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.
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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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摩根士丹利分析师Kristine Liwag维持$诺斯罗普格鲁曼 (NOC.US)$买入评级，并将目标价从592美元上调至605美元。
根据TipRanks数据显示，该分析师近一年总胜率为61.9%，总平均回报率为10.2%。
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：
诺斯罗普格鲁曼第三季度每股收益和利息税前利润超出预期，导致上调，尽管营业收入略低于共识。该公司已维持其指引，预期到2025年实现3%-4%的营业收入增长。过去三个季度展示了一致的运营表现，各业务板块均出现多次上调。诺斯罗普格鲁曼正在展示强劲增长的复苏，提高了利润率，并改善了自由现金流，同时高效地推进国防部两个最关键的长期重点项目之一。
诺斯罗普格鲁曼第三季度的业绩强劲，营业利润率的情况看起来很有希望。然而，人们认为许多积极的消息可能已经被纳入到公司当前的股价中。预计诺斯罗普格鲁曼将在2024年总统大选的结果不受影响下保持相对强劲的地位，尽管GBSD - 地基战略威慑系统 - 计划可能会出现潜在的延迟。
诺斯罗普格鲁曼制定的2025年目标似乎可以实现，并且可能会为通常的积极修正提供机会。该公司对第四季度的预测似乎较为谨慎，表明有可能超额表现。
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