Morgan Stanley analyst Kristine Liwag maintains $Northrop Grumman (NOC.US)$ with a buy rating, and adjusts the target price from $592 to $605.
According to TipRanks data, the analyst has a success rate of 61.9% and a total average return of 10.2% 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 third-quarter earnings per share and earnings before interest and taxes exceeded expectations, leading to an upward revision, despite revenue being slightly below consensus. The company has maintained its guidance, with an anticipated revenue growth of 3%-4% by 2025. The past three quarters have showcased consistent operational performance with numerous upward revisions across various business segments. Northrop Grumman is evidencing a resurgence of robust growth, improved profit margins, and enhanced free cash flow, all while efficiently progressing on two of the Department of Defense's most critical long-term priority projects.
Northrop Grumman's third quarter results were robust, and its operating margin story appears promising. However, it's believed that much of the positive news may already be factored into the company's current stock value. Northrop Grumman is expected to maintain a relatively strong position regardless of the outcome of the 2024 Presidential election, although there could be potential delays in the GBSD - Ground Based Strategic Deterrent - program.
The 2025 objectives set by Northrop Grumman appear to be within reach and may even present opportunities for the usual positive amendments. The company's forecast for Q4 seems to be on the cautious side, indicating potential for outperformance.
Note:
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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.
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摩根士丹利分析師Kristine Liwag維持$諾斯羅普格魯曼 (NOC.US)$買入評級，並將目標價從592美元上調至605美元。
根據TipRanks數據顯示，該分析師近一年總勝率為61.9%，總平均回報率為10.2%。
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：
諾斯羅普格魯曼第三季度每股收益和利息前稅前收益均超出預期，導致上調，儘管營業收入略低於共識。該公司保持了其指引，預計到2025年營業收入增長3%-4%。過去三個季度展示了一致的運營表現，各業務板塊均出現了多次上調。諾斯羅普格魯曼正在經歷強勁增長、利潤率改善以及自由現金流增加的復甦，同時在國防部兩個最關鍵的長期優先項目上高效進展。
諾斯羅普格魯曼第三季度結果強勁，營業利潤率展現出可喜的故事。然而，人們認爲很多積極消息可能已經被反映在公司當前股價中。預計諾斯羅普格魯曼將保持相對強勁的地位，不論2024年總統大選結果如何，儘管GBSD - 地基戰略威懾方案 - 計劃可能會出現潛在延遲。
諾斯羅普格魯曼制定的2025年目標似乎可以實現，並且甚至可能提供通常的積極修正機會。公司對第四季度的預測似乎有些謹慎，表明可能存在超預期的潛力。
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