Leidos Holdings Inc. ($LDOS) Stock Forecast: Up 5.1% Today

What is Leidos Holdings Inc.?

Leidos Holdings (LDOS) is a technology and engineering company that serves defense, intelligence, civil, and health markets. Today, LDOS experienced a strong bullish movement in the stock market.

Why is Leidos Holdings Inc. going up?

LDOS stock is up 5.1% on Feb 19, 2026 14:56

• The bullish movement in LDOS stock today could be attributed to a Buy rating given by analysts from Bank of America Securities, who set a price target of $235.00, indicating confidence in the company's future performance.
• The positive outlook on LDOS may also be influenced by the overall market sentiment towards technology companies, as well as recent analyst ratings.
• Additionally, emerging trends in AI-related litigation and the company's focus on mission and sustainable technologies likely contributed to investor optimism and drove the bullish market movement in LDOS today.
• Overall, a combination of favorable analyst ratings, market trends, and the company's strategic focus probably propelled LDOS to a strong bullish performance.

LDOS Price Chart

LDOS Technical Analysis

LDOS News

AI lawsuits, opt-in claims and $4B payouts reshape investor recoveries

Broadridge's 2026 Global Class Action Annual Report indicates that global securities class actions generated over $4 billion in investor recoveries in 2025, a decrease from $5.2 billion in 2024. The report highlights emerging trends including a rise in AI-related litigation, increased participation in opt-in and collective actions, expansion of ESG claims, and a moderation in financial antitrust activity, signaling a dynamic shift in the recovery landscape for institutional investors.

https://www.stocktitan.net/news/BR/ai-driven-filings-opt-in-momentum-and-more-than-4b-in-recoveries-9fyurmyck3tj.html

Analysts Offer Insights on Technology Companies: Leidos Holdings (LDOS), Waystar Holding Corp. (WAY) and Dropbox (DBX)

This article provides analyst ratings and price targets for three technology companies: Leidos Holdings (LDOS), Waystar Holding Corp. (WAY), and Dropbox (DBX). Bank of America Securities analysts gave Leidos Holdings a Buy rating ($235.00 target) and Waystar Holding Corp. a Buy rating ($52.00 target), while Monness analyst Brian White maintained a Hold rating on Dropbox. The article includes details on the analysts' past performance, consensus ratings, and average price targets for each stock.

https://www.theglobeandmail.com/investing/markets/stocks/DBX/pressreleases/279380/analysts-offer-insights-on-technology-companies-leidos-holdings-ldos-waystar-holding-corp-way-and-dropbox-dbx/

Assessing KBR (KBR) Valuation After New 10 Year AI Enabled Petro Rabigh Maintenance Deal

KBR recently secured a 10-year AI-enabled maintenance contract with Petro Rabigh, focusing on polymer plants in Saudi Arabia. Despite a 17% decline in its 1-year total shareholder return, KBR's 5-year return is positive, and the company is seen as undervalued by Simply Wall St, with a fair value pegged at $54.78. The company's focus on mission and sustainable technologies, including ammonia, hydrogen, and carbon capture, is expected to drive multiyear growth and margin expansion.

https://simplywall.st/stocks/us/commercial-services/nyse-kbr/kbr/news/assessing-kbr-kbr-valuation-after-new-10-year-ai-enabled-pet

What 7 Analyst Ratings Have To Say About Leidos Holdings

Seven analysts have recently rated Leidos Holdings (NYSE: LDOS), with an average 12-month price target of $212.71, a decrease of 3.24% from the previous average. The ratings vary from bullish to indifferent, and the company shows strong market capitalization, revenue growth, and net margin, though its Return on Equity is below industry standards. Leidos Holdings, a technology and engineering company, serves defense, intelligence, civil, and health markets.

https://www.benzinga.com/insights/analyst-ratings/26/02/50707108/what-7-analyst-ratings-have-to-say-about-leidos-holdings

Analysts Offer Insights on Technology Companies: Leidos Holdings (LDOS), Waystar Holding Corp. (WAY) and Dropbox (DBX)

This article provides an overview of recent analyst ratings for three technology companies: Leidos Holdings (LDOS), Waystar Holding Corp. (WAY), and Dropbox (DBX). Analysts from Bank of America Securities maintained Buy ratings on Leidos Holdings and Waystar Holding Corp., setting price targets of $235.00 and $52.00 respectively. Dropbox received a Hold rating from a Monness analyst, with an average price target of $31.33.

https://www.theglobeandmail.com/investing/markets/stocks/LDOS/pressreleases/279380/analysts-offer-insights-on-technology-companies-leidos-holdings-ldos-waystar-holding-corp-way-and-dropbox-dbx/

Trending Today

Crude Oil ($CRUDE) Commodity Forecast: Down 5.5% Today

Monolithic Power Systems Inc. ($MPWR) Stock Forecast: Up 5.1% Today

KLA-Tencor Corporation ($KLAC) Stock Forecast: Up 6.0% Today

Applied Materials Inc. ($AMAT) Stock Forecast: Up 5.2% Today

Lam Research Corporation ($LRCX) Stock Forecast: Up 8.0% Today

Advanced Micro Devices Inc. ($AMD) Stock Forecast: Up 5.9% Today

IPG Photonics Corporation ($IPGP) Stock Forecast: Up 5.6% Today

10x Genomics, Inc. ($TXG) Stock Forecast: Up 5.1% Today

Schlumberger N.V. ($SLB) Stock Forecast: Up 5.1% Today

Stitch Fix Inc. ($SFIX) Stock Forecast: Up 5.7% Today

Leidos Holdings Inc. Price History

11.01.2026 - LDOS Stock was down 3.4%

• The bearish movement in Leidos (LDOS) stock today could be attributed to profit-taking by investors after recent positive announcements and strategic moves by the company.
• Despite the upcoming earnings report with expected growth in earnings per share, the market may be reacting cautiously to potential revenue decreases.
• The market might also be reacting to competition in the tech sector, as highlighted by another company's recognition in the Gartner Magic Quadrant, which could be seen as a threat to Leidos' market position.
• Overall, the bearish movement in LDOS stock today could be a combination of profit-taking, revenue concerns, and competitive pressures in the tech industry.

