BTIG analyst Andre Madrid maintains $Northrop Grumman (NOC.US)$ with a buy rating, and adjusts the target price from $565 to $600.
According to TipRanks data, the analyst has a success rate of 90.9% and a total average return of 14.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Northrop Grumman (NOC.US)$'s main analysts recently are as follows:
Following a strong third-quarter earnings performance, Northrop Grumman increased its 2024 earnings per share guidance, influenced by a combination of heightened margin expectations and more favorable non-operating items. It is noted that robust international demand is anticipated to facilitate margin growth.
Northrop Grumman's third-quarter earnings per share and EBIT outperformed expectations, leading to an upward revision, despite revenues coming in slightly below the consensus. While the guidance remains unchanged, and the initial outlook for 2025 revenue growth is projected at 3%-4%. The company has exhibited consistent operational performance with numerous upward revisions in various business segments over the past three quarters. It is showcasing a trajectory of robust growth, improved margins, and enhanced free cash flow generation. Additionally, the company is effectively executing on two of the Department of Defense's highest priority programs that span multiple decades.
Anticipation is set for Defense Systems to experience the most significant growth in the coming years, bolstered by the inclusion of Sentinel and robust demand for ammunition. Additionally, international demand is projected to provide ongoing benefits to both revenue and margins.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
BTIG分析師Andre Madrid維持$諾斯羅普格魯曼 (NOC.US)$買入評級,並將目標價從565美元上調至600美元。
根據TipRanks數據顯示,該分析師近一年總勝率為90.9%,總平均回報率為14.9%。
此外,綜合報道,$諾斯羅普格魯曼 (NOC.US)$近期主要分析師觀點如下:
在表現強勁的第三季度業績之後,諾斯羅普格魯曼提高了2024年每股收益指引,受到增強的利潤率預期和更有利的非營業項目的影響。值得注意的是,預計強勁的國際需求將促進利潤率增長。
諾斯羅普格魯曼的第三季度每股收益和EBIT表現好於預期,導致上調,儘管營收略低於共識。雖然業務指引保持不變,且2025年營收增長初步預計在3%-4%。公司在過去三個季度展示了穩健的運營業績,各業務領域多次上調。它展示了強勁增長、提高利潤率和增強自由現金流生成的軌跡。此外,公司正在有效執行兩個涵蓋多個十年的國防部最高優先級項目。
預計國防系統將在未來幾年經歷最顯著的增長,增強版Sentinel和彈藥強勁需求的推動。此外,國際需求預計將持續爲營收和利潤率帶來持續好處。
提示:
TipRanks為獨立第三方,提供金融分析師的分析數據,並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議,僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。