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NOC · NASDAQ · STOCK

Northrop Grumman

Industrials Updated August 09, 2026
$575.84
52W $479.02 – $774.00
59/100
$81.20B
18.1
-0.11
AI Committee Verdict
Buy
59/100
Conviction: Moderate · 60% agreement · 5 analysts
+5.2%
-0.7%
7.72:1
Moderate

Is NOC Bullish or Bearish?

Bullish. Innellis AI committee rates Northrop Grumman (NOC) Buy with a composite score of 59/100 , based on 5 analysts with 60% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.60 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -4.40 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Positive signals support the current rating — market regime is bullish (bull market -- normal position sizing). The committee sees sufficient evidence to maintain the constructive view.

Bull & Bear Case

Bull Case
  • ROE of 26.6% shows genuine earnings power backing the valuation — Value
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Price-to-book of 4.9x prices in significant intangible value — Value
  • RSI at 77 is in overbought territory — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
59/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 50%
of 158 Industrials peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 26.6% shows genuine earnings power backing the valuation
− Price-to-book of 4.9x prices in significant intangible value
Growth Analyst bullish
68 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 77 is in overbought territory
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
55 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 59.4 to 59.4.

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
77.2
Overbought
MACD Histogram
4.264
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$567.38
Resistance
$600.76
Bollinger %B
1.00
Above Upper Band
Price vs Moving Averages
EMA 9
$553.88 Above
EMA 21
$544.19 Above
EMA 50
$547.38 Above
EMA 200
$581.24 Below

Fundamental Analysis

Valuation
78
Growth
75
Profitability
58
Financial Health
55
Cash Flow
70
Valuation
P/E Ratio 18.1×
P/B Ratio 4.54×
PEG Ratio 1.13
Dividend Yield 1.64%
52W High $774.00
52W Low $479.02
Quality & Growth
ROE 2508.1%
ROA 814.0%
Gross Margin 2006.0%
Operating Margin 1018.1%
Revenue Growth YoY
Debt / Equity 0.91
AI Fundamental Assessment
P/E ratio of 18.1 (inexpensive relative to a 15-40x range); Price-to-book of 4.5x; PEG ratio of 1.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 25.1%; Return on assets of 8.1%; Net margin of 10.5%; Gross margin of 20.1%; Current ratio of 1.17 (tight short-term liquidity); Debt-to-equity of 0.91; Free cash flow per share is positive (25.66); Most recent quarter beat estimates by 11.5%; 5 consecutive earnings beats; EPS growth accelerating (-15.1% -> +25.1% QoQ); Average YoY EPS growth of 8.0%; Analyst estimates falling over recent quarters
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Explore NOC Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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