NOC
Northrop Grumman Corporation
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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
I don't know if Iran will win the war or if the USA will win the war, but I'm pretty sure LMT, RTX, NOC and GD will win the war.
LUNR, RDW, LHS, LMT, NOC and several smaller private space companies just got a massive Space Force contract to replace older GEO satellites https://breakingdefense.com/2026/04/space-force-slates-1-8b-for-commercial-sats-to-replace-gssap-neighborhood-watch-birds/
Bought NOC last night, goddamit
From claude ai. The Korean play is interesting im going to look into it more “Lockheed Martin (LMT) is the single biggest beneficiary. They manufacture PAC-3 MSE interceptors, THAAD interceptors, JASSM/LRASM, and PrSM — essentially the four munition families most depleted by Epic Fury and most needed for Pacific reconstitution. The Pentagon is partnering with Lockheed Martin to triple PAC-3 MSE production from roughly 600 annually to 2,000 by 2030 , and THAAD production is being quadrupled from 96 to 400 per year, including a new Munitions Acceleration Center in Arkansas. PrSM production would be quadrupled to 1,134 units in FY2027 at $1.7 million each. That’s multi-year, multi-billion-dollar revenue visibility across three separate program lines from one company. RTX (Raytheon) — Tomahawks and SM-3s. Tomahawk production is set for a 1,200% increase from 58 in 2026 to 785 in FY2027 , and RTX has framework agreements to increase SM-3 Block IB and IIA output by two to four times. RTX also builds the SM-6, which is the Navy’s do-everything interceptor for the Pacific. They co-produce Patriot interceptors with Lockheed. Northrop Grumman (NOC) — B-2 operations in Epic Fury showcased the platform, but the bigger play is that both Northrop Grumman and Raytheon have been awarded contracts to develop common rocket motors that plug into multiple missile families. If you’re building the engine that goes into SM-6, future hypersonic interceptors, and next-gen standoff weapons, you’re positioned across the entire reconstitution wave. They also build the GBI homeland defense interceptors and are a key player in the Next Generation Interceptor program. Boeing — This one’s a chokepoint story more than a growth story. Both US and Japanese PAC-3 production depends on the availability of crucial seeker heads, which have been slowly coming off production lines at Boeing. Boeing makes JDAM kits (deep stockpiles consumed), SDB IIs, and Harpoon. They’re also the other half of the Patriot interceptor production with Lockheed. Their defense revenue benefits, but their seeker head production is actually a bottleneck constraining everyone else’s ramp. L3Harris — Named in Modigliani’s piece as one of the companies with framework agreements under Deputy Secretary Feinberg’s Munitions Acceleration Council. They build key sensor and electronics components across multiple interceptor programs, and they’re the prime on some counter-drone systems that are now in urgent demand. The Second Tier — Where the Smarter Money Might Look Aerojet Rocketdyne (now part of L3Harris) — Solid rocket motors for virtually every interceptor and missile in the U.S. inventory. Every production ramp across every program flows through their motor supply. They’re the hidden dependency underneath all of the above. General Dynamics (GD) — Ordnance and tactical systems division makes the bomb bodies, propellant, and munitions components. Less sexy than the primes, but when you’re rebuilding 13,000+ expended munitions worth of inventory, someone has to make the casings and explosives. Kratos Defense (KTOS) — Target drones and low-cost attritable systems. The Epic Fury lesson about cost-exchange ratios is accelerating the push toward cheaper, mass-producible autonomous systems. Kratos is the leading pure-play in that space. If the Pentagon gets serious about not fighting the next war with $4M interceptors against $100K threats, companies like Kratos benefit. Anduril — Not publicly traded (yet, though IPO rumors persist), but their Roadrunner interceptor-drone is specifically designed to solve the cost-exchange ratio problem. Epic Fury is the best marketing case study they could ask for. The International Angle South Korea’s M-SAM (Cheongung II) achieved its first combat hit against Iranian missiles during Epic Fury in the UAE. That’s a combat validation event for LIG Nex1 and Hanwha Aerospace, the Korean manufacturers. The Korean defense export sector was already booming — this accelerates it. Eurosam (MBDA/Thales) — Currently producing around 100 interceptors in 2026, an increase from around 60 previously. European allies now have their own depletion anxiety, and MBDA’s SAMP/T is one of the few non-American systems that can handle tactical ballistic missiles. Rheinmetall — Not directly in the interceptor game, but they’re the European leader in ammunition production and are building new facilities specifically for munitions surge capacity. The lesson from Epic Fury generalizes to all munition types.”
