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Norway's $2 trillion wealth fund was frozen out of major defense companies. That may be about to change

CNBC

6:56 AM | Friday | Oct 16, 2026

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Proposed changes to Norway's sovereign wealth fund ethics rules could open the door to investments in more Western defense companies. The fund is currently barred from investing in companies including Lockheed Martin and Boeing because of their involvement in nuclear weapons production.

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6:56 AM | Friday | Oct 16, 2026

Norway's $2 trillion wealth fund was frozen out of major defense companies. That may be about to change

CNBC

Proposed changes to Norway's sovereign wealth fund ethics rules could open the door to investments in more Western defense companies. The fund is currently barred from investing in companies including Lockheed Martin and Boeing because of their involvement in nuclear weapons production.

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6:56 AM | Friday | Oct 16, 2026

Norway's $2 trillion wealth fund was frozen out of major defense companies. That may be about to change

CNBC

Proposed changes to Norway's sovereign wealth fund ethics rules could open the door to investments in more Western defense companies. The fund is currently barred from investing in companies including Lockheed Martin and Boeing because of their involvement in nuclear weapons production.

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10:41 AM | Thursday | Oct 15, 2026

Can Precision Weapons Demand Support Northrop Grumman's Growth?

Zacks Investment Research

NOC is advancing its precision weapons portfolio with a new grenade launcher and a Barrett partnership to tap growing demand for counter-drone systems.

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10:21 AM | Thursday | Oct 15, 2026

Exploring Analyst Estimates for Northrop Grumman (NOC) Q3 Earnings, Beyond Revenue and EPS

Zacks Investment Research

Get a deeper insight into the potential performance of Northrop Grumman (NOC) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

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10:27 AM | Wednesday | Oct 14, 2026

Top Wall Street Forecasters Revamp Northrop Grumman Expectations Ahead Of Q3 Earnings

Benzinga

Northrop Grumman Corporation (NYSE:NOC) will release its third quarter earnings report before the opening bell on Tuesday, Oct. 20.

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10:25 AM | Wednesday | Oct 14, 2026

Northrop Grumman to Release Q3 Earnings: What's in the Cards?

Zacks Investment Research

NOC's Q3 results hinge on strong defense demand, rising production and higher sales guidance, but program execution risks and a flat Earnings ESP cloud beat prospects.

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12:57 PM | Tuesday | Oct 13, 2026

Northrop Grumman Q3 Preview: Bad News Already Priced In, Defense Is A Buy

Seeking Alpha

Northrop Grumman trades near 52-week lows despite record backlog, raised guidance, and accelerating key programs like B-21 and Sentinel. NOC's Q2 results showed strong sales and backlog growth, but margin pressures from program charges and timing risks around government funding persist. Valuation at 16.8x 2026 EPS guidance presents an attractive entry, with a 2% dividend yield and low expectations ahead of Q3 earnings.

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10:16 AM | Friday | Oct 9, 2026

NetApp highlighted as Zacks Bull and NVR Bear of the Day

Zacks Investment Research

Chicago, IL – October 9, 2026 – Zacks Equity Research shares NetApp NTAP as the Bull of the Day and NVR NVR as the Bear of the Day. In addition, Zacks Equity Research provides analysis on The Boeing Company's BA, Northrop Grumman NOC and Lockheed Martin LMT

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12:05 PM | Thursday | Oct 8, 2026

As War Fades Away, It's Time To Buy Defense Stocks - Starting With Northrop Grumman

Seeking Alpha

Northrop Grumman is well-positioned amid rising Western defense budgets and strong management under CEO Kathy Warden. NOC fundamentals are robust: a large and growing backlog (2.4x TTM revenue, +16% pa), accelerating revenue growth, stable 8-9% cash flow margins, and declining leverage. Valuation is attractive at under 2x TTM revenue and under 22x TTM unlevered pretax FCF, with technicals suggesting a possible bottom near $426.

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11:00 AM | Thursday | Oct 8, 2026

Why Hypersonic Programs Are Running Out of Test Time

GuruFocus

Why Hypersonic Programs Are Running Out of Test TimePR NewswireCAPE CANAVERAL, Fla., Oct. 8, 2026CAPE CANAVERAL, Fla., Oct. 8, 2026 /PRNewswire/ -- Wall Street

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9:45 AM | Thursday | Oct 8, 2026

LHX vs. NOC: Which Defense Dividend Will Actually Protect Your Retirement?

24/7 Wall Street

Both L3Harris and Northrop Grumman have cratered nearly 20% this year while raising guidance and growing their backlogs to record levels, which means one of these defense dividends is quietly becoming a retirement income bargain and the other carries a

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