Leidos Holdings (LDOS) has an average rating of overweight and mean price target of $186.27, according to analysts polled by FactSet.
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Price: $131.89, Change: $+3.77, Percent Change: +2.94%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target by $2 to $27, using a forward P/FFO of 13.5x our 2027 FFO estimate, which compares with the peer group average in the mid-to-high teens given our more bearish view on INVH's growth outlook. We keep our FFO estimate for 2026 at $1.93 and 2027's at $2.00 on projected revenue of $2.84B and $2.85B, respectively. Even though shares offer a 4.1% dividend yield, we do not see any top-line growth or EBITDA estimated to grow 1%-2% Y/Y in 2027. Our Sell rating is based on our fundamental outlook and does not factor in additional risks of stricter regulation or legislation from Congress of the single-family-homes-for-rent (SFHR) industry. We think there will be a continued revaluation of INVH and peers like American 4 Rent (AMH 32 **) as rental price power wanes, operating costs rise, and a higher cost of living and weaker U.S. economy hurt rental affordability for households. We think INVH has ample liquidity to meet its debt obligations, working capital, and construction expenditures.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target by $26 to $231, based on 30x our FY 27 EPS estimate and well above the company's three-year average forward P/E multiple of 23.5, reflecting our view of the continued outperformance of off-price retailers due to a near-perfect operating environment where middle- and low-income consumers continue to trade down and seek out deals due to below-average savings rates and elevated inflation. We raise our FY 27 and FY 28 EPS estimates by $0.45 to $7.70 and $0.65 to $8.15, respectively. ROST posted strong FQ1 results well above estimates and raised its full-year guidance. The company now expects comparable store sales to grow 6% to 7% and EPS between $7.50 and $7.74. Shares now trade over 30x consensus for FY 27, well above their historical average and in line with competitor The TJX Companies (TJX **). We continue to believe these companies are operating in a near-perfect macroeconomic backdrop for off-price but view the valuation as priced to perfection.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target to $200 from $140, on a P/E of about 57x our CY 27 EPS, above peers and historical average to reflect growth prospects. We up our FY 27 EPS estimate to $2.45 from $2.20 and FY 28's to $3.49 from $2.90. After posting Apr-Q results and Jul-Q guide that exceeded our views, we believe that SMTC is capitalizing on the AI-driven data center buildout. SMTC's Active Copper Cables (ACC) are gaining traction as a low-power, low-latency alternative for short-reach connections, with its 1.6T CopperEdge ICs serving as a major growth driver, while Linear Pluggable Optics (LPO) revenue is expected to accelerate as hyperscalers adopt the technology for power savings. We believe SMTC's strong design win momentum and bookings for 1.6T optical transceivers, ramping in the second half, along with early development of 3.2T solutions, demonstrate its competitive positioning in next-generation data center infrastructure. We see upside from LoRa enabling Edge AI applications with higher data throughput.