DRSIndustrials · Aerospace & DefenseThe 10 Wall Street analysts covering Leonardo DRS, Inc. hold a median 12-month price target of $55 — +20.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 94 of 100 as at 1 Aug 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Leonardo DRS, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (95): Analysts have, on balance, been raising their forecasts.
Momentum (55): The shares have been drifting down relative to others.
Size (14): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own Leonardo DRS, Inc. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on DRS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +20.1% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 July 2026 | JP Morgan | Maintains | Neutral | $48 → $53 |
| 6 May 2026 | Canaccord Genuity | Maintains | Buy | $52 → $54 |
| 25 Mar 2026 | B of A Securities | Maintains | Buy | — |
| 30 Oct 2025 | Canaccord Genuity | Maintains | Buy | — |
| 30 Oct 2025 | Truist Securities | Maintains | Buy | — |
| 11 Aug 2025 | Canaccord Genuity | Initiates | Buy | — |
| 31 July 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
| 11 July 2025 | Truist Securities | Maintains | Buy | — |
| 30 June 2025 | Goldman Sachs | Initiates | Buy | — |
| 16 June 2025 | JP Morgan | Maintains | Neutral | — |
| 6 May 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
| 17 Apr 2025 | Truist Securities | Maintains | Buy | — |
| 7 Mar 2025 | B of A Securities | Upgrade | Buy | — |
| 21 Feb 2025 | JP Morgan | Maintains | Neutral | — |
| 14 Jan 2025 | Truist Securities | Maintains | Buy | — |
| 4 Nov 2024 | JP Morgan | Maintains | Neutral | — |
| 31 Oct 2024 | Baird | Maintains | Outperform | — |
| 24 Sept 2024 | B of A Securities | Downgrade | Neutral | — |
| 1 Aug 2024 | BTIG | Maintains | Buy | — |
| 31 July 2024 | Baird | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 21% of US stocks
Cheaper than 39% of US stocks
Cheaper than 24% of US stocks
Cheaper than 12% of US stocks
Higher than 55% of US stocks
Higher than 80% of US stocks
Higher than 31% of US stocks
Higher than 68% of US stocks
Higher than 67% of US stocks
Higher than 69% of US stocks
Higher than 82% of US stocks
Higher than 7% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. DRS appears on the weeks it earns a place.
Leonardo DRS's parent company Leonardo plans to pursue more acquisitions and strategic partnerships as European defense spending increases, having recently expanded in land systems, cybersecurity, and AI-enabled mission software.
Why it matters — As a subsidiary of Leonardo, DRS could be affected by parent-level acquisition and partnership strategies tied to rising European defense budgets.
Leonardo DRS, Inc. held its Q2 2026 earnings call, with the transcript published on Seeking Alpha. Executive commentary covered the company's financial results and business performance for the quarter.
Why it matters — The earnings call transcript provides direct insights from management on the company's quarterly financial health, operational performance, and strategic outlook.
Leonardo DRS reported fiscal Q2 2026 revenue growth of 10% with sharply higher profitability, raised its full-year profit outlook, and announced a $450 million cash acquisition of mission software provider Raft.
Why it matters — DRS watchers would care because the strong quarterly results and raised profit forecast signal robust demand across key defense programs, while the Raft acquisition expands the company's software capabilities.
Leonardo DRS reported Q2 earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.27 per share, and up from $0.23 per share a year earlier.
Why it matters — The earnings beat signals stronger-than-expected recent financial performance for the defense technology company.
The article notes that Leonardo DRS, Inc. reported its Q2 2026 earnings and suggests examining how key metrics compare to Wall Street estimates and prior-year figures for a fuller picture beyond top- and bottom-line numbers.
Why it matters — Investors tracking DRS would want to see how its core operating metrics stacked up against analyst expectations and historical performance.
The 10 Wall Street analysts covering Leonardo DRS, Inc. have a median 12-month price target of $55, with estimates ranging from $47 to $59. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering Leonardo DRS, Inc., 8 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Leonardo DRS, Inc. 94 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, Leonardo DRS, Inc. ranks 94 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (95 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +20.1% from the last close, and Ticker Nerd's factor model ranks Leonardo DRS, Inc. 94 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Leonardo DRS, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for DRS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $47 to $59 over the next 12 months.
Leonardo DRS, Inc. returned +10.9% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Leonardo DRS, Inc. is a leading U.S.-based defense contractor and technology innovator specializing in integrated products, services, and support for military forces, intelligence agencies, and defense contractors worldwide.
The most recent item we track (CNBC, 31 July 2026): "Leonardo expects more deals as Europe ramps up defense spending". Leonardo DRS's parent company Leonardo plans to pursue more acquisitions and strategic partnerships as European defense spending increases, having recently expanded in land systems, cybersecurity, and AI-enabled mission software.
Leonardo DRS, Inc. is a leading U.S.-based defense contractor and technology innovator specializing in integrated products, services, and support for military forces, intelligence agencies, and defense contractors worldwide. The company delivers advanced solutions across key domains, including naval and maritime systems, ground combat mission command and network computing, global satellite communications and network infrastructure, avionics systems, intelligence and security solutions, power systems, and electro-optical/infrared systems. It serves both defense and commercial markets with high-performance technologies such as advanced sensing, network computing, electric power and propulsion, and force protection capabilities. As a prime contractor, Leonardo DRS, Inc. provides platform-agnostic systems, subsystems, and components fielded on military platforms globally, supporting missions in every domain from sea to air and space. Founded in 1969 and headquartered in Arlington, Virginia, it plays a vital role in enhancing national security and allied defense capabilities through innovative, agile engineering.
CEO Mr. John A. Baylouny · 7,300 employees · United States · https://www.leonardodrs.com