Leidos (LDOS) News Today

Leidos Holdings, Inc. (LDOS) — Shares are trading higher today. Investors are reacting to a mix of analyst estimate changes from Zacks Research and a separate Zacks feature highlighting Leidos as a momentum name. Below are the key items that likely explain the move.

• Positive Sentiment: Zacks published a feature arguing Leidos is a top long‑term momentum stock, highlighting favorable style scores and investor interest that can boost demand for the shares. Article Title
• Positive Sentiment: Zacks Research nudged up several medium‑term estimates (FY2026 to $11.69, Q1 2026, Q2 2026, Q4 2026), signaling modestly stronger fundamental expectations for next fiscal year that support upside to valuation and investor sentiment.
• Neutral Sentiment: Small upward tweaks to some quarters (e.g., Q1 2027 revised to $2.88 from $2.87) are largely immaterial individually but reinforce the mixed‑but‑slightly‑positive analyst stance on future earnings.
• Negative Sentiment: Zacks Research downgraded near‑term Q3 2025 EPS estimates (now ~$2.50–$2.53), and cut a few later quarter forecasts (Q3 2026, Q3 2027) by small amounts—these near‑term cuts create downside risk and could explain intraday caution. Article Title

Bottom line for investors: the move today appears driven by a tug‑of‑war between a positive momentum narrative and mixed analyst estimate revisions — modest raises to FY2026 vs. cuts to the immediate Q3 2025 outlook. Monitor upcoming quarterly guidance and any management commentary for confirmation of near‑term demand trends and margin trajectory.