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Leidos Holdings, Inc. Stock Price

NYSE:LDOS Community·US$13.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 97 Fair Values set on narratives written by author

LDOS Share Price Performance

US$107.02
-56.65 (-34.61%)
US$165.27
Fair Value
US$107.02
-56.65 (-34.61%)
35.2% undervalued intrinsic discount
US$165.27
Fair Value
Price US$107.02
AnalystConsensusTarget US$165.27
AnalystHighTarget US$225.00
AnalystLowTarget US$110.00

LDOS Community Narratives

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Fair Value US$165.27 35.2% undervalued intrinsic discount

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

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Fair Value US$225 52.4% undervalued intrinsic discount

Leidos Stock Will Ride NorthStar 2030 And AI Missions For Long-Term Upside

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Fair Value US$110 2.7% undervalued intrinsic discount

AI And Cyber Pipelines Will Shape A Balanced Long Term Outlook

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US$110
2.7% undervalued intrinsic discount
Revenue
4.31% p.a.
Profit Margin
8.16%
Future PE
10.32x
Price in 2029
US$139.84

Trending Discussion

Updated Narratives

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LDOS: AI Contracts And Defense Wins Will Offset Healthcare Headwinds

Fair Value: US$165.27 35.2% undervalued intrinsic discount
51 users have set this as their fair value
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LDOS logo

AI And Cyber Pipelines Will Shape A Balanced Long Term Outlook

Fair Value: US$110 2.7% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
LDOS logo

Leidos Stock Will Ride NorthStar 2030 And AI Missions For Long-Term Upside

Fair Value: US$225 52.4% undervalued intrinsic discount
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0 users have commented on this narrative
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Snowflake Analysis

Undervalued established 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
Aug 04, 2026
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 Jul 09

LDOS: AI Contracts And Defense Wins Will Offset Healthcare Headwinds

The analyst price target for Leidos Holdings has been reduced by about $13, reflecting updated assumptions for slightly lower revenue growth, a marginally higher discount rate, modestly softer profit margins, and a lower future P/E multiple as analysts factor in pressures in the healthcare portfolio and adopt more cautious expectations for organic growth. Analyst Commentary Recent Street research on Leidos Holdings shows a split view, with some bullish analysts still positive on the company’s long term growth and others turning more cautious as they rethink expectations around organic growth, healthcare exposure, and valuation multiples.

Recent updates

No updates