Northrop Grumman Corporation ($NOC) Stock Forecast: Up 5.3% Today

What is Northrop Grumman Corporation?

Northrop Grumman Corporation (NOC): Northrop Grumman Corporation is a leading global security company providing innovative systems, products, and solutions in autonomous systems, cyber, C4ISR, space, strike, and logistics and modernization. Today, NOC experienced a strong bullish movement in the market.

Why is Northrop Grumman Corporation going up?

NOC stock is up 5.3% on Jan 29, 2026 14:43

• Bank of New York Mellon Corp significantly increased its stake in Northrop Grumman Corporation, indicating strong institutional confidence in the company's future performance.
• Despite delivering conservative guidance for FY2026 and pausing buybacks, Northrop Grumman reported strong Q4 earnings, revenue growth, and a record backlog, which likely boosted investor sentiment.
• The bullish market movement for NOC could also be attributed to the overall positive sentiment in the defense sector, as highlighted by another company's optimistic outlook for 2026 and increased production agreements with the Pentagon.
• The market's reaction suggests that investors are focusing more on the company's strong financial performance and growth prospects rather than insider share sales or conservative guidance for the upcoming year.

NOC Price Chart

NOC Technical Analysis

NOC News

Lockheed Fourth Quarter Profits Miss Estimates Despite F-35 Boom

Lockheed Martin announced a deal with the Pentagon to significantly increase the production of THAAD missile interceptors, quadrupling output from 96 to 400 annually. This agreement comes as the company issued an optimistic outlook for 2026, driven by record deliveries of its F-35 fighter jets. Lockheed plans a multi-billion-dollar investment over three years to expand production capabilities and upgrade over 20 facilities.

https://www.bloomberg.com/news/articles/2026-01-29/lockheed-fourth-quarter-profits-miss-estimates-despite-f-35-boom

TD Waterhouse Canada Inc. Purchases 5,539 Shares of Quanta Services, Inc. $PWR

TD Waterhouse Canada Inc. increased its stake in Quanta Services (NYSE:PWR) by 9.9%, acquiring 5,539 shares to bring its total holdings to 61,626 shares valued at $25.93 million. Other large institutional investors also made significant moves into the stock, contributing to an overall institutional ownership of 90.49%. Despite these institutional buys, company insiders have recently sold shares, while analysts maintain a "Moderate Buy" consensus rating with an average target price near $462.

https://www.marketbeat.com/instant-alerts/filing-td-waterhouse-canada-inc-purchases-5539-shares-of-quanta-services-inc-pwr-2026-01-29/

Bank of New York Mellon Corp Has $482.82 Million Holdings in Motorola Solutions, Inc. $MSI

Bank of New York Mellon Corp has slightly reduced its stake in Motorola Solutions, selling 2.3% of its holdings, but still commands a significant position of over $482 million in shares. Other major institutional investors, such as Norges Bank, Marshall Wace, and Vanguard, also hold substantial positions, contributing to an overall institutional ownership of approximately 84.17%. Motorola Solutions recently surpassed quarterly earnings and revenue estimates, increased its quarterly dividend, and maintains a "Moderate Buy" analyst consensus with an average price target near $491.86.

https://www.marketbeat.com/instant-alerts/filing-bank-of-new-york-mellon-corp-has-48282-million-holdings-in-motorola-solutions-inc-msi-2026-01-29/

Lockheed Martin forecasts upbeat 2026 profit, revenue amid rising geopolitical tensions

Lockheed Martin (LMT) has forecast stronger-than-expected profit and revenue for 2026, driven by increased global demand for its fighter jets and weapons amidst ongoing geopolitical conflicts. The defense contractor's guidance surpasses Wall Street estimates, with significant sales growth in its missiles business and a record delivery of F-35 fighter jets in 2025. This positive outlook comes despite new government policies linking defense firm dividends and executive pay to weapons delivery schedules.

https://ca.finance.yahoo.com/news/lockheed-martin-forecasts-upbeat-2026-123252283.html

Bank of New York Mellon Corp Has $640.53 Million Stock Position in Northrop Grumman Corporation $NOC

