Leidos Holdings Inc. ($LDOS) Stock Forecast: Up 1.6% Today

What is Leidos Holdings Inc.?

Leidos Holdings, Inc. ($LDOS) is a prominent American defense, aviation, information technology, and biomedical research company. It provides services to the defense, intelligence, homeland security, civil, and health markets.

Why is Leidos Holdings Inc. going up?

LDOS stock is up 1.6% on Feb 6, 2026 15:41

• Leidos Holdings, Inc. experienced a strong bullish movement today.
• The bullish trend could be attributed to significant institutional investments in LDOS shares, with one notable firm increasing its stake by 20.1% in Q3.
• Partnership announcements to enhance cybersecurity for the U.S. Air Force and other federal agencies might have boosted investor confidence in Leidos' future growth prospects.
• The overall positive sentiment surrounding LDOS could also be influenced by the company's recent earnings beat and the analysts' "Moderate Buy" consensus rating with a target price of $213.09.

LDOS Price Chart

LDOS Technical Analysis

LDOS News

Is SAIC’s Contract Protest And ‘Mission Integration’ Pivot Altering The Investment Case For Science Applications International (SAIC)?

Science Applications International Corp (SAIC) recently protested a major U.S. Air Force contract award and is simultaneously realigning its operations around a "Mission Integration" approach. The article examines how these actions might influence SAIC's investment narrative, emphasizing that the core investment case remains tied to steady, contract-driven earnings and dividends rather than rapid growth. While the contract protest is seen as a tactical defense, the company's execution on new structures, leadership changes, and reliance on debt are identified as bigger factors impacting future contract wins and overall investment outlook.

https://simplywall.st/stocks/us/commercial-services/nasdaq-saic/science-applications-international/news/is-saics-contract-protest-and-mission-integration-pivot-alte

DHI Group, Inc. (NYSE:DHX) Q4 2025 Earnings Call Transcript

DHI Group (NYSE: DHX) reported Q4 2025 financial results, with overall revenue down 10% year-over-year but showing an expected return to growth in ClearanceJobs due to increased defense spending and improved sales execution. The company is actively investing in new offerings like a premium candidate subscription for ClearanceJobs and the Dice employer experience platform, while also implementing a new $10 million share buyback program. Despite ongoing challenges in the commercial tech hiring market affecting Dice, DHI Group is optimistic about future growth driven by defense budgets and increased tech investment across industries, particularly in AI-related skills.

https://www.insidermonkey.com/blog/dhi-group-inc-nysedhx-q4-2025-earnings-call-transcript-1689503/

Leidos, RegScale to improve digital security for Department of War and federal agencies

Leidos and RegScale are partnering to enhance digital security for the Department of War and other federal agencies. Their collaboration integrates Leidos' UpHold Armor with RegScale's Continuous Controls Monitoring platform to automate security, strengthen cyber defenses, and streamline compliance processes. This initiative aims to help agencies achieve continuous Authorization to Operate (ATO) and focus on their core missions by reducing manual effort and operational risk.

https://www.prnewswire.com/news-releases/leidos-regscale-to-improve-digital-security-for-department-of-war-and-federal-agencies-302679909.html

New Leidos partnership aims to cut cyber risk for U.S. Air Force systems

Leidos and RegScale have partnered to enhance cybersecurity for the Department of War, the U.S. Air Force, and other federal agencies. Their collaboration integrates Leidos' UpHold Armor with RegScale's Continuous Controls Monitoring platform to automate risk management, ensure continuous authorization readiness, and reduce manual audit efforts. This initiative is part of Leidos' NorthStar 2030 digital modernization strategy, aiming to improve security for both modern and legacy systems while streamlining compliance processes.

https://www.stocktitan.net/news/LDOS/leidos-reg-scale-to-improve-digital-security-for-department-of-war-3x4n9a63e9z1.html

