Loading...

US And Allied Defense Budgets Will Unlock New Opportunities

Published
18 Jul 24
Updated
08 Oct 25
AnalystConsensusTarget's Fair Value
US$615.56
3.2% overvalued intrinsic discount
08 Oct
US$635.01
Loading
1Y
20.5%
7D
5.0%

Author's Valuation

US$615.563.2% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Oct 25
Fair value Increased 2.03%

Northrop Grumman’s analyst price target has been raised from $603.32 to $615.56, reflecting analysts’ increased confidence in the company’s improving revenue growth, expanding profit margins, and favorable positioning within defense sector budgets. Analyst Commentary Recent analyst research has showcased a largely optimistic outlook on Northrop Grumman, with multiple firms raising their price targets and affirming positive ratings.

Shared on06 Sep 25
Fair value Increased 0.88%

Analysts have raised Northrop Grumman’s price target to $603.32, citing accelerating revenue growth tied to Department of Defense priorities, robust international sales momentum, and strong Q2 performance, while valuation concerns and uncertainty around future earnings temper some optimism. Analyst Commentary Bullish analysts highlight accelerating revenue growth projected for the second half of 2025, underpinned by alignment with Department of Defense budget priorities and management’s positive outlook.

Shared on07 May 25
Fair value Increased 11%

Shared on30 Apr 25
Fair value Decreased 3.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 1.06%

AnalystConsensusTarget has increased revenue growth from 4.3% to 5.2%.

Shared on16 Apr 25
Fair value Increased 2.73%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on09 Apr 25
Fair value Decreased 0.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 0.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.