Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Sure, they are at the whim of macroeconomic factors that influence capital spending (like interest rates), but the industry has held its ground over the past six months as its 6% return was almost identical to the S&P 500.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
A cheap, beaten-down stock cleared a low earnings bar while the market and its defense services peers sat still, and that was enough to spark a double-digit jump even as revenue keeps falling.
Shareholders of Leidos would probably like to forget the past six months even happened. The stock dropped 44.1% and now trades at $106.92. This may have investors wondering how to approach the situation.
Leidos (LDOS) reached $104.92 at the closing of the latest trading day, reflecting a -1.96% change compared to its last close.
Leidos Holdings has had a difficult start to 2026, with the stock down 41.7% year to date, yet the broader valuation checks still point to a company that screens as undervalued on several measures. Year to date, Leidos Holdings has fallen 41.7%, which puts recent sentiment under pressure even as longer term returns over three and five years remain positive. Partnerships that apply artificial intelligence to defence logistics may support expectations for future cash generation, while any...
Leidos Holdings (LDOS) has drawn fresh investor attention after aligning with DHL Supply Chain and Rune Technologies to pursue defence logistics work for the UK Ministry of Defence and AI driven military sustainment capabilities. See our latest analysis for Leidos Holdings. Set against these AI focused logistics partnerships, Leidos Holdings’ share price has slipped sharply over recent months, with a 90 day share price return down 30.14% and a year to date share price return down 41.67%. The...
Leidos and DHL Supply Chain have formed the Logistics & Mission Support Alliance to bid for the UK Ministry of Defence's Future Defence Support Services programme, aiming to deliver integrated, resilient and scalable logistics under a single, AI-enabled framework. This alliance, together with Leidos' AI-focused collaboration with Rune Technologies on predictive sustainment, highlights a push to fuse advanced analytics with defence logistics in contested and distributed environments. We’ll...
Army cites manufacturing quality defects while GAO flags broader production delays across U.S. hypersonic missile programs.
ROP heads into Q2 results with steady earnings estimates as software strength and the Subsplash acquisition may support revenue growth.
In the most recent trading session, Leidos (LDOS) closed at $108.21, indicating a +1.55% shift from the previous trading day.
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Leidos Holdings is set to report Q2 earnings next month, with analysts expecting a single-digit decline in quarterly EPS.
Leidos Holdings, Inc. (NYSE:LDOS) is one of the Best Space Technology Stocks to Buy Now. Recently, on July 1, Jefferies lowered the price target on Leidos Holdings, Inc. (NYSE:LDOS) from $140 to $110, while maintaining a Hold rating on the shares. On the same day, Citi also lowered the price target on the stock from […]
Leidos (LDOS) closed the most recent trading day at $107.18, moving 1.28% from the previous trading session.
BBAI is expanding into AI-powered airport security and border management as it targets growth in transportation infrastructure.
Leidos (LDOS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Leidos Holdings stock has fallen sharply year to date, yet the company still screens as cheap on several valuation checks, which puts the recent sell off at odds with the current pricing signals. Year to date, Leidos Holdings is down 43.8%, which means the market has rapidly reset expectations after a long period of stronger multi year returns. On the one hand, new federal technology wins and AI focused partnerships can support longer term earnings power, while the health IT contract...
Leidos Holdings (NYSE:LDOS) announced a new partnership with The Modern Data Company focused on federal AI and analytics. The collaboration centers on using Modern Data’s DataOS to connect fragmented government data across systems. The move is part of Leidos’ NorthStar 2030 strategy to expand its digital modernization offerings for federal agencies. Leidos Holdings enters this partnership with The Modern Data Company at a time when the stock is trading around $103.07, with a mixed return...
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Can LDOS' AI contract momentum, rising guidance and discounted valuation give it better upside than BBAI's riskier growth story?
Leidos Holdings Inc. (NYSE:LDOS) is one of the oversold tech stocks to buy now. On June 25, Leidos partnered with The Modern Data Company to help federal agencies unify fragmented data for AI and analytics without requiring extensive system overhauls. By integrating Modern Data’s DataOS into Leidos’ HeadWay Mission OS, the collaboration creates a secure […]
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
Leidos (LDOS) closed the most recent trading day at $101.76, moving +1.76% from the previous trading session.
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how defense contractors stocks fared in Q1, starting with Leidos (NYSE:LDOS).
Leidos Holdings Inc. (NYSE:LDOS) is one of the 10 oversold stocks offering high upside. On May 21, Leidos Holdings Inc. (NYSE:LDOS) stated that it will receive 4 awards under the U.S. Department of State’s Evolve contract to assist in modernizing the IT systems utilized by American diplomats across the globe. The initiative’s main goals are […]
In the latest trading session, Leidos (LDOS) closed at $104.84, marking a -2.13% move from the previous day.
Rocket Lab and Leidos are better-priced space stocks than SpaceX.
There's (significantly) less room for this stock to run in one firm's opinion.
In early June 2026, the Defense Information Systems Agency and U.S. Space Command, working with Leidos, deployed the cloud-based Joint Management Tool, giving combatant commands real-time visibility into global satellite communications and sharply cutting the time needed for command-level reporting and analysis. This rollout highlights Leidos’ role in modernizing military communications with modular, commercial-off-the-shelf software that can be rapidly updated as operational requirements...
Leidos Holdings (LDOS) stock has come under pressure after the Defense Health Agency signaled plans to reduce reliance on the company as lead integrator for its electronic health record program, prompting downgrades from Jefferies and BofA Securities. See our latest analysis for Leidos Holdings. At a share price of $108.67, Leidos Holdings has seen momentum fade, with the 7-day share price return declining 10.70% and the 90-day share price return down 34.52%, although the 3-year total...