NOC
Northrop Grumman Corporation
Mentions (24Hr)
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I should just putt all my money into stocks that profit from war huh
Early Morning Call On Defense Stocks As Warships Attacked In Middle East - PLTR (Palantir) - LHX - NOC - HWM - RTX
So which boom boom stocks are you buying?
Integrated Cyber Solutions: Your Go-to Managed Security Service Provider (CSE: ICS)
Growing MiddleEast Problems + War - Stocks to buy/ Stocks to short and why
Publically traded US and UK defense companies with operations in Israel
Best and Odd stocks to consider in case US goes to war in next 5 years
The Bear Case for Northrop Grumman ($NOC)
Favorite defense contractor for the long term? (LMT, RTX etc)
How is Robinhood able to "ignore" the natural ask price?
Drones Makers EPAZ and UAVS Flying High With AI
Northrop Grumman downgraded to Market Perform at Cowen on B-21 costs (NYSE:NOC)
NFA : Introduction of Options for GNS is a blessing until after the vote
defense stocks situation amid rumors of military spending cuts
What are your favorite (small/mid sized) defense manufacturing stocks that supply important materials for the large defense contractors?
Why can't I see a steady profit maker, is this the norm?
Why can't I see a steady profit maker, is this the norm? (Please don't delete my post again, I don't have any purpose.)
I don't see consistent winners, is this the norm?
RKLB Earnings today after market - Here's a dive into the DD
Recession risk: Consumer has ‘deteriorated faster than we’ve ever seen,’ strategist says
AST SpaceMobile inc. BlueWalker 3 satellite launch on track for summer 🚀🚀🚀
AST SpaceMobile inc. BW3 satellite launch on track for summer 🚀🚀🚀
$LMT $NOC Share holders still waiting for WWIII
Insiders sold the rip in defense stocks $LMT $NOC. Who keeps buying their dips?
Do you think this has been priced in already?
Russia bans rocket exports to US, $NOC short thread
Watchlist for Ukraine/Russia Conflict
Invest for profit, not morals, an impending wartime strategy. Or: how I learned to stop worrying and love the bomb.
Did World War III just start? ✈🚢🚀Should we price war into the market? 📉
Fuck it. I'm calling it. Today, World War III started. ✈🚢🚀Now it'll get priced into the market 📉
$AVCT - initial DD, waiting for ORTEX SI estimation
$AVCT - insane trading Volume on Friday, very bullish
$AVCT - Initial DD - bullish stock with insane Volume on Friday. Waiting for updated SI Ortex data.
Really liking Lockheed Martin and other industrials into 2022. Yield looks really nice also, I like NOC but the problem is...tad overbought from the yearly perspective. Expect me buying the dips there.
Listen up goofballs, the American war machine can make you rich.
Anyone here buying Aerospace and Defense stocks after some of the major stocks in the industry have fallen?
With the Taliban invasion of Afghanistan India signed a contract quickly this morning with RADA - RADA electronics, even without this recent catalyst of War/Defense growth year over year was 61% with their blow out quarter report 8/2. Who else is ready to get their defenses up?
Afghanistan/taliban resurgence and the military industrial complex
I’m usually not one for options but NOC 7/30 $372.50 calls seem very sexy.
Investview (''INVU'') Opens New State-of-the-Art ASIC Bitcoin Miner Repair Center and Digital-Asset Network-Operations-Center Facility in Texas USA
NASA signs $1bn deal with Northrop Grumman to build studio apartment in lunar orbit with room for 3 vehicles
Thoughts on YOLOing on "Aerojet Rocketdyne - AJRD"
Investing with Lil Boat, DD based on the album.
#BOIL Baron oil DD a beast in the making. Super low MC 7mil. 20% up today’s.
Space And 3-D Printing: A Marriage Made In Orbit
Lets talk about SPACE baby - the next wave of companies ARKX will pick up
DD Luna Innovations from here to Mars (literally) Ticker LUNA
Luna Innovations is killing it (LUNA) But noone is talking abut it
Northrop (NOC) to launch Saturday to the ISS, and the undervalued stock will launch also!
from Shakespeare's Macbeth: "Something wicked this way comes." 😎
ZNTE - Lilium Speculative Connection (@stocktalkweekly)
Mentions
NOC Northrop just did a cliff dive.
