RBC Capital analyst Kenneth Herbert maintains $Northrop Grumman (NOC.US)$ with a hold rating, and adjusts the target price from $500 to $540.
According to TipRanks data, the analyst has a success rate of 63.3% and a total average return of 20.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Northrop Grumman (NOC.US)$'s main analysts recently are as follows:
Northrop Grumman's Q3 earnings per share and EBIT results surpassed expectations, leading to an adjusted outlook, despite slightly missing revenue forecasts. The company also confirmed its previous guidance and projected a steady revenue growth rate for 2025. Over the past three quarters, the company has exhibited a consistent operational performance with favorable outcomes and adjustments in various business segments. The company is showcasing a resurgence in robust growth, improving profit margins, and the generation of free cash flow. It is also effectively managing two of the Department of Defense's most critical programs, which are expected to be priorities for several decades.
Northrop Grumman's third quarter performance was robust and the positive narrative surrounding its operating margins is promising. However, it is noted that the current share price likely captures much of this positive outlook. The company stands in a favorable position irrespective of the outcome of the 2024 Presidential election, though it's recognized that there could be potential delays in its GBSD - Ground Based Strategic Deterrent - program.
Northrop Grumman's 2025 strategic plan appears attainable and may present opportunities for the company's characteristic positive revisions. The outlook for the fourth quarter appears to be relatively conservative, suggesting the company is positioned well.
Note:
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加皇資本市場分析師Kenneth Herbert維持$諾斯羅普格魯曼 (NOC.US)$持有評級,並將目標價從500美元上調至540美元。
根據TipRanks數據顯示,該分析師近一年總勝率為63.3%,總平均回報率為20.2%。
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:
諾斯羅普格魯曼的第三季度每股收益和EBIt結果超出預期,導致調整後的展望,儘管營業收入預測略有不足。公司還確認了之前的指引,並預計2025年的營業收入增長率穩定。在過去三個季度中,公司展現出了業務各領域的連續運營表現,取得了良好的成果和調整。公司正在展示覆蘇的強勁增長,提高利潤率,併產生自由現金流。同時,公司還有效地管理着國防部兩個最重要項目,這些項目預計將成爲未來數十年的重點。
諾斯羅普格魯曼的第三季度表現強勁,其營運毛利率的正面描述令人鼓舞。但值得注意的是,當前股價很可能已經反映了這種積極展望的大部分內容。該公司處於有利位置,無論2024年總統大選的結果如何,儘管承認在其GBSD(地面戰略威懾力量)計劃中可能會出現潛在延遲。
諾斯羅普格魯曼的2025年戰略計劃似乎是可實現的,並可能爲公司特有的正面修訂提供機會。第四季度的展望似乎相對保守,表明公司處於良好位置。
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