Live Report · Updated February 13, 2026

Zoom vs Leidos

This page compares Zoom Video Communications Inc and Leidos Holdings, Inc, examining their business models, financial performance, and market context in a neutral, accessible manner. It highlights how each company creates value, operates within its sector, and responds to industry trends, without judgement or speculation. Educational content, not financial advice.

This page compares Zoom Video Communications Inc and Leidos Holdings, Inc, examining their business models, financial performance, and market context in a neutral, accessible manner. It highlights how...

Comparison Snapshot

Key Financial Metrics

ZM

Metric

LDOS

$27.42B

Market Cap

$22.54B

2.70%

Potential Profit

24.60%

Buy

Analyst Rating

Buy

Why It's Moving

Zoom (ZM) Dips Sharply Amid Pre-Earnings Jitters Despite Solid Analyst Backing

LSV Asset Management boosted its ZM stake, signaling institutional confidence in the video platform's steady revenue trajectory amid hybrid work trends.
JPMorgan raised its price target to $90 with a neutral rating, while BTIG and Citi set highs near $106, highlighting optimism around recent quarterly beats.
Upcoming Q4 guidance eyes $1.48-$1.49 EPS with full-year forecasts at $5.96, underscoring resilient demand despite insider sales of $21.8M in shares.

Sentiment:

⚖️Neutral

Leidos Stock Dips Sharply Amid Major Acquisition Buzz and Earnings Anticipation

Shares plunged 10.2% to around $174 on February 11, outpacing broader market declines and reflecting investor caution despite solid fundamentals.
Secured a $142M contract on February 9 to modernize IT for the Defense agency's CESO, bolstering its position in high-demand government tech services.
Announced $2.4B acquisition of ENTRUST Solutions Group, set to double its $600M energy infrastructure unit and expand its 3,000+ professional workforce.

Sentiment:

🌋Volatile

Zoom (ZM) Dips Sharply Amid Pre-Earnings Jitters Despite Solid Analyst Backing

LSV Asset Management boosted its ZM stake, signaling institutional confidence in the video platform's steady revenue trajectory amid hybrid work trends.
JPMorgan raised its price target to $90 with a neutral rating, while BTIG and Citi set highs near $106, highlighting optimism around recent quarterly beats.
Upcoming Q4 guidance eyes $1.48-$1.49 EPS with full-year forecasts at $5.96, underscoring resilient demand despite insider sales of $21.8M in shares.

Sentiment:

⚖️Neutral

Leidos Stock Dips Sharply Amid Major Acquisition Buzz and Earnings Anticipation

Shares plunged 10.2% to around $174 on February 11, outpacing broader market declines and reflecting investor caution despite solid fundamentals.
Secured a $142M contract on February 9 to modernize IT for the Defense agency's CESO, bolstering its position in high-demand government tech services.
Announced $2.4B acquisition of ENTRUST Solutions Group, set to double its $600M energy infrastructure unit and expand its 3,000+ professional workforce.

Sentiment:

🌋Volatile

Investment Analysis

Zoom

ZM

Pros

Zoom's strategic pivot to an AI-first platform is driving sustainable growth, with a 68% increase in AI Companion users and expanding enterprise adoption.
The company maintains strong profitability, with a 17.4% GAAP operating margin and robust cash flow of $1.95 billion in fiscal 2025.
Zoom holds a solid balance sheet with $7.8 billion in cash and marketable securities, supporting ongoing innovation and share repurchases.

Considerations

Zoom's core video conferencing business faces persistent competition and market saturation, limiting growth potential in its original segment.
Stock price volatility remains high, with technical indicators suggesting near-term downside risk and mixed investor sentiment.
The company does not pay dividends, prioritising reinvestment over shareholder returns, which may deter income-focused investors.

Leidos

LDOS

Pros

Leidos benefits from a diversified portfolio across defence, intelligence, civil, and health markets, reducing reliance on any single sector.
The company has a strong track record of securing large government contracts, providing stable and recurring revenue streams.
Leidos maintains a solid balance sheet with disciplined capital allocation, supporting strategic acquisitions and long-term growth.

Considerations

Leidos is exposed to government budget cycles and regulatory changes, which can impact contract awards and profitability.
The business operates in a highly competitive sector, facing pressure from both established rivals and new entrants.
Revenue growth can be constrained by the lengthy procurement processes typical in government and defence markets.

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