Just picked up some LMT, NOC, and GD recently. This seems like an absolute win
Congress needs to step in and write another blank check to the military industrial complex. My calls on war are not going to print on a flat day. LMT RTX NOC GD 🇺🇸🦅
Added to my war positions at open this morning(DFEN/NOC/RTX). Sucks to profit off the suffering of others but when the money’s there…
Oil longs babbbbbyyyyyy, NOC, AVAV, SPY, QQQ, APPLE(puts here) let’s go! Open the fucken casino!!!
Calls on defense sector ETFs and a bit more into individual defense stocks like LMT, TXT, NOC.
I figured you fuckers were the best place to ask this. I missed the GD/LMT/NOC/RTX bull run for Ukraine AND October 7th cause I slept in. Should I bother racking up on defence stocks Monday morning, or stay off cause this doesn't have much do with U.S. defence companies? Are there any international firms I should look to? ​ I'm asking cause I thought "Damascus" was just the COD MW2019 wrap, but I guess its also a city or smth, and i don't know shit about the defence industry.
The pre market pricing in LMT NOC and RTX will tell you if the US equity market is interested or nit
$NOC for Northrup Grumman
Hundreds of billions in backlog between the major defense contractors, all operate basically the same way due to the rigid US government submissions / acceptance processes RTX, GD, and BA have large commercial components where-as LMT and NOC are almost pure weapons manufacturers. The US gov specifically divides projects between them, and also blocks mergers between them so they can have competition but there are still sole bidders on massive projects
Cuz we own LMT and NOC over here
RTX last 6 months +36% LMT last 6 months +2% NOC last 6 months -7%
Congress is going to give the military industrial complex billions of dollars this week. GD, LMT, NOC, LHX, RTX 
>owns BA and NOC >they don't move
I bet that this week Congress will finally pass the supplemental defense bill that the Senate passed with aid to Ukraine, Israel, and Taiwan. Defense primes get a large chunk of that because it goes in the form of military equipment not cash. Calls on RTX, LMT, GD, NOC, LHX.
My 401k is nearly entirely NOC lol
Funny thing is NOC Northrop Grumman was popping on Friday with call flow alerts.... Traders loaded up for the weekend news.. They're getting paid large.... Oil popping creates huge problems for the fed and inflation.....all of this only matters if we are not nuked into oblivion.... Pray for peace everyone...
So entire life savings to calls on LM, NOC, and RTX 
I have calls in RTX, LMT, GD, LHX, NOC, LDOS that I bought at the beginning of April with the intention of selling before earnings in a few weeks. I thought there was a good chance that a Ukrainian aid package would pass but they’ve mostly been bleeding this month until this Iran stuff picked up.
GD, RTX, NOC, LHX too. I love them all.
I hope something blows up soon or Congress passes a military aid package next week. Our weapons engineers are the real strength behind the dollar. RTX, GD, LMT, LHX, NOC. 🦅🇺🇸
Defense stocks like HII, RTX, NOC hold up pretty well.
BA LMT RTX GD and NOC to Iran: Fucking pussies... Too big of pussies to start a war
Do you guys think the Ayatollahs are loaded up on LMT & NOC calls?
even stocks like $LMT and $NOC are down, so I don't think today is about Iran
A significant amount of literally everything was contracted out to literally everyone. Basically every contractor of note is involved in some fashion. I even said in the post you relied to that they will likely still get some subcontracting. They do have some areas that work well. But they are almost guaranteed to not be the prime contractor. If the current drama wasn’t going on and Boeings reputation wasn’t absolute scum in the eyes of the public, they would have had a chance. They’d be the underdogs, but would have a 7chance to be prime contractors. With that taken into account though? Short of LM, NOC and others have their executives all turn out to be Russian spies or some other massively ridiculous scandal, the odds of Boeing winning are so low as to be rounded to 0. The absolute only way they get it, is if the government weighs that it’s the ONLY way to save Boeing as they DO occasionally win contracts out like that so as to keep some competition going. That would be a huge political scandal in what is an extremely tight situation between D/R right now.
Iran may attack Israel this weekend if that happens Monday will be fucked added more $RTX and $NOC calls this morning we going on war hawk mode 
Looks like it’s puts on NOC, they got caught now the fooked
NOC calls. With war looming, weapons manufacturer calls are gonna print.
