Target
— → $665.06
Current stock research snapshot · 8/28/26 Fresh
NOCNorthrop Grumman Corporation
Investment conviction○○○○○0 of 5 · current snapshot
Research target$665.06Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26
Market cap$77.44BSnapshot value · 8/28/26
Research history
See all NOC changes ↗What changed
Last reviewed
Not reviewed → 8/28/26
Coverage
— → Added to coverage
Northrop - defense prime: solid rocket motors, interceptor propulsion, C-UAS, autonomous defense systems.
Q2 2026 reported 2026-07-21: sales $10.9B (+5% YoY), record backlog $105B. Q1 print (2026-04-21): tactical SRM capacity doubled with further expansion through 2027; Glide Phase Interceptor award lifted to $1.3B. Next: Q3 2026 earnings (historically late Oct). Parked pending panel.
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
needs primary source validation — no X/Reddit signal yet
Snapshot · 8/28/26🟢 Lean-Bull · ins-$0.1M · 13F 14+/11-×0.5 · short↓0.21
Snapshot · 8/28/26