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Price · 1Y
$112.14
Thesis
Leidos is a large defense and intelligence IT contractor delivering software, systems integration, and mission services. It sits close to the data and analytics layer of defense and ISR programs.
Catalysts
- Defense and intelligence IT contract awards
- ISR and analytics modernization demand
- Recompete wins on long-cycle programs
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.