NYSE:LDOS

Leidos (LDOS)

106.11
+1.27 (1.21%)
as of Jun 23, 2026, 8:00:00 pm Market Open.
24 watching
0
Investor Insights
star iconJun 24, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Leidos (LDOS) has received mixed reviews from various experts, highlighting both strong performance and concerns about future challenges. Some analysts point out the company's impressive financial results, including quarterly revenue beats and significant earnings per share that surpassed expectations, showcasing solid organic growth. However, there are warnings about external pressures, particularly from the government regarding cost reductions and an overhang from their healthcare contract with veteran hospitals. Despite these challenges, there remains positive sentiment around the company's management and its position within the defense sector. The overall performance and execution of strategies have led some to maintain confident positions, suggesting a level of resilience despite external pressures.

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Consensus
Mixed
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Valuation
Fair Value
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Most recent Opinions go here

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DON'T BUY

He sold it. It will stay at current levels. The big issue is the government is after all these consulting companies to lower their costs. Also, they have a big healthcare contract with the veteran hospitals, which is an overhang. Management is good, though.

BUY

He just bought more during this AI-fuelled sell-off.  New managers over-deliver on everything. He likes defence stocks. One of his biggest holdings.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 30/25, Up 17.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LDOS has triggered its stop at $180.  To remain disciplined, we recommend covering the position at this time.  

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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Over the last two years, LDOS has beaten revenue estimates each quarter by an average of 3.3%. On Nov. 4, they reported earnings of $3.05 per share, smoking the street's consensus of $2.71, while revenue topped a record $4.5 billion, up 7% over the year, and once more way ahead of the $4.28 billion estimate. Organic revenue growth was 6%. In the previous quarter, Leidos reported revenues of $4.25 billion, up 2.9% year-over-year, a solid beat. Q2 EPS came in at $3.21, beating the expected $2.66.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 12/24, Up 24.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LDOS is progressing well.  To remain disciplined, we recommend trailing up the stop (from $153) to $180 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 12/24, Up 16.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LDOS is progressing well.  To remain disciplined, we recommend trailing up the stop (from $139) to $153 at this time.  

STRONG BUY

Upgraded today. He loves it because they have executed their latest plan beautifully and have fulfilled guidance perfectly. Not expensive, and they continue to beat and raise.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 12/24, Up 5.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LDOS is stagnating.  To remain disciplined, we recommend trailing up the stop to $139 at this time.

BUY ON WEAKNESS

Is worried about defence cuts, but LDOS does homeland security. Shares are have fallen enough to be attractive.

BUY ON WEAKNESS

It hit a new high just a few days ago though has slid, down 6.5% today over uncertainty of where the US defence will spend its budget. Now, is a buying opportunity.

BUY

They report a great quarter yesterday. They have a lot more to do and have a lot of room to run.

BUY

87% recurring revenues. He spoke to the CEO last week and confirmed and beat his expectations.

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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

A month ago, this defense company reported total revenues of $3.98 billion which beat the street's $3.8 billion and rose 4.2% year-over-year as operating income climbed from $265 million to $415 million (all USD) in that time. The operating margin expanded from 7.2% to 10.4% as total incomes declined 9.3%. The future looks positive with a backlog of $36.57 billion. To cap it off, the company raised its full-year earnings guidance from $7.50-7.90 to $8.40-8.80 per share and cash flow from $1.1 billion to $1.3 billion. After Leidos reported this beat, the stock and made fresh 52-week highs in the weeks that followed. It's come back a bit which makes it an attractive entry point.

BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

LDOS is a $20B market cap company providing scientific, engineering and technical services. The stock is up 36% YTD and 90% over one year. It trades at 16X earnings, with a 1.03% dividend. Historical growth has been very solid, and it generates good cash flow. The last quarter was excellent and EPS beat estimates by 35%. Estimates have also been moving up. There is a lot to like here for sure. Our main concern would be debt, at about 4X cash flow. But based on its growth and execution we would not see this as particularly problematic. 
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BUY

Since new management started a year ago, each quarter has bested the last. Just reported a super quarter. Is cheap, well-positioned and defensive.

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Leidos (LDOS) Frequently Asked Questions

What is Leidos stock symbol?

Leidos is a American stock, trading under the symbol LDOS (previously LDOS-N on Stockchase) on the New York Stock Exchange (LDOS). It is usually referred to as NYSE:LDOS or LDOS

Is Leidos a buy or a sell?

In the last year, 8 stock analysts issued a Buy, Sell, or Hold rating on LDOS (previously LDOS-N on Stockchase). 7 analysts recommended to BUY and 1 analyst recommended to SELL the stock. The latest stock analyst rating is BUY. Read the latest stock experts' ratings for Leidos.

Is Leidos a good investment or a top pick?

Leidos was recommended as a Top Pick by Stephen Weiss, Founder, Short Hills Capital Partners on 2024-05-01. Read the latest stock experts ratings for Leidos.

Why is Leidos stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Leidos.

Is Leidos worth watching?

Leidos is followed by 24 investors on Stockchase and is a trending stock that is worth watching.

What is Leidos stock price?

On 2026-06-23, Leidos (LDOS) stock closed at a price of $106.11.

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4.5(8)
Based on 8 expert opinions: 7 buy 0 hold 1 sell