!banbet NOC 470 by end of next week
Got out of SPY and bought NOC calls. If the world kill each other might as well make some money on the way
Buy NOC people. War stock. Forget SPY
Bought NOC calls with war looming
RTX has the highest profit margin of the large defense contractors. NOC or LMT are also probably good plays. If you are buying calls, buy ITM calls that expire after earnings, so any ITM call that expires on or after Apr. 26th should print. I don’t know if holding through earnings is wise, although defense contractors do regularly beat earnings estimates and there isn’t much IV on them as there is on a growth stock
Having the Defense stocks pump, saved my ass today. I bought may exp calls for GD, NOC, and LHX on Monday to hold until earnings. NOC and LHX been bleeding ever since I bought, I averaged down yesterday because shit was bleeding off no news. Today got me basically even on NOC and LHX. 
If Congress passes the defense supplemental when they get back from recess next week the defense primes are going to rocket like they did today. Also, they all have earnings this month, might be some good opportunities to buy and hold until earnings. LHX, NOC, LMT, RTX, GD
RTX / LMT / NOC loving the Ukraine joining NATO WW3 narrative
For real. Bond yields are down too. Why would yields be down if this was about rates? And why are defense stocks the only ones that are up? NOC, LMT, etc. Probably a good dip to buy, though we do have labor tomorrow, CPI Tuesday. So maybe wait for Wednesday.
Everything fell. NOC RTX up. WW3 are you ready?
LHX and NOC still down on 5 day charts without news, both will probably gap up more in the next day.
This stinks of geopolitics. Time to load up on NOC and LMT?
LHX and NOC both went vertical for a lil too.
NOC LHX 
LHX and NOC dropped last five days, and are taking off right now, get in for the return to equilibrium. 
I compound earn \~30% per year; I debated coming to reddit because I don't care for putting my energy toward a "forum". However, I think I have something worth teaching because I don't generate those yearly returns by accident. I earned 100% through the recent bear market, for instance. I've been investing since the early 2000s. I'm 40 now. If people were interested, thinking it's important, I'm on margin all the time; I treat it like a second mortgage. Of equity shares I'm: 50% gold. 25% uranium. 15% treasuries. 10% bitcoin. In short puts (which I treat as cash to deploy in purchases) I'm more broad. NOC LEN PM INTC I selected things like INTC versus NVDA because the price action makes it easier to "buy". When you rent puts to someone (sell puts) for cash, waiting to buy something, you want more of a lazy river. I wanted semi conductor exposure with either a slight down-bias or neutral. I don't want short-massive bursts of +100%. If I want that I buy shares in some bitcoin etf or uranium stocks or such. So my portfolio is crafted to artificially perform as well as NVDA (you might say). And in fact I've beaten the return on NVDA in the last 5 years.
Well all the country's said above are not allowing those people in Gaza to come on over to their country so I don't see this lasting as long as alot of people think. Still some up side on NOC . IMO Just my two cents.
who is watching NOC .its been warming up a little bit..
It may flop, but does that take away from the rest of what they are doing? We’ll see how long it takes to announce the NOC deal and see what other details are provided.
NOC. AR/VR/MR based maintenance is very cool stuff.
Just wait until BA announces that the mil part is being sold to NOC.
Just wait for one of these to have an ER where they beat, but have modest guidance that Wall Street doesn’t like. It falls 15% or so, and you can buy to ride it back up to equilibrium then sell before the next ER. There are a number of equities that you could have done this with in January but will get the opportunity again in late April. I am currently doing this with LMT and NOC, but it can work with anything that gets an over-reaction. I think there are a lot of people doing that with Cyber stocks that tanked off of mild guidance like ZS, PANW, and S. Buy the dip.
LMT and NOC all day, everyday.
