portfolio Manager Tony Bancroft — who oversees the Gabelli Commercial Aerospace and Defense ETF (GCAD) — discusses the broader defense sector and names one of his top defense stocks. Also hear Tony Bancroft's latest analysis on Boeing's (BA) third quarter revenue print, free cash flow figures, and wider-than-expected loss. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Description: SpaceX secured a $2 billion government contract for satellites meant to track incoming missiles and planes as part of President Donald Trump's desire to build a national U.S. air defense system, according to the Wall Street Journal. The project, dubbed the Golden Dome, emulates Israel's Iron Dome initiative that intercepts enemy rockets in midair before they reach their targets on the ground. Initial plans for the Golden Dome include a system of 600 satellites, the Wall Street Journal reported.
Description: Wondering whether Northrop Grumman is still a buy after its impressive run? Let's dig into what is beneath the headline numbers and see if there is real value here. Despite a recent dip of 4.5% over the past week and a 5.0% drop for the month, Northrop Grumman is still up 23.6% year-to-date and 104.5% over five years. Market sentiment has shifted lately following news around increased defense spending proposals and several high-profile contract announcements. These developments have kept...
Description: President Donald Trump wants the Department of Defense to start testing nuclear weapons again, something America hasn’t done since 1992. For now, investors want to know what it could mean for defense stocks. The short answer is not much—though they might want to brush up on America’s nuclear capabilities.
Description: LHX posts solid Q3 results with earnings and revenue beats across all segments and lifts its 2025 revenue outlook.
Description: HII's Q3 earnings and revenues beat estimates as all three business segments post double-digit growth.
Description: Kratos Defense and Northrop Grumman demonstrate different approaches in a rapidly growing sector as investor interest in space soars.
Description: BA posts a wider Q3 loss despite a 30% revenue jump, due to higher jet deliveries and growth across all business segments.
Description: While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
Description: FORT LAUDERDALE, Fla., October 28, 2025--Future Tech Enterprise, Inc, a global IT solutions provider, offering a diverse array of technology services and solutions to the corporate and government sectors, today announced it has facilitated the next generation of Northrop Grumman’s digital ecosystem, now AI-powered by Dell PowerEdge servers featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and Red Hat OpenShift AI. Delivered in collaboration with Dell Technologies, DDN, Red Hat and NVID
Description: Northrop Grumman’s third quarter reflected steady operational execution but fell short of Wall Street’s revenue expectations, with management attributing the results to strong demand across defense programs and ongoing investments in production capacity. CEO Kathy Warden pointed to “mid-single-digit growth, expanded segment operating margin, and a 72% increase in free cash flow year over year,” emphasizing robust order activity and backlog growth despite delayed program awards. Warden acknowledg
Description: Vertical Research Partners analyst Rob Stallard raised his rating on General Dynamics stock to Buy from Hold. His price target went to $400 from $330 a share.
Description: GE Aerospace is Monday's IBD Stock Of The Day, as the S&P 500 component continues to show signs of strength coming out of earnings last week with several price target hikes Monday. Last week, GE Aerospace beat third-quarter expectations, and the stock hit record highs, as it reported a 44% increase in earnings while revenue jumped 26%. GE Aerospace makes and collaborates on various propulsion technologies that are utilized in missile engines.
Description: Northrop Grumman recently reported third quarter results, showing higher revenue and net income year-over-year, but also lowered its full-year 2025 sales guidance to a range of US$41.7 billion to US$41.9 billion. While the company completed significant share repurchases during the quarter, the downward revision in sales expectations introduces a more cautious outlook for the remainder of the year. We'll explore how the lowered full-year sales guidance may influence analyst expectations for...
Description: Northrop Grumman Corporation (NYSE:NOC) is among the 10 Largest Defense Stocks in 2025. During an earnings call with investors on October 21, CEO Kathy Warden said the defense firm was expecting more new U.S. Air Force (USAF) contracts for the B-21 program by the end of this year. In July, Congress had passed the budget […]
Description: GD posts strong Q3 results with EPS up 15.8% and revenues climbing 10.6%, fueled by Aerospace and Marine Systems growth.
