$LDOS

Leidos secured a $301M, 5-year contract with the U.S. Army to enhance cyber defenses for the Department of War's Information Network. The company will monitor military networks 24/7 to detect and defend against cyber threats, leveraging AI-enabled capabilities. This contract aligns with Leidos' NorthStar 2030 strategy.

Leidos Holdings (LDOS), a defense and tech services company, has underperformed the market and sector ETFs due to contract issues and government budget constraints. Despite this, LDOS reported strong Q2 earnings, beating estimates with $3.26 adjusted EPS and $4.6B revenue. Analysts have a 'Moderate Buy' consensus, with a mean price target of $160.12, implying 11.6% upside. Wells Fargo raised its target to $165, suggesting 15% potential gain.

Geer Noel B sold 10,000 shares of Leidos Holdings, Inc. (LDOS) at an average of $140.66 ($140.59–$141.07, $1.41M total) across 2 trades on 2026-08-11.

Leidos (NYSE: LDOS) will partner with Singapore’s A*STAR I²R to develop air traffic management technologies. The firms will set up a joint lab in Singapore focused on automation, digital operations, and integrating new capabilities into aviation systems, combining Leidos’ ATM, AI and cybersecurity with A*STAR I²R’s data analytics and communications. Leidos reported about $17.2B revenue for FY ended Jan. 2, 2026.

Citigroup raised its price target for Leidos Holdings to $161 from $138 and kept a Buy rating, according to the note cited in the article. The stock was shown trading around $141.04. The piece also mentions Goldman Sachs adjusting its Leidos target to $132 from $152 with a Neutral rating.

Leidos Holdings (NYSE:LDOS) reported Q2 2026 results with higher sales but lower net income, raised its full-year revenue outlook, and cited defense and intelligence contract wins. The article notes LDOS shares rebounded after the update, and presents a “fair value” of $165.27 versus a $137.57 close.

Pentagon deputy secretary Steve Feinberg asked major U.S. defense firms to accelerate production and deliveries of weapons and sensors, citing concerns about shortages and gaps tied to the Iran conflict. In an Aug. 5 letter seen by Bloomberg, he targeted programs including wide-area surveillance, air-defense sensors and interceptors, and missile-tracking systems, asking for plans by late August.

Leidos CEO Jim Bell said on the company’s Q2 2026 earnings call that its IFPC air defense production is accelerating, with more units delivered each month and the program meeting testing and fielding goals. He also cited an award for sensor payloads for 18 additional missile-warning and tracking satellites supporting Golden Dome, and a $12 billion defense-tech pipeline over 12 months.

A GAO audit reviewed $61 billion in reported U.S. contract savings attributed to the Department of Government Efficiency, finding $27.4 billion tied to contracts without documented termination actions and $7.2 billion lacking procurement documentation, or 56.7% of the total. Federal-services shares rose, with CACI up 1.0% to 2.4% after its funded backlog rose 28.6% and fiscal 2026 revenue reached $9.57 billion.

Leidos Holdings reported record Q2 2026 revenue of $4.6 billion and a 1.1 book-to-bill ratio, with Defense at a 2.2 book-to-bill. Full-year revenue guidance was raised by $100 million at the midpoint. Health faces VA incentive payment suspension, while Homeland grew 32%. Capex guidance was cut to about $250 million and share repurchases were authorized.