General Mills Lowers 2026 Outlook, Shares Drop
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy LDOS?
Source: CNBC
- General Mills Outlook Downgrade: General Mills has lowered its 2026 organic net sales forecast to a decline of 1.5% to 2%, with operating profit and adjusted EPS expected to fall by 16% to 20%, resulting in a 7% drop in shares, indicating market concerns about future growth.
- Southwest Airlines Stock Surge: Shares of Southwest Airlines rose over 6% after UBS upgraded its rating to buy, with analysts highlighting new initiatives like extra legroom and assigned seating that could attract more travelers, showcasing the company's proactive transformation in a competitive airline market.
- ZIM Integrated Shipping Services Surge: ZIM's shares surged 30% following the announcement that German-based Hapag-Lloyd will acquire ZIM for $4.2 billion, financed through cash and external funding, marking a significant consolidation in the shipping industry.
- Labcorp's Mixed Results: Labcorp reported a fourth-quarter EPS of $4.07, exceeding the $3.94 expected by analysts, yet shares fell over 3% due to concerns regarding the pace of organic revenue growth despite a positive earnings forecast.
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Analyst Views on LDOS
Wall Street analysts forecast LDOS stock price to rise
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 177.890
Low
178.00
Averages
219.70
High
235.00
Current: 177.890
Low
178.00
Averages
219.70
High
235.00
About LDOS
Leidos Holdings, Inc. is a holding company, which operates through its wholly owned subsidiary, Leidos, Inc. (Leidos). The Company’s segments include National Security & Digital, Health & Civil, Commercial & International and Defense Systems. Its National Security & Digital business provides technologically advanced services, solutions and products, as well as mission software capabilities for defense and intelligence customers in the areas of cyber, logistics, security operations and decision analytics. Its Health & Civil business provides services and solutions to federal and commercial customers in the areas of public health, care coordination, life and environmental sciences and transportation. Its Commercial & International business delivers a portfolio of products, services, and solutions aimed at securing national assets, modernizing energy and critical infrastructure, and enhancing mission outcomes. The Company serves government and commercial customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Anthropic Faces Pentagon Ban Amid Controversy
- Pentagon Ban: The Department of Defense has designated Anthropic as a supply chain risk, prohibiting its technology from use in sensitive military environments, jeopardizing hundreds of millions in contracts and straining its relationship with the Pentagon.
- Legal Challenge: Anthropic has filed a lawsuit against the Trump administration, claiming the ban is 'unprecedented and unlawful' and asserting that it causes irreparable harm to the company, potentially threatening its future business prospects.
- Technological Dependence: Despite the shocking decision, many officials view Anthropic's AI models as superior for military applications, particularly in their integration with existing contractors like Palantir, highlighting a significant reliance on this technology.
- Market Pressure: Since its founding in 2021, Anthropic has raised billions, achieving a valuation of $380 billion, but faces intense competition from rivals like OpenAI, forcing it to accelerate commercialization efforts to maintain its market position.
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Anthropic Sues Trump Administration Over Blacklisting as National Security Threat
- Lawsuit Initiated: Anthropic filed a lawsuit on Monday in the Northern District of California against the Trump administration, claiming that being blacklisted and labeled a national security threat is 'unprecedented and unlawful,' causing irreparable harm to the company.
- Contract Risks Escalate: The complaint states that Anthropic's contracts with the federal government are already being canceled, and future contracts with private parties are also in jeopardy, potentially jeopardizing hundreds of millions of dollars in the near term, severely impacting the company's financial health.
- Reputation Damage: The lawsuit emphasizes that Anthropic's reputation and core First Amendment freedoms are under attack, and without judicial relief, these harms will only compound in the coming weeks and months, potentially affecting the company's market position.
- Defense Department Restrictions: President Trump directed federal agencies last month to 'immediately cease' all use of Anthropic's technology, requiring defense contractors to certify they do not use the company's models, further limiting its business opportunities.
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- Transition to Manufacturing: With the CCDR completed, Starlab is set to transition from design to manufacturing and systems integration, indicating accelerated progress in its space station construction, expected to have ISS-equivalent payload and crew capabilities.
- Competitive Market Position: Starlab has gained a lead in milestones over competitors like Axiom and Vast, although Axiom completed its Manufacturing Readiness Review in 2021, Starlab's progress demonstrates its determination to catch up quickly.
