LDOSTechnology · Information Technology ServicesThe 17 Wall Street analysts covering Leidos Holdings, Inc. hold a median 12-month price target of $145 — +6.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 3 Nov 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Leidos Holdings, 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
Value (100): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Momentum (21): The shares have been drifting down relative to others.
Size (11): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on LDOS, 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +6.8% from it.
Of the 20 most recent actions, 5 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Oct 2026 | JP Morgan | Downgrade | Neutral | $160 → $142 |
| 7 Oct 2026 | Citigroup | Maintains | Buy | $161 → $141 |
| 6 Oct 2026 | Jefferies | Maintains | Hold | $145 → $130 |
| 6 Oct 2026 | TD Cowen | Maintains | Hold | $135 → $130 |
| 18 Sept 2026 | B of A Securities | Maintains | Neutral | — |
| 18 Sept 2026 | B of A Securities | Maintains | Neutral | $125 → $135 |
| 12 Aug 2026 | Goldman Sachs | Maintains | Neutral | $152 → $132 |
| 12 Aug 2026 | Goldman Sachs | Maintains | Neutral | — |
| 11 Aug 2026 | Citigroup | Maintains | Buy | $138 → $161 |
| 11 Aug 2026 | Citigroup | Maintains | Buy | — |
| 7 Aug 2026 | TD Cowen | Maintains | Hold | $115 → $135 |
| 7 Aug 2026 | TD Cowen | Maintains | Hold | — |
| 5 Aug 2026 | BNP Paribas | Maintains | Outperform | — |
| 5 Aug 2026 | BNP Paribas | Maintains | Outperform | $165 → $175 |
| 5 Aug 2026 | RBC Capital | Maintains | Outperform | — |
| 5 Aug 2026 | RBC Capital | Maintains | Outperform | $180 → $170 |
| 5 Aug 2026 | UBS | Maintains | Neutral | $124 → $138 |
| 5 Aug 2026 | UBS | Maintains | Neutral | — |
| 14 July 2026 | Goldman Sachs | Maintains | Neutral | $171 → $152 |
| 14 July 2026 | Goldman Sachs | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
LDOS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Leidos Holdings, Inc. returned −31.2% against +12.9% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 49% of US stocks
Cheaper than 68% of US stocks
Cheaper than 27% of US stocks
Cheaper than 37% of US stocks
Higher than 46% of US stocks
Higher than 27% of US stocks
Higher than 18% of US stocks
Higher than 67% of US stocks
Higher than 65% of US stocks
Higher than 87% of US stocks
Higher than 90% of US stocks
Higher than 73% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Leidos Holdings, Inc. has a market value of $16.6B and an enterprise value of $22.4B.
Revenue in the twelve months to 30 June 2026: $17.6B. The latest quarter grew 3.6% year on year.
Net income over the same four quarters: $1.4B, a 7.9% net margin.
Diluted earnings per share, trailing twelve months: $10.72.
Free cash flow in the twelve months to 30 June 2026: $2.2B.
Leidos Holdings, Inc. spent $722.0M on share buybacks and $216.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 12.1×; forward P/E: 11.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.27%, paying out 15% of earnings.
Leidos Holdings, Inc. employs 47,000 people — $375K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Leidos Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research discusses Leidos (LDOS) as a top-ranked value stock and highlights its Style Scores as a feature of the Zacks Premium research service for identifying stocks across investing styles.
Why it matters — LDOS watchers may note the article’s value-stock framing and the research tool used to support it.
Leidos introduced HeadWay Dispatch, a platform designed to help organizations govern AI agents from different vendors while keeping people in control of key decisions.
Why it matters — The launch is relevant to LDOS watchers as an example of the company’s offering in AI agent oversight.
Leidos reported higher revenue, earnings growth and strong cash generation in third-quarter 2026. Management cited momentum in defense technology, homeland security and energy as offsets to changes in Veterans Benefits Administration disability exam work.
Why it matters — The results and business-line commentary provide LDOS watchers an update on quarterly performance and the factors management said helped offset changes in disability exam work.
The article highlights STX for its dividend safety and Quality Score, while noting BXMT cut its dividend by 36.17% and has a high payout ratio and weak dividend safety.
Why it matters — The excerpt does not discuss Leidos, so it provides no company-specific dividend information for LDOS watchers.
Leidos beat Q3 earnings estimates by 19.1% but missed revenue forecasts. The company raised its 2026 EPS and cash flow guidance while lowering its sales outlook.
Why it matters — LDOS watchers may note the stronger earnings and cash flow outlook alongside the reduced sales outlook.
The 17 Wall Street analysts covering Leidos Holdings, Inc. have a median 12-month price target of $145, with estimates ranging from $127 to $225. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 17 analysts covering Leidos Holdings, Inc., 6 rate it a Buy, 11 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Leidos Holdings, Inc. 59 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Leidos Holdings, Inc. ranks 59 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 Value (100 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +6.8% from the last close, and Ticker Nerd's factor model ranks Leidos Holdings, Inc. 59 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Leidos Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LDOS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $127 to $225 over the next 12 months.
Leidos Holdings, Inc. returned -31.2% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Leidos Holdings, Inc. is a technology, engineering, and services company serving government and commercial customers across defense, intelligence, civil, health, energy, and infrastructure markets.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "Leidos (LDOS) is a Top-Ranked Value Stock: Should You Buy?". Zacks Investment Research discusses Leidos (LDOS) as a top-ranked value stock and highlights its Style Scores as a feature of the Zacks Premium research service for identifying stocks across investing styles.
Leidos Holdings, Inc. is a technology, engineering, and services company serving government and commercial customers across defense, intelligence, civil, health, energy, and infrastructure markets. Its National Security and Digital business provides cybersecurity, artificial intelligence, machine learning, intelligence analysis, logistics, biometrics, mission support, and digital modernization services. Defense Systems delivers air and missile defense, maritime and aerospace technologies, airborne training, intelligence, surveillance and reconnaissance capabilities, electronic warfare, communications payloads, and space-based sensing systems. The Health and Civil segment supports air traffic control, health mission software, managed health services, infrastructure operations, logistics, information technology, and life-science research. Its Commercial and International operations address power-grid engineering, utility modernization, energy management, software development, airport security screening, and inspection systems for ports and borders. Headquartered in Reston, Virginia, Leidos Holdings, Inc. plays a significant role in applying advanced technology and technical expertise to complex public-sector missions and critical infrastructure needs.
CEO Mr. Thomas A. Bell · 47,000 employees · United States · https://www.leidos.com
