QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

23,577 signal articles · 336 in last 24h · 112,361 total before filter · latest 1h ago
336last 24h
2140last 7d
374● bullish (7d)
188● bearish (7d)
204publishers
AllMacro295Earnings1215M&A90Regulatory23Product13Analyst20
✕ clear all filtersticker: LDOSSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
CoreWeave (CRWV) Enters Defense AI While Opening Three Indonesia Data Centers
Simply Wall St.5h agoneutral
CoreWeave (CRWV) Enters Defense AI While Opening Three Indonesia Data Centers

CoreWeave (NasdaqGS:CRWV) announced a new collaboration with Leidos Holdings to provide secure, sovereign AI cloud services for U.S. Intelligence Community and Department of War missions. The agreement focuses on mission specific AI infrastructure tailored for highly sensitive federal workloads with specialized security and compliance requirements. CoreWeave also disclosed plans for three new data centers in Indonesia as part of a broader push into the Asia Pacific cloud market. The moves...

Leidos (LDOS) Stock May Be Undervalued After Health IT Contract Uncertainty
Simply Wall St.42d agoneutral
Leidos (LDOS) Stock May Be Undervalued After Health IT Contract Uncertainty

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 (LDOS) Ties Up With Modern Data To Tackle Federal AI Data Gaps
Simply Wall St.42d agoneutral
Leidos (LDOS) Ties Up With Modern Data To Tackle Federal AI Data Gaps

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...

Leidos (LDOS) Partners with The Modern Data Company to Unify Federal Agency Data for AI
Insider Monkey43d agoneutral
Leidos (LDOS) Partners with The Modern Data Company to Unify Federal Agency Data for AI

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 […]

Leidos (LDOS) Faces DHA Move To Replace It On Military Health Records
Simply Wall St.56d agoneutral
Leidos (LDOS) Faces DHA Move To Replace It On Military Health Records

Defense Health Agency plans to replace Leidos Holdings (NYSE:LDOS) as lead systems integrator for the Military Health System electronic health record program. Change affects the company’s role in the multi year MHS GENESIS rollout across U.S. military treatment facilities. Decision introduces uncertainty for Leidos’ health segment and its position in the federal health IT market. Analysts have issued downgrades citing concerns about profit margins and organic growth alongside this contract...

A Look At Leidos Holdings (LDOS) Valuation After New State Department Evolve Contract Awards
Simply Wall St.76d agoneutral
A Look At Leidos Holdings (LDOS) Valuation After New State Department Evolve Contract Awards

Leidos Holdings (LDOS) just secured a set of awards under the US Department of State’s multi year Evolve contract, tying the stock more closely to a high profile federal IT modernization effort. See our latest analysis for Leidos Holdings. Against this contract win, Leidos’s share price is up 1.95% over the last day and 5.01% over the past week, yet down 9.44% over 30 days and 25.72% over 90 days. The 3 year total shareholder return of 73.27% contrasts with a weaker 1 year total shareholder...

Leidos Wins US$456m Contract As Health Services Role And Valuation Stand Out
Simply Wall St.104d agobullish
Leidos Wins US$456m Contract As Health Services Role And Valuation Stand Out

Leidos Holdings (NYSE:LDOS) has been awarded a US$456 million Military OneSource contract. The award covers wide ranging well being services for service members and their families. The contract is structured as a long term federal engagement serving more than 4.7 million eligible individuals. For investors tracking Leidos primarily as a defense technology and government IT contractor, this Military OneSource award puts the managed health and support services side of the business in sharper...