Leidos price target raised to $200 from $185 at BofA

BofA analyst Mariana Perez Mora raised the firm’s price target on Leidos (LDOS) to $200 from $185 and keeps a Buy rating on the shares. Investments made throughout the areas of veteran health, border security, and autonomous maritime set the company up to take advantage of key priority areas and funding outlined in the “One Big Beautiful Bill,” the analyst tells investors. The firm raised its adjusted EPS estimates, citing “robust” healthcare margins as well as opportunities in defense solutions and border security.