Can BigBear.ai Monetize Growth in Travel & Border Security AI?
BigBear.ai (BBAI) is strategically expanding its AI solutions into the travel and border security sectors, notably with a new office in Abu Dhabi and partnerships enhancing border surveillance and cargo inspection. The company aims to monetize these initiatives through significant contract wins within government agencies, leveraging integrated AI platforms. Despite recent stock underperformance, BigBear.ai has a substantial backlog and a strengthened balance sheet, positioning it to compete with industry giants like Palantir and Leidos in this growing market.
HighTower Advisors LLC Sells 20,768 Shares of Leidos Holdings, Inc. $LDOS
HighTower Advisors LLC decreased its stake in Leidos Holdings, Inc. by 15.7%, selling 20,768 shares and retaining 111,682 shares valued at approximately $21.1 million. This comes as institutional ownership in Leidos stands at about 76.1%, with diverse changes in holdings among other major investors. Leidos recently reported strong Q4 EPS of $2.76, beating consensus, but revenue missed expectations, leading to mixed analyst sentiment and a cautious outlook despite strategic developments and a set FY2026 EPS guidance.
New digital tower system aims to cut delays, boost safety at Reagan National
Leidos (NYSE: LDOS) has deployed a new Terminal Flight Data Manager (TFDM) system at Washington Reagan National Airport, which replaces traditional paper flight strips with real-time digital tools to enhance ground efficiency and safety. The implementation was completed 45% faster than the standard 18-month cycle, with the system aiming to reduce delays, improve coordination, and strengthen safety. This brings the number of airports using TFDM to ten, with more rollouts planned.
AI lawsuits, opt-in claims and $4B payouts reshape investor recoveries
Broadridge's 2026 Global Class Action Annual Report indicates that global securities class actions generated over $4 billion in investor recoveries in 2025, a decrease from $5.2 billion in 2024. The report highlights emerging trends including a rise in AI-related litigation, increased participation in opt-in and collective actions, expansion of ESG claims, and a moderation in financial antitrust activity, signaling a dynamic shift in the recovery landscape for institutional investors.
Analysts Offer Insights on Technology Companies: Leidos Holdings (LDOS), Waystar Holding Corp. (WAY) and Dropbox (DBX)
This article provides analyst ratings and price targets for three technology companies: Leidos Holdings (LDOS), Waystar Holding Corp. (WAY), and Dropbox (DBX). Bank of America Securities analysts gave Leidos Holdings a Buy rating ($235.00 target) and Waystar Holding Corp. a Buy rating ($52.00 target), while Monness analyst Brian White maintained a Hold rating on Dropbox. The article includes details on the analysts' past performance, consensus ratings, and average price targets for each stock.
CenterPoint Energy Inc Q4 Income Advances
CenterPoint Energy Inc (CNP) reported an increase in profit for its fourth quarter, with net income rising to $264 million, or $0.40 per share, compared to $248 million, or $0.38 per share, in the previous year. Excluding certain items, the company's adjusted earnings for the period were $295 million, or $0.45 per share.
Assessing KBR (KBR) Valuation After New 10 Year AI Enabled Petro Rabigh Maintenance Deal
KBR recently secured a 10-year AI-enabled maintenance contract with Petro Rabigh, focusing on polymer plants in Saudi Arabia. Despite a 17% decline in its 1-year total shareholder return, KBR's 5-year return is positive, and the company is seen as undervalued by Simply Wall St, with a fair value pegged at $54.78. The company's focus on mission and sustainable technologies, including ammonia, hydrogen, and carbon capture, is expected to drive multiyear growth and margin expansion.
What 7 Analyst Ratings Have To Say About Leidos Holdings
Seven analysts have recently rated Leidos Holdings (NYSE: LDOS), with an average 12-month price target of $212.71, a decrease of 3.24% from the previous average. The ratings vary from bullish to indifferent, and the company shows strong market capitalization, revenue growth, and net margin, though its Return on Equity is below industry standards. Leidos Holdings, a technology and engineering company, serves defense, intelligence, civil, and health markets.
