Calls
2
Kathy Warden
Chair, CEO and President, Northrop Grumman
Win Rate
100.0%
return
+1.2%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 25
$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.
Thematic ETFs
Long
Aug 25
$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.
Defense
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Kathy Warden has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: ITA, NOC, MUNITIONS SECTOR.