Description: Exiger, the market-leading supply chain AI company and largest provider of supply chain technology to the U.S. Federal Government, today announced its sponsorship of Navy Athletics alongside fellow defense leaders like Boeing, HII, Lockheed Martin, MANTECH, and Northrop Grumman. As a Lead Partner, Exiger will sponsor athletic events throughout the year and support the Naval Academy Athletic Association's work to promote the athletic contests of the midshipmen of the United States Naval Academy.
Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: Northrop Grumman's stock has recently seen its consensus analyst price target rise from approximately $616 to $647, signaling increased optimism about the company's prospects. This shift follows renewed confidence from analysts, driven in part by anticipated revenue gains from key defense programs and robust government spending commitments. Stay tuned to discover how investors can remain informed as analysts continue to refine their outlook in response to industry developments. What Wall...
Description: Strong Q3 earnings from Northrop Grumman, RTX and Lockheed Martin underscore the Aerospace & Defense sector's surge amid global tensions.
Description: HXL's Q3 earnings lag estimates despite a slight sales beat, as weaker aerospace demand and margin pressure lead to a lowered 2025 EPS outlook.
Description: Delray Beach, FL, Oct. 23, 2025 (GLOBE NEWSWIRE) -- The report "C4ISR Market by Platform (Airborne, Land, Naval, Space), Solution (Hardware, Application Software, Services), Application, End User (Defense & Space, Homeland Security, Commercial), Installation and Region - Global Forecast to 2028" The C4ISR market is estimated at USD 113.4 billion in 2022 and is projected to reach USD 154.0 billion by 2028, at a CAGR of 5.2% from 2022 to 2028. Factors such as the emphasis on improving troops situa
Description: On defense contractors' recent earnings calls, fears about rare earth mineral shortages were largely glossed over.
Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: TDY's Q3 earnings and sales outpace estimates, with strong gains in defense electronics driving solid year-over-year growth.
Description: Security and aerospace company Northrop Grumman (NYSE:NOC) fell short of the market’s revenue expectations in Q3 CY2025 as sales rose 4.3% year on year to $10.42 billion. The company’s full-year revenue guidance of $41.8 billion at the midpoint came in 0.9% below analysts’ estimates. Its GAAP profit of $7.67 per share was 18.7% above analysts’ consensus estimates.
Description: Northrop Grumman (NOC) posted a net profit margin of 9.7%, sharply higher than the 5.6% margin from the previous period, as earnings leapt 72.6% year over year. Despite this earnings acceleration, ongoing growth rates are set to lag the market, with forecasts pointing to 6.1% annual earnings growth and 4.4% revenue growth per year, both trailing broad market averages. With a Price-To-Earnings ratio of 21.8x that undercuts industry peers and strong historical profit consistency, investors see...
Description: Northrop Grumman Corp (NOC) reports robust international sales and a significant rise in free cash flow, while navigating revenue guidance revisions and supply chain concerns.
Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: Lockheed Martin, RTX post beat-and-raise reports. Northrop Grumman posted mixed results, lowered its sales guidance for the year.
Description: The defense contractor says it expects lower sales in its aeronautics-systems business for the full year.
Description: The government shutdown has done little to curb defense-contractor profits--at least not yet. Big weapons suppliers like Lockheed Martin and RTX benefited from surging third-quarter demand for jet fighters, missile systems and other ammunition, prompting them to raise their 2025 profit and sales targets. Rival Northrop Grumman also boosted its adjusted profit target as executives said the U.S. government shutdown that started this month has yet to threaten the company’s bottom line.
Description: Sentinel missile surge and Pentagon spending could propel the defense giant into its next growth phase
Description: NOC's third-quarter earnings beat estimates as segment gains offset a sales miss. The company raises its full-year EPS outlook.
Description: GD vs. NOC: Which Stock Is the Better Value Option?
