Leidos Holdings (LDOS) Valuation Check After OpenAI Partnership And NorthStar 2030 AI Push

Simply Wall St.01-25 22:33

Leidos Holdings (LDOS) is in focus after announcing a partnership with OpenAI to bring generative and agentic AI into core workflows for federal customers, which ties directly into its NorthStar 2030 ...

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See our latest analysis for Leidos Holdings. At a share price of US$191.23, Leidos has had a modest 30 day share price return of 2.89% and a 1 year total shareholder return of 32.69%, with the OpenAI partnership and recent insider selling adding fresh context to a multi year total shareholder return above 100%. If this AI push has your attention, it could be a good moment to look at other defence and government focused contractors via aerospace and defense stocks. With Leidos trading at US$191.23, showing a multi year total return above 100% and an indicated intrinsic discount of roughly 34%, you have to ask: is there still value here, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 12.7% Undervalued At $191.23, the most followed narrative sees Leidos as trading below an updated fair value estimate of $219, with that view built on measured growth and earnings assumptions.  Leidos is positioned to benefit from increased, multi-year government funding focused on national security, defense modernization, border protection, and infrastructure, particularly through the One Big Beautiful Bill and related initiatives (e.g., FAA air traffic modernization, Golden Dome, maritime autonomy), which are expected to drive robust future revenue growth across core projects.  Read the complete narrative. Curious what turns that funding pipeline into a $219 fair value? Revenue, earnings, and margins are all wired into this story. The exact mix might surprise you. Result: Fair Value of $219 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that story hinges on continued U.S. federal funding and smooth contract execution, while uncertainty around the VA contract and integration risks related to acquisitions could still unsettle the thesis. Find out about the key risks to this Leidos Holdings narrative.  Build Your Own Leidos Holdings Narrative If you are not fully on board with this view or simply prefer to test the numbers yourself, you can build your own take in minutes with Do it your way. A great starting point for your Leidos Holdings research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Leidos has sharpened your thinking, do not stop here. Apply the same clear lens to other opportunities so you can compare, stress test, and refine your watchlist.  Spot potential value by scanning these 872 undervalued stocks based on cash flows that might offer prices below what their cash flows suggest. Tap into long term tech themes through these 23 AI penny stocks that lean on artificial intelligence as a key part of their business. Strengthen your income focus by checking out these 13 dividend stocks with yields > 3% to see which companies currently offer yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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