Leidos Holdings, Inc. $LDOS Shares Purchased by Allianz Asset Management GmbH

Allianz Asset Management GmbH significantly increased its stake in Leidos Holdings, Inc. by 20.1% in Q3, acquiring an additional 56,905 shares to hold a total of 339,972 shares valued at $64.24 million. Other institutional investors like Norges Bank, Alliancebernstein L.P., and AQR Capital Management LLC also increased their positions, leading to 76.12% institutional ownership. Analysts maintain a "Moderate Buy" consensus rating for Leidos with a target price of $213.09, further supported by the company's recent earnings beat.

https://www.marketbeat.com/instant-alerts/filing-leidos-holdings-inc-ldos-shares-purchased-by-allianz-asset-management-gmbh-2026-02-05/

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Leidos Holdings Inc. Price History

08.00.2026 - LDOS Stock was down 3.2%

• A shift in analyst sentiment was observed as the company was downgraded from a "Buy" rating to "Hold" by Stifel, with a new price target of $220.
• Asset Management One Co. Ltd. reduced its stake in Leidos Holdings by 8.8%, selling 5,104 shares, potentially contributing to the downward pressure on the stock.
• Despite exceeding earnings and revenue expectations and increasing its quarterly dividend, the bearish movement in the stock price may have been influenced by the recent rating downgrade and stake reduction.
• The bearish movement in Leidos Holdings' stock today is likely a result of the combined factors of the downgrade, stake reduction, and general market sentiment towards the company.

05.11.2025 - LDOS Stock was down 5.1%

• The bearish movement in LDOS stock today could be attributed to profit-taking by a significant shareholder after cutting its stake in the company by 59.8%, despite strong Q2 earnings and increased dividend.
• Despite achieving G1 Standard certification for its explosive trace detection system, potential competition from AI-driven contracts may have raised concerns among investors about future margins and resilience.
• The market might be reacting to ongoing pricing pressures and contract wins in IT and engineering services, impacting LDOS's short-term outlook despite its long-term investment narrative around government security spending.
• Securing a new contract in Hawai'i Energy program and achieving the latest EU security standard may have positive long-term implications, but the immediate market sentiment seems to be influenced by short-term factors and profit-taking actions.

25.08.2025 - LDOS Stock was down 3.6%

• Despite being considered a top momentum pick, Leidos (LDOS) experienced a strong bearish movement today.
• The positive momentum in TechnipFMC did not seem to have a spillover effect on Leidos, as LDOS faced a downward trend.
• It is possible that external factors specific to Leidos, such as company news or market dynamics, contributed to the bearish movement despite the overall positive momentum in the sector.
• Investors might be closely watching for any updates or developments within Leidos that could explain the unexpected bearish movement in an otherwise promising market environment.

04.10.2025 - LDOS Stock was up 6.2%

• LDOS surpassed third-quarter forecasts and raised its annual EPS guidance, demonstrating strong financial performance and potential growth.
• With a 7% Y/Y increase in quarterly revenue to $4.47 billion, the company exceeded analyst projections, showcasing a robust operational performance.
• Strong earnings and revenue results for the quarter ending September 2025 indicate successful implementation of strategic goals and seizing market opportunities by Leidos.
• Investor confidence in LDOS remains high, evident from the market's positive response to the company amidst broader market downturns, signaling trust in LDOS' ability to deliver value and tackle challenges efficiently.

04.10.2025 - LDOS Stock was up 5.1%

• LDOS exceeded Q3 earnings and revenue expectations, demonstrating strong financial performance.
• Growth in company segments and the introduction of new AI-cyber capabilities have likely fueled positive investor sentiment.
• A notable decrease in short interest hints at a shift away from bearish outlooks, potentially leading to short positions being covered and further promoting stock price appreciation.
• Despite broader market downturns, Leidos Holdings Inc. was able to progress, exhibiting resilience and attractiveness to investors seeking stability during uncertain market conditions.

