Reston, Virginia-based Leidos Holdings, Inc. (LDOS) provides services and solutions in the defense, intelligence, engineering, civil, and health markets. With a market cap of $18 billion, the company provides scientific, engineering, systems integration, and technical services and solutions.
Shares of this global science and technology leader have notably underperformed the broader market over the past year. LDOS has declined 20.1% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 19.3%. In 2026, LDOS stock is down 20.8%, compared to the SPX's 12.4% rise on a YTD basis.
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#Services #virginia

Aug 4 (Reuters) - Defense supplier Leidos Holdings lifted the lower end of its ‌2026 profit and revenue forecasts, banking ‌on strong demand for military technology amid heightened geopolitical tensions.
Shares of the company rose nearly 10% in morning trading.
Here are some details:
• Defense contractors have been benefiting as the U.S. government prioritizes ‌military spending, ⁠with Trump proposing a record a record military budget of $1.5 trillion for ⁠fiscal 2027.
• Leidos reported increased demand for defense tech products, energy and air traffic management solutions as well as support for intelligence missions.

#record #here #Trump

Score one for Andy Jassy and his team at Amazon (AMZN). After months of AMZN stock underperforming the S&P 500 ($SPX) on fears that the company was spending too much, too fast on its artificial intelligence (AI) buildout, the CEO put those fears to rest with the latest earnings report. The release made one thing clear: Amazon's AI strategy is paying off in a big way.
Amazon's second-quarter report recorded the fastest growth in Amazon Web Services (AWS) in 18 quarters, with the segment exceeding an annual run rate of $25 billion in AI revenue thanks to new agreements signed with several big companies, including Warner Bros. Discovery (WBD), Pinterest (PINS), Snowflake (SNOW), and Moody's (MCO). Amazon also recorded a $25 billion annual run rate for its chips business, which includes its custom-built Trainium AI chip. Amazon has commitments from AI startups Anthropic and OpenAI, Uber Technologies (UBER), Pinterest, and numerous smaller startups.
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Palantir (PLTR) will report second-quarter results on Aug. 3, and the ******* ysts covering PLTR stock cannot seem to agree on what is coming. PLTR stock fell about 6% after Cleveland Research flagged signs of weak spending among Palantir's commercial customers. The note was a rare cautious voice on a stock that has mostly drawn praise, and it was enough to worry investors. Baird ******* yst William Power pushed back the same day, however, reiterating an "Outperform" rating and a $200 price target. A day before that, Oppenheimer ******* yst Param Singh also kept an "Outperform" rating and a $200 target. Singh expects revenue to grow roughly 85% in Q2. For reference, Palantir's own Q2 guidance points to revenue of about $1.8 billion, which would mean growth of roughly 80%. So, the ******* yst believes Palantir will beat its own forecast, something it has done quarter after quarter.
That pattern is why the bulls feel confident. Last quarter, Palantir raised its full-year revenue guidance by its largest amount ever, and management said the real problem is not demand but keeping up with it. CEO Alex Karp noted that U.S. growth is being limited because the company has been unable to fulfill demand. This goes directly against Cleveland's warning about commercial spending softening.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
Palantir Is Set to Deliver Strong Q2. ******* ysts See 60% Upside Potential for PLTR Stock.
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#analyst

Palantir Technologies (PLTR) will announce its second-quarter earnings on Aug. 3. Notably, Q2 could again be a solid quarter, marking accelerating revenue growth and expanding margins.
Despite consistently posting impressive financial results, Palantir's stock has struggled in 2026. Shares are down about 32% year-to-date (YTD) and have fallen more than 41% from their 52-week high, even as the company's underlying business continues to strengthen.
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#week

Corning (GLW), best known to many investors as the maker of Gorilla Glass, had increasingly been revalued as an important supplier to the AI buildout thanks to its optical connectivity business. However, its latest earnings shock is a reminder that even the market's most celebrated AI infrastructure winners can run into gravity when expectations get too high.
Its shares fell as much as 20% intraday on July 28 after the company reported second-quarter results. That is one of the sharpest single-day declines in years for a name that had become a high-conviction proxy for AI infrastructure spending.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
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#infrastructure #gorilla

AI infrastructure spending is moving faster than anyone expected. Capital expenditure estimates for 2026 have risen to about $750 billion, which works out to 67% growth from last year. Forecasts for 2027 are already closing in on $1 trillion. With numbers that big, investors are starting to wonder whether all these data centers can actually get funded and built on time.
Nvidia Corporation (NVDA) is now caught up in that debate. Reports say the company may put up a credit backstop of as much as $250 billion for OpenAI's planned data center project in Ohio. Wedbush says the deal introduces a near-term risk for Nvidia, though the firm still sees the bigger picture for AI infrastructure demand as positive over the long haul.
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#infrastructure #capital #nvda #reports

Shares of data-storage company Seagate Technology (STX) moved higher following the company's better-than-expected fourth-quarter results reported on July 28. Revenue and earnings came in above consensus estimates, while Seagate also delivered on guidance.
Will the solid Q4 print add to STX stock's already-searing rally so far this year? Or are there any signs of derailment? Let's take a closer look.
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#earnings #july #coreweave #scored

This stock market is shaky at best. Some might even say you need "nerves of steel" to navigate through it successfully.
As it turns out, the continued geopolitical turmoil has kept prices high for many commodities. And that has put a bid under commodity stocks, including, ironically, steel stocks. That makes the VanEck Steel ETF (SLX) a consideration for AI-weary investors.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
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#Stock #coreweave

