Leidos Holdings (LDOS) has been in the spotlight for a number of activities. Pacer Advisors Inc., Voya Investment Management LLC, and Thrivent Financial for Lutherans have offloaded some of their shares, while investors like Citigroup and Fairvoy Private Wealth LLC adopted a bullish stance. LDOS has also seen insider activity with Elizabeth Porter, the sector president, selling shares. Appointing Ted Tanner, an AI expert, as the CTO marked a strategic move. A valuation check has been proposed multiple times, particularly after securing a three-year contract for the Hawai‘i Energy and EV Rebate Program and cementing a deal with CargoSeer. It was also highlighted when LDOS underperformed in the technology sector. However, LDOS has been recognized for its growth in returns on capital. Goldman Sachs’ portfolio suggested that LDOS might be the best defense stock to buy. An optimistic look at its financial performance was driven by a solid Q3 performance, beating earnings estimates and raising the 2025 outlook. LDOS' attractiveness as a value and momentum stock has been reiterated multiple times throughout market fluctuations. Finally, it’s noteworthy to mention the hiring of AI veteran Ted Tanner Jr. and the 19-year Kazakhstan air traffic deal significantly changing LDOS’s investment narrative.
Leidos Holdings LDOS News Analytics from Tue, 06 May 2025 07:00:00 GMT to Fri, 26 Dec 2025 11:53:54 GMT -
Rating 7
- Innovation 6
- Information 8
- Rumor -2