nah i'm skeptical on this one tbh. i've been burned before on the "geopolitical catalyst" plays and they almost never pan out the way you think. like yeah oil prices spike but then what? the actual defense contracts take forever to materialize and by then the market's already priced it in. plus i looked at LMT and NOC already and thier charts look overextended to me rn. i'm not saying your wrong about the macro situation but the entry point seems way off.
fair point, that dip might be noise after a big run. fwiw, NOC's been quieter, less momentum so maybe less risk if things cool off
index funds will get crushed along with everything else, so buying the dip in defense contractors like LMT or NOC might make more sense if you're betting on escalation but honestly, what makes you think boots on the ground are coming instead of drone strikes or proxy ops? iirc the administration’s been avoiding direct conflict since the 2020 assassination blowback, so is this more about Trump posturing than actual policy? seems like oil and short-vol strategies would react faster than stock picks anyway, fwiw
1.5 Trillion in Defense Budget proposed today; LMT? NOC? RTX? HI? Lay out your thesis
DoW reaches agreement with BA and LMT to Triple PAC-3 Seeker production. Does that trigger other Primes like NOC, GD and RTX to aggressively lock up what they need in tungsten going forward? I’m looking to the price update Friday.
Just the defense industry ones. LMT + NOC all the way! lol
A lot of people think splitting between tech + gold + international ETFs counts as diversification, but when things drop, they all drop together. Different wrappers, same trade. What actually works is finding businesses driven by completely different forces. Defense stocks (LMT, NOC) and insurance (PGR) genuinely move on their own because their revenue has nothing to do with AI hype or consumer spending. The key isn't finding "uncorrelated assets." It's finding businesses whose revenue depends on forces that have nothing to do with what drives the S&P 500. One more tip. If you watch 13F filings, you can see where big institutions are moving money. When hedge funds start quietly trimming tech and adding boring sectors like defense or utilities, that's usually a signal that correlation regimes are shifting. I've been tracking this lately and it's been pretty useful.
Yeah, I don’t get that entirely. These stocks move later with government contracts supposedly. I keep adding AVAV and been sitting on NOC for a few weeks.
Every? The CEOs of PLTR, LMT, NOC, HON, RTX, LHX, etc will likely say "Unexpected TAILwinds", no?
Palantir has been public for 5+ years and you still see people in those Palantir threads on this sub who don’t understand what the company actually does. Feels like part of the issue is no one wants to bother correcting it. Why spend time writing a real explanation just to get buried under moral debates and valuation takes? And it’s funny even setting aside that revenue is roughly split between commercial and government (with commercial growing faster), those same moral arguments don’t come up nearly as much with LMT, NOC, RTX, or other defense names.
It likely because PLTR has more people ok with bashing it. You would never see a thread about defense companies like LMT, RTX, and NOC.
I don't know if Iran will win the war or if the USA will win the war , but I'm sure LMT, RTX NOC, GD, will win the war.
Meanwhile ONDS, RTX, LMT, NOC are having bad weeks even with all the partnership deals
Jimbo must have stock in $NOC and $LMT
Apocalypse portfolio doing well (LMT, NOC, PLTR, RTX, RHM)
Really love the way the NOC graph looks (both volume and price) before the invasion of Iran... you cannot convince me it wasn't well known and decided ahead of time...
Calls on RTX, BOE, LM, NOC, let’s go.
PLTR, NOC, ITA down. War over?
RTX, LMT, NOC, RNMBY, LHX making money
I mean I plan to add calls of PLTR, RTX, NOC, LMT….
Is NOC going to continue to climb this week?
Still here, watch us win CALLS with PLTR, LMT, NOC, AVAV, RCAT, RTX
“TRADING THE PROPHECY” Defense LMT, NOC Drone warfare AVAV, KTOS Naval conflict HII Energy spike XOM, CVX Chaos hedge Gold, BTC
You might be a bit late and of it ends, the same stocks will go the other way. I have been long RTX, HII, NOC, Ktos, PPA , etc., and it may be time to sell some.
