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.
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加皇资本市场分析师Kenneth Herbert维持$诺斯罗普格鲁曼 (NOC.US)$持有评级，并将目标价从500美元上调至540美元。
根据TipRanks数据显示，该分析师近一年总胜率为63.3%，总平均回报率为20.2%。
此外，综合报道，$诺斯罗普格鲁曼 (NOC.US)$近期主要分析师观点如下：
诺斯罗普格鲁曼的第三季度每股收益和EBIt结果均超出预期，导致调整后的展望，尽管营业收入预测略有失误。公司还确认了之前的指引，并预计2025年的营业收入增长率稳定。在过去的三个季度中，公司表现出一贯稳定的运营绩效，表现良好，并调整了各个业务部门。公司展示了强劲增长的复苏，改善了利润率，并生成了自由现金流。公司还有效管理着国防部两个最关键项目，预计将是未来几十年的重点。
诺斯罗普格鲁曼的第三季度表现强劲，其运营利润率周边的正面叙事令人充满希望。然而，目前的股价可能已经充分反映了这一积极态势。公司不论2024年总统大选结果如何，都处于有利位置，尽管认识到其GBSD -地基战略性遏制武器-项目可能会出现潜在延迟。
诺斯罗普格鲁曼2025年的战略计划看似可实现，并可能为公司特征性的积极修订提供机会。第四季度的展望似乎相对保守，表明公司处于良好的位置。
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