- Investor Confidence Boosted: Starlab's assertion that the project will generate sustainable and robust revenue for the companies involved enhances investor interest, especially given the participation of multiple publicly traded companies, making it a more attractive investment opportunity.
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- Design Review Completion: Starlab announced this week that it has completed its Commercial Critical Design Review (CCDR) with NASA, marking the 28th milestone achieved, indicating smooth project progress and potential milestone payments from NASA.
- Manufacturing and Systems Integration Ready: With the completion of the CCDR, Starlab is set to transition from design to manufacturing and systems integration, expected to have ISS-equivalent payload and crew capabilities, enhancing its competitive position in the market.
- Investor Confidence Boost: Starlab claims it will generate 'sustainable, robust revenue' for the companies involved in its construction, which is a positive signal for investors, especially since the project has the most publicly traded companies participating.
- Competitive Landscape Analysis: While Starlab is ahead of rival Orbital Reef in milestones, it lags behind Axiom and Vast, who have made greater progress in building their space station modules, indicating that Starlab needs to accelerate its pace to catch up.
See More
Amazon Continues Offering Anthropic AI Technology to Cloud Customers
- Ongoing Partnership: Amazon announced it will continue offering Anthropic's AI technology to cloud customers despite the Department of Defense labeling it as a 'supply chain risk', indicating Amazon's commitment to supporting its partners amid regulatory challenges.
- Alternative Support: An AWS spokesperson stated that while work related to the Department of Defense is excluded, customers and partners can continue using Claude for other workloads, demonstrating Amazon's flexibility and adaptability in maintaining customer service.
- Major Strategic Investment: Amazon has invested $8 billion in Anthropic since 2023, solidifying its position as a primary financial backer of the startup and indicating a long-term strategic focus in the AI sector.
- Infrastructure Development: Anthropic has committed to using 500,000 of Amazon's custom-built Trainium 2 chips as part of its $11 billion AWS data center project, Rainier, which not only strengthens their commercial relationship but also enhances Amazon's competitiveness in the cloud computing market.
See More
Google Continues Support for Anthropic AI Technology
- Continued Partnership: Google reaffirmed its commitment to providing Anthropic's AI technology to clients, excluding defense-related work, following the Pentagon's designation of Anthropic as a supply chain risk, demonstrating Google's strong support for non-defense projects.
- Investment Expansion: Google increased its investment in Anthropic to $1 billion in January 2025, adding to its previous $2 billion stake, which further solidifies its strategic position in the AI sector and strengthens its partnership with Anthropic.
- Technological Infrastructure: Anthropic utilizes Google's AI infrastructure for model training and has gained access to up to 1 million custom tensor processing units (TPUs), enhancing its technical capabilities while supporting Google's competitive edge in the cloud market.
- Legal Challenge: Anthropic CEO Dario Amodei stated that the company has no choice but to challenge the Pentagon's supply chain risk designation in court, a move that could impact its future business development and government collaboration.
See More
Anthropic Faces Pentagon Ban Amid Controversy
- Pentagon Ban: The Department of Defense has designated Anthropic as a supply chain risk, prohibiting its technology from use in sensitive military environments, jeopardizing hundreds of millions in contracts and straining its relationship with the Pentagon.
- Legal Challenge: Anthropic has filed a lawsuit against the Trump administration, claiming the ban is 'unprecedented and unlawful' and asserting that it causes irreparable harm to the company, potentially threatening its future business prospects.
- Technological Dependence: Despite the shocking decision, many officials view Anthropic's AI models as superior for military applications, particularly in their integration with existing contractors like Palantir, highlighting a significant reliance on this technology.
- Market Pressure: Since its founding in 2021, Anthropic has raised billions, achieving a valuation of $380 billion, but faces intense competition from rivals like OpenAI, forcing it to accelerate commercialization efforts to maintain its market position.
See More
Anthropic Sues Trump Administration Over Blacklisting as National Security Threat
- Lawsuit Initiated: Anthropic filed a lawsuit on Monday in the Northern District of California against the Trump administration, claiming that being blacklisted and labeled a national security threat is 'unprecedented and unlawful,' causing irreparable harm to the company.
