• DXC Technology recently announced partnerships with startups Acumino, CAMB.AI, and GreenMatterAI to advance AI solutions in the automotive and manufacturing industries, focusing on smart factory robotics, real-time speech translation, and synthetic data projects.
• This collaboration, made as part of the STARTUP AUTOBAHN initiative, highlights DXC’s commitment to transforming emerging technology into practical industry impact by accelerating AI adoption.
• We’ll examine how these new AI partnerships could reshape DXC Technology’s investment narrative and long-term prospects in digital transformation.

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DXC Technology Investment Narrative Recap

To be a shareholder in DXC Technology today, you need to believe that the company’s efforts in digital transformation and AI can counter persistent revenue declines and revive organic growth. While the new partnerships with Acumino, CAMB.AI, and GreenMatterAI showcase momentum in AI, the immediate effect on stabilizing short-term revenues or addressing the ongoing decline in the GIS segment is likely to be modest, given the inherent scale and timing of these projects.

Of recent announcements, DXC’s deal to create the DXC Agentic Security Operations Center with 7AI stands out as especially relevant alongside the new automotive and manufacturing AI partnerships. This reflects a deepening focus on expanding digital offerings through AI-driven solutions, which underpins the most important catalyst for the stock: improved client demand and bookings growth from digital modernization, even as near-term performance remains pressured.

However, investors should not overlook that, despite these innovation efforts, persistent challenges in revenue and margin stabilization continue to weigh on the company’s outlook, especially if…

Read the full narrative on DXC Technology (it’s free!)

DXC Technology’s outlook projects $12.1 billion in revenue and $208.6 million in earnings by 2028. This implies a 1.7% annual revenue decline and a $170.4 million decrease in earnings from the current $379.0 million.

Uncover how DXC Technology’s forecasts yield a $15.12 fair value, in line with its current price.

Exploring Other Perspectives

Six Simply Wall St Community members estimate DXC’s fair value between US$8.06 and US$261.89, indicating significant differences in growth assumptions. Balance these viewpoints with persistent risks to revenue and backlog conversion that could impact near-term earnings and investor sentiment.

Explore 6 other fair value estimates on DXC Technology – why the stock might be worth 46% less than the current price!

Build Your Own DXC Technology Narrative

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

Interested In Other Possibilities?

Opportunities like this don’t last. These are today’s most promising picks. Check them out now:

This article by Simply Wall St is general in nature. We provide commentary based on historical data
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
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

• Leidos recently unveiled the Sea Dagger, a next-generation Commando Insertion Craft for the Royal Navy, featuring high speed, modular mission systems, and autonomous technologies tailored for modern maritime operations.
• This unveiling positions Leidos as a prominent innovator in advanced maritime defense solutions, aligning with major UK and AUKUS defense modernization priorities.
• We’ll explore how the Sea Dagger launch, leveraging autonomy and AI, could shape Leidos Holdings’ government contract growth outlook.

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Leidos Holdings Investment Narrative Recap

To be a shareholder in Leidos Holdings, you need confidence in the company’s ability to capture long-term government spending on defense modernization and advanced technology, while managing its reliance on large public sector contracts. The announcement of Sea Dagger enhances Leidos’ credentials in maritime autonomy and aligns with top spending priorities, but gives only an incremental boost to near-term government contract momentum, which remains the company’s key catalyst. The largest risk continues to be shifts in government funding priorities, which could disrupt expected revenue growth if budgets tighten.

Among recent developments, Leidos winning a $128 million FBI task order for agile software development illustrates how its expertise in secure, high-tech government solutions is translating into new business opportunities. This aligns with the same digital innovation and defense modernization themes seen in the Sea Dagger project, further supporting the company’s biggest catalyst: continued multi-year growth in national security and technology contracts.

Yet, despite these advances, if defense spending priorities change faster than expected, investors need to be aware that…

Read the full narrative on Leidos Holdings (it’s free!)

Leidos Holdings is projected to reach $18.6 billion in revenue and $1.5 billion in earnings by 2028. This outlook requires a 3.0% annual revenue growth rate and a $0.1 billion increase in earnings from the current $1.4 billion.

