Leidos Holdings Inc. Sees Positive Analyst Sentiment Amid Strategic Leadership Moves

Leidos Holdings Inc. (NYSE: LDOS) continues to attract attention from Wall Street research analysts following a series of upgrades and price‑target revisions in late November. The company, a provider of scientific, engineering, systems integration, and technical services for national security, engineering, and health sectors, reported a closing share price of $191.10 on November 27, 2025, within the 52‑week range of $123.62 to $205.77.

Analyst Upswing in Late‑November

  • Wall Street Zen upgraded its rating from buy to strong‑buy on November 30.
  • UBS Group lifted its target price from $209.00 to $216.00 and issued a neutral rating on November 5.
  • Bank of America increased its target from $200.00 to $235.00 and maintained a buy rating on November 7.
  • Royal Bank of Canada reiterated an outperform rating and set a $230.00 target on November 5.
  • Truist Financial reaffirmed a buy rating with a $220.00 target on November 4.
  • Cantor Fitzgerald raised its objective from $185.00 to $225.00 and assigned an overweight rating on October 31.

Across ten equity analysts, 10 hold a buy rating and 7 maintain a hold. The consensus price target, according to MarketBeat, stands at $199.23 with an average rating of “Moderate Buy.”

Leadership Development: John Zangardi’s Appointment at Knox Systems

On December 1, former Department of War Acting CIO and Department of Homeland Security CIO John Zangardi, PhD was announced as a Strategic Advisor for Knox Systems. Zangardi, who previously served as Senior Vice President of Leidos, brings more than three decades of experience in cybersecurity, cloud transformation, and enterprise modernization. His engagement is expected to reinforce Knox’s mission to support federal agencies and SaaS vendors in adopting secure cloud and AI solutions at scale. While Zangardi’s role is with Knox, his background at Leidos underscores the firm’s ongoing influence in the national‑security technology space.

Market Context: Growth of Land‑Based C4ISR

The broader defense‑technology landscape is poised for expansion, with the land‑based Command, Control, Communications, Computers, Intelligence, Surveillance, and Reconnaissance (C4ISR) market projected to reach $44.78 billion by 2029, growing at a compound annual growth rate (CAGR) of 6.5 %. Current estimates place the 2025 market at $34.87 billion, up from $32.64 billion in 2024. This upward trajectory highlights sustained demand for advanced defense systems—an area where Leidos’ engineering and integration capabilities are positioned to play a key role.

Financial Snapshot

  • Market Capitalization: $24.43 billion
  • Price‑Earnings Ratio: 17.9
  • Sector: Industrials
  • Industry: IT Services
  • Primary Exchange: New York Stock Exchange
  • Currency: USD

The recent analyst upgrades, coupled with strategic leadership developments and a favorable defense‑technology market outlook, suggest that investors may view Leidos Holdings as a solid growth opportunity within the industrials and IT services sectors.