Leidos Holdings, Inc. (LDOS) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
Investors interested in stocks from the Computers - IT Services sector have probably already heard of Leidos (LDOS) and ExlService Holdings (EXLS). But which of these two stocks presents investors with the better value opportunity right now?
Here is how Leidos (LDOS) and ATN International (ATNI) have performed compared to their sector so far this year.
Leidos (LDOS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Zacks.com users have recently been watching Leidos (LDOS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Artificial intelligence continues to reshape the defense landscape, and both emerging innovators and established integrators are competing aggressively for relevance across federal agencies. BigBear.ai Holdings, Inc. BBAI and Leidos Holdings, Inc. LDOS sit at two different ends of this spectrum.
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Leidos Holdings delivered strong Q3 2025 results, with Non-GAAP EPS of $3.03 and revenue of $4.5B, both beating estimates. LDOS's National Security & Digital, Health & Civil, and Defense segments all posted year-over-year revenue growth, while Commercial & International saw a slight decline. The company raised its 2025 Non-GAAP EPS guidance to $11.45-$11.75 and increased its dividend by 7.5%, reflecting confidence in future performance.
Leidos remains undervalued despite a 33% stock gain, with Q3 results exceeding expectations and a raised target price of $220 (11% upside). Q3 revenue grew 7% YoY, backlog reached $69 billion, and strong demand from defense and intelligence agencies supports continued growth for LDOS. Management raised guidance for Q4, and both Wall Street and my forecasts expect further EPS and revenue outperformance, driven by backlog and buybacks.
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