- Contract Risks Escalate: The complaint states that Anthropic's contracts with the federal government are already being canceled, and future contracts with private parties are also in jeopardy, potentially jeopardizing hundreds of millions of dollars in the near term, severely impacting the company's financial health.
- Reputation Damage: The lawsuit emphasizes that Anthropic's reputation and core First Amendment freedoms are under attack, and without judicial relief, these harms will only compound in the coming weeks and months, potentially affecting the company's market position.
- Defense Department Restrictions: President Trump directed federal agencies last month to 'immediately cease' all use of Anthropic's technology, requiring defense contractors to certify they do not use the company's models, further limiting its business opportunities.
See More
Starlab Completes Critical Design Review, Advances Space Station Development
- Critical Design Review Completed: Starlab announced the completion of its Commercial Critical Design Review (CCDR) with NASA, marking the 28th milestone in its space station development, likely qualifying for a milestone payment from NASA to further advance the project.
- Transition to Manufacturing: With the CCDR completed, Starlab is set to transition from design to manufacturing and systems integration, indicating accelerated progress in its space station construction, expected to have ISS-equivalent payload and crew capabilities.
- Competitive Market Position: Starlab has gained a lead in milestones over competitors like Axiom and Vast, although Axiom completed its Manufacturing Readiness Review in 2021, Starlab's progress demonstrates its determination to catch up quickly.
- Investor Confidence Boosted: Starlab's assertion that the project will generate sustainable and robust revenue for the companies involved enhances investor interest, especially given the participation of multiple publicly traded companies, making it a more attractive investment opportunity.
See More
Starlab Space Station Completes Critical Design Review Milestone
- Design Review Completion: Starlab announced this week that it has completed its Commercial Critical Design Review (CCDR) with NASA, marking the 28th milestone achieved, indicating smooth project progress and potential milestone payments from NASA.
- Manufacturing and Systems Integration Ready: With the completion of the CCDR, Starlab is set to transition from design to manufacturing and systems integration, expected to have ISS-equivalent payload and crew capabilities, enhancing its competitive position in the market.
- Investor Confidence Boost: Starlab claims it will generate 'sustainable, robust revenue' for the companies involved in its construction, which is a positive signal for investors, especially since the project has the most publicly traded companies participating.
- Competitive Landscape Analysis: While Starlab is ahead of rival Orbital Reef in milestones, it lags behind Axiom and Vast, who have made greater progress in building their space station modules, indicating that Starlab needs to accelerate its pace to catch up.
See More
Amazon Continues Offering Anthropic AI Technology to Cloud Customers
- Ongoing Partnership: Amazon announced it will continue offering Anthropic's AI technology to cloud customers despite the Department of Defense labeling it as a 'supply chain risk', indicating Amazon's commitment to supporting its partners amid regulatory challenges.
- Alternative Support: An AWS spokesperson stated that while work related to the Department of Defense is excluded, customers and partners can continue using Claude for other workloads, demonstrating Amazon's flexibility and adaptability in maintaining customer service.
- Major Strategic Investment: Amazon has invested $8 billion in Anthropic since 2023, solidifying its position as a primary financial backer of the startup and indicating a long-term strategic focus in the AI sector.
- Infrastructure Development: Anthropic has committed to using 500,000 of Amazon's custom-built Trainium 2 chips as part of its $11 billion AWS data center project, Rainier, which not only strengthens their commercial relationship but also enhances Amazon's competitiveness in the cloud computing market.
See More
Google Continues Support for Anthropic AI Technology
- Continued Partnership: Google reaffirmed its commitment to providing Anthropic's AI technology to clients, excluding defense-related work, following the Pentagon's designation of Anthropic as a supply chain risk, demonstrating Google's strong support for non-defense projects.
- Investment Expansion: Google increased its investment in Anthropic to $1 billion in January 2025, adding to its previous $2 billion stake, which further solidifies its strategic position in the AI sector and strengthens its partnership with Anthropic.
- Technological Infrastructure: Anthropic utilizes Google's AI infrastructure for model training and has gained access to up to 1 million custom tensor processing units (TPUs), enhancing its technical capabilities while supporting Google's competitive edge in the cloud market.
- Legal Challenge: Anthropic CEO Dario Amodei stated that the company has no choice but to challenge the Pentagon's supply chain risk designation in court, a move that could impact its future business development and government collaboration.
See More
