RBC Flags Service-Focused Valuation, Cuts Leidos Holdings, Inc. (LDOS) Target from $230 to $215

Leidos Holdings, Inc. (NYSE:LDOS) is among the 20 Best Investments in 2026.

The tenth position on our list is given to Leidos Holdings, Inc. (NYSE:LDOS).

TheFly reported on February 18 that RBC Capital lowered its price target for LDOS to $215 from $230 and maintained an Outperform rating. The company’s fourth-quarter results were mixed, with the slowdown in Veterans Benefits Administration (VBA) activity presenting a headwind. At the same time, the firm highlighted LDOS’ ongoing shift toward higher-growth defense technology and viewed the reallocation of capital into these markets positively, though it expects the company to continue being valued primarily as a service-focused firm.

Leidos Holdings, Inc. (NYSE:LDOS) recently reported on February 19 that it had implemented a new digital system at Reagan National Airport (DCA) with the goal of increasing aircraft safety and efficiency. The technology, which was created for the FAA's Terminal Flight Data Manager (TFDM) program, helps controllers improve aircraft movements on the ground by substituting real-time digital data and predictive modeling tools for conventional paper flight strips.

The accelerated implementation at Reagan National was completed 45% faster than the typical 18-month deployment. By providing an integrated, shared view for controllers, air traffic managers, and airline operations, the system is designed to reduce delays, enhance safety, and streamline operations, contributing to a smoother and more predictable travel experience at one of the nation’s busiest airports.

Leidos Holdings, Inc. (NYSE:LDOS) provides IT, engineering, and defense solutions, including cybersecurity, systems integration, and mission support services for government and commercial clients worldwide.

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