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Leidos Holdings, Inc. Stock Price

NYSE:LDOS Community·US$16.1b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 93 Fair Values set on narratives written by author

LDOS Share Price Performance

US$0
-141.65 (-100.00%)
US$186.27
Fair Value
US$0
-141.65 (-100.00%)
Price US$0

LDOS Community Narratives

·
Fair Value US$186.27 31.9% undervalued intrinsic discount

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

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US$186.27
31.9% undervalued intrinsic discount
Revenue
5.62% p.a.
Profit Margin
8.23%
Future PE
16.58x
Price in 2029
US$235

Trending Discussion

Updated Narratives

LDOS logo

LDOS: Federal IT Wins And Hypersonic Programs Will Support Re Rating

Fair Value: US$186.27 31.9% undervalued intrinsic discount
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Snowflake Analysis

Very undervalued average dividend payer.

1 Risk
5 Rewards

Leidos Holdings, Inc. Key Details

US$17.3b

Revenue

US$14.2b

Cost of Revenue

US$3.1b

Gross Profit

US$1.7b

Other Expenses

US$1.4b

Earnings

Last Reported Earnings
Apr 03, 2026
Next Reporting Earnings
n/a
11.23
17.91%
8.15%
124.1%
View Full Analysis

About LDOS

Founded
1969
Employees
50000
CEO
Thomas Bell
WebsiteView website
www.leidos.com

Leidos Holdings, Inc., together with its subsidiaries, provides services and solutions for government and commercial customers in the United States and internationally. The National Security & Digital segment provides national security software; services by using artificial intelligence and machine learning to coordinate sea, ground, air, and space to help warfighters; offensive, defensive, and physical cyber operation solutions; intelligence analysis, operational support, logistics operations, security, linguistics, force production, biometrics, chemical, biological, radiological, nuclear, and explosives, energetics, training, and other services; and Digital Modernization and transformation services. The Health & Civil segment offers air traffic control systems; health mission software; managed health services; infrastructure management and operation; logistical operations and information technology support; and life science research and development support services. The Commercial & International segment provides power grid engineering and design, grid modernization, utility planning and consulting, energy management and efficiency, technology-driven innovation, and software and application development; people scanners, computed tomography carry-on baggage scanners, checked baggage scanners, and explosive trace detectors; mobile, non-intrusive ports and borders inspection systems; and open-architecture platform that transforms airport security by integrating disparate devices and technologies into a unified management system. The Defense Systems segment offers air and missile defense, maritime, aerospace, and cyber and threat systems; offers airborne training, intelligence, surveillance, and reconnaissance missions; and provides space-based electro-optic infrared systems, multi/hyperspectral, electronic warfare and signals intelligence, and communications payloads. Leidos Holdings, Inc. was founded in 1969 and is headquartered in Reston, Virginia.

Recent LDOS News & Updates

Narrative Update May 27

LDOS: Federal IT Wins And Hypersonic Programs Will Support Re Rating

Leidos Holdings' analyst price target has been revised lower by roughly $13 to about $186, as analysts update their models for a higher discount rate, a lower future P/E, and refreshed views from recent target cuts and a neutral initiation alongside one target increase. Analyst Commentary Recent Street research on Leidos Holdings has centered on recalibrated price targets, with several reductions and one increase, along with a fresh neutral initiation.
Seeking Alpha May 26

Leidos: The Market Is Mispricing This Defense Giant, Again

Summary Leidos (LDOS) is rated Strong Buy as the market underappreciates its alignment with federal priorities and robust operational performance. LDOS raised full-year guidance across all metrics, reporting Q1 revenue and EPS beats, and a record $48.4B backlog, yet trades at 10.5x forward earnings. ENTRUST acquisition expands LDOS’s cybersecurity capabilities, is immediately accretive, and positions the company for multi-year digital modernization tailwinds. Current valuation is compelling given mid-teens EBITDA margins, disciplined capital allocation, and strategic contract wins in missile defense and hypersonic weapons. Read the full article on Seeking Alpha

Recent updates

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