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Investing.com -- The rapid escalation of global drone warfare has transformed Ukraine into a critical strategic provider of counter-unmanned aerial systems (UAS) expertise and advanced defense technology, according to an exclusive report by The Wall Street Journal on Saturday.
Northrop Grumman (NOC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
A number of stocks fell in the afternoon session after President Donald Trump said he called off what he described as a scheduled attack on Iran, citing "serious negotiations" underway toward a peace deal.
SpaceX’s S-1 just handed legacy defense investors a number they cannot ignore. And you can bet they won’t. In 2025, roughly one-fifth of SpaceX revenue came from U.S. federal agencies, primarily NASA, the Department of War, the General Services Administration, and certain Intelligence Community agencies, focused on launch services, spacecraft development, satellite deployment, and artificial ... One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry
Northrop Grumman (NYSE:NOC) has been selected as one of five preferred payload providers for the Pentagon's multi billion dollar Drone Dominance Program, aimed at equipping more than 200,000 military drones. The company also reported progress on the YFQ-48A Talon Blue uncrewed aircraft collaboration, focused on next generation autonomous platforms. In parallel, Northrop Grumman announced the delivery of its 1,000th SABR radar system, a key step for digital manufacturing and fleet...
SpaceX said it employed "over 22,000" people as of March 31, putting it well down the ranks of publicly traded aerospace and defense companies. It said none of them are unionized and doesn't break out how many are in the U.
Northrop Grumman (NOC) has drawn investor attention after a sharp share price pullback, with the stock down about 16% over the past month and roughly 25% over the past 3 months. See our latest analysis for Northrop Grumman. The recent pullback fits into a wider reset in momentum, with the share price roughly flat year to date after earlier gains, while multi year total shareholder returns remain positive and ahead of the short term trend. If this kind of volatility has you thinking about...
Meta Platforms is beginning a multi-batch layoff program on May 20, 2026, expected to initially affect about 10% of its workforce, as the company accelerates its pivot toward AI, robotics, and massive infrastructure spending of $125–145 billion in 2026.
Intuitive Machines is expanding beyond lunar missions into communications, navigation, and national security infrastructure as revenues surge.
Kratos Defense's $2.01 billion backlog, $1.46 billion funded, boosts revenue visibility, with 37% slated for fiscal 2026 and 25% for fiscal 2027.
Gene Munster of Deepwater Asset Management and Elon Musk biographer Walter Isaacson have floated the idea that Tesla (NASDAQ: TSLA) and SpaceX could combine within the next decade. This remains speculation rather than a deal. For Boeing (NYSE: BA), the hypothetical lands harder than for any other company. Boeing: A Fragile Recovery Meets a Hypothetical ... Why Boeing Has the Most to Lose If Tesla and SpaceX Ever Combine
RKLB is building an end-to-end space model launch, spacecraft systems and mission ops to diversify revenues and deepen its market position.
Recent presidents have stayed away from trading stocks in companies whose fortunes they could lift or scuttle with the stroke of a pen, but Donald Trump smashed that precedent in the first quarter of this year with more than 3,600 buy and sell orders, many of them involving companies whose profits have been directly impacted by his decisions as head of the government. Among the Trump trades in a recent report filed with a federal ethics agency was as much as $6 million in Nvidia, whose advanced chips Trump approved for sale to China last year. “If he were defense secretary, he would be committing a crime,” said Richard Painter, the chief White House ethics adviser in the George W. Bush administration and a big critic of congressional trading, too.
Ledios secures a $2.7B U.S. Army contract combining TPS and CHGB to speed hypersonic weapons production, but shares fall.
Despite Northrop Grumman's underperformance relative to the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Northrop Grumman leads the military modernization supercycle by developing advanced uncrewed payload architectures and autonomous combat platforms.
Rising costs are spelling trouble for Florida, where people in their prime working years are moving to other states while new arrivals are shrinking. The Wall Street Journal sat down with Florida Sen. Rick Scott to ask him about our readers’ concerns.
RTX lands a Naval Research contract to advance software-defined radar, enabling future naval systems to run multi-mission sensing in a crowded spectrum.
Deciding whether Northrop Grumman at around US$550 a share still offers value, or if the easy gains are already behind it, starts with understanding what the current price actually reflects. The stock is up 18.6% over the past year, although it has fallen 17.3% over the last month and is down 6.1% year to date, which can change how the market is pricing risk and opportunity. Recent headlines have focused on Northrop Grumman's role across US defense priorities, including its position in...
Northrop Grumman was recently selected as one of five preferred payload providers for the U.S. Department of Defense’s Drone Dominance Program, positioning its Common UAS Payload at the core of a multi‑year effort to field over 200,000 unmanned aerial systems. This decision reinforces Northrop Grumman’s role in modular, platform‑agnostic drone lethality systems, potentially broadening its access to long-duration defense technology budgets. We’ll now assess how Northrop Grumman’s preferred...
LUNR's $1.1B backlog and major contract wins boost its revenue outlook as demand rises for space and defense infrastructure.
Company Named Preferred Payload ProviderNorthrop Grumman (NYSE:NOC) has been selected as one of five preferred payload providers under the Department of War’s Drone Dominance Program Lethality Prize Challenge. The award positions Northrop Grumman to help develop and scale advanced payload systems designed to support the rapidly expanding production of small military drones.
AeroVironment's $1.12 billion funded backlog boosts revenue visibility, with 39% of obligations set to hit fiscal 2026 and more beyond.
(Bloomberg) -- Elon Musk said he’s back in Texas working on plans for an initial public offering of SpaceX as the rocket and artificial intelligence company gears up for the largest listing of all time. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpTrump Gets Revenge on Republican Who Vo
The defence industry, long considered a value trade, has in the past few years become a growth play. Global conflict is on the rise, and technology...
Northrop Grumman Corporation (NYSE:NOC) is an undervalued aerospace and defense stock to buy. On May 11, Northrop Grumman Corporation (NYSE:NOC) reiterated its push for opportunities around space missions with the unveiling of a positioning and navigation system. LR-450 is the company’s new system designed to provide spacecraft tracing and orientation capabilities. The system does not […]
(Bloomberg) -- The official leading President Donald Trump’s Golden Dome contested an estimate that the highly secretive missile defense shield would cost six times more than forecast, raising questions around the true price tag of the administration’s project.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Iran’s Kharg Island Oil Jetties Empty