Neocloud provider CoreWeave (CRWV) saw its stock rise by 21.5% intraday on July 30 as the company announced a partnership with Leidos Holdings (LDOS) to provide artificial intelligence (AI) cloud services to United Stated federal agencies, so that they can deploy and operate AI at mission scale. This extends CoreWeave's reach into addressing U.S. Intelligence Community (IC) and Department of Defense's (DoD) unique requirements.
This also diversifies CoreWeave's customer base, as government contracts bring stability and are spread across a broad number of agencies, which is important for a company that relies on its top customers for a major portion of its revenue.
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#leidos

Israeli biopharma company Teva Pharmaceutical Industries Limited (TEVA) is set to replace its American Depository Shares (ADSs) with the direct listing of its ordinary shares on the NYSE. The shares will start trading on Sept. 14 after the ADSs stop trading, with the ADS-holders receiving a one-for-one exchange. The move highlights the company's focus on United States market growth, aiming to broaden its shareholder base and optimize its cost of capital. This also opens up the potential for the stock to be included in major indices, potentially bringing greater visibility and institutional investors' attention.
We take a closer look at Teva Pharmaceutical before that happens.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
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#adss

Every IPO arrives with a promise. The market's job is to decide whether that promise deserves a premium or a reality check. That was the story on July 30, when Jersey Mike's Subs (JMKE) made its long-awaited debut on the New York Stock Exchange. Backed by Blackstone (BX) and the Abu Dhabi Investment Authority, the sandwich chain came to Wall Street with plenty of excitement, pricing its IPO at $23 per share.
The offering raised roughly $913 million, valuing the company at about $7.3 billion, with proceeds earmarked primarily to reduce debt and support general corporate needs. But instead of taking a victory lap, the stock stumbled out of the gate. Shares opened at $21 and ended their first trading session down about 5.7%, a reminder that even the hottest IPOs don't always get an "instant" standing ovation.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
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#jmke #backed

CoreWeave (CRWV) is pushing higher on July 30 after announcing a partnership with government IT giant Leidos to bring secure, specialized AI cloud infrastructure to U.S. federal agencies.
In a joint press release, the companies said their collaboration will target defense, intelligence, and national security applications across classified government environments.
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#coreweave #july #leidos

Leidos Holdings, Inc. (NYSE:LDOS) is one of the Best ***** e Technology Stocks to Buy Now. Recently, on July 1, Jefferies lowered the price target on Leidos Holdings, Inc. (NYSE:LDOS) from $140 to $110, while maintaining a Hold rating on the shares. On the same day, Citi also lowered the price target on the stock from $178 to $138 and maintained a Buy rating.
Jefferies noted that the reduced price target is based on the expectation that the fiscal Q2 2026 earnings will mark the low point for the year. The firm expects flat organic revenue growth due to a 3% decline in the Health unit. For the full year, the firm expects 3% organic growth for the company.
On the other hand, Citi's rating came as part of a broader update to estimates and price targets across the aerospace and defense sector ahead of Q2 earnings. Citi expects aerospace companies to post "big beats" with moderate guidance raises this quarter. The firm noted that defense names are less likely to post big beats. Moreover, Citi sees more room for share price upside in defense names, given the group's compressed valuation multiples.
Leidos Holdings Inc. (NYSE:LDOS), along with its subsidiaries, offers services and solutions for government and commercial customers in the U.S. The company operates through segments including National Security & Digital, Health & Civil, Commercial & International, and Defense Systems.
While we acknowledge the potential of LDOS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Leidos Holdings Inc. (NYSE:LDOS) is one of the 10 oversold stocks offering high upside.
On May 21, Leidos Holdings Inc. (NYSE:LDOS) stated that it will receive 4 awards under the U.S. Department of State's Evolve contract to ***** ist in modernizing the IT systems utilized by American diplomats across the globe. The initiative's main goals are to upgrade infrastructure and applications, increase the reliability of IT services over a global network of embassies and consulates, and improve cybersecurity.
Den Rise/Shutterstock.com
Cloud and data center services, application development services, network and telecommunications services, and customer and end-user support are the 4 main service categories in which Leidos secured awards. With a 12-month basic term and 6 additional option years, the Evolve program is set up as a multiple-award, indefinite-delivery/indefinite-quantity (IDIQ) contract. The State Department's efforts to modernize its technology will receive long-term ***** istance under the deal, which has a $10 billion cap.
Later in the first week of June, Sheila Kahyaoglu from Jefferies lowered the price target on Leidos Holdings Inc. (NYSE:LDOS) from $185 to $140. The firm also downgraded the stock from Buy to Hold.

Leidos Holdings Inc. (NYSE:LDOS) is one of the most undervalued large cap stocks to buy according to ****** ysts. On May 12, Reuters reported that Leidos Holdings was awarded a $2.7 billion contract by the US Army to transition hypersonic weapons from prototype development into full-scale production. These weapons are strategically critical due to their ability to travel at speeds exceeding five times the speed of sound, allowing them to evade traditional missile defense systems.
The contract integrates Leidos’ Thermal Protection Shield program (which shields weapons from extreme flight stress) with the Common Hypersonic Glide Body/CHGB program. The CHGB technology is essential for the “Dark Eagle” long-range missile, which recently completed successful testing by the US Army and Navy.
By combining these programs, Leidos Holdings Inc. (NYSE:LDOS) aims to accelerate production timelines and stabilize the supply chain for critical components. This effort is intended to meet urgent operational demands as the US continues to prioritize the development of advanced hypersonic capabilities.
Leidos Holdings Inc. (NYSE:LDOS) and its subsidiaries offer services and solutions for government and commercial customers in the US. The company operates through segments including the National Security & Digital, Health & Civil, Commercial & International, and Defense Systems.
While we acknowledge the potential of LDOS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.