Uncover how Leidos Holdings’ forecasts yield a $186.69 fair value, a 4% upside to its current price.

Exploring Other Perspectives

Eight fair value estimates from the Simply Wall St Community range from US$102 to US$285.81. While high expectations for government modernization support optimism, investor forecasts remind you opinions vary widely and signal multiple possible outcomes for Leidos’ future.

Explore 8 other fair value estimates on Leidos Holdings – why the stock might be worth as much as 60% more than the current price!

Build Your Own Leidos Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

Ready To Venture Into Other Investment Styles?

Early movers are already taking notice. See the stocks they’re targeting before they’ve flown the coop:

This article by Simply Wall St is general in nature. We provide commentary based on historical data
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
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Anthropic will pay at least $1.5 billion to settle a US class action lawsuit over allegedly using pirated books to train its artificial intelligence models, according to court documents filed Friday.

“This landmark settlement far surpasses any other known copyright recovery,” said plaintiffs’ attorney Justin Nelson. “It is the first of its kind in the AI era.”

The settlement stems from a class-action lawsuit filed by authors Andrea Bartz, Charles Graeber, and Kirk Wallace Johnson, who accused Anthropic of illegally copying their books to train Claude, the company’s AI chatbot that rivals ChatGPT.

In a partial victory for Anthropic, US District Court Judge William Alsup ruled in June that the company’s training of its Claude AI models with books—whether bought or pirated—so transformed the works that it constituted “fair use” under the law.

“The technology at issue was among the most transformative many of us will see in our lifetimes,” Alsup wrote in his decision, comparing AI training to how humans learn by reading books.

However, Alsup rejected Anthropic’s bid for blanket protection, ruling that the company’s practice of downloading millions of pirated books to build a permanent digital library was not justified by fair use protections.

“We remain committed to developing safe AI systems that help people and organizations extend their capabilities, advance scientific discovery, and solve complex problems,” Anthropic deputy general counsel Aparna Sridhar said in response to an AFP inquiry.

San Francisco-based Anthropic announced this week that it raised $13 billion in a funding round valuing the AI startup at $183 billion.

Anthropic competes with generative artificial intelligence offerings from Google, OpenAI, Meta, and Microsoft in a race that is expected to attract hundreds of billions of dollars in investment over the next few years.

Thousands of books

According to the legal filing, the settlement covers approximately 500,000 books, translating to roughly $3,000 per work—four times the minimum statutory damages under US copyright law.

Under the agreement, Anthropic will destroy the original pirated files and any copies made, though the company retains rights to books it legally purchased and scanned.

“This settlement sends a strong message to the AI industry that there are serious consequences when they pirate authors’ works to train their AI, robbing those least able to afford it,” said Mary Rasenberger, CEO of the Authors Guild, in a statement supporting the deal.

The settlement, which requires judicial approval, comes as AI companies face growing legal pressure over their training practices.

A US judge in June handed Meta a victory over authors who accused the tech giant of violating copyright law by training Llama AI on their creations without permission.

District Court Judge Vince Chhabria in San Francisco ruled that Meta’s use of the works to train its AI model was “transformative” enough to constitute “fair use” under copyright law.

Apple Intelligence

Meanwhile, Apple on Friday was targeted with a lawsuit by a pair of US authors accusing the iPhone maker of using pirated books to train generative AI built into its lineup of devices.

The tech titan’s suite of capabilities called “Apple Intelligence” is part of a move to show it is not being left behind in the AI race.

“To train the generative-AI models that are part of Apple Intelligence, Apple first amassed an enormous library of data,” read the suit.

“Part of Apple’s data library includes copyrighted works—including books created by plaintiffs—that were copied without author consent, credit, or compensation.”

Apple “scraped” works from sources including “shadow libraries” stocked with pirated books, the suit contends.

Apple did not immediately reply to a request for comment.

The suit filed against Apple by Grady Hendrix, author of “My Best Friend’s Exorcism,” and Jennifer Roberson of Arizon, whose books include “Sword-Bound,” seeks class action status.

© 2025 AFP