BofA raises target for Leidos Holdings stock from USD 125.00 to USD 135.00

Published on 10/01/2026 at 15:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue reached USD 4.56 billion in the second quarter of 2026. Leidos Holdings stock was EUR 110.18 on October 1, 2026, versus EUR 107.78.

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. (ISIN US5253271028) received a higher analyst target as MarketScreener reported on September 18, 2026, that BofA Securities raised its price target from USD 125.00 to USD 135.00. The note retained a neutral rating, putting the target 22.51 percent above the Lang & Schwarz price of EUR 110.18 only in separate currency context, not as a direct valuation comparison.

Target rises while profit mix weakens

Leidos reported second-quarter 2026 revenue of USD 4.56 billion, up 7.20 percent from USD 4.25 billion a year earlier, according to Zacks. The same report showed GAAP diluted earnings per share at USD 2.81, down 6.60 percent from USD 3.01, while operating margin contracted to 11.30 percent from 13.40 percent.

The comparison matters because growth was not evenly distributed. Intelligence and Digital revenue reached USD 1.50 billion, while Health revenue declined to USD 1.09 billion from USD 1.18 billion; the lower-margin mix and acquisition costs constrained the benefit from higher sales.

Guidance points to higher sales

Leidos raised its fiscal 2026 revenue outlook to USD 18.20 billion-USD 18.40 billion from USD 18.00 billion-USD 18.40 billion, while non-GAAP earnings guidance moved to USD 12.20-USD 12.50 per share from USD 12.10-USD 12.50, Zacks reported. The guidance increase supports the more constructive analyst view, but the unchanged upper revenue boundary keeps execution and margin mix central to the next report.

Contracts reinforce the backlog

Leidos also secured a U.S. Army ARTEMIS support award valued at up to USD 127 million on September 22, 2026, extending operations through summer 2027, according to MarketScreener. A separate Navy award corrected by Leidos to USD 926 million on September 14 supports the companys digital modernization and network-management pipeline, with the company release stating that the work covers more than 650,000 Navy and Marine Corps personnel.

Stock gains in trading

Leidos stock was trading at EUR 110.18 at Lang & Schwarz on October 1, 2026 at 3:00 p.m. CEST, up 2.23 percent versus the EUR 107.78 prior close at Lang & Schwarz. On the NYSE, MarketBeat listed a USD 15.3 billion market capitalization and a USD 98.86-USD 205.77 52-week range on October 1, 2026.

The further course of trading is shown by the continuously updated real-time quote of Leidos Holdings stock.