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Leonardo Drs (DRS): analyst forecast and price target
Analyst consensus
Moderate Buy5 Buy2 Hold0 Sell
Ratings of 7 analysts in the last 3 months12-month forecast
Based on 7 price targets given in the last 3 months, the average target is $51.57, the highest $55.00, the lowest $44.00. The average is +45.6% from the last price of $35.42.
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| AI Anthropic Aerospace and DefenseAnthropic Opus-4.1 | TipRanks - Anthropic | $38.00 → $39.00+2.6% | Hold | +10.1% | Downgrade | 17.10.26on TipRanks Oct 16 23:05 | — | |
| AI Google Aerospace and DefenseGemini 2.5Pro | TipRanks - Google | $40.00 → $41.00+2.5% | Buy | +15.8% | Reiterated | 17.10.26on TipRanks Oct 16 23:05 | — | |
| AI PerPlexity Aerospace and DefensePerPlexity SonarPro | TipRanks - PerPlexity | $40.00 → $41.00+2.5% | Buy | +15.8% | Reiterated | 17.10.26on TipRanks Oct 16 23:05 | — | |
| Justin Lang CFA★★★★★★★★★★#10331 · hits 50% · avg −9.1% | Morgan Stanley | $47.00 → $44.00−6.4% | Hold | +24.2% | Reiterated | 16.10.26on TipRanks 07:16 | +1.0% | ↗ |
| AI xAi Aerospace and DefensexAI Grok-3 | TipRanks - xAI | $42.00 → $41.00−2.4% | Buy | +15.8% | Reiterated | 15.10.26on TipRanks Oct 14 23:05 | — | |
| AI DeepSeek Aerospace and DefenseDeepSeek R1-0528 | TipRanks - DeepSeek | $42.00 → $41.00−2.4% | Buy | +15.8% | Reiterated | 15.10.26on TipRanks Oct 14 23:05 | — | |
| AI OpenAI Aerospace and DefenseOpenAI 4o | TipRanks - OpenAI | $41.00 → $40.00−2.4% | Buy | +12.9% | Reiterated | 15.10.26on TipRanks Oct 14 23:05 | — | |
| AI Anthropic Aerospace and DefenseAnthropic Opus-4.1 | TipRanks - Anthropic | $40.00 → $38.00−5.0% | Hold | +7.3% | Downgrade | 15.10.26on TipRanks Oct 14 23:05 | — | |
| AI Google Aerospace and DefenseGemini 2.5Pro | TipRanks - Google | $42.00 → $40.00−4.8% | Buy | +12.9% | Reiterated | 15.10.26on TipRanks Oct 14 23:05 | — | |
| AI PerPlexity Aerospace and DefensePerPlexity SonarPro | TipRanks - PerPlexity | $41.00 → $40.00−2.4% | Buy | +12.9% | Reiterated | 15.10.26on TipRanks Oct 14 23:05 | — | |
| Noah Poponak★★★★★★★★★★#1598 · hits 54% · avg +7.5% | Goldman Sachs | $57.00 → $53.00−7.0% | Buy | +49.6% | Reiterated | 11.10.26on TipRanks Oct 12 08:15 | −1.7%next day −1.3% | ↗ |
| Austin Moeller★★★★★★★★★★#2724 · hits 42% · avg +6.3% | Canaccord Genuity | $55.00 | Buy | +55.3% | Reiterated | 04.10.26on TipRanks Oct 5 07:16 | −1.2%next day −0.1% · 5 days −3.1% | ↗ |
| Michael Ciarmoli★★★★★★★★★★#64 · hits 68% · avg +24.5% | Truist Financial | $51.00 | Buy | +44.0% | Initiated | 14.09.26on TipRanks 23:05 | +3.1%next day +1.0% · 5 days −1.6% | ↗ |
| Seth Seifman★★★★★★★★★★#213 · hits 73% · avg +17.0% | J.P. Morgan | $53.00 | Hold | +49.6% | Reiterated | 04.08.26on TipRanks Aug 5 08:08 | −3.0%next day −1.2% · 5 days −1.2% | ↗ |
| Andre Madrid★★★★★★★★★★#260 · hits 72% · avg +35.7% | BTIG | $50.00 | Buy | +41.2% | Reiterated | 31.07.26on TipRanks Jul 29 06:44 | −3.9%next day −3.7% · 5 days −9.7% | ↗ |
| Ronald Epstein★★★★★★★★★★#114 · hits 68% · avg +21.7% | Bank of America Securities | $55.00 | Buy | +55.3% | Reiterated | 30.07.26on TipRanks Jul 31 07:36 | −3.7%next day +0.2% · 5 days −4.3% | ↗ |
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Every rating the collector has kept for the last 12 months, including the earlier ones of the same analyst. Latest of each analyst
Best analysts covering Leonardo Drs
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
Recommendation trend
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 0 | 0 | 0 | 0 | 0 | 0 |
| Buy | 5 | 4 | 8 | 5 | 7 | 5 |
| Hold | 1 | 1 | 3 | 3 | 3 | 2 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 29.10.26 (Q3 2026, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $0.35 (from $0.34 to $0.37). Last quarter: $0.35.
Sales
Next quarter’s sales estimate — $1.0B (from $1.0B to $1.0B). Last quarter: $913M.
Best top-analyst consensus in the sector · Industrials
About Leonardo Drs
- CEO: John A. Baylouny
- Employees: 7,300
- 2345 Crystal Drive, Arlington, VA, 22202, US
- www.leonardodrs.com
Established in Arlington, Virginia, in 1969, Leonardo DRS, Inc. is a leading supplier of advanced defense products and technologies. The company's diverse portfolio addresses military requirements across various environments, including land, air, sea, space, and cybersecurity, with additional applications in the commercial sector. Its operations are organized into two primary divisions: Advanced Sensing and Computing, and Integrated Mission Systems. DRS provides sophisticated sensing solutions, such as infrared systems for threat identification and improving situational awareness, alongside uncooled infrared technologies and systems designed to mitigate brownout conditions. Their electronic warfare (EW) capabilities encompass airborne, vehicle-mounted, and soldier-borne systems, supported by specialized EW software, training tools, and intelligence services. Furthermore, Leonardo DRS develops essential computing systems for military platforms like ground vehicles, ships, and submarines. These offerings include robust network and data distribution applications, integrated sensor systems, and resilient networked computing infrastructure. The company also specializes in force protection, delivering solutions for counter-unmanned aerial systems (C-UAS), short-range air defense, and active protection systems. Additionally, DRS is a key provider of power management and propulsion technologies, offering systems for power control, distribution, conversion, and propulsion—including hybrid electric drive systems, energy storage solutions, gas turbine packages, nuclear instrumentation and controls, and thermal management and refrigeration equipment. Leonardo DRS serves a broad client base, which includes the U.S. military, major aerospace and defense contractors, government intelligence agencies, and international armed forces.
Data from the stock’s TipRanks forecast page, read 39 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