Bank of New York Mellon Corp increased its stake in Northrop Grumman Corporation by 26.7%, now owning 1,051,226 shares valued at approximately $640.53 million. This comes after Northrop Grumman reported strong Q4 earnings, revenue growth, and a record backlog, although it delivered conservative FY2026 guidance and signaled a pause in buybacks to prioritize B-21 production. Analysts have a "Moderate Buy" consensus for NOC, with an average target of $685.11, despite recent insider share sales.

https://www.marketbeat.com/instant-alerts/filing-bank-of-new-york-mellon-corp-has-64053-million-stock-position-in-northrop-grumman-corporation-noc-2026-01-29/

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Northrop Grumman Corporation Price History

29.00.2026 - NOC Stock was up 5.3%

• Bank of New York Mellon Corp significantly increased its stake in Northrop Grumman Corporation, indicating strong institutional confidence in the company's future performance.
• Despite delivering conservative guidance for FY2026 and pausing buybacks, Northrop Grumman reported strong Q4 earnings, revenue growth, and a record backlog, which likely boosted investor sentiment.
• The bullish market movement for NOC could also be attributed to the overall positive sentiment in the defense sector, as highlighted by another company's optimistic outlook for 2026 and increased production agreements with the Pentagon.
• The market's reaction suggests that investors are focusing more on the company's strong financial performance and growth prospects rather than insider share sales or conservative guidance for the upcoming year.

01.11.2025 - NOC Stock was down 1.8%

• Northrop Grumman Corporation (NOC) is a leading global security company offering a wide range of products and solutions in various sectors.
• Institutional investors like Mackenzie Financial Corp increased their stake in Northrop Grumman, indicating confidence in the company.
• Despite positive growth prospects in various regions, Northrop Grumman's stock faced a bearish trend.
• Boeing's significant contract for Apache helicopters may have diverted investor attention from Northrop Grumman.
• Competition in the defense industry, exemplified by XTX Topco Ltd investing in Lockheed Martin, might have also influenced Northrop Grumman's stock performance.

09.00.2026 - NOC Stock was down 5.9%

• Downgrading Northrop Grumman stock is linked to valuation concerns, with its current premium valuation compared to peers and historical averages possibly contributing to the bearish movement.
• Investor uncertainty and market volatility stemmed from President Trump's executive order on defense contractors and the proposed significant increase in the U.S. military budget, impacting Northrop Grumman's stock negatively.
• Despite securing a $231.5 million contract from the U.S. Marine Corps for integrating autonomy software with Kratos' Valkyrie UAS, this development could not counterbalance the stock's downward pressure caused by valuation and market uncertainty.
• Questions about whether Northrop Grumman's pricing adequately aligns with recent gains or reflects overstated growth expectations, as suggested by Discounted Cash Flow (DCF) analysis, may have contributed to dampening investor sentiment and the bearish market movement.

18.07.2025 - NOC Stock was up 1.2%

• The bullish movement in NOC's stock today could be attributed to the impressive display of the B-2 Spirit stealth bomber, a symbol of Northrop Grumman's advanced military capabilities, during a high-profile meeting between world leaders. This demonstration likely instilled confidence in investors regarding the company's defense technologies and future prospects.
• The bearish moves made by financial giants on NOC may have been overshadowed by the positive sentiment generated by the high-profile display of Northrop Grumman's military prowess. Despite some traders showing bearish tendencies, the overall market response to the company's showcase of its capabilities seems to have driven the stock price higher.

15.09.2025 - NOC Stock was down 2.8%

• The downward trend in NOC's stock price could be linked to analysts' projections of a decrease in earnings, leading to investor worries about the firm's financial outlook.
• Doubts about NOC surpassing earnings forecasts might have spurred selling activity, resulting in a notable drop in the stock price.
• Investors are likely keeping a close watch on NOC's forthcoming earnings update to gauge its actual financial performance and evaluate the company's future growth potential.

08.00.2026 - NOC Stock was down 1.7%

• The collaboration between Northrop Grumman and Kratos Defense & Security Solutions in the development of the Marine Air-Ground Task Force Uncrewed Expeditionary Tactical Aircraft (MUX TACAIR) program has generated positive expectations for future contracts and revenue growth.
• Despite the general uptrend in defense stocks following announcements regarding increased military budget allocations, NOC faced a bearish trajectory in the stock market, indicating the presence of other influencing factors.
• Fluctuations in U.S. stock futures and the negative performance of Alcoa's stock post downgrading could have contributed to the prevalent market pessimism, affecting the stock price of NOC amid positive developments in the defense industry.
• Today's stock movement for NOC is possibly influenced by investors engaging in profit-taking activities after holding onto the stock in anticipation of favorable developments, resulting in a temporary decline in its value.

