LDOS Leidos Holdings, Inc. Loading... : Bullish and Bearish Analyst Opinions
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09:12
Aug 24
Aug 24
Modern warfare integration drives defense tech partnerships.
The integration of drones, AI, electronic warfare, and cyber into a single kill chain is forcing European defense primes to partner with US tech firms to create a global framework for allies.
MED
16:33
Aug 10
Aug 10
Watch LDOS, CACI for mission-system economics
Watch LDOS/CACI for relatively attractive digital, cyber and mission-system economics tied to overseas command-and-support networks; research beneficiary map, not a personal position.
MED
12:00
Aug 04
Aug 04
LDOS raised revenue, EPS, and cash flow guidance, driven by strong defense demand and margin performance, despite health segment headwinds.
HIGH
23:06
Aug 03
Aug 03
"Federal IT shift pressures SAIC/LDOS relative"
Watch SAIC and LDOS for relative negative pressure as federal IT shifts from bespoke labor-intensive integration to reusable software platforms; risk is value-capture shift, not absolute revenue contraction.
MED
17:51
Jul 14
Jul 14
The author is compiling a list of follower-requested stocks for future review without.
The author is compiling a list of follower-requested stocks for future review without expressing any current positions or trade ideas.
LOW
07:31
Jul 05
Jul 05
The author lists 23 stocks he plans to review after receiving suggestions from followers.
The author lists 23 stocks he plans to review after receiving suggestions from followers, with no current position or directional view expressed.
LOW
12:43
Jun 17
Jun 17
Pre-market movers include Intel up on chip process news.
Pre-market movers include Intel up on chip process news, Oracle down after Microsoft walked away from a cloud deal, and La-Z-Boy surging on earnings beat and buyback announcement.
00:31
May 14
May 14
Long IT distributors and public-sector integrators to benefit from Cisco’s 35% product order.
Long IT distributors and public-sector integrators to benefit from Cisco’s 35% product order growth and enterprise/public sector network refresh cycle.
HIGH
12:00
May 05
May 05
Leidos raised full-year guidance on the strength of the Entrust acquisition and a strong core business, signaling confidence in future growth, albeit with a more cautious Q2 outlook.
HIGH
18:00
Apr 28
Apr 28
Leidos is a tenant for advanced technology space (SCIFs, office), indicating demand from defense-tech institutions.
HIGH
04:58
Apr 19
Apr 19
34 LDOS insiders bought 229k shares over the last two months. Heavy and broad insider accumulation is a strong signal of internal confidence in the company's valuation and future prospects. LDOS is an attractive long opportunity based on significant insider purchasing activity. Insider buying does not guarantee immediate price appreciation; broader market conditions could still drag the stock down.
HIGH
00:07
Mar 05
Mar 05
In the context of the "Sovereignty" and "Technology Race" themes, Tian highlights "government consulting and tech consulting" as the most interesting sub-sector where valuations are reasonable. As the US moves toward "National Mobilization," the government must implement complex dual-use technologies. However, the government seeks to reduce direct headcount (DOGE efficiency), necessitating heavy reliance on private consultants to execute these tech upgrades. LONG. aggressive government spending cuts (DOGE) that target contractor waste specifically.
01:31
Feb 24
Feb 24
Watch LDOS on multi-year defense procurement.
Watch LDOS as a positive beneficiary of multi-year demand signal procurement in air and missile defense.
MED
13:00
Feb 17
Feb 17
Guidance is positive, with management expecting accelerating growth throughout 2026 driven by defense and new business wins, while navigating headwinds in health and a government shutdown impact.
HIGH
About LDOS Analyst Coverage
Buzzberg tracks LDOS (Leidos Holdings, Inc.) across 7 sources. 2 bullish vs 0 bearish calls from 9 analysts. Sentiment: predominantly bullish (14%). 14 total trade ideas tracked. Latest voices: Wayne Saunders, TheValueist, Tom Bell.