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Stock impact report

Here's What TD Cowen Thinks About Leidos Holdings (LDOS) [Yahoo! Finance]

Leidos Holdings, Inc. (LDOS) 
Last leidos holdings, inc. earnings: 2/18 06:00 am Check Earnings Report
US:NYSE Investor Relations: investors.leidos.com
Company Research Source: Yahoo! Finance
a Hold rating on the stock and lowered the price target from $210 to $190. A day earlier, on January 15, Gavin Parsons from UBS also maintained a Hold rating on Leidos Holdings, Inc. (NYSE:LDOS) and lowered the price target from $216 to $204. ?Analysts at UBS noted that the demand for the company's Veterans Benefits Administration medical exam business remains strong. However, the entry of a fourth provider has increased competition by capturing shares in new obligations, thereby threatening Leidos Holdings, Inc.'s (NYSE:LDOS) position. The firm notes that this heightens market concerns about the unsustainable current advantages, especially given major contracts up for rebid in 2027. Moreover, the firm also highlighted that the Veterans Benefits Administration contributes significantly to the company's profits; therefore, any negative impact is likely to have a huge impact on earnings. ?UBS expects headwinds for the company in 2026. The firm sees margins to remain below consensus, Show less Read more
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