Loading...

LDOS: Federal Health And Security Spending Will Drive Steady Performance Ahead

Published
08 Aug 24
Updated
02 Nov 25
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
5.0%
7D
6.3%

Author's Valuation

US$201.831.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 02 Nov 25

Fair value Increased 1.68%

Leidos Holdings saw its analyst price target rise from approximately $198.50 to $201.83. Analysts cited the company’s ongoing momentum in health services, robust margins, and its positioning to benefit from expanding federal funding priorities.

Shared on 18 Oct 25

Fair value Increased 1.95%

Government Funding And Digital Transformation Will Create Future Value

The average analyst price target for Leidos Holdings was raised by approximately $4 to $198.50. Analysts highlighted improving healthcare margins, stronger execution in health and defense services, and the company's positioning to benefit from recent government funding priorities.

Shared on 04 Oct 25

Fair value Increased 1.07%

Government Funding And Digital Transformation Will Create Future Value

The analyst price target for Leidos Holdings has been increased by approximately $2 to $194.71, as analysts cite ongoing strength in healthcare margins, opportunities in defense solutions, and improved business execution as key factors supporting the higher valuation. Analyst Commentary Recent Street research updates reflect a generally positive outlook on Leidos Holdings, with multiple analysts raising their price targets and upgrading the stock in response to improved business execution and strong performance in key sectors.

Shared on 19 Sep 25

Fair value Increased 1.32%

Government Funding And Digital Transformation Will Create Future Value

Upward analyst revisions for Leidos Holdings reflect confidence in its strategic investments in health and border security, strong healthcare margins, and effective leadership, resulting in a modest price target increase from $190.15 to $192.66. Analyst Commentary Bullish analysts highlight Leidos' strategic investments in veteran health, border security, and autonomous maritime, positioning the company to benefit from new government funding priorities.

Shared on 04 Sep 25

Fair value Increased 1.85%

Government Funding And Digital Transformation Will Create Future Value

Analysts maintain a positive outlook on Leidos Holdings due to strong execution in Health Services, favorable positioning for government funding priorities, increased management confidence, and a strategic pivot toward higher-margin growth sectors, resulting in an unchanged $186.69 price target. Analyst Commentary Continued strength and solid execution within Leidos' Health Services business, contributing to improved outlook and confidence.

Shared on 07 May 25

Fair value Increased 4.12%

Government Funding And Digital Transformation Will Create Future Value

Shared on 30 Apr 25

Fair value Increased 5.81%

NorthStar 2030, Energy, And Cyber Investments Will Create Broader Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.37%

NorthStar 2030, Energy, And Cyber Investments Will Create Broader Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.51%

NorthStar 2030, Energy, And Cyber Investments Will Create Broader Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 2.83%

NorthStar 2030, Energy, And Cyber Investments Will Create Broader Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

NorthStar 2030, Energy, And Cyber Investments Will Create Broader Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.68%

NorthStar 2030, Energy, And Cyber Investments Will Create Broader Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

NorthStar 2030, Energy, And Cyber Investments Will Create Broader Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 1.25%

NorthStar 2030, Energy, And Cyber Investments Will Create Broader Opportunities

AnalystConsensusTarget has decreased future PE multiple from 19.4x to 16.9x.