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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.

NOC $68B

Cestrian Capital Research 2h ago 2 clicks

4h ago APP $88B

AppLovin Deep Dive

Speedwell Memos 11 clicks

10h ago LPTH $562M

LXS.DE: a 2028 sale it can force

Trade Ideas Flow 11 clicks

From X

@calvinblissett 13m ago

Calvin Blissett on X

I spoke with an expert in the RCM industry today who also previously worked at Apple and Intuit. Currently he has a startup that sees and is going to execute on the same strategy $CCLD pursues. Implementing tech and bringing into the 21st century RCM firms that are greatly behind. He said it’s rare for RCM customers to use same EHR. Said essentially that there will always be a need for software engineers b/c AI is not a magic solution and some last mile things cannot be automated/need a human. Implying CCLD cost advantage due to off shore Pakistan team stays a competitor advantage. He mentioned that the 25-30% contribution margin Carecloud targets from acquisition could be MUCH higher and this is pretty conservative, he was very surprised by this.

@leevalueroach 2h ago

Lee Roach on X

One dollar for a dozen eggs. $CALM earnings going to suck. https://t.co/sFc8Mf4Odw

@absreturnchaser 3h 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 3h ago 1 click

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 4h 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 4h 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 4h 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 5h ago

A Capital on X

@shaqer23 $ZM with Anthropic?

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Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $379M

Anthony Cataldo 11h ago 1 click

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 11h 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.

BBW $317M

TSOH Investment Research 12h ago 7 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 14h 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,…

TREE $362M

Substack von Philipp 14h ago 5 clicks

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

EXC $45B

Michael Fitzsimmons 15h 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 15h ago 6 clicks

40 Stock Pitches (12th-18th October) 🖨️

Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…

ELUT $35M

Capital Employed 17h ago 14 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 21h 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.

DLR $60B

Hunterbrook 26h ago 22 clicks

ESMR · long

Smart Shooter

Smart Shooter develops electro-optical, image-based fire-control systems that improve weapon accuracy and lethality in harsh environments.

ESMR $1.9M

Value Investors Club May 11 2 clicks

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