Analysts Offer Insights on Technology Companies: Leidos Holdings (LDOS), Waystar Holding Corp. (WAY) and Dropbox (DBX)
This article provides an overview of recent analyst ratings for three technology companies: Leidos Holdings (LDOS), Waystar Holding Corp. (WAY), and Dropbox (DBX). Analysts from Bank of America Securities maintained Buy ratings on Leidos Holdings and Waystar Holding Corp., setting price targets of $235.00 and $52.00 respectively. Dropbox received a Hold rating from a Monness analyst, with an average price target of $31.33.
Leidos Holdings Inc. stock outperforms competitors on strong trading day
Leidos Holdings Inc. (LDOS) saw its stock rise by 6.19% to $171.53 on Wednesday, outperforming the broader market which also experienced a strong trading session. The S&P 500 Index gained 0.56% and the Dow Jones Industrial Average rose by 0.26%. Despite the strong performance, Leidos Holdings Inc. remains 16.64% below its 52-week high of $205.77.
RBC cuts Leidos stock price target on VBA headwinds to $215
RBC Capital has lowered its price target for Leidos Holdings (NYSE:LDOS) to $215 from $230, while maintaining an Outperform rating due to headwinds from a slowdown in VBA activity. Despite a mixed fourth-quarter 2025 performance, the company exceeded EPS expectations and is focusing on defense technology, with RBC anticipating improved revenue growth and margins in 2027. Leidos's stock is currently trading at $161.53 and is considered undervalued according to InvestingPro's Fair Value assessment.
Analysts Offer Insights on Technology Companies: Leidos Holdings (LDOS), Waystar Holding Corp. (WAY) and Dropbox (DBX)
This article provides an overview of recent analyst ratings for three technology companies: Leidos Holdings (LDOS), Waystar Holding Corp. (WAY), and Dropbox (DBX). A Bank of America Securities analyst maintained a Buy rating for Leidos Holdings with a $235.00 price target and for Waystar Holding Corp. with a $52.00 price target. Conversely, a Monness analyst issued a Hold rating for Dropbox.
Leidos Holdings, Inc. (NYSE:LDOS) Q4 2025 Earnings Call Transcript
Leidos Holdings, Inc. (NYSE:LDOS) reported strong Q4 and full-year 2025 results, exceeding earnings expectations with an EPS of $2.76 against an anticipated $2.57. Despite challenges like a government shutdown, the company achieved solid revenue, increased EBITDA margin, and robust free cash flow. Leidos outlined its North Star 2030 strategy, focusing on strategic acquisitions, organic investments in growth pillars like cyber and energy, and organizational realignment to drive future advancements and profitability.
19,982 Shares in Leidos Holdings, Inc. $LDOS Acquired by First National Bank of Omaha
First National Bank of Omaha has acquired 19,982 shares of Leidos Holdings, Inc. (NYSE:LDOS), a stake valued at approximately $3.78 million, as reported in their recent 13F filing. This acquisition comes after Leidos announced strong Q4 non-GAAP EPS, raised its FY-2026 guidance, and engaged in a strategic $2.4 billion acquisition of Entrust to bolster its energy business. Despite a Q4 revenue miss attributed to a federal shutdown, the company maintained its quarterly dividend, reflecting confidence in its financial health.
RBC Capital Adjusts Price Target on Leidos Holdings to $215 From $230, Maintains Outperform Rating
RBC Capital has adjusted its price target for Leidos Holdings (LDOS) to $215, down from $230, while reiterating an "Outperform" rating on the stock. This update follows a series of other analyst adjustments to Leidos' target price, reflecting recent company news and performance. Leidos Holdings also recently reported its Q4 and full-year 2025 results, with fiscal Q4 adjusted earnings rising but revenue falling, and provided guidance for fiscal year 2026.
KBR secures 10-year maintenance contract with Petro Rabigh
KBR has secured a 10-year general maintenance services contract with Petro Rabigh for its Polymer I and Polymer II plants in Saudi Arabia, with an optional two-year extension. This agreement marks Petro Rabigh's first major outsourcing of maintenance, aiming to improve plant performance, maintain safety, and optimize operational costs using AI and machine learning tools. KBR, which has shown strong business momentum and maintained dividend payments, considers this a strategic addition to its portfolio, with financial terms undisclosed.
