Notícias

Asking for a Trend Host Josh Lipton tees up what investors should be on the lookout for on Tuesday, July 21, including earnings from General Motors Co. (GM), Northrop Grumman Co. (NOC), and D.R. Horton Inc (DHI).

The company's greatest challenge isn't finding new customers, it's keeping up with the ones it already has, and that's where the real upside could be hiding.

Traditional defense stocks have lagged even as defense-tech startups command lofty valuations. Vertical Research says six established companies still offer attractive value.

LMT heads into Q2 results with revenue growth expected, backed by a strong defense backlog, while margin recovery may take longer to materialize.

Security and aerospace company Northrop Grumman (NYSE:NOC) will be announcing earnings results this Tuesday before the bell. Here’s what investors should know.

LMT expands missile production under new U.S. agreements as rising air and missile defense demand supports long-term growth prospects.

RTX is deepening its fighter aircraft footprint with advanced avionics, sensors, electronic warfare systems and precision weapons across major U.S. platforms.

We examine the investment case for drone stocks and highlight two ETFs.

NOC heads into Q2 earnings backed by a strong defense backlog, but investors will watch Sentinel program updates for margin impact.

Lockheed (LMT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Evaluate the expected performance of Northrop Grumman (NOC) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Morgan Stanley picked its topped three defense names that included Northrop Grumman, FTAI Aviation and newly public space company HawkEye 360 that could have 100% upside.

BAESY is deepening its radar-market presence through Canada's Arctic program and decades of long-range surveillance expertise.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Northrop Grumman’s fair value estimate has been revised lower from about US$697.0 to about US$670.5, a trim of roughly 3.8% that reflects a more restrained view of upside at current levels. This shift lines up with recent analyst commentary, where firms are cutting price targets while weighing near term execution risks in defense against longer term growth and cash generation potential. As you read on, you will see how these changing targets and narratives can shape the way you track Northrop...

LHX aligns its Trusted Disruptor strategy with evolving U.S. defense acquisition reforms to accelerate program execution and drive growth.

Northrop Grumman (NOC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Kratos Defense expands US manufacturing and supply-chain capabilities to pursue larger defense contracts as military modernization drives demand.

The company is reporting record sales and a large order book, yet the stock has stumbled, forcing a hard look at whether you are buying proven execution or a high-stakes bet on a rocket that has not yet flown.

Defense stocks are supposed to surge when conflict breaks out, yet Lockheed Martin investors who bought in on the first day of the Iran war got a painful education in why geopolitics rarely works as a stock thesis.

The company's most important production line appears stable, but the real test for investors is still to come, and it hinges on one critical figure.

Expectations for defense earnings are low. That isn’t the case for commercial aerospace earnings, though.

GE heads into Q2 earnings with strong aerospace demand, upbeat estimates and solid momentum, but can its premium valuation hold up?

NATO allies just converted a years-old spending pledge into a wave of purchase orders, and one defense analyst has a specific test for separating the stocks that will actually see the cash from those chasing headlines.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Investing.com -- Republican Senator Lindsey Graham of South Carolina died on Saturday at the age of 71 following what his office described as a "brief and sudden illness," ending more than two decades in the U.S. Senate.

Investing.com -- President Donald Trump warned Iran that the United States is prepared to launch a devastating military response if Tehran attempts to assassinate him, as Washington intensified pressure on the Islamic Republic while diplomatic efforts to preserve a fragile ceasefire continued.

NATO allies unveiled over $57B in new defense deals, fueling demand for aerospace and defense ETFs positioned to benefit from rising military spending.

Northrop Grumman (NOC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Record Pentagon budgets are climbing toward $1.45 trillion, yet America's biggest defense contractors keep falling. One investor says the winners are hiding somewhere most portfolios have never looked.