Lockheed Martin (LMT), Northrop Grumman (NOC), RTX Corporation (RTX), and General Dynamics (GD)
I'd expect oil to gap up hard at the open - WTI could easily spike $5-10 if the strait gets threatened. Defense names like RTX, LMT, NOC will probably run too. But honestly, these geopolitical spikes tend to fade pretty quick unless things really escalate. I remember when Russia invaded Ukraine, oil hit $130 then fell back within weeks as markets realized supply wasn't actually disrupted that much. The key thing to watch is whether Iran actually tries to close Hormuz or if this stays regional. If it's just tit-for-tat strikes, markets will probably settle down after the initial panic buying.
Little Marco's speech at the Munich security summit two weeks ago was inspiring. The future is bright for LMT, RTC, NOC, GD, BA and LHC.
Israel is getting hammered it seems and they are trying to hide it.... [https://x.com/furkangozukara/status/2029174979363762349](https://x.com/furkangozukara/status/2029174979363762349) UAE is also fining anyone who films anything up to 136k USD in fines and up to 5 years in prison. Seems like USA is preparing a ground invasion with the Kurds, and Iran is being absolutely carpet bombed right now by the US Jets and bombers in the North West Azerbeijan area to prepare for that. The market is definitely going to crash in the coming weeks when more info comes out. They can't suppress this forever. Also seems like they've burnt through 5 years worth of stockpiles of interceptor missiles. [https://x.com/scarylawyerguy/status/2029146126394298860](https://x.com/scarylawyerguy/status/2029146126394298860) . SO maybe load up on LMT, RTX, NOC calls?
I have some LMT, NOC, RTX and LHX stock and I'm strongly considering selling them. They are all at ATH after climbing up like crazy in just few months. I have 40-100% gains on them.
Really appreciate all the responses, this is exatly the kind of discussion I was hoping for when I posted this. So it sounds like most people fall into a few buckets. Theres the "I already own it through VTI, not gonna chase" crowd which honestly fair enough. Then a few of you are actively DCA'ing into defense ETFs or individual names. And then the contrarian camp thats waiting for a pullback before touching anything, which I kinda respect. The european defense angle is what keeps grabbing my attention though. Like its not just a momentum trade, these are multi-year budget commitments from Germany, Poland, France etc. Thats a fundamentally different setup than chasing a sector thats already run. Problem is, how do you even get clean exposure as a US investor? IDEF exists but the volume is pretty rough still. One thing I noticed nobody really mentioned: if you hold a total market fund your defense exposure is basically just the big primes. LMT, NOC, RTX. You're not getting the mid-cap suppliers like HEICO or TransDigm that benefit from maintenance and upgrade cycles regardless of who wins the contract. Different risk profile entirely. **For those who already sold or trimmed, where are you putting that money now? Back into broad index or is there another sector you think has a better setup going forward?**
Anyone else bullish on ACHR? .... oh just me? but flying things are cool \*sees B2 overhead\* ohh right... RTX calls, or NOC... or literally anyone who makes USA weapons
The European defense story is real but the timeline matters. Most of the budget commitments are multi-year -- Germany 2% GDP ramp, France accelerating SCORPION, Poland going from 2% to 4% GDP. The contract backlog for Rheinmetall, MBDA, and Thales is measured in years, not quarters. For US names, the dynamic is different. LMT and NOC were already priced for elevated defense spending before this. The question is whether the European conflict premium on top of the existing US cycle creates another leg or if its mostly priced. My take: the European ramp is not priced in because most US investors have minimal exposure to EU defense primes. HEICO, TransDigm on the components side might be cleaner plays than the primes if you want less geopolitical binary risk. For index holders -- you already own the US exposure. The only way to get meaningful EU defense beta is via IDEF or similar ETFs, which are still pretty illiquid.
LMT, RTX, and NOC with the limp bisdik v
Selling my NOC at open was a good idea it seems, +47% return is acceptable. I kept my RTX. -31% so far is unacceptable and I demand a refund.
Tell that to my NOC and RTX
🎶*NOC NOC NOCin on profits door*🎶
LMT why you no like hangout with RTX and NOC
XON NOC OR SILVER TMRW calls at open??
