NOC Northrop Grumman Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
07:11
Oct 14
Oct 14
r/StockMarket
New merchant motor supplier takes share from Northrop's books
The author notes that Northrop Grumman took over full contract production of GMLRS rocket motors for Lockheed in 2023 and has been expanding tactical motor capacity. His bearish point is that a new merchant supplier competes for motor demand that has had few alternatives, so any share that moves to the new Avio USA plant comes out of Northrop's books. He concedes he may be wrong if the incumbents keep all the motor share and no Lockheed order to Avio USA is disclosed.
NOC
Northrop Grumman
Avoid
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21:52
Oct 12
Oct 12
Bloomberg Markets
Prefer Lockheed Martin over Northrop Grumman
Within large-cap defense primes, he prefers Lockheed Martin over Northrop Grumman, expecting LMT to grow quicker with more margin expansion and free cash flow growth.
NOC
Northrop Grumman
Avoid
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06:52
Aug 26
Aug 26
Bloomberg Markets
Northrop capacity expansion supports defense growth.
Northrop has been investing ahead of rising national security demand, adding 2 million square feet of manufacturing space in the last two years with more capacity expansion planned; the administration sees the need for two to four times current capacity, positioning Northrop to capture defense budget growth.
NOC
Northrop Grumman
Long
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About NOC Investor Commentary
Across the available history and selected sources, Buzzberg tracks NOC (Northrop Grumman) across 41 sources: 113 bullish vs 0 bearish calls from 128 authors. Historical directional balance: 46% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 248 total trade ideas tracked. Past 7 days, before deduplication: 11 other directions. Latest voices: u/ohdonpier, Anthony Valentini, Kathy Warden.