08.00.2026 - NOC Stock was down 5.1%

• The stock exhibited a 3.8% rebound despite facing restrictions on dividends and buybacks for major defense contractors, following an executive order from President Trump. This increase was influenced by positive market sentiment stemming from Trump's proposed $1.5 trillion military budget for 2027.
• Investor confidence was bolstered by expectations of growth in defense expenditures and recent contract acquisitions by Northrop Grumman, particularly in the areas of rocket motors and uncrewed aircraft.
• Market dynamics saw a shift away from the technology sector towards defense stocks subsequent to the defense budget announcement. This rotation resulted in investors diverting their attention from tech companies like Elastic, Atlassian, and Autodesk towards defense contractors like NOC.
• Although NOC experienced a downturn in the market, the stock rebounded, indicating resilience amidst the buyback ban and anticipation for the upcoming earnings release. This response suggests a favorable outlook on the company's long-term prospects despite short-term market fluctuations.

22.06.2025 - NOC Stock was up 8.8%

• NOC exceeded Q2 earnings and revenue expectations, showcasing strong financial performance and raising its 2025 EPS guidance.
• Despite challenges in its Space Systems unit, NOC delivered impressive results, showing resilience and adaptability.
• The positive earnings likely boosted investor confidence in NOC's future, contributing to the stock's bullish movement.
• Overall market sentiment, with pre-market futures slightly higher and other companies reporting earnings beats, also influenced NOC's stock price positively.

22.06.2025 - NOC Stock was up 7.3%

• Following the announcement of its second quarter 2025 financial results, Northrop Grumman (NOC) witnessed a notable surge in its stock price, surpassing analysts' projections.
• The company's earnings per share for the quarter stood at $6.68, exceeding the expected $6.36 per share, underscoring robust financial performance.
• Despite facing difficulties in its Space Systems division, Northrop Grumman's overall growth in key business sectors bolstered investor confidence.
• Market participants displayed optimism regarding the company's capacity to overcome industry-specific obstacles and deliver strong results, propelling an upswing in NOC stock.

22.06.2025 - NOC Stock was up 6.7%

• Following the release of its Q2 earnings, NOC stock saw a significant rise, surpassing both earnings and revenue expectations.
• The upbeat earnings report, exceeding expectations by +5.96% in earnings and +2.94% in revenue, likely instilled confidence in investors regarding the company's performance.
• Analysts adjusted their predictions prior to the earnings announcement, predicting an increase in quarterly earnings per share compared to the previous year, which may have contributed to the positive momentum.
• The general market sentiment, with pre-market futures showing a slight increase due to strong earnings from companies like GM, DHI, and KO, also played a part in NOC's upward trend.

14.00.2026 - NOC Stock was up 5.1%

• NOC's stock reached a record high of $641.3, marking an impressive 8.4% increase over the past week and a 35.48% gain in the last year.
• The company has secured notable contracts for advanced defense technologies, including an advanced lightweight torpedo and a second-stage solid rocket motor. These contracts have bolstered NOC's financial standing and investor confidence.
• Despite some concerns about its current valuation, NOC's strong performance and key contracts have propelled its stock to new peaks, demonstrating its ability to capitalize on the anticipated increase in defense spending.

07.00.2026 - NOC Stock was down 2.5%

• Today, Northrop Grumman's stock experienced a bearish movement, possibly influenced by the following factors:
• Potential increase in military spending and procurement due to geopolitical tensions, particularly threats of military intervention in Iran by Donald Trump.
• Winning a significant $94.3 million Navy contract for rocket motors.
• Analysts' anticipation of a decline in EPS for TransDigm Group Inc. (TDG) in the aerospace and defense sector.
• Northrop Grumman highlighted as a top pick by Morgan Stanley, yet uncertainties surrounding global security and military actions led to a bearish trend for NOC.