My gains at open on NOC will potentially be entirely offset by my losses on EWY. That's what I get for trying to diversify.
wouldn't NOC calls pay better than the Polymarket bet?
RTX, NOC, and LMT calls looking nice.
So, lots of LMT products being used and expended right now. Same for RTX and NOC. More parts will be needed to restock, more missiles will be produced to replace those used. More bombs, airframe pieces, you name it. While profit margin is unlikely to be affected, revenue should see a bump over the next several years as the Primes replace all that stuff. So, more revenue + constant margin = more earnings/profit.
I'm content with my NOC calls, but yeah holy shit Lockheed.
LMT RTX NOC puts expiring a week out
My LMT, RTX, NOC, ONDS positions 🤌
RTX, NOC, LMT with a dash of AVAV and KTOS
Who bought NOC and LMT calls on Friday show yourself
The key variable most people aren't tracking closely enough is the Strait of Hormuz. Around 20% of global oil passes through it daily. Even a partial disruption — not a full closure — can send crude spiking 20-30%, which then feeds into inflation expectations and forces the Fed's hand on rate cuts. Historically, markets tend to gap down on Monday open after weekend geopolitical shocks, then recover as clarity emerges. The real risk here isn't the strike itself (largely anticipated given the military buildup over prior weeks), but Iranian retaliation escalating beyond current containment — specifically targeting Gulf state infrastructure or attempting a Hormuz blockade. Sectors to watch: defense contractors (LMT, NOC, RTX) likely already priced in much of this given 40-50%+ runs over the past year. Oil majors (XOM, CVX) could see short-term pop. Tech and rate-sensitive growth names will bear the brunt of any sell-off. For long-term investors, geopolitical shocks historically create buying opportunities. The hard part is figuring out whether this is a contained air campaign or the beginning of something larger.
NOC printing money Monday.
I just want my NOC calls to print, I'm not asking for a lot here.
I watched dozens of people talk about "load up on oil" and "buy some NOC", and I was all "I got 7 shares of TPL, so Im good." I am not good. So jelly.
YTD % aka since January 1 LMT 32% NOC 23% RTX 8% (SAD!) ExxonMobil is 12% BKR is 38% HAL is 21% All baked in
I'm really curious what happens to my NOC calls on Monday, hoping for a spike at open but who knows.
Well, there's obliteration and then there's obliteration. Last time was alternate obliteration. This time more better obliteration. Also, these companies rely upon us to blow up the things they make for us to blow up other things with. RTX • NOC • LMT • LHX • GD *Disclaimer: gentlemen, you can't fight in here, this is the war room!"*
BAE, Lockheed (LMT), Northrop Grumman (NOC), RTX Corp (RTX), Boeing (BA)
Holding those NOC calls over the weekend might pay off.
LMT NOC KTOS and ITA for exposure to them all
Holding NOC and EWY calls over the weekend, I'm sure it'll be fine.
Imagine thinking WW3 is coming and not buying LMT, RTX, and NOC.
Nah, I'm up 6.24% today. Granted that's NOC regaining some ground it lost the day before NVDA earnings and EWY pulling itself back up.
My NOC calls love war, hopefully, nothing makes sense anymore though so maybe not.
Calls for NOC, LMT, RTX - war is coming
NOC please, time to put the bombs in the bay and get to it.
This would make my NOC calls smile
NOC absolutely shitting on me today, come one man we Iran about to get ran on and now Cuba killing US folks (in self defense apparently but like that matters) Nvidia cucking my defense positions by virtue of existing.
NOC got me down 27% today so that's neat. Money flowing into Nvidia and/or Iran off the table I assume.
LMT, NOC, who upset you?
I continue to hold NOC. I crave the searing heat of explosive ordinance dropped from a beautiful Northrop Grumman freedom machine.
Started the day down 10.97%, ended up 0.44%. NOC is screaming, crying, pissing itself waiting for the bombings to start.
Either we're not doing an Iran, or NOC took a sympathy dive with everything else.
Keep rising NOC, fly as high as the bombers you build.
