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Compare International Business Machines Corp (IBM) vs Northrop Grumman Corporation (NOC) Price & Performance

International Business Machines CorpTrade
Northrop Grumman CorporationTrade

Price performance (Past 24H)

Key statistics

International Business Machines Corp vs Northrop Grumman Corporation — how do they compare? International Business Machines Corp trades at $211.4 (market cap $200.20B), while Northrop Grumman Corporation trades at $512.42 (market cap $74.42B). The key difference: International Business Machines Corp is far larger — about 2.7× Northrop Grumman Corporation's market cap, and International Business Machines Corp pays the higher dividend (3.17%). Which is the better fit depends on your goals.

IBMNOC
Market Cap
$200.20B$74.42B
Volume
4,481,527
Sector
TechnologyIndustrials
52-Week High
$329.23$768.02
52-Week Low
$211.20$496.02
Enterprise Value
$258.21B$88.65B
Dividend Yield
3.17%1.79%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

International Business Machines Corp

IBM stock trades at $213.81, down 25% following disappointing Q2 2026 preliminary results that missed revenue and EPS estimates. The company maintains strong profitability with 58.4% gross margins and 15.6% net income margin, but faces execution challenges as customers shift spending toward AI infrastructure. Technical indicators show bearish momentum with support at $210 and resistance at $216, while analyst consensus remains positive with a $287.85 price target despite recent downgrades.

IBM's long-term fundamentals remain solid with consistent earnings beats and strong cash flow generation, but near-term headwinds from AI spending shifts create uncertainty. The stock offers value at current levels with attractive valuation multiples, though investors face execution risk and competitive pressure in the evolving AI landscape.

Northrop Grumman Corporation

Northrop Grumman (NOC) trades at $524.14, up 0.49% with a bearish technical signal despite strong fundamentals. The company shows consistent earnings beats, with Q1 2026 EPS of $6.14 exceeding expectations of $6.06. Recent news highlights defense budget optimism and a $312.3M Navy contract for electronic warfare systems. Technical indicators show RSI at oversold levels near support at $518, while moving averages signal bearish momentum.

The investment outlook remains positive with analyst consensus at Buy (57% of 35 analysts) and a $655 price target representing 25% upside. Risks include execution challenges in defense programs and potential margin pressure. Strong cash flow generation and a $96B backlog support long-term growth, though near-term technical weakness may present entry opportunities for patient investors.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

About International Business Machines Corp

International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.

Read more on IBM

About Northrop Grumman Corporation

Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.

Read more on NOC