06.01.2026 - LDOS Stock was up 1.6%

• Leidos Holdings, Inc. experienced a strong bullish movement today.
• The bullish trend could be attributed to significant institutional investments in LDOS shares, with one notable firm increasing its stake by 20.1% in Q3.
• Partnership announcements to enhance cybersecurity for the U.S. Air Force and other federal agencies might have boosted investor confidence in Leidos' future growth prospects.
• The overall positive sentiment surrounding LDOS could also be influenced by the company's recent earnings beat and the analysts' "Moderate Buy" consensus rating with a target price of $213.09.

05.07.2025 - LDOS Stock was up 5.1%

• LDOS surpassed expectations in its Q2 earnings and revenue, demonstrating robust financial performance.
• Analysts show confidence in LDOS's future earnings prospects due to its track record of outperforming estimates and promising growth forecasts across all segments.
• The favorable earnings report and growth projections likely fueled the stock's upward trend today.
• Meanwhile, news of TER exceeding earnings expectations while facing a decline in revenues may have underscored LDOS's strong performance, contributing to heightened investor confidence in the company's shares.

06.04.2025 - LDOS Stock was up 1.8%

• Leidos (LDOS) surpassed earnings and revenue forecasts for the first quarter of 2025, showcasing robust financial performance.
• The company's contract to enhance IT efficiency and security for the Defense Threat Reduction Agency could have instilled confidence among investors regarding its future growth.
• Despite a minor stock price dip in a surging market, the favorable updates and prospects for Leidos may have influenced the positive market activity as investors looked towards the company's long-term potential.

11.01.2025 - LDOS Stock was down 5.3%

• Despite exceeding earnings and revenue forecasts for Q4, Leidos (LDOS) witnessed a bearish trend, hinting at possibly heightened market expectations.
• Notable options market activity pointing towards significant stock movement could have influenced increased volatility and downward stock price pressure.
• Investor response to the earnings report might have been unfavorable, with attention possibly turning to future growth worries despite favorable outcomes, leading to the stock's bearish performance.

11.01.2025 - LDOS Stock was down 5.1%

• Leidos (LDOS) experienced a bearish movement despite strong Q4 earnings and revenue surpassing estimates.
• Speculative recommendations from analysts may have set expectations too high, resulting in a sell-off subsequent to the earnings announcement.
• Options traders engaging in significant bets on LDOS stock may have contributed to heightened volatility and downward pressure on the stock price.
• Concerns regarding the sustainability of business momentum, as highlighted by the CEO and the 2025 outlook, could have prompted investors to take profits, leading to a bearish market trend.

07.02.2025 - LDOS Stock was up 5.3%

• LDOS stock closed at $133.71, reflecting a +1.13% change compared to the previous closing price.
• Axon Enterprise announced the pricing of senior unsecured notes, potentially increasing investor trust in the industry.
• General Dynamics and L3Harris Technologies raised their dividends, which could have boosted investor confidence in defense stocks.
• The positive market sentiment towards defense companies, combined with individual company initiatives, likely played a role in LDOS's strong performance.

09.00.2026 - LDOS Stock was up 5.3%

• An analyst downgraded Leidos Holdings from Buy to Hold due to anticipated growth deceleration in 2026, particularly in the high-margin Department of Veterans Affairs (VA) Compensation and Pension medical exams segment. This development might have initially caused some uncertainty among investors.
• Despite the downgrade, the Q1 2026 EPS estimate for Leidos was raised by Zacks Research, maintaining a "Hold" rating, potentially boosting confidence in the company's performance.
• Overall positive sentiment towards Leidos, with increased price targets and ratings adjustments, along with the company's recent dividend increase and surpassing of Q3 earnings estimates, likely fueled the bullish movement in the stock.
• While the market may have initially reacted to the downgrade news, the general positive outlook and analyst consensus on Leidos' performance and growth prospects could have overshadowed short-term concerns, prompting the bullish movement in the stock.