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Market open · Delayed intraday data · 10:24 AM ET
Last update: Nov 3, 2026, 10:24 AM ET
Leidos Holdings, Inc.
$136.19▼ 5.53% today
Market Open

Why Leidos Holdings, Inc. (LDOS) stock moved

Updated Nov 3, 2026

Leidos Holdings, Inc. (LDOS) shares tumbled 5.5% to $136.19 as of November 3, 2026, a significant decline from the prior close of $144.16. BestStocks flagged the session as a major change for LDOS. The move is tied to an earnings beat. Below, we break down what changed for LDOS, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

Earnings Beat

Leidos Holdings, Inc. (LDOS) reported EPS of $3.62 vs. consensus estimate of $3.03 for Q3 FY2026, beating consensus by 19.5%. Monitor for guidance updates or management commentary on Q4 FY2026 expectations and any changes to full-year 2026 earnings projections.

This summary describes the catalyst and move as first detected on Nov 3, 2026, 10:08 AM EST; the stock has continued trading since, so the current price and percentage move (shown above) may be larger or smaller than the figures here.
Material / EarningsMedium confidence
Rel. volume
0.4×
Below Avg
Vs peers
—
No comparable peers
Market cap
$17.1B
New York Stock Exchange
Analyst target
$151
+10.8% vs price
Price chart
Nov 3
Not enough price data.
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Leidos Holdings, Inc. investors

For Leidos Holdings, Inc. investors, the recent signals add up to a bearish shift. On the constructive side: Earnings beat — stock sold off (sell-the-news reaction); Positive price momentum. Weighing against that: Sharp 5.5% decline — elevated risk; Leidos Holdings (LDOS) fell 6.58% to $134.68 following the filing of its earnings report today. Wall Street's consensus price target sits at $150.88, implying +10.8% upside from $136.19. Over the past 90 days analysts logged 0 upgrades and 1 downgrade. BestStocks rates the overall signal quality medium (68/100). With earnings due imminently, the next report is the most likely near-term test of the move.

LDOS price reaction

LDOS last traded at $136.19, down $7.97 (-5.53%) from the previous close of $144.16. The session traded on 0.4× average volume (below avg), so participation was unremarkable.

Bullish and bearish analyst opinions on Leidos Holdings, Inc. (LDOS)

Latest catalysta mixed signal
The latest catalyst — an earnings beat the stock sold off — it cuts both ways, with the event and the market's reaction pointing in different directions.

The consensus analyst price target on Leidos Holdings, Inc. (LDOS) is $150.88, 10.8% above the recent $136.19. Over the past 90 days analysts logged 0 upgrades, 10 maintains, and 1 downgrade. Here is how the bullish and bearish cases on LDOS line up.

The bullish case

  • Wall Street's consensus price target of $150.88 implies +10.8% upside from $136.19.
  • The Street's most bullish target is $170.00 (+24.8%).
  • Earnings beat — stock sold off (sell-the-news reaction).
  • Positive price momentum.

The bearish case

  • The most bearish analyst target is $130.00 (-4.5%).
  • 1 analyst downgrade in the past 90 days, most recently JP Morgan to Neutral (2026-10-08).
  • Sharp 5.5% decline — elevated risk.
  • Leidos Holdings (LDOS) fell 6.58% to $134.68 following the filing of its earnings report today.
Bull vs bear balanceBearish Shift
BearishNeutralBullish
The latest catalyst moved the balance toward the bulls — the hollow tick marks where it sat before.

Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Nov 3, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $151+10.8%
= 10 maintains↓ 1 downgrades
JP Morgan downgraded to Neutral · 2026-10-08
SEC filings watch
8-K2026-11-03
Material event — review for impact
high
8-K2026-10-05
Material event — review for impact
high
8-K2026-10-01
Material event — review for impact
high
8-K2026-08-04
Material event — review for impact
high
Peer context
LDOS-5.5%

Previous notable changes for LDOS

Risk2026-11-03
Leidos Holdings (LDOS) fell 6.58% to $134.68 following the filing of its earnings report today. The magnitude of the decline suggests the results or forward guidance disappointed investor expectations, though specific figures from the filing were not yet confirmed in available sources.
Filings2026-11-03
Leidos Holdings, Inc. (LDOS) filed a Form 8-K on November 3, 2026. The audit did not disclose the specific content of the filing.
News2026-11-02
Leidos mobilizes supply chain to scale production of thousands of affordable long-range cruise missiles.
News2026-10-28
U.S. Cyber Command selected Leidos to develop integrated digital platform for cyber mission planning and coordination.
Upcoming catalysts & outlook
Next earnings
2026-11-03
in 0 days
Thesis shift
Bearish Shift
bearish signal
Risk level
Medium
from change events

Frequently asked questions about LDOS

Why did Leidos Holdings, Inc. (LDOS) stock move?

LDOS tumbled 5.5% to $136.19. The move is associated with an earnings beat.

How much did LDOS stock fall?

LDOS lost 5.53% ($7.97) versus the prior close of $144.16, last trading at $136.19 on 0.4× average volume.

When is Leidos Holdings, Inc.'s next earnings date?

LDOS's next earnings report is scheduled for 2026-11-03 — about 0 days away.

What is the analyst price target for LDOS?

The consensus analyst price target for LDOS is $150.88, about 10.8% above the current $136.19. Over the past 90 days, analysts recorded 0 upgrades, 10 maintains, and 1 downgrade.

How BestStocks tracks LDOS

This page is generated automatically by BestStocks' change-detection system after an earnings beat was detected and verified against independent data sources. It draws on 20 tracked change events for LDOS, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of November 3, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataFMP earnings & estimatesSEC EDGAR filingsCompany news feedsAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.