The recent events surrounding Leidos Holdings (LDOS) have been tumultuous, with substantial changes in stock management and a varying outlook among analysts and investors. Howard Capital Management Group and Wedge Capital Management have reduced their LDOS stock holdings, while new investments were made by Pallas Capital Advisors and Vest Financial LLC. Several entities, including Merit Financial Group and Park Avenue Securities LLC, have acquired or increased their LDOS shareholdings. Impressively, Leidos tripled its summer intern program, potentially creating a path towards full-time tech careers for many.
Despite the stock market's upswing, LDOS has experienced some dips but remains a top value stock for the long-term. This is further accentuated as the company continues to buy back its own shares. There have also been significant upgrades, such as Cantor Fitzgerald's FY2026 earnings estimate and the company's own reissue of its 2025 earnings guidance. These bullish trends have resulted in various large holdings such as Woodline Partners LP and Two Sigma Advisers LP.
However, Leidos recently faced a downgrade due to booking slowdown and some stock underperformance compared to the Nasdaq. Still, it made its first acquisition in 2.5 years, buying Kudu Dynamics to advance its AI capabilities for cyber warfighters. The company's stock has bounced back, and with its newly secured $205 million contract and strong revenue growth, it seems well-positioned for future success.
Leidos Holdings LDOS News Analytics from Tue, 17 Dec 2024 08:00:00 GMT to Sat, 14 Jun 2025 10:05:34 GMT - Rating 6 - Innovation 4 - Information 8 - Rumor -3
