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LDOS

Leidos Holdings Inc

NYSE: LDOS · TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES

$145.91
-0.16% today

Updated 2026-04-29

Market cap
$18.47B
P/E ratio
13.12
P/S ratio
1.08x
EPS (TTM)
$11.14
Dividend yield
1.13%
52W range
$138 – $205
Volume
1.1M

Leidos Holdings Inc (LDOS) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$145.91
Consensus
$207.77
+42.40%
2030 Target
$2,041.22
+1298.96%
DCF
$177.09
+2.31% MoS
13 analysts:
6 Buy4 Hold0 Sell

Management guidance

No specific CEO revenue targets found in provided data. Latest guidance reflects FY2025 revenue of $17.17B with modest 3.07% growth. Company completed $2.4B ENTRUST acquisition (March 2026) expected to be immediately accretive to revenue growth and EBITDA margins, signaling management confidence in near-term acceleration beyond historical 6.9% 5-year CAGR.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$3,396.71
$21.4B Rev × 20x P/S
Base case (2030)
$2,041.22
$21.4B Rev × 12x P/S
Bear case (2030)
$1,355.50
$21.4B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$15.4B$16.7B$17.2B$18.5B$19.2B$19.8B$20.6B$21.4B
Revenue growth7.9%3.1%7.7%3.8%3.1%4.0%3.9%
EPS$7.29$10.22$11.99$12.43$13.12$13.85$14.60$15.40
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$1,770.12$1,833.91$1,881.75$1,961.48$2,041.22

Catalysts & risks

Growth catalysts
+ $2.4B ENTRUST acquisition closing (March 2026) - adds 3,100+ professionals and doubles energy infrastructure footprint
+ $454.9M Air Force Cloud One modernization contract with multi-cloud platform focus
+ NorthStar 2030 strategy execution focused on grid modernization and energy infrastructure expansion
+ Federal spending on cybersecurity, AI integration, and cloud modernization supporting IT services demand
+ Geopolitical tensions driving sustained defense and intelligence agency spending
Key risks
- Government shutdown impacts (Q4 2025 showed revenue decline of -6.28% Q/Q)
- Deceleration in core growth rate - analyst consensus shows only 4-5% revenue growth 2026-2027
- ENTRUST integration execution risk and customer retention
- Recent analyst downgrades (Wells Fargo initiated Hold; Stifel downgraded from Buy to Hold in Jan 2026)
- Competitive pressure in IT services and federal contracting from CACI, SAIC, BAH

Methodology

Leidos Holdings Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 13 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.