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.

18.01.2026 - LDOS Stock was down 7.3%

• Today's bearish movement in LDOS stock might be due to RBC Capital adjusting the price target from $230 to $215 while maintaining an "Outperform" rating.
• In Q4, LDOS experienced a revenue decline that missed analyst expectations partially because of a government shutdown, potentially impacting market sentiment.
• JPMorgan Chase & Co. reduced its stake in LDOS by 3.1% in Q3, suggesting a lack of confidence in the company's future performance and negatively influencing the stock price.
• Despite strong Q4 earnings and positive 2026 guidance, the market's focus on the revenue miss and institutional adjustments could have overshadowed the positive aspects, leading to today's bearish movement in LDOS stock.

18.01.2026 - LDOS Stock was up 5.8%

• The company posted strong Q4 and full-year 2025 results, surpassing earnings projections and unveiling a strategic growth strategy for the coming years.
• Despite a potential slowdown in VBA activity, RBC Capital adjusted its price target for LDOS downwards yet maintained an optimistic Outperform rating, hinting at possible undervaluation.
• First National Bank of Omaha took a notable position in LDOS after notable company advancements, including raised guidance and strategic purchases, signifying high investor confidence in the company's future trajectory.
• Analysts' positive evaluations and price targets for LDOS mirror confidence in the company's performance and capacity for expansion, which have influenced the bullish movement in the market.

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.

19.01.2026 - LDOS Stock was up 5.1%

• The bullish movement in LDOS stock today could be attributed to a Buy rating given by analysts from Bank of America Securities, who set a price target of $235.00, indicating confidence in the company's future performance.
• The positive outlook on LDOS may also be influenced by the overall market sentiment towards technology companies, as well as recent analyst ratings.
• Additionally, emerging trends in AI-related litigation and the company's focus on mission and sustainable technologies likely contributed to investor optimism and drove the bullish market movement in LDOS today.
• Overall, a combination of favorable analyst ratings, market trends, and the company's strategic focus probably propelled LDOS to a strong bullish performance.

11.01.2026 - LDOS Stock was down 10.3%

• Today's downward trend in Leidos' stock price might be due to market apprehensions following the announcement of a planned $2.4 billion acquisition of ENTRUST Solutions Group. Concerns about the impact of this significant acquisition on Leidos' financials and operations could be influencing investor sentiment.
• The expectation of lower revenues for the quarter ending in December 2025, despite a projected rise in earnings per share, could be adding to the negative market outlook on Leidos. Investors may be cautious about the company's revenue performance and its growth sustainability.
• The subdued or adverse market responses to CGI's accolade in the Gartner Magic Quadrant for Banking Payment Hub Platforms could also be impacting investor perception of Leidos. The differing market reactions to positive industry recognition may have sparked concerns about Leidos' market position and competitiveness.
• In summary, the confluence of acquisition news, revenue forecasts, and market responses to industry peers could have collectively influenced the downward movement in Leidos' stock price today. Investors may be reassessing the company's growth potential and strategic choices considering these recent developments.

17.01.2026 - LDOS Stock was down 6.3%

• Strong Q4 earnings were reported by Leidos Holdings, with adjusted earnings surpassing estimates and displaying a notable improvement year-over-year.
• Despite the positive earnings, the stock saw a bearish movement attributed to a decrease in total revenues. This decline missed analyst estimates, mainly due to the effects of a government shutdown.
• The company's 2026 guidance for adjusted earnings and revenues aligned with expectations, but the revenue miss had a negative impact on the shares.
• The market responded unfavorably to the revenue miss linked to the government shutdown's influence, despite the company's endeavors to manage costs and enhance profit margins.

12.01.2026 - LDOS Stock was down 6.4%

• The bearish movement in LDOS stock today could be attributed to profit-taking by investors after a recent surge in the stock price.
• Despite positive news surrounding Leidos' initiatives to enhance security and data access for defense agencies, the market may have reacted negatively due to broader market conditions or sector-specific concerns.
• The acquisition of LDOS shares by Caprock Group LLC and other institutional investors may have initially boosted confidence but was overshadowed by the overall market sentiment.
• The bullish outlook for Westinghouse Air Brake (WAB) and its price target increase by Stephens could have diverted some investor attention away from LDOS, impacting its stock performance for the day.

17.01.2026 - LDOS Stock was down 5.6%

• The company saw a decline in Q4 CY2025 sales, falling short of revenue expectations primarily due to the impact of the U.S. government shutdown last year.
• Despite the revenue miss, Leidos' non-GAAP profit surpassed consensus estimates, highlighting improved profitability from core margin expansion and cost controls.
• Institutional investors like Heartland Advisors Inc. decreased their stake in the company, signaling a lack of confidence in its performance.
• The market response to Leidos' mixed earnings report and revenue shortfall resulted in a downward trend for the stock, potentially reflecting investor concerns about the company's future revenue growth prospects.

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.