Northrop Grumman

NOC

Market cap $87.2B

Northrop Grumman (NOC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/water royalties, data center buildout, and defense modernization, all supported by secular tailwinds. In light of recent underperformance due to energy weakness and tariffs, I plan to use market dips to add to cyclical and infrastructure holdings.

Numerous defense stocks are down on the daily chart on Friday, October 10, following President Donald Trump's Gaza ceasefire announcement on Thursday.

Wednesday, Deutsche Bank analyst Scott Deuschle upgraded shares of Northrop Grumman to Buy from Hold. He took his price up to $700 from $575 a share.

The government is taking stakes in key US companies. This isn't a bailout but a strategic shift to secure vital supply chains and maintain a competitive edge against global rivals. This new reality changes how we must invest. We should focus on companies central to America's big picture goals, not just quarterly earnings. My strategy targets the essential pillars of national success: Energy independence, AI infrastructure, a reshored industrial base, and a modernized defense apparatus.

Investors interested in stocks from the Aerospace - Defense sector have probably already heard of General Dynamics (GD) and Northrop Grumman (NOC). But which of these two companies is the best option for those looking for undervalued stocks?

U.S. defence firm Northrop Grumman is testing higher calibre cannon bullets to shoot down drones at lower cost, based on feedback from Ukrainian soldiers who are increasingly facing swarms of high-flying unmanned aircraft, a top company executive told Reuters.

NOC lands a $97.5 million deal for the F-35 combat aircraft's APG-85 radar. The company has decade-long expertise in advanced airborne radar systems.

With Congress gridlocked over spending bills, the US faces a looming government shutdown that could begin as early as this week. While most sectors brace for disruption, a handful of companies stand to benefit from the chaos.

#Morningstar  #GreatStockstoBuyNow #CharlieMunger When stocks get pricey, follow Charlie Munger's advice. 00:00 Introduction 01:17 Amazon AMZN 01:57 Northrop Grumman NOC 02:38 U.S. Bancorp USB Susan Dziubinski: I'm Susan Dziubinski with Morningstar.