JPMorgan Chase & Co. Has $645.83 Million Stake in Leidos Holdings, Inc. $LDOS
JPMorgan Chase & Co. reduced its stake in Leidos Holdings, Inc. by 3.1% in Q3, now holding 3,417,810 shares valued at $645.83 million. Other institutional investors also adjusted their positions, with 76.12% of the stock owned by institutions. Leidos recently reported strong Q4 results, topping EPS estimates, and announced a quarterly dividend, despite a revenue miss attributed to a government shutdown.
SAIC's board stays with Reagan, names him full-time CEO
Science Applications International Corp.'s board has appointed Jim Reagan as full-time CEO, nearly four months after he became interim CEO. Reagan, who joined the board in January 2023, is tasked with reinvigorating organic growth and adjusting the company's strategy, including a pivot from enterprise IT contracts with defense agencies. This decision follows a thorough search and aims to bring execution-focused leadership to drive shareholder value and portfolio transformation.
Leidos Holdings Q4 Earnings Beat Estimates, Revenues Decline Y/Y
Leidos Holdings (LDOS) reported fourth-quarter 2025 adjusted earnings of $2.76 per share, surpassing the Zacks Consensus Estimate and improving 16.5% year-over-year. Despite the earnings beat, total revenues declined 3.6% year-over-year to $4.21 billion, missing analyst expectations, partly due to a government shutdown. The company issued guidance for 2026, projecting adjusted earnings between $12.05-$12.45 per share and revenues of $17.50-$17.90 billion.
AtriCure reports surprise Q4 profit on strong worldwide revenue growth
AtriCure (Nasdaq: ATRC) reported a surprising Q4 profit, with worldwide revenue growing 13.1% to $140.5 million, exceeding analyst expectations. The medical device maker's shares rose 6.4% on the news, demonstrating a recovery despite broader pressures in the medical technology sector. The company also provided 2026 revenue guidance of $600 million to $610 million, indicating continued growth expectations.
SAIC Names Reagan As New CEO
Science Applications International Corp. (SAIC) has appointed James Reagan, 67, as its new CEO, effective immediately. Reagan had been serving as interim CEO since October 2025 following the departure of Toni Townes-Whitley. A former CFO of Leidos, Reagan joined SAIC's board in January 2023 and will receive an annual base salary of $1.2 million, along with eligibility for short-term incentives, as the article primarily consists of subscriber-only content beyond this announcement.
Leidos Holdings, Inc. SEC 10-K Report
Leidos Holdings, Inc. has released its annual Form 10-K report, showcasing robust financial performance with increased revenues, operating income, and net income, alongside significant diluted EPS growth. The report outlines strategic initiatives, including the NorthStar 2030 strategy focused on key growth pillars, and details capital management actions and the acquisition of Entrust. Despite strong performance, the company acknowledges significant challenges and risks, predominantly its reliance on U.S. government contracts, intense competition, supply chain issues, and cybersecurity threats.
Leidos Holdings Q4 Earnings Beat Estimates, Revenues Decline Y/Y
Leidos Holdings (LDOS) reported fourth-quarter 2025 adjusted earnings of $2.76 per share, surpassing the Zacks Consensus Estimate and showing a 16.5% improvement year-over-year. Despite the earnings beat, total revenues of $4.21 billion missed estimates and decreased 3.6% year-over-year, primarily due to a government shutdown. The company provided its 2026 guidance, expecting adjusted earnings between $12.05-$12.45 per share and revenues between $17.50-$17.90 billion.
Leidos Holdings Q4 Earnings Beat Estimates, Revenues Decline Y/Y
Leidos Holdings (LDOS) reported fourth-quarter 2025 adjusted earnings of $2.76 per share, surpassing the Zacks Consensus Estimate by 7.4% and increasing 16.5% year-over-year. Despite the earnings beat, total revenues declined 3.6% year-over-year to $4.21 billion, missing analyst estimates, primarily due to a six-week government shutdown. For 2026, the company provided guidance with expected adjusted earnings between $12.05-$12.45 per share and revenues in the range of $17.50-$17.90 billion.
