Northrop Grumman Reports Strong Q4 Earnings, Raises Analyst Targets
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy NOC?
Source: Benzinga
Northrop Grumman's stock rose by 3.01% as it reached a 52-week high amid broader market declines.
The company reported strong Q4 2025 earnings with revenues of $11.7 billion, exceeding estimates by over $100 million, and a 13% increase in adjusted earnings per share to $7.23. Despite this positive performance, management lowered its FY2026 outlook, projecting adjusted EPS between $27.40 and $27.90, below market expectations of $28.85. However, analysts responded positively, with BofA Securities raising its price target from $685 to $750 and BTIG increasing its target from $680 to $815, reflecting confidence in Northrop Grumman's long-term prospects.
The strong earnings report indicates robust performance in the defense sector, but the lowered guidance may create uncertainty among investors. The positive analyst ratings could help support the stock price moving forward.
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Analyst Views on NOC
Wall Street analysts forecast NOC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NOC is 684.08 USD with a low forecast of 630.00 USD and a high forecast of 770.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
10 Buy
3 Hold
0 Sell
Strong Buy
Current: 709.110
Low
630.00
Averages
684.08
High
770.00
Current: 709.110
Low
630.00
Averages
684.08
High
770.00
About NOC
Northrop Grumman Corporation is a global aerospace and defense technology company. Its segments include Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. Aeronautics Systems is engaged in the design, development, production, integration, sustainment and modernization of military aircraft systems for the United States Air Force, the United States Navy, other United States government agencies, and international customers. Defense Systems is engaged in the design, engineering, development, integration, and manufacturing of deterrent systems, advanced tactical weapons, and missile defense solutions. Mission Systems is a provider of mission solutions and multifunction systems. Its products and services include command, control, communications and computers, and reconnaissance (C4ISR) systems. Space Systems delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, and launch systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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