There has been some confusion because both Air Force and Navy Programs were originally going to be under one "NGAD" program but they are now technically separate so people call the Navy program the F/A-XX. NGAD is supposed to be both a manned fighter (PCA - Penetrating counter-air) and unmanned drones (CCA - Collaborative combat aircraft). LMT has so much experience with 5th gen they will likely do the heavy lifting for this, though NOC has a lot of stealth and drone tech so they might have a viable entry for the CCA drones. Hard to say. F/A-XX is a 6th gen carrier-born fighter and I have the feeling they will have BA be heavily involved with production if not also design. The headaches and cost overruns of the F-35 program trying to have one plane do everything I think probably left deep psychological and emotional scars on a lot of people at the Pentagon and they also need to keep the industry alive and diversified so they need to keep BA in business as an R&D group. The two programs will probably share a lot of tech though. They will likely build these fighters to be quite modular so there is capability transfer between them.
LMT will likely get NGAD, BA has more naval experience so they will get F/A-XX, and NOC has the B-21.
I’m not in the industry so I don’t really know shit but I think they might throw Boeing the F/A-XX since they have so much experience with naval aviation. BA has a lot of legacy projects including refuel. LMT has the F-35s of course which can do carrier duties but I see the most logical assignments as NGAD - LMT B-21 - NOC F/A-XX - BA Defense is a team sport so all the companies may all collaborate on various aspects of the projects depending on their tech portfolios, but those assignments lets them play to their historic strengths and keeps the big 3 air platform manufacturers in business with the next big projects. Not sure who will get the CCA award. The heavy lifting is probably all on the software and eWar side of things, which LMT/NOC are probably better for. Once you have the baseline tech for an AI that can be reliably trained on one air platform to be safe to deploy and combat ready you can probably train it on any platform for a fraction of the initial development cost. The CCAs are supposed to be attritable but they also need to keep up with the range and payload requirements of the mission so I have the feeling they are going to need to be larger than people realize in order to be supersonic and be able to fight and return home without excessive refueling. I’ve seen clips of them testing unmanned F-16s with AI brains so maybe the CCAs will end up being an unmanned variant of a traditional fighter platform, as this would require a less extreme investment in new assembly lines and also be confusing on the battlefield to an adversary. Anduril is more likely to be employed on the small drone swarm and sensor fusion side of things.
Ultimately I think the military will go with NOC or LMT for NGAD/CCA. They have too much invested into the project and these companies have a proven track record. I could easily seen KTOS getting bought out at some point though.
Defense sector. It's been forgotten while everyone chased tech to nosebleed territory. Some good steady companies are RTX, HON, LMT, NOC are all great buys at these levels. Probably all 15-20% gains. Stay way the hell away from Boeing until it's cut in half again. AVAV just gapped up n earnings and made new all time highs if you're looking for more risk/reward. To pretty solid channel in that one too so wait for an entry. PEP us 20% down and while it has some issues at the moment, it'll be a LONG time before you see it 20% down again if you miss the boat. DIS is beat down and has gapped up twice on earnings now. These levels are insanely low for them historically. Wait for a short term pullback to the 40 day and diamond hand that thing.
Some of the bigger military contractors will rip in the next few weeks. LMT, RTX, NOC. Ride the bump when the supplemental budget passes, and dump before their April earnings.
Almost everything else in aerospace is looking great for a longer hold is RTX, LMT, or NOC. I like the company Boeing but it deserves to fall more. They just haven't proven themselves after their first round of issues with the 737Max and the CEO is showing the exact same after 5 years of "cleanup". If it was another model having problems it wouldn't be anywhere near as bad but 737 is everything to Boeing. If I had to pick one of those above, RTX is by far the most profitable model without the risk of publicity issues. With the fighting in Europe and Israel they are the ones that stand to profit the most.
LMT, NOC, RTX 
Battlefield integration of targeting software programs. They beat out Raytheon for the level three development. All the NATO countries will likely jump in as well since it will be too expensive and time-consuming for them to develop their own programs. The TITAN contract is significant because it puts PLTR in as the Prime Contractor. Not one of the other legacy contractors. They will be coordinating and directing efforts and systems and will integrate technologies from **Northrop Grumman** ([**NOC**](https://research.investors.com/quote.aspx?symbol=NOC)), Anduril Industries, **L3Harris Technologies** ([**LHX**](https://research.investors.com/quote.aspx?symbol=LHX)), Pacific Defense, SNC, Strategic Technology Consulting, and World Wide Technology. I work for a huge multinational. We have all kinds of software that cannot talk to each other. Palantir is dumbing down the systems and making them more user friendly for the private sector. Hospitals and Fortune 500 companies are clambering for their products. For Hospitals, in particular, the savings are immediate.