Hmm NOC with a shrek candle during AH… 🤔‼️
I think your title is correct but not your play. 4/17 NOC 740 Calls is what I'm in on with the thought it runs up to $770 when things pop off. Not saying SPY won't drop, I just think Northrop Grumman has the better chance to profit from us turning parts of Iran into parking lots.
LMT and NOC buy for US Strike on Iran?
I have owned RTX NOC Ktos PPA Pltr HII since Russia went into Ukraine. Just added Boeing. Looking at VOYG and rcat but waiting for a better price. While Iran China Russia have the same ideology and sick people in charge, I am staying long. And add trumps $1B+ defense budget, which we need, is being supported by both sides. Biggest position by far is RTX
Increasing the tariffs he made up on the spot to 15% was not the headline I was hoping for holding NOC calls over the weekend.
I'll stick with LTM, RTX, GD, and NOC for this play.
Even NOC, KTOS, AVAV, and a bunch of other defense stocks are down today for legitimately no reason. Think RKLB has gov contracts to build missile-defense satellites
Lockheed martin growing 5%. GD growing 4%. NOC growing 4.5% Analysts think PLTR is not going to beat their guidance of 62% but I think 2026 growth will be closer to 85%. My estimate for PLTR FCF is $4.6 billion this year and growing to $52 billion in 2030. (based off of Karp's guidance of 10x US revenue over 5 years that he said a year ago) And 80% FCF margin I put a 55 multiple on the P/FCF with a continued 30% growth in 2031 and I get a fair value of $1,247 at the end of 2030. PLTR continues to deploy their platforms faster using less manhours and plan on use AI instead of people in the future to deploy their platforms. Customers sign on and then expand their use of PLTR and those customers get their suppliers onto PLTR. My current estimate for 2026 is 85% growth with a bullish case for 95%. Which does sound crazy but looking at my quarterly estimates for 2026 isn't crazy. If I was forced to buy just 1 company today, i would actually pick PLTR over TSLA just because there is less risk for PLTR. Burry thinks PLTR is a consultancy company. The guy don't even know what PLTR even do.
these LMT and NOC calls are really expensive ATM so if the war does not happen a lot of guys will bleed ...
RTX and NOC too….we gon war I think
lamo, y not just go defense sectors ? RTX, LMT, NOC
Whut? I'm literally looking at my own port. LMT(+2%), RTX(+1.31%), NOC(+1.56%), BA(+1.62%) all up today lol
LMT ad NOC up massive past month High beta stocks sold off including 🌽 I’m sure it’s nothing tho
People are using AI in everything now to get that ROI. A person laid off or fired and replaced by an AI might be the initial excuse, but then they're hiring prompt experts and ai specialists at a higher salary to upkeep those systems. ie: Remove a 30K/yr worker (Maybe 25-50%) of the workforce. If a 100 person operation only needs to run with 50. You save training, equipment, insurance, etc on those 50 employees. However you need say 5-10 high value AI trainers/manipulators to fill that hole, insure them and give them equipment (often more GPU-heavy, more costly). So the servers to operate 50 prompts per second or handle CV processing would likely cost just as much if not more Then you have cooling and electricity costs, machine maintenance, infrastructure, employing individual or contract workers to do that (NOC Engineers, AI Specialists, Engineers) all much higher 2X-3, sometimes even 4X the cost of those employees you're replacing. The ROI is negative, almost instantly. The upkeep is nuts. Then you want to retrain it? Make it do more? Upgrade, infrastructure investment, and more. It's what I call Ouroboros (Self-Eating cycle). They're delegating tasks to AI, but need highly educated professionals to make that happen. It's like having 5 bad employees and saying you need to hire another manager to coordinate them instead of fixing or getting new employees.
Didn’t they used to call that a Cold War? And isn’t it chilly? NOC GD
Makes sense, I wanna start derisking too. Sold some TSMC, will sell my NVDA, MSFT, META, AMZN and RDDT when they go up, maybe 20% from here. My INTC and SMCI are probably close and I should sell some. Same with defense - NOC and LMT
VTSAX, NOC, [SAAB-B.ST](http://SAAB-B.ST)
NOC, LHX, RTX, KTOS, COP, OXY, maybe GLD. Unsure about silver. Just look into defense and oil and i think you'll be alright, though might want to keep an eye out for the news cause 🥭 is prolly gonna do something stupid before talks on Friday.