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2
Kathy Warden
Chair, CEO and President, Northrop Grumman
Винрейт
100.0%
доходность
+1.2%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
25 авг
$234.39
+1.1%
The defense industrial base needs more investment, but national security spending has been increasing by both the US and its partners, and the administration wants to rebuild munitions quickly, supporting continued capacity expansion across the industry.
Тематические ETF
Лонг
25 авг
$541.53
+1.4%
Northrop Grumman is on a wartime footing and expanding across its portfolio; it added 2 million square feet of manufacturing space in the last two years, has more capacity expansion planned because the administration wants two to four times current capacity, and is qualifying as a second-source supplier of solid rocket motors for tactical missiles like PAC-3 after previously focusing on larger strategic motors.
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У Kathy Warden на Buzzberg отслеживается 2 торговых идей по 2 тикерам с августа 2026. Чаще всего покрывает: ITA, NOC, MUNITIONS SECTOR.