LMT and NOC are going to go on a run this month. Same with LDOS and SAIC but they don’t have enough volume to play the options.
Layoffs at Northrop Grumman ($NOC). A thousand employees at their Space Park in California, likely connected to the cancellation of a big NRO satellite contract. Comes on the heels of similar cuts at Lockheed and Raytheon. I expect there will be more coming at the Aero division after the B-21 program ran over budget.
In the defense industry, no one I know wants to work for them, unless you really want to live in the PNW. I would say in terms of prestige in the big 4, it is LMT > RTX = NOC >>> BA. Their defense chops are lacking and they have been largely supported by the fact it is too expensive for anyone else to join the commercial plane business. With that said the gov will absolutely prop them up as a domestic plane supplier.
Regardless of the stock price NVIDIA is definitely more valuable than anything except maybe TSMC, LMT, RTX, and NOC.
I mean, you’ll get filled. Back in 2020 I was trading LMT and NOC options and those were super light with wide strikes. The problem you might run into (especially if you’re using a PFOF platform) is that the strikes might widen when you place your sell order, so be prepared to either let your order sit or to shave more than you think off the ask. If you’re okay with that then go for it
I have an emotional reason to be bullish on LMT and NOC, but sadly I am shorting them for a bit of profit.
Lockheed (LMT) or Northrop (NOC) for an April earnings bet ? I think one or both will bounce back from their recent lows.
I made this list in 2009 Thanksgiving: BUD COST EA FDX HD MCD NFLX NOC UPS WMT https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=6YRZVi7oAxuBwHZaqDvJW It's fucking incredible - 1.18 Sharpe, 19.45% cagr, 0.85 correlation to the market etc
If you want space exposure I would go with NOC or RKLB, NOC being safer than anything else due to core defense contractor business and RKLB being risky but with a longer cash runway and better margins than LUNR
Can't go wrong betting on war, even with ceasefire talks. $NOC
Anyone compare it to defense primes like Lockheed, RTX, and NOC?
Loading up on NOC and RTX for monday
Bought some boring ass NOC calls for March out of sheer boredom with cash in my account and boy, what a boring ass stock.
unless you are NOC. WTF are they doing?
$NOC war and space stock.
Why would defense stocks be dipping today when the market green? Lockheed, Ratheyon, NOC all slightly red right now and we never been closer to war
Biden vows retaliation for US casualties LMT NOC RTX gonna pop
Wouldn't that make investing in war manufacturing companies a smart idea? Companies like NOC, LMT, etc.?
Both LMT and NOC got nuked on earnings last week so buying calls and holding through the weekend wouldve been too risky 🤷
RTX LMT NOC call for a possible war.
Missile strikes. NOC and LMT 🚀🚀🚀
Yeah, RTX is the only major defense company between RTX, LMT, NOC and Boeing. RTX makes the things that shoot down planes. RTX spiking in demand while jet companies flounder is to be expected. Drones and missiles are up. Anti-missile laser and cannon systems will get way more popular, though, so missiles won't have a super profitable future imho. That's 50 years from now though. For now it's missiles to shoot planes and missiles out of the sky. RTX 90c august ftw.
Northrop (NOC) reported earnings yesterday. Sign up/Log iNorthrop Grumman Corporation. (NOC) Q4 2023 Earnings 7% revenue increase in 2023, exceeding original guidance by more than a billion. Record backlog over $84 billion. Free cash flow at high end of guidance range. Sales and EPS exceeded guidance range, excluding B-21 charge. Sales of $10.6 billion, 6% increase YoY, w/ full-year sales up over 7% at $39.3 billion. EPS was affected by unfavorable $2.08 mark-to-market adjustment due to pension plans and a $7.68 per share impact from the B-21. Cash flow from operations stood at $3.9 billion. Summary: Good earnings call, but B-21 development more costly than anticipated. Stock fell 7% on the news, but this seems unjustified long term. Worth buying the dip imo.
\#CivilWar is trending, 25 states are mobilizing. What are you Civil War plays? Long $LMT / $NOC?
Any NOC investors in here? Took a huge dive thanks to the B-21 but didn’t change their guidances. Speed bump or long term problem?
NOC down in pre market and I had calls for 470 😔