Northrop Grumman has received mixed ratings from various analysts. Wells Fargo maintained its Buy rating but lowered its target price to $574, while RBC Capital reduced their target to $500 from $530. Truist Financial set their target at $545, Susquehanna kept it unspecified, Bernstein held theirs at $500 with a Hold rating, J.P. Morgan also maintained Hold, Wolfe upgraded to Peer Perform, and Barclays stuck with Hold at $500.
Workforce Challenges and Strategic Initiatives
Despite facing significant workforce challenges that threaten operational efficiency and financial performance, Northrop Grumman reported a record backlog of $91.5 billion, reflecting strong demand for its products and services. Analysts like Matthew Akers from Wells Fargo and Michael Ciarmoli from Truist Financial have highlighted strategic growth initiatives supporting their respective Buy ratings. However, recent SWOT analyses note ongoing concerns about margin pressure and valuation issues.
Earnings Call Highlights and Performance
During its Q4 2024 earnings call on January 30th, Northrop Grumman exceeded EPS expectations despite slightly missing revenue forecasts. The company emphasized robust demand and strategic realignments during the call, though asset returns remain challenging. With a market capitalization of approximately $70.4 billion, Northrop Grumman continues to demonstrate prominence in the aerospace industry.
Upgrades and Downgrades Reflect Balance
Analysts exhibit mixed views toward Northrop Grumman. While Truist Financial’s Michael Ciarmoli and Susquehanna’s Charles Minervino maintain Buy ratings, Bernstein’s Douglas Harned and J.P. Morgan’s Seth Seifman hold firm on Hold ratings. Notably, Wolfe Research upgraded the stock to Peer Perform, signaling optimism. These varied opinions reflect the complex landscape Northrop Grumman navigates, balancing strong fundamentals with challenges in expansion and valuation.
4-Feb-2025 5:30 AM CST - Business Insider Northrop Grumman (NOC) Gets a Hold from Barclays Barclays analyst David E. Strauss maintained a Hold rating on Northrop Grumman (NOC - Research Report) today and set a price target of $500.00.
3-Feb-2025 6:03 PM CST - Fintel Wolfe Research Upgrades Northrop Grumman (NOC) Fintel reports that on February 3, 2025, Wolfe Research upgraded their outlook for Northrop Grumman (NYSE:NOC) from Underperform to Peer Perform. Analyst Price Forecast Suggests 14.40% Upside As of January 29,
3-Feb-2025 8:12 AM CST - MSN Northrop Grumman's SWOT analysis: defense giant faces margin pressure amid b-21 optimism Northrop Grumman Corporation (NYSE: NYSE:NOC), a leading aerospace and defense company, finds itself at a critical juncture as it navigates a complex landscape of opportunities and challenges. Recent analyst reports and financial results paint a picture of a company with strong fundamentals but facing headwinds in terms of margin expansion and valuation concerns.
Northrop Grumman has received mixed ratings from various analysts. Wells Fargo maintained its Buy rating but lowered its target price to $574, while RBC Capital reduced their target to $500 from $530. Truist Financial set their target at $545, Susquehanna kept it unspecified, Bernstein held theirs at $500 with a Hold rating, J.P. Morgan also maintained Hold, Wolfe upgraded to Peer Perform, and Barclays stuck with Hold at $500.
Workforce Challenges and Strategic Initiatives
Despite facing significant workforce challenges that threaten operational efficiency and financial performance, Northrop Grumman reported a record backlog of $91.5 billion, reflecting strong demand for its products and services. Analysts like Matthew Akers from Wells Fargo and Michael Ciarmoli from Truist Financial have highlighted strategic growth initiatives supporting their respective Buy ratings. However, recent SWOT analyses note ongoing concerns about margin pressure and valuation issues.
Earnings Call Highlights and Performance
During its Q4 2024 earnings call on January 30th, Northrop Grumman exceeded EPS expectations despite slightly missing revenue forecasts. The company emphasized robust demand and strategic realignments during the call, though asset returns remain challenging. With a market capitalization of approximately $70.4 billion, Northrop Grumman continues to demonstrate prominence in the aerospace industry.
Upgrades and Downgrades Reflect Balance
Analysts exhibit mixed views toward Northrop Grumman. While Truist Financial’s Michael Ciarmoli and Susquehanna’s Charles Minervino maintain Buy ratings, Bernstein’s Douglas Harned and J.P. Morgan’s Seth Seifman hold firm on Hold ratings. Notably, Wolfe Research upgraded the stock to Peer Perform, signaling optimism. These varied opinions reflect the complex landscape Northrop Grumman navigates, balancing strong fundamentals with challenges in expansion and valuation.
4-Feb-2025 5:30 AM CST - Business Insider Northrop Grumman (NOC) Gets a Hold from Barclays Barclays analyst David E. Strauss maintained a Hold rating on Northrop Grumman (NOC - Research Report) today and set a price target of $500.00.
3-Feb-2025 6:03 PM CST - Fintel Wolfe Research Upgrades Northrop Grumman (NOC) Fintel reports that on February 3, 2025, Wolfe Research upgraded their outlook for Northrop Grumman (NYSE:NOC) from Underperform to Peer Perform. Analyst Price Forecast Suggests 14.40% Upside As of January 29,
3-Feb-2025 8:12 AM CST - MSN Northrop Grumman's SWOT analysis: defense giant faces margin pressure amid b-21 optimism Northrop Grumman Corporation (NYSE: NYSE:NOC), a leading aerospace and defense company, finds itself at a critical juncture as it navigates a complex landscape of opportunities and challenges. Recent analyst reports and financial results paint a picture of a company with strong fundamentals but facing headwinds in terms of margin expansion and valuation concerns.