$BAH

Jefferies cut Booz Allen Hamilton's (BAH) price target to $75 from $80, citing civil revenue declines. Analyst Sheila Kahyaoglu noted a 22% sales drop in fiscal 2026, hurting growth. BAH trades at $67.64, down 33% YoY, with a 3.5% dividend yield. Q1 fiscal 2027 EPS beat estimates at $1.81, while revenue matched at $2.8B. UBS raised its target to $78, citing a 15% YoY increase in funded backlog.

TD Cowen maintained a Hold rating on Booz Allen Hamilton (BAH) but raised its price target to $77.00 from $75.00. GuruFocus values BAH at $127.85, suggesting a 46.5% undervaluation. The company has a GF Score of 76/100, indicating strong profitability and growth but low momentum. Insider activity shows recent selling.

Booz Allen Hamilton (BAH) shares fell 4.4% due to investor concerns over uneven growth. Q2 2026 revenue declined 4.2% YoY to $2.8B, with civil/commercial revenue dropping sharply. The company has $3.4B in net debt and a 2.7x leverage ratio. Analysts' price targets range from $69 to $110.

Booz Allen Hamilton (BAH) shares rose 2.7% after the U.S. Navy awarded it a potential $827.9M contract for business management support services. The company's stock closed at $70.47, up 1.5% from the previous day. BAH's shares have shown volatility, with a 17% decrease since the year's start and a 32.3% drop from its 52-week high.

The U.S. Navy awarded seven companies, including CACI International and Booz Allen Hamilton, spots on an $828M contract for business management support services. The contract has a base value of $276M and could run through 2035. Contractors will compete for task orders to assist with budgeting, analysis, and program management.

The Pentagon's CFO advised tech founders to align with program offices, hire experienced personnel, and demonstrate manufacturing capabilities. The Navy awarded contracts to Galliano Marine Services, HII, and Saronic for 30 unmanned surface vessels. Powerus is set to go public on October 1 via a merger with Aureus Greenway Holdings.

Rep. Jim Himes (D-CT) warned defense contractors about a potential House intelligence committee investigation into donations to Trump's White House ballroom project. He expressed concern that donations may be linked to government contracts or access. Lockheed Martin, Booz Allen Hamilton, and Palantir have reportedly donated to the project. The committee may also examine broader dealings between the White House and defense contractors.

Booz Allen Hamilton (BAH) appointed Michael D. Brasseur, a Navy veteran and former leader of Task Force 59, as executive vice president. He will lead the company's defense technology business and innovation strategies, bringing expertise in maritime robotics and AI.

Booz Allen Hamilton, Peerless Technologies, Leidos, DCS Corp., and Anduril Technologies won a contract for Air Force Research Laboratory design work, valued up to $85M. The contract focuses on digital engineering tools for aerospace systems. Work will be performed locally over a decade.

Booz Allen Hamilton (BAH) won an $85M contract from the U.S. Air Force for aerospace systems research. The contract, running until 2036, focuses on digital design methods. Initial funding is $75,000. The work will be performed in Ohio.