Description: The Northrop Grumman team delivered another strong quarter of performance amidst a dynamic global environment. The investments we have been making in capacity and capability over the last six years enable us to deliver with urgency against our customers' highest priority. In addition, the team delivered another outstanding quarter of operating performance.
Description: Shares of aerospace and defense company Raytheon (NYSE:RTX) jumped 9.5% in the morning session after the company reported strong third-quarter 2025 results that beat expectations and raised its full-year financial forecast.
Description: GE Aerospace (GE), RTX (RTX), Lockheed Martin (LMT), and Northrop Grumman (NOC) all reported earnings Tuesday morning. Morning Brief host Julie Hyman breaks down the details from the aerospace and defense earnings. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.
Description: The Nasdaq Composite was down slightly. The yield on the 2-year Treasury note was down to 3.46%. “The pace of earnings reports is finally starting to pick up, and what has been a strong reporting period so far in terms of results has remained that way this morning,” writes Bespoke Investment Group co-founder Paul Hickey.
Description: While the top- and bottom-line numbers for Northrop Grumman (NOC) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Description: Northrop Grumman (NOC) delivered earnings and revenue surprises of +18.18% and -2.78%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?
Description: Investing.com -- Northrop Grumman Corporation (NYSE:NOC) reported third-quarter earnings that exceeded analyst expectations, despite revenue coming in below estimates, as the defense contractor benefited from strong segment operating performance.
Description: Security and aerospace company Northrop Grumman (NYSE:NOC) fell short of the market’s revenue expectations in Q3 CY2025 as sales rose 4.3% year on year to $10.42 billion. The company’s full-year revenue guidance of $41.8 billion at the midpoint came in 0.9% below analysts’ estimates. Its GAAP profit of $7.67 per share was 18.7% above analysts’ consensus estimates.
Description: NOC) on Tuesday reported third-quarter net income of $1.1 billion. On a per-share basis, the Falls Church, Virginia-based company said it had net income of $7.67. The results beat Wall Street expectations.
Description: Northrop Grumman cut its full-year sales guidance while raising its earnings view for the period as it reported mixed results in the third quarter.
Description: FALLS CHURCH, Va., Oct. 21, 2025 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) has released its third quarter 2025 financial results. A copy of the earnings release has been furnished in the company’s Form 8-K filing and is also available on the company's investor relations website at http://investor.northropgrumman.com. Earnings Call Webcast As previously announced, Northrop Grumman will webcast its earnings conference call at 9:30 a.m. Eastern time today. A live audio broadcast
Description: Conservative outlooks while a U.S. government shutdown drags on could present an opportunity to buy aerospace and defense stocks at a discount, according to some Wall Street analysts.
Description: Lockheed Martin, RTX, Northrop Grumman lead defense earnings on Tuesday. Bernstein lifted its price targets on shares ahead of reports.
Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: L3Harris Technologies rebounded from a key level within a buy zone as the defense firm scored a contract win ahead of earnings. Melbourne, Fla.-based L3Harris announced Monday that it won a portion of a $2.
Description: Security and aerospace company Northrop Grumman (NYSE:NOC) will be announcing earnings results this Tuesday before market hours. Here’s what investors should know.
Description: As investors enters shutdown week three, a US-China trade war, credit gesticulation, and an incoming oil glut are weighing on the market.
Description: Northrop Grumman (NOC) shares have seen some steady movement over the past month, rising about 3%, with longer-term performance remaining solid. Investors are watching these trends for potential value opportunities, as they consider the company’s recent momentum. See our latest analysis for Northrop Grumman. Zooming out, Northrop Grumman's 1-year total shareholder return of nearly 14% highlights its resilience, especially as recent share price momentum has built sharply with a 27%...
Description: NOC's Q3 results are likely to see strength from Aeronautics and Defense units, though Space Systems' weakness could weigh on earnings.
Description: Tesla stock has held gains well after a powerful breakout on Sept. 11. The EV giant is next up on the earnings calendar, along with Netflix.