BUZZ-Jefferies trims Leidos PT on soft 2026 outlook

Reuters02-23 19:46

** Jefferies cuts PT on defense contractor Leidos LDOS.N to $215 from $230, rating maintained at "buy"

** New PT implies an upside of 24% from the stock's last close

** Brokerage flags soft 2026 outlook as the key overhang, pointing to continued weakness in health segment and the slip of several major awards into early next year

** Adds that co's sharply higher 2026 capex will temporarily push free cash flow down and limit buyback activity

** Eight of 16 brokerages rate the stock "buy" or higher, eight "hold"; their median PT is $215- data compiled by LSEG

** As of last close, shares down 3.8% YTD

(Reporting by Apratim Sarkar in Bengaluru)

((Apratim.Sarkar@thomsonreuters.com))

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2613789945?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-23 19:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2613789945","market":"fut","top_or_hot":-1,"title":"BUZZ-Jefferies trims Leidos PT on soft 2026 outlook","media":"Reuters","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-Jefferies trims Leidos PT on soft 2026 outlook</title></head><body><p>** Jefferies cuts PT on defense contractor Leidos <span>LDOS.N</span> to $215 from $230, rating maintained at \"buy\" </p><p>** New PT implies an upside of 24% from the stock's last close</p><p>** Brokerage flags soft 2026 outlook as the key overhang, pointing to continued weakness in health segment and the slip of several major awards into early next year</p><p>     ** Adds that co's sharply higher 2026 capex will temporarily push free cash flow down and limit buyback activity</p><p>** Eight of 16 brokerages rate the stock \"buy\" or higher, eight \"hold\"; their median PT is $215- data compiled by LSEG </p><p>** As of last close, shares down 3.8% YTD</p><p> (Reporting by Apratim Sarkar in Bengaluru)</p><p> ((Apratim.Sarkar@thomsonreuters.com))</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-Jefferies trims Leidos PT on soft 2026 outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-Jefferies trims Leidos PT on soft 2026 outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-23 19:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-Jefferies trims Leidos PT on soft 2026 outlook</title></head><body><p>** Jefferies cuts PT on defense contractor Leidos <span>LDOS.N</span> to $215 from $230, rating maintained at \"buy\" </p><p>** New PT implies an upside of 24% from the stock's last close</p><p>** Brokerage flags soft 2026 outlook as the key overhang, pointing to continued weakness in health segment and the slip of several major awards into early next year</p><p>     ** Adds that co's sharply higher 2026 capex will temporarily push free cash flow down and limit buyback activity</p><p>** Eight of 16 brokerages rate the stock \"buy\" or higher, eight \"hold\"; their median PT is $215- data compiled by LSEG </p><p>** As of last close, shares down 3.8% YTD</p><p> (Reporting by Apratim Sarkar in Bengaluru)</p><p> ((Apratim.Sarkar@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LDOS","symbol_name":"Leidos Holdings Inc","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260223:nL4N3ZJ0PA:1","article_id":"2613789945","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2613789945","pubTimestamp":1771847210,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Jefferies trims Leidos PT on soft 2026 outlook** Jefferies cuts PT on defense contractor Leidos LDOS.N to $215 from $230, rating maintained at \"buy\" ** New PT implies an upside of 24% from the stock's last close** Brokerage flags soft 2026 outlook as the key overhang, pointing to continued weakness in health segment and the slip of several major awards into early next year     ** Adds that co's sharply higher 2026 capex will temporarily push free cash flow down and limit buyback activity** Eight of 16 brokerages rate the stock \"buy\" or higher, eight \"hold\"; their median PT is $215- data compiled by LSEG ** As of last close, shares down 3.8% YTD  ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LDOS":"Leidos Holdings Inc","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4123":"调查和咨询服务"},"translate_title":"BUZZ-Jefferies因2026年前景疲软而下调Leidos PT","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LDOS":0.9},"content_text":"BUZZ-Jefferies trims Leidos PT on soft 2026 outlook** Jefferies cuts PT on defense contractor Leidos LDOS.N to $215 from $230, rating maintained at \"buy\" ** New PT implies an upside of 24% from the stock's last close** Brokerage flags soft 2026 outlook as the key overhang, pointing to continued weakness in health segment and the slip of several major awards into early next year     ** Adds that co's sharply higher 2026 capex will temporarily push free cash flow down and limit buyback activity** Eight of 16 brokerages rate the stock \"buy\" or higher, eight \"hold\"; their median PT is $215- data compiled by LSEG ** As of last close, shares down 3.8% YTD (Reporting by Apratim Sarkar in Bengaluru) ((Apratim.Sarkar@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2613789945","isCrawlerRequest":true}