Leonardo DRS: The Strong Buy Delivered, Here's Why I'm Downgrading It And What Comes Next [Seeking Alpha]
Leonardo DRS, Inc. (DRS)
Company Research
Source: Seeking Alpha
DRS benefits from global defense budget expansion and rising demand for advanced sensor and electronic warfare solutions, supporting mid-to-high single-digit revenue growth. Q4 2025 expectations are for modest 1.4% sales growth and a 2.4% EPS decline, with multi-year EBITDA CAGR projected at 12%. My updated price target is $45.94, implying 12% upside, with further potential if DRS rerates to peer multiples or increases share repurchases. Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » AntonMatveev/iStock via Getty Images I upgraded Leonardo DRS (NYSE: DRS ) stock to strong buy in November 2025. The stock has delivered a 23.7% return, outperforming the S&P 500's 4.6% gain. So, the share price performance has been fully in line with my expectations. However, after a significant run-up in the stock More on my IG service If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum ,
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News
- Assessing Leonardo DRS (DRS) Valuation After Strong Recent Share Price Momentum [Yahoo! Finance]Yahoo! Finance
- Is It Too Late To Consider Leonardo DRS (DRS) After Its Recent Share Price Surge? [Yahoo! Finance]Yahoo! Finance
- Artificial Intelligence (AI) in Battlefield Awareness Research Report 2026: $11 Bn Market Opportunities, Trends, Competitive Analysis, Strategies, and Forecasts, 2020-2025, 2025-2030F, 2035F [Yahoo! Finance]Yahoo! Finance
- Artificial Intelligence in Military Research Report 2026: $28.67 Bn Market Opportunities, Trends, Competitive Analysis, Strategies, Forecasts, 2020-2025, 2025-2030F, 2035F [Yahoo! Finance]Yahoo! Finance
- Leonardo DRS to Provide Advanced Space-Based Infrared Sensor Payload for Missile Defense Program [Yahoo! Finance]Yahoo! Finance
DRS
Earnings
- 10/29/25 - Beat
DRS
Sec Filings
- 1/28/26 - Form 8-K
- 1/27/26 - Form 3
- 1/7/26 - Form 4
- DRS's page on the SEC website