Leidos (LDOS) Surpasses Market Performance: Key Insights to Consider
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 18 2025
0mins
Should l Buy LDOS?
Source: NASDAQ.COM
Leidos Stock Performance: Leidos (LDOS) saw a 1.82% increase to $187.15, outperforming the S&P 500's 0.48% gain, but has underperformed the Computer and Technology sector over the past month.
Earnings Projections and Analyst Estimates: The upcoming earnings report for Leidos is projected to show a 10.58% drop in EPS to $2.62, with revenue expected to rise by 2.06% to $4.28 billion; the company currently holds a Zacks Rank of #2 (Buy).
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Analyst Views on LDOS
Wall Street analysts forecast LDOS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LDOS is 219.70 USD with a low forecast of 178.00 USD and a high forecast of 235.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 186.080
Low
178.00
Averages
219.70
High
235.00
Current: 186.080
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.
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- Supporting Departments: The contract will support the Office of Cost Assessment and Program Evaluation (ODCAPE) and the Joint Data Support Division, aimed at identifying, collecting, analyzing, and managing data related to U.S. and non-U.S. military forces, reflecting the defense sector's reliance on data-driven decision-making.
- Work Locations: The work will be conducted at the Pentagon and the Mark Center, which not only provides a convenient working environment for contractors but also facilitates closer collaboration with government departments.
- Completion Date: The estimated completion date for the contract is January 8, 2031, and the implementation of this long-term project will provide contractors with a stable revenue stream while demonstrating the government's commitment to long-term investments in defense data management.
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- Advancement in RF Imaging Systems: VisionWave has assembled a specialized team of RF experts to advance its VisionRF platform, aimed at providing real-time situational awareness for emergency response and military operations, with a proof-of-concept demonstration planned.
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- Acquisition Overview: Leidos plans to acquire ENTRUST for $2.4 billion in cash, adding approximately 3,100 employees and positioning Leidos as a top-four U.S. provider in power and transmission engineering, with the transaction expected to close in Q2 2026.
- Financial Impact Analysis: The acquisition is projected to generate about $650 million in annual revenue for Leidos, with the purchase price implying a multiple of 16x ENTRUST's next-12-month EBITDA, and is expected to significantly boost adjusted EPS in 2027.
- Strategic Integration Advantages: Leidos aims to enhance its market position in energy infrastructure engineering services through this acquisition, with CEO Tom Bell emphasizing that the deal aligns closely with the company's “North Star 2030” strategy to meet rising customer demand.
- Synergy Expectations: Leidos anticipates achieving “tens of millions” in synergy benefits by leveraging cross-selling opportunities in cybersecurity and IT services, while maintaining cultural compatibility to support rapid integration during the process.
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- Investment Context: Tesla's recent $2 billion investment in xAI not only underscores its commitment to the AI sector but may also lay the groundwork for future mergers, further driving technological integration and market competitiveness.
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Defense Contractors Secure $561M IDIQ Contract
- Contract Value: Several defense contractors, including Booz Allen Hamilton and Leidos, have secured a $561 million multiple-award IDIQ contract, indicating a strong demand for data management and analysis services in the defense sector.
- Supporting Departments: The contract will support the Office of Cost Assessment and Program Evaluation (ODCAPE) and the Joint Data Support Division, aimed at identifying, collecting, analyzing, and managing data related to U.S. and non-U.S. military forces, reflecting the defense sector's reliance on data-driven decision-making.
- Work Locations: The work will be conducted at the Pentagon and the Mark Center, which not only provides a convenient working environment for contractors but also facilitates closer collaboration with government departments.
- Completion Date: The estimated completion date for the contract is January 8, 2031, and the implementation of this long-term project will provide contractors with a stable revenue stream while demonstrating the government's commitment to long-term investments in defense data management.
See More
VisionWave Holdings Drives Innovation in Defense Technology
- Surge in Defense Spending: U.S. defense tech spending is projected to reach $384 billion in 2026, a 71% increase from 2020, creating a high-conviction investment environment for the Electronic Design Automation (EDA) market, expected to hit $33.5 billion by 2033.
- IP Transfer Milestone: VisionWave's joint venture with Boca Jom Ltd. has completed the transfer of three EDA tools' intellectual property, including system architectures and source code, which will directly facilitate the final development, testing, and integration phases, addressing critical bottlenecks in chip manufacturing.
