Leidos Holdings (LDOS) has gained attention after partnering with OpenAI to integrate generative and agentic AI into federal workflows, aligning with its NorthStar 2030 growth strategy. Currently trading at $191.23, Leidos has shown a 30-day return of 2.89% and a total shareholder return of 32.69% over the past year. This comes amid a backdrop of insider selling and a multi-year return exceeding 100%. Analysts suggest that Leidos, considered undervalued at 12.7%, has a fair value estimate of $219, driven by robust government funding for defense and national security projects. However, opportunities hinge on U.S. federal funding stability and contract execution. Investors are urged to assess Leidos’ growth potential alongside risks related to VA contracts and acquisitions. For those keen on aerospace and defense stocks, exploring further investment opportunities is recommended. Note: This analysis does not constitute financial advice.
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