LDOS Leidos Holdings Inc

$LDOS this is the present and the future of war fighting, and where our Government is making huge investments. $200 stock now on sale.

$LDOS I love how I bought Jan calls at 120, it dropped so fast to 112 i had to liquidate today and its been pumping ever since…

$LDOS Finally pulling together the correct team to close on the Military OneSource $500M contract.

$LDOS JPMorgan downgraded Leidos to Neutral from Overweight this morning, cutting its target to 142 from 160 (via TheFly). The defense IT contractor's problem, in JPM's numbers: 2027 sales just above 18 billion, up 1 to 2 percent organically. The number is more interesting against the company's own guide. Leidos raised 2026 revenue guidance to 18.2 to 18.4 billion in August (Zacks). JPM's 2027 sales view sits at the bottom of that 2026 range: essentially no growth. And the street cannot agree at nearly the same price. Citi cut its target to 141 yesterday but kept its Buy rating. One dollar apart on the target, opposite calls. The stock is down about 37 percent this year and trades around 11 times trailing earnings.

Leidos Inc. secured an indefinite-delivery/indefinite-quantity contract valued at up to $85 million from the U.S. Department of War for aerospace systems design research. The program covers Mission-Oriented Integrated Design Methods at the Digital System Level for Aerospace Systems, with work focused on vehicle systems design products and thermal management system design methods. Leidos will perform the work in Dayton, Ohio, under a contract running through Sept. 18, 2036. Eight companies submitted bids in the competitive acquisition, with the award made by the Air Force Research Laboratory at Wright-Patterson Air Force Base in Ohio. The first task order will receive incremental funding of $75,000 from fiscal 2026 research and development funds, while no funds were obligated to the base contract at the time of award. Future task orders will provide additional funding as work is authorized under the long-term agreement. $LDOS

$LDOS Long Leidos Holdings. New position. Stock is down -36% from 52-week highs and -27% YTD. Trading around a 10x forward multiple. They did $3.26 EPS last Q with new contracts lined up. Cheap.