Leidos stock holds near $127.51 after fresh analyst cuts

Published on 09/20/2026 at 10:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Leidos stock closed at $127.51 on September 18, 2026, while MarketBeat shows a $163.60 consensus target. FY 2026 guidance stands at $12.20 to $12.50 EPS.

Modernes Kontrollzentrum mit Monitoren bei Nacht, symbolisch für Leidos Holdings Verteidigungstechnologie — Fotorealistisches Bild zeigt Leidos Holdings ISIN US5253271028 in modernem Kontrollzentrum mit Bildschirmen bei Daemmerung, Illustration mit AI erstellt.

Leidos Holdings, Inc. stock (ISIN US5253271028) closed at USD 127.51 on September 18, 2026, after a 2.63 percent drop on the session, and MarketBeat puts the company at a USD 16.00 billion market capitalization.

Analysts still see upside

According to MarketBeat, TD Cowen kept a Hold rating and a USD 135 price objective on Leidos on September 8, 2026, while BNP Paribas Exane lifted its target from USD 165 to USD 175 and kept an Outperform view on August 5, 2026. MarketBeat also says the consensus target price is USD 163.60, about 28.3 percent above the latest close.

The same report says Leidos has 1 Strong Buy, 6 Buy and 10 Hold ratings in its current coverage set. That mix leaves the stock with a Hold consensus even after several target adjustments in recent weeks.

August results matter

Leidos reported second-quarter 2026 earnings on August 4, 2026, with EPS of USD 3.26 versus consensus at USD 2.91 and revenue of USD 4.56 billion versus USD 4.44 billion expected. The company also said FY 2026 EPS guidance is USD 12.20 to USD 12.50.

For investors, that combination is the key tension: the quarter beat estimates by USD 0.35 a share, yet the stock still trades at 11.89 times earnings and sits well below its 52-week high of USD 205.77.

Dividends and buybacks

MarketBeat says Leidos approved a buyback authorization for 20,000,000 shares on July 31, 2026, and declared a quarterly dividend of USD 0.43 a share payable on September 30, 2026. The dividend implies an annualized rate of USD 1.72 and a yield of 1.3 percent.

Leidos stock finished at USD 127.51 on September 18, 2026, within a 52-week range of USD 98.86 to USD 205.77. Volume was 3.28 million shares, and the session low and high were USD 127.25 and USD 130.84.