Added to YB: 2026-07-01
Pitch date: 2026-06-28
LDOS [bullish]
Leidos Holdings, Inc.
+0.65%
current return
Author Info
No bio for this author
Company Info
Leidos Holdings, Inc., together with its subsidiaries, provides services and solutions for government and commercial customers in the United States and internationally.
Market Cap
$12.8B
Pitch Price
$102.30
Price Target
N/A
Dividend
1.69%
EV/EBITDA
7.40
P/E
9.31
EV/Sales
1.12
Sector
Professional Services
Category
value
Leidos: The Defence Contractor Quietly Buying the AI Power Grid
LDOS: Down 43% YTD to $101.76 on DHA EHR transition fears (~$1-2B/yr exposure over 13mo), but beat Q1, raised FY26 guide +$500M to $18-18.4B, won $4.6B+ contracts. $2.4B ENTRUST deal taps AI grid buildout ($1T utility capex). $48B backlog, 9.8x PE vs Booz 14x. Risks: $6.3B debt. Opened 170 shares @$101.41; Q2 Aug 5 catalyst.
Read full article (8 min)