Leidos tops profit forecasts but revenue miss weighs on shares
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Leidos (NYSE:LDOS) Misses Q4 CY2025 Sales Expectations
Leidos (NYSE:LDOS) reported its Q4 CY2025 earnings, missing sales expectations with a 3.6% year-on-year decline to $4.21 billion, and its full-year revenue guidance also fell short of analyst estimates. Despite the revenue miss, the company's non-GAAP profit of $2.76 per share exceeded consensus estimates by 5.9%, and it saw improved operating and free cash flow margins. The article also highlights strong EPS growth over the last five years, driven by increased profitability and share buybacks, while noting market analysts expect modest revenue growth in the near future.
Science Applications International Corporation Appoints James Reagan as Chief Executive Officer, Effective February 17, 2026
Science Applications International Corporation (SAIC) has announced the appointment of James Reagan as its Chief Executive Officer, effective February 17, 2026. Reagan, who previously served as Interim CEO and a Board Member, brings nearly 40 years of experience, including two decades in senior leadership roles within the defense and government services industry. His extensive background includes instrumental work in accelerating growth at Leidos Holdings and leadership positions at Vencore Inc. and PAE, along with deep expertise in cybersecurity, intelligence, IT, healthcare, and national security.
Leidos misses quarterly revenue estimates on government shutdown impact
Defense contractor Leidos Holdings reported fourth-quarter revenue below Wall Street estimates, primarily due to the impact of last year's six-week long U.S. government shutdown. While revenue of $4.21 billion missed analyst estimates, the company's adjusted profit per share of $2.76 exceeded expectations due to core profit margin expansion and cost controls. Leidos also provided an adjusted profit forecast for 2026 that was slightly below analyst consensus.
Heartland Advisors Inc. Has $12.32 Million Stock Position in Leidos Holdings, Inc. $LDOS
Heartland Advisors Inc. reduced its stake in Leidos Holdings, Inc. (NYSE:LDOS) by 23.6% in the third quarter, now holding 65,174 shares valued at $12.32 million. Despite this, several other institutional investors increased their positions in Leidos. The company recently reported strong quarterly earnings, declared a dividend, and has a "Moderate Buy" consensus rating from analysts with an average target price of $213.09.
Leidos (LDOS) Surpasses Q4 EPS Expectations, Misses on Revenue
Leidos Holdings, Inc. (LDOS) reported Q4 Non-GAAP EPS of $2.76, exceeding estimates by $0.15, but missed on revenue with $4.2 billion, a 4% decline attributed to an extra work week in the prior fiscal year and a government shutdown. Despite the quarterly revenue dip, annual revenue increased by 3% to $17.17 billion, driven by demand in air defense and cyber sectors. The company projects fiscal 2026 revenues between $17.5 billion and $17.9 billion, maintaining a strong financial health evidenced by an Altman Z-Score of 3.97 and a Piotroski F-Score of 8.
Leidos: Fourth Quarter Earnings Overview
Leidos Holdings Inc. announced its fourth-quarter financial results, reporting a net income of $327 million and adjusted earnings of $2.76 per share, surpassing analyst expectations. Despite revenue of $4.21 billion being slightly below forecasts, the company provided a positive outlook for the full fiscal year, projecting earnings between $12.05 and $12.45 per share and revenue between $17.5 billion and $17.9 billion.
Leidos: Q4 Earnings Snapshot
Leidos Holdings Inc. (LDOS) reported fourth-quarter earnings of $327 million, or $2.53 per share, adjusted to $2.76 per share, surpassing analyst expectations of $2.57 per share. The company's revenue, however, fell short of forecasts at $4.21 billion against an expected $4.25 billion. For the upcoming year, Leidos projects earnings between $12.05 and $12.45 per share and revenue between $17.5 billion and $17.9 billion.
