Leonardo DRS: The Strong Buy Delivered, Here's Why I'm Downgrading It And What Comes Next

If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.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 ...