Leidos Holdings, Inc. (LDOS) is a technology and engineering firm focused on national security, defense, health, and civil markets, with a market cap of $23.8 billion. LDOS stock has outperformed the S&P 500, gaining 13.2% over 52 weeks and 29.5% YTD.

Leidos Holdings’ strong earnings and expanding backlog have propelled its stock in 2025. The company reported record revenues of $4.5 billion in Q3, up 7% YoY, with non-GAAP EPS at $3.05, up 4% annually. Analysts expect a 14.8% YoY EPS growth to $11.72 for fiscal 2025.

The company’s “NorthStar 2030” strategy, focusing on growth areas like national security and health services, is driving positive sentiment. Analysts have a consensus “Moderate Buy” rating on LDOS, with 8 “Strong Buy,” 1 “Moderate Buy,” and 6 “Hold” ratings.

Despite a slightly less bullish outlook compared to two months ago, LDOS received a price target boost to $230 from $215 from Jefferies, maintaining a “Buy” rating post another strong quarter.

Read more at Yahoo Finance: Leidos Holdings Stock: Analyst Estimates & Ratings