NOV 3·SEC EDGARLow
Dippold Michael sold $543K of DRS
Dippold Michael (EVP and CFO) sold 14,317 shares of Leonardo DRS, Inc. (DRS) at $37.91 ($0.54M total) on 2026-11-02 under a Rule 10b5-1 trading plan.
StockNASDAQ · US · USDIndustrials · Aerospace & Defense
$DRS
Leonardo DRS, Inc.
Leonardo DRS provides defense technology to U.S. national security customers and allied defense forces worldwide. It designs, develops, manufactures and integrates sensing, network computing, force protection, electric power and propulsion technologies and solutions for military applications across land, air, sea, space and cyber domains. Its primary customer is the U.S. government, and it also serves foreign governments and commercial customers. Leonardo DRS operates through two segments. Advanced Sensing and Computing makes sensing systems, including electro-optical and infrared sensors, radars and electronic warfare systems, as well as rugged network computing products and software. Integrated Mission Systems provides power conversion and distribution, naval propulsion, motors, force protection, and transportation and logistics systems. The company earns money through defense contracts as both a prime contractor and a subcontractor, and through sales of products and services. Leonardo DRS is headquartered in Arlington, Virginia.
AlphAI earnings readThird Quarter 2026 · OCT 29Leonardo DRS Announces Financial Results for Third Quarter 2026Verdict: strongRead →
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Price · $DRSvia TradingView
AI sentiment · 7d19 articles
- Bullish
- 19
- Neutral
- 0
- Bearish
- 0
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $543K 1 txs
Dippold Michael1× · $543K
10b5-1 share of filings100%
Top stories · $DRSMore →
NOV 2·tradingview.com
Morgan Stanley maintains Leonardo DRS at Equal-Weight, raises price target to $45 from $44
Morgan Stanley kept its Equal-Weight rating on Leonardo DRS but increased its price target to $45 from $44, suggesting a 19.4% upside from the last close. Recent analyst targets range from $44 to $50.
NOV 2·investing.com
Leonardo DRS to supply power systems for Army laser weapon
Leonardo DRS (NASDAQ:DRS) will supply power and thermal management systems for AeroVironment's (NASDAQ:AVAV) LOCUST X3 laser weapon under the U.S. Army's E-HEL program. The contract supports the production of mobile high-energy laser systems to counter unmanned aircraft threats. DRS brings expertise in power management and environmental control systems.
DRS sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 19 news stories mentioning DRS (Leonardo DRS, Inc.). Coverage has skewed bullish: 19 bullish, 0 neutral, and 0 bearish.
Recent DRS coverage spans financial news, earnings and insider activity.
In the last 30 days, DRS insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($543K). The most active reporter was Dippold Michael, EVP and CFO, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
What's driving DRS
The insider sale may signal confidence concerns, potentially pressuring the stock.
Morgan Stanley kept its Equal-Weight rating on Leonardo DRS but increased its price target to $45 from $44, suggesting a 19.4% upside from the last close. Recent analyst targets range from $44 to $50.
The contract win adds a new revenue stream and validates DRS's directed‑energy capabilities, likely boosting investor sentiment.
Earnings call provides fresh guidance and contract/order signals that should support near-term demand expectations and sentiment.
Beats on revenue, EPS, and EBITDA plus raised full-year guidance should support upward repricing, but the YoY free-cash-flow margin decline and backlog drop add caution.
AlphAI scores every news story that mentions DRS with an AI model for sentiment and relevance, and aggregates insider trades from Leonardo DRS, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $DRS
Score
Dippold Michael sold $543K of DRS
Dippold Michael (EVP and CFO) sold 14,317 shares of Leonardo DRS, Inc. (DRS) at $37.91 ($0.54M total) on 2026-11-02 under a Rule 10b5-1 trading plan.
1 min read
Morgan Stanley maintains Leonardo DRS at Equal-Weight, raises price target to $45 from $44
Morgan Stanley kept its Equal-Weight rating on Leonardo DRS but increased its price target to $45 from $44, suggesting a 19.4% upside from the last close. Recent analyst targets range from $44 to $50.
2 min readLeonardo DRS to supply power systems for Army laser weapon
Leonardo DRS (NASDAQ:DRS) will supply power and thermal management systems for AeroVironment's (NASDAQ:AVAV) LOCUST X3 laser weapon under the U.S. Army's E-HEL program. The contract supports the production of mobile high-energy laser systems to counter unmanned aircraft threats. DRS brings expertise in power management and environmental control systems.
2 min read
DRS (DRS) Q3 2026 Earnings Call Transcript
DRS reported Q3 2026 earnings with bookings of $1.6B, organic revenue growth of 11%, and adjusted diluted EPS up 59%. The company raised its full-year outlook, citing strong demand for its defense and security solutions. DRS highlighted a $5.6B backlog and secured a $500M counter-drone contract, demonstrating its market position and growth prospects.
9 min read
Leonardo DRS (NASDAQ:DRS) delivers impressive Q3 2026
Leonardo DRS (DRS) reported Q3 2026 revenue of $1.07B, beating estimates by 4.1% and growing 11% YoY. Adjusted EPS of $0.46 exceeded forecasts by 30.9%. The company raised full-year revenue guidance to $3.97B and adjusted EPS to $1.52. Operating margin improved to 10.9%, while free cash flow margin declined to 5.7%. Backlog decreased 36.7% YoY to $5.64B.
2 min readLeonardo DRS Announces Financial Results for Third Quarter 2026
Leonardo DRS, Inc. (DRS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Leonardo DRS Announces Financial Results for Third Quarter 2026 • Revenue: $1.1 billion, up 11% year-over-year • Net Earnings: $115 million, up 60% year-over-year • Adjusted EBITDA: $149 million, up 27% year-over-year • Diluted EPS: $0.43, up 65% year-over-year • Adjusted Diluted
2 min readOppenheimer initiates Leonardo DRS stock with outperform rating
Oppenheimer initiated coverage on Leonardo DRS (NASDAQ:DRS) with an Outperform rating and $45 price target, implying 29% upside. The stock trades near its 52-week low, with a market cap of $9.06B and P/E of 28.38. The company reported Q2 2026 earnings growth of 52% and revenue growth of 10%, raising its full-year outlook. Guggenheim also initiated coverage with a Buy rating and $51 target.
2 min read
Leonardo unit wins counter-UAS contract
Leonardo DRS, a unit of Leonardo, secured a $500 million contract from the Joint Interagency Task Force 401 for counter-UAS technologies. The three-year IDIQ contract aims to expedite the delivery of vetted C-UAS systems for force protection and air defense missions. The company's CEO and senior VP highlighted their capability to rapidly provide integrated sensing technologies to address evolving threats.
2 min readMorgan Stanley Adjusts Leonardo DRS Price Target to $44 From $47
Morgan Stanley lowered its price target for Leonardo DRS from $47 to $44. The stock closed at $34.94 on October 14, 2026, with a 5-day change of -0.63% and a year-to-date change of -2.59%. The company has various composite ratings based on valuation, EPS revisions, and visibility.
1 min readWhy is Leonardo stock rallying today?
Leonardo's stock rose 4.1% to €50.13 after EU approved its €1.6B acquisition of Iveco Defence Vehicles. The EU is also fast-tracking an antitrust review for a satellite venture. Leonardo DRS secured a $500M anti-drone contract. Fed Chair Warsh's comments supported risk appetite, boosting European equities.
2 min read