Analyst Mariana Perez Mora from Bank of America Securities reiterated a Buy rating on Leidos Holdings (LDOS – Research Report) and keeping the price target at $185.00.
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Mariana Perez Mora’s rating is based on several strategic factors that position Leidos Holdings favorably for future growth. The company is expected to capitalize on its alignment with key priorities of the Trump administration, particularly in 2025, despite potential risks from the Department of Defense’s insourcing memo. The analyst maintains a price objective of $185, reflecting confidence in the company’s ability to outperform, as evidenced by increased adjusted EPS projections for 2025 and beyond.
Leidos Holdings has also made significant investments in its cyber business, which are anticipated to yield strong returns. The recent acquisition to enhance cyber capabilities, alongside substantial internal R&D investments, positions the company to capture a significant portion of the over $15 billion pure-cyber opportunities. Additionally, the Health & Civil segment has shown robust performance with increased revenues and margins, supported by anticipated higher volumes of health benefit exams and increased funding requests for the PACT Act. These factors collectively underpin the Buy rating for Leidos Holdings.
Based on the recent corporate insider activity of 118 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of LDOS in relation to earlier this year.