Leidos beats on earnings but misses revenue expectations, shares fall
Leidos Holdings, Inc. (NYSE:LDOS) exceeded analyst expectations for fourth-quarter adjusted earnings per share but fell short on revenue. Despite a 16% YoY increase in EPS and strong net bookings, shares declined in pre-market trading, primarily due to lower-than-anticipated revenue attributed to an extra work week in FY24 and a government shutdown in FY25. The company provided fiscal year 2026 guidance, projecting revenue and adjusted EPS generally in line with analyst estimates, and announced the acquisition of power design firm Entrust.
Earnings Flash (LDOS) Leidos Holdings, Inc. Reports Q4 Revenue $4.21B, vs. FactSet Est of $4.30B
Leidos Holdings, Inc. reported its Q4 revenue at $4.21 billion, falling short of the FactSet estimate of $4.30 billion. Despite this, the company posted strong full-year 2025 results and expects 2026 revenue to be between $17.5 billion and $17.9 billion, with adjusted EPS ranging from $12.05 to $12.45. Leidos also announced a quarterly cash dividend of $0.43 per share.
Leidos (NYSE:LDOS) Misses Q4 CY2025 Sales Expectations
Defense contractor Leidos (NYSE:LDOS) reported Q4 CY2025 sales of $4.21 billion, missing analyst expectations by 2.5% and representing a 3.6% year-on-year decline. Despite the revenue miss, the company's adjusted EPS of $2.76 beat estimates by 5.9%, and its adjusted EBITDA also surpassed expectations. Leidos's backlog grew 12.5% year-on-year to $49 billion, indicating future potential demand, though revenue growth has slowed recently.
Amentum Holdings' (NYSE:AMTM) Performance Is Even Better Than Its Earnings Suggest
Amentum Holdings' recent earnings were solid but investors were underwhelmed. Analysis suggests that a significant US$97m expense from unusual items impacted profits, implying that future earnings could be higher if these one-off costs don't recur. The company's statutory profit likely understates its true earnings potential, and it returned to profitability this year after a loss last year.
Leidos: Q4 Earnings Snapshot
Leidos Holdings Inc. reported fourth-quarter earnings of $327 million, or $2.53 per share, with adjusted earnings of $2.76 per share, surpassing Wall Street estimates. However, the company's Q4 revenue of $4.21 billion fell short of forecasts. For the full year, Leidos recorded a profit of $1.45 billion on $17.17 billion in revenue and provided earnings guidance for the upcoming year.
Leidos Holdings Guides FY26 In Line With Estimates - Update
Leidos Holdings Inc. has released its adjusted earnings and revenue guidance for fiscal year 2026, which aligns with analysts' estimates. The company anticipates adjusted earnings per share between $12.05 and $12.45 on revenues from $17.5 billion to $17.9 billion. Additionally, Leidos declared a cash dividend of $0.43 per share, payable on March 31, 2026.
Insider Sales At CACI International Contrast With Bullish Analyst Outlook
CACI International's Executive Vice President and General Counsel, William Koegel, sold 2,000 shares, part of a year-long pattern of insider selling without any reported purchases. This contrasts with a bullish analyst outlook, with multiple banks raising price targets due to strong performance and increased guidance. Investors are advised to consider this tension between insider behavior and external sentiment, watching for continued selling and how it aligns with future company developments.
Leidos earnings in focus amid questions on VA business outlook
Leidos Holdings Inc. is set to release its fourth-quarter earnings, with investors closely watching the performance of its high-margin Veterans Affairs medical exams business amidst increased competition. Analysts anticipate earnings of $2.60 per share on revenue of $4.31 billion, and recent analyst downgrades suggest caution regarding the sustainability of growth in the VA sector. The company's recent contract wins and acquisitions will be evaluated to see if they can offset potential headwinds from its VA operations.
Leidos earnings in focus amid questions on VA business outlook
Leidos Holdings Inc. is set to report its fourth-quarter results, with investor attention focused on the sustainability of its high-margin Veterans Affairs medical exams business amidst increased competition. Analysts anticipate earnings of $2.60 per share on $4.31 billion in revenue. The company's recent contract wins and acquisition of ENTRUST Solutions Group will also be scrutinized for their potential to offset any challenges in the VA segment.