- Advancements in RF Imaging: VisionWave has assembled a specialized team of RF experts to advance its VisionRF platform, aimed at providing real-time situational awareness, with a proof-of-concept demonstration targeting applications in emergency response and military operations, enhancing the company's competitive edge in security.
- Expansion into Southern Europe: VisionWave has secured distribution agreements in Italy and Spain through its subsidiary Solar Drone Ltd. for critical infrastructure maintenance markets, planning to invest up to $10 million over the next six to twelve months to accelerate commercialization timelines across its technology platform.
See More
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- Surge in Defense Spending: U.S. defense tech spending is projected to reach $384 billion in 2026, a 71% increase from 2020, creating a high-conviction investment environment for the Electronic Design Automation (EDA) market, expected to hit $33.5 billion by 2033.
- IP Transfer Milestone: VisionWave Holdings completed the transfer of three EDA tool IP portfolios in its joint venture with Boca Jom Ltd., covering complete system architectures and development methodologies, which is expected to accelerate semiconductor design processes and reduce design errors.
- Advancement in RF Imaging Systems: VisionWave has assembled a specialized team of RF experts to advance its VisionRF platform, aimed at providing real-time situational awareness for emergency response and military operations, with a proof-of-concept demonstration planned.
- Expansion into Southern Europe: VisionWave secured distribution agreements in Italy and Spain through its Solar Drone Ltd. subsidiary for critical infrastructure maintenance markets, planning to invest up to $10 million over the next six to twelve months to accelerate commercialization timelines across its technology platform.
See More
Leidos to Acquire ENTRUST for $2.4 Billion Cash Deal, Aiming to Turbocharge Energy Growth
- Acquisition Overview: Leidos plans to acquire ENTRUST for $2.4 billion in cash, adding approximately 3,100 employees and positioning Leidos as a top-four U.S. provider in power and transmission engineering, with the transaction expected to close in Q2 2026.
- Financial Impact Analysis: The acquisition is projected to generate about $650 million in annual revenue for Leidos, with the purchase price implying a multiple of 16x ENTRUST's next-12-month EBITDA, and is expected to significantly boost adjusted EPS in 2027.
- Strategic Integration Advantages: Leidos aims to enhance its market position in energy infrastructure engineering services through this acquisition, with CEO Tom Bell emphasizing that the deal aligns closely with the company's “North Star 2030” strategy to meet rising customer demand.
- Synergy Expectations: Leidos anticipates achieving “tens of millions” in synergy benefits by leveraging cross-selling opportunities in cybersecurity and IT services, while maintaining cultural compatibility to support rapid integration during the process.
See More
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- Potential Merger Plans: Elon Musk is reportedly considering merging SpaceX, Tesla, and xAI, with a SpaceX-Tesla deal potentially leveraging Tesla's energy storage and solar capabilities for space infrastructure, enhancing synergies in both space and energy sectors.
- Investment Context: Tesla's recent $2 billion investment in xAI not only underscores its commitment to the AI sector but may also lay the groundwork for future mergers, further driving technological integration and market competitiveness.
- IPO Considerations: While SpaceX is exploring an IPO, Musk's merger plans could impact investor confidence in SpaceX's independent growth trajectory, potentially causing short-term fluctuations in its stock price.
- Industry Dynamics: In other M&A news, Mitsubishi Electric completed its $1 billion acquisition of cybersecurity firm Nozomi Networks, reflecting ongoing market interest in technology and security integrations, which may provide insights for Musk's merger considerations.
See More
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- Policy Boost for Space Industry: Trump's executive order shifts the U.S. government from being a primary operator to a primary customer in space trade, accelerating the Artemis program to return to the Moon by 2028, which is expected to provide private companies with predictable revenue streams.
- Lockheed Martin's Strong Performance: The company reported third-quarter revenue of $18.6 billion, a 9% year-over-year increase, with space business revenue rising to $3.36 billion, driving operating profit up 22% to $331 million, indicating robust demand in the space sector.
- Leidos Contract Expansion: Leidos secured a $760 million subcontract with NASA focused on low-Earth orbit exploration for Artemis missions, achieving record third-quarter revenue of $4.5 billion, a 7% increase year-over-year, showcasing its ongoing growth potential in the space domain.
- Increased Shareholder Returns: Lockheed Martin raised its share repurchase limit by $2 billion to $9.1 billion and increased its quarterly dividend by 5% to $3.45 per share, demonstrating a strong commitment to shareholder returns and robust cash flow.
See More
