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Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing unlevered pretax free cash flow.

Cestrian Capital Research 15m ago

2h ago APP $88B

AppLovin Deep Dive

Speedwell Memos 8 clicks

7h ago LPTH $562M

LXS.DE: a 2028 sale it can force

Trade Ideas Flow 11 clicks

From X

@absreturnchaser 57m ago

absreturnchaser on X

@essential6t7 @ChopraUSA Wonder if $WU Western Union tries to get out of the deal because they have received takeover offers themselves. @bharringtonw11

@gnoble79 1h ago

George Noble on X

This is not what you want to see if you are a $CRWV bull. $CRWV remains one of our biggest shorts. We are short from $107. Only a takeunder from $NVDA will prevent bankruptcy. Subscribe to the Noble Update to receive our best ideas. 67% YTD performance based on a diversified book of longs AND shorts. We have unrivaled performance. We have decades of experience. We are battled tested and have been through numerous market cycles. We have a process. While others chase narratives and charts, we focus on valuation and fundamentals. KNOW WHAT YOU OWN. YOUR ATTENTION TO THIS MATTER IS GREATLY APPRECIATED.

@calvinblissett 2h ago

Calvin Blissett on X

@grok say why this would be good for Kaspi using quantitative and qualitative data. Also mention how at one point $KSPI was trying to expand into Ukraine

@calvinblissett 2h ago 1 click

Calvin Blissett on X

$KSPI looking at me real funny with its 10% dividend at around $92 https://t.co/zCh97GxEFO

@TheBenSchmark 2h ago

JabroniCoin.USD on X

Latest $CENX 10-Q shows in addition to the 6.8% non-dilutive equity interest, Century Aluminum has a $300m put option on Hawesville written by $WULF https://t.co/pacdDPV8y4

@ACapitalLP 2h ago

A Capital on X

@shaqer23 $ZM with Anthropic?

@blondesnmoney 3h ago

Cluseau Investments on X

$PSTL getting smoked, back to the teens you go

@blondesnmoney 3h ago

Cluseau Investments on X

$AFL valuation is nuts

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The Agentic AI Roadmap for SaaS

SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…

CRM $197BCRWD $233B

Jimmy's Journal 9h ago 5 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

TSOH Investment Research 9h ago 6 clicks

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

LEN $17BFLO $1.3B

Latticework by MOI Global 11h ago 10 clicks

LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns

LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…

Substack von Philipp 12h ago 5 clicks

Exelon: Shelter From The Storm And Nice Yield As Utilities Catch A Bid

Michael Fitzsimmons 13h ago 4 clicks

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.

OXY $62BRIG $6.2B

Open Insights 13h ago 6 clicks

Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More

Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.

HESM $6.3BIOVA $6.7B

The Undercovered Dozen 19h ago 10 clicks

What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens

Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.

Hunterbrook 24h ago 22 clicks

Wells Fargo Earnings Aren't Inspiring Enough, But A 7% Income Opportunity Is

Wells Fargo’s Q3 EPS beat and $12.5 billion net interest income failed to move shares, while WFC.PZ preferreds yield 7.10%.

Jeremy LaKosh 30h ago 5 clicks

Semtech Analyst Day Review

Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…

CV's Substack 41h ago 12 clicks

TTAN · long

Servicetitan INC

ServiceTitan (TTAN) is shifting from vertical software for trades businesses toward the operating layer for scaled essential-services…

Value Investors Club Apr 26 2 clicks

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