Leidos Holdings, Inc. Stock 12‑Month Price Target Cut to $153.27, Implies 31% Upside

Leidos Holdings' (LDOS) average price target was reduced by analysts from $154.6 to $153.27, with a range of $130 to $225. This implies a 31% upside from the Oct. 6 closing price. The consensus rating remains 'Buy' among 20 analysts, with 7 Buys, 13 Holds, and 0 Sells.

Original reporting
Published Oct 7, 2026, 10:20 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 7, 2026, 10:28 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Leidos Holdings, Inc. Stock 12‑Month Price Target Cut to $153.27, Implies 31% Upside — source image
Decision brief

The 30-second read

Low
01

Why it matters

A modest target reduction signals limited upside but does not indicate a major shift in fundamentals.

02

Market read

The price‑target cut provides a small trading cue for short‑term positioning in LDX.

03

What to watch

Potential upcoming defense contracts and macro defense spending trends are not reflected in the target change.

Relevance 5/10Novelty 5/10Timing: pre‑market today

Background

Leidos is a major defense and IT services contractor; price target revisions are common after earnings or contract updates.

Market effects

Minimal impact on the defense and aerospace sector; analysts may adjust peers modestly.

US market focus; no broader regional effect.

Limited to investors tracking Leidos and related defense contractors.

Counterpoint

The target cut may be overly cautious; the stock could still rally on underlying contract wins.

Key entities

  • Leidos Holdings, Inc.

    US‑listed defense and IT services firm (ticker LDX).

Related articles

Low

Leidos Completes Analogic Joint Venture, Retaining 41.5% Stake

Leidos completed its joint venture with Altaris, retaining a 41.5% stake. The venture, operating as Analogic, will focus on security screening. Leidos contributed businesses with $625M projected 2026 revenue. Leidos Q2 revenue rose 7% to $4.56B, but net income fell 9% to $356M, including $29M in transaction costs.

$LDOSMed

Leidos closes security screening joint venture with Altaris

Leidos (LDOS) completed a joint venture with Altaris, retaining a 41.5% stake. The deal combines Leidos' security and automation business with Altaris-owned Analogic. Leidos' shares fell 3.5% on the day of the announcement, down 34.1% year-to-date. Leidos reported Q2 2026 revenue of $4.548bn, up from $4.383bn in Q1, with earnings per share rising to $2.81.

$HIIMedAI 8/10

Navy to purchase 30 MUSVs following at-sea testing

The U.S. Navy awarded contracts to Galliano Marine, Huntington Ingalls (HII), and Saronic for 10 MUSVs each, totaling 30 vessels, with deliveries expected by fiscal 2027. Each vessel costs $40 million. The Navy's marketplace for unmanned surface vessels will also include Leidos, PacMar, and Sea Machines. Phase II of the program will integrate and test additional options.

$HIIMedAI 8/10

US Navy taps 3 firms to build MUSVs for around $40M per vessel

The U.S. Navy awarded contracts to Galliano Marine Services, Huntington Ingalls Industries, and Saronic Technologies to build 30 medium unmanned surface vessels (MUSVs) at $40M each, with deliveries starting before fiscal year 2027. The vessels will be used to expand the Navy's unmanned fleet in the Indo-Pacific. Sea Machines, Leidos, and PacMar Technologies also completed testing but did not win contracts.