Here’s what the Smart Money crowd is loving right now:
- Why analysts we track are unanimously bullish about Tat Technologies (TATT)
-
Northrop Grumman Corp (NOC) shows promise on post-earnings momentum
- Why did Vertiv Holdings (VRT) just get so many upgrades?
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1. Northrop Grumman Corp (NYSE: NOC)
Northrop Grumman is a big-time defense sector player that has its finger in many pots: aerospace technology, autonomous systems, and national security solutions. With the defense sector seeing elevated demand and the company posting strong earnings momentum, Northrop remains a core large-cap defense holding.
Zen Rating: B (Buy) — see full analysis
Recent Price: $596.48 — get current quote
Max 1-year forecast: $770.00
Why we're watching:
- Analyst support: Northrop is a perennial favorite among analysts; right now, it has 8 Strong Buy, 1 Buy, and 4 Hold recommendations in our system. See the ratings
- The current top forecast for NOC is $770, implying nearly 30% potential upside in the coming year.
- Recent analyst upgrades point to Northrop’s attractive value (21.42x PE vs. 28.24x industry average) and robust free cash flow.
- Industry ranking context: NOC ranks 6th out of 72 in its industry. See more Defense Industry stocks here.
- With a Zen Rating of B, NOC is in a class of stocks that have historically delivered 19.88% annual returns.
- Digging into the Component Grades, Northrop stands out with above-average B grades in several key areas, including Value, Momentum, and Growth. (See all 7 Zen Component Grades here)
2. Vertiv Holdings Co (NYSE: VRT)
As a provider of mission-critical infrastructure and services for data centers and communications, perfectly positioned to capitalize on the exponential growth of AI and cloud computing. With robust organic order growth and strong earnings momentum, Vertiv’s upward trajectory continues to surprise the market.
Zen Rating: A (Strong Buy) — see full analysis
Recent Price: $171.59 — get current quote
Max 1-year forecast: N/A
Why we're watching:
- Analyst support: VRT’s strong Q3 earnings beat and raised 2025 guidance have drawn bullish upgrades and fresh buy recommendations both from outlets like The Motley Fool and the analysts we track. See the ratings
- Recent analyst commentary highlights AI infrastructure as a powerful growth catalyst, with Seeking Alpha writing, "AI Infrastructure Continues To Fuel Growth."
- Also worth noting about VRT: organic orders are up 60% and diluted EPS up 122% year-over-year, with momentum outpacing sector giants.
- Industry ranking context: Vertiv is ranked 2nd out of 43 in the Electrical Equipment & Parts industry.
- As an A-rated (Strong Buy) stock, VRT is in an elite class of stocks that have delivered 32.52% annual returns. (VRT’s historical total return exceeds 1,600% since its 2018 debut.)
- In terms of Component Grades, highlights include As for Growth and Sentiment and Bs for Momentum and Financials. (See all 7 Zen Component Grades here)
This company provides something interesting: innovative thermal management, heat transfer, and maintenance services for commercial and military aerospace, with growing traction in electric aviation and defense upgrades. Recent contract wins and sector momentum have powered TATT’s shares to more than double in the past year.
Zen Rating: B (Buy) — see full analysis
Recent Price: $39.45 — get current quote
Max 1-year forecast: $56.00
Why we're watching:
- Analyst support: All 3 covering analysts rate TATT as a Strong Buy; consensus price target represents up to +42% upside. See the ratings
- Truist Securities' Michael Ciarmoli (a top 1% rated analyst) notes, "Investor sentiment about aircraft OEM production is increasing... Aftermarket demand trends continue to be supported by passenger travel strength, engine shop visits, and new aircraft supply chain challenges."
- Recent articles touting TATT highlight its positive trend and price strength, with features on its exposure to the fast-growing eVTOL market and 40% surge in the last three months.
- Industry ranking context: TATT is ranked 10th out of 72 in the Defense industry.
- With a Zen Rating of B, TATT is in the top 15% of stocks we track; Component Grades reveal above-average strength in Momentum, a key factor to help investors identify stocks on an upward trajectory that is likely to continue into the future. (See all 7 Zen Component Grades here)
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