Leidos earnings in focus amid questions on VA business outlook By Investing.com
Leidos Holdings Inc. is set to report fourth-quarter results, with investor attention focused on the sustainability of its high-margin Veterans Affairs (VA) medical exams business amid increasing competition. Analysts anticipate earnings of $2.60 per share on revenue of $4.31 billion, but recent analyst downgrades highlight concerns about growth moderation in the VA sector. The company's recent contract wins and acquisitions will be watched to see if they can offset potential headwinds from the VA business.
Leidos earnings in focus amid questions on VA business outlook By Investing.com
Leidos Holdings Inc. is scheduled to report its fourth-quarter results, with investor attention focused on the sustainability of its high-margin Veterans Affairs medical exams business amidst increased competition. Analysts project earnings of $2.60 per share on $4.31 billion in revenue, but recent downgrades suggest caution regarding potential growth moderation in the VA segment. Investors will be looking for management's strategy to offset these potential headwinds with other initiatives, such as new contract wins and acquisitions, to maintain its growth trajectory.
Leidos Holdings to Report Q4 Earnings: What's in the Cards?
Leidos Holdings (LDOS) is set to release its fourth-quarter 2025 earnings on February 17, 2026. The acquisition of Savanna Industries, Inc. (Kudu Dynamics) and increased sales across its segments are expected to positively impact its performance. Analysts anticipate a decrease in revenues to $4.25 billion but an increase in earnings to $2.57 per share, with a significant boost in backlog for the company and its National Security and Digital segment.
Shell Asset Management Co. Sells 16,581 Shares of Leidos Holdings, Inc. $LDOS
Shell Asset Management Co. has significantly reduced its stake in Leidos Holdings, Inc. by 72.3%, selling 16,581 shares in Q3, leaving them with 6,364 shares valued at approximately $1.20 million. This comes as an insider, director Elizabeth A. Porter, also sold 3,000 shares, decreasing her ownership by 7.22%. Despite these sales, Leidos maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $213.09, and several firms have raised their price targets above $225.00.
Earnings Jump And Major Buyback Completion Might Change The Case For Investing In Maximus (MMS)
Maximus (MMS) reported a significant jump in first-quarter 2026 net income, which more than doubled to US$93.94 million, alongside a narrowed full-year revenue guidance. The company also completed a multi-year share repurchase program, retiring 15.65% of its stock. This financial improvement and strategic capital return program are expected to influence Maximus's investment narrative and future outlook positively, especially concerning its focus on government outsourcing contracts.
Leidos (LDOS) Q4 Earnings: What To Expect
Leidos (LDOS) is set to report its Q4 earnings this Tuesday. Analysts expect a 1.2% year-on-year revenue decline to $4.31 billion and adjusted earnings of $2.61 per share. Despite a prior strong quarter, recent investor sentiment in the defense contractors segment has seen Leidos's share price drop 4.7%, even as the sector performs positively overall.
Leidos Q4 2025 Earnings Preview: Forecasts & Defense Sector Context - News and Statistics
Leidos is set to release its Q4 2025 earnings report, with analysts forecasting a 1.2% year-on-year revenue decline to $4.31 billion and adjusted earnings of $2.61 per share. Although the company has a strong record of outperforming revenue forecasts, its shares have recently decreased by 4.7% while the overall defense sector has seen an 8.1% increase. This report provides context with other defense companies' recent performances and covers analyst price targets for Leidos.
Stifel Initiates Leidos (LDOS) Coverage with “Buy” Rating and $178 Price Target
Stifel has initiated coverage of Leidos (LDOS) with a "Buy" rating and set a price target of $178. This indicates Stifel's belief in the company's strong potential for future growth and stock performance.
How Do New Space Force Deals Shape KBR's (KBR) Defense-Focused Investment Narrative?
KBR recently secured several new U.S. defense contracts, including significant task orders from the U.S. Space Force and an ADEDDIS contract with the Air Force, totaling hundreds of millions of dollars. These awards strengthen KBR's role in critical government defense work, particularly in AI-enabled analytics and digital engineering, providing revenue visibility and reinforcing its investment narrative as a technology and engineering partner. However, investors should also consider an ongoing investigation into alleged misstatements related to HomeSafe which could impact the company's outlook.
