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BABAH

Booz Allen Hamilton Holding Corporation

$BAH·$8.8B·Consulting Services·Industrials
$75.32+4.3%YTD-14.3%1Y-30.0%
Price updated 2m ago·X counts updated 2d ago
BABAH
$BAHBooz Allen Hamilton Holding Corporation
$75.32+4.32%13 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BAH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

13X posts · last 7 days
Aug 26Sep 8
Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-07-31

Booz Allen just delivered a clean beat and posters are kicking themselves for not being long. Q1 FY27 EPS printed $1.81 vs $1.49 consensus on in-line $2.8B revenue, and the setup is being celebrated as 'Booz mooning' with 10x earnings called too low. The narrative underneath is defense-heavy: national security funded backlog +23%, offsetting a Civil segment down 16.4%, plus M&A adds ($720M Ultra Mission Solutions, $235M Defy Security) and space/missile-defense contracts including a $2.7B eMAPS 3 deal. The tone is unambiguously constructive.

Read what X is saying about $BAH

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BAH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-10

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Booz Allen -14% YTD but Q1 EPS beat 21% ($1.81 vs $1.49 est) — Ultra Advanced Tactical Systems closed Aug 24, national security backlog +23%.

Government-services quality name with real defense-focused execution. Q1 fiscal FY27 EPS $1.81 vs $1.49 est (+21.5% beat), Q1 revenue $2.8B (-4.2% YoY). National security funded backlog +23% offsets Civil segment down 16.4%.

  • Fundamentals: 11.4x TTM PE, 0.78x sales, 15.8% ROIC, 12.8% FCF yield (strong), 9.97x EV/EBITDA, 9.5% op margin, 44.7% gross margin, 3.46 D/E — cheap on cash yield with defense-services execution.
  • Structural: 26% of 52-week range, -8% vs 200D MA, -14% YTD, -30% t12m, 0.37 beta — defensive tape drawdown.
  • Aug 24 closed Ultra Electronics Advanced Tactical Systems acquisition. Aug 4 disclosed $700M material agreement. Aug 4 issued S-3ASR shelf registration.
  • Sep 2 released Counter AI Defense product — new revenue-line development.
  • Aug 24 acquisition also included $720M Ultra Mission Solutions + $235M Defy Security. Space/missile-defense contracts including a $2.7B eMAPS 3 deal.
  • Insider tape: Metzfield sold $37K Aug 17 — tiny single officer.
  • Sep 9 note: 'Can BAH's $39B Backlog Offset Q1 Revenue Decline?' — the coherent debate.
  • Baron SMID Cap ETF Q2 activity — institutional presence.

Coiling: fundamentals real (Q1 beat + backlog visibility + Ultra deal), tape at drawdown lows, defense-cycle tailwinds. Oct 23 Q2 fiscal print is the confirmation.

Agrees with X sentimentX sentiment (Q1 beat, defense-heavy backlog +23%, Ultra M&A, 10x earnings too low) matches mine. Same direction — the crowd's specific 'Booz mooning' framing is the coherent bull thesis.

What to watch: Oct 23 Q2 fiscal print — Ultra Mission Solutions integration commentary; national security backlog trajectory; Civil segment recovery; Counter AI Defense revenue traction; any 8-K on additional M&A or contract wins.

On the calendar: Q2 fiscal 2026 earnings on 2026-10-23

Read the AI verdict on $BAH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Management and technology consulting firm generating nearly all revenue from US federal government and defense agencies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Consulting Services sits in its cycle right now — and what that implies for $BAH.

Consulting Services · Industrials

AI strategy consulting demand is booming as enterprises seek external guidance on GenAI implementation; traditional management consulting faces fee pressure from clients insourcing AI tools. Consulting firms with proprietary AI platforms command premium rates.

What this means for $BAH

Direct beneficiary — Booz Allen Hamilton; US government AI and digital-transformation consulting, defence/intelligence AI demand growing.

Industry benchmark

4-name peer basket
-39.9%YTD
-48.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
71.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 24, 2026$1.81$1.49+21.5%
Q1 2026May 22, 2026$1.78$1.32+34.8%
Q4 2025Jan 23, 2026$1.77$1.36+30.1%
Q3 2025Oct 24, 2025$1.49$1.51-1.3%
Next earningsFri, Oct 23·consensus EPS $1.55

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$2.8B-4.2%52.3%10.0%$1.64$261.0M
Q4 FY26$2.8B-6.4%20.9%9.5%$1.69$212.0M
Q3 FY26$2.6B-10.2%51.9%8.8%$1.64$248.0M
Q2 FY26$2.9B-8.1%53.6%9.8%$1.42$395.0M

Forward consensus

4-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.3B$11.3B – $11.3B$6.08$6.03 – $6.1510
FY27$11.4B$11.3B – $11.5B$6.41$5.70 – $6.6111
FY28$11.9B$11.7B – $12.1B$6.72$6.53 – $6.8410
FY29$12.3B$11.8B – $12.6B$7.40$6.97 – $7.878

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.26%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 118.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 13Dennis MetzfieldVP, PAO & Controller469 sh$37K
+ 35 other (22 awards · 12 inkinds · 1 gift) in window

See when $BAH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 48-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

BAH entered into a material agreement. The transaction involves approximately $700,000,000. SEC Item 1.01 requires prompt disclosure of any material agreement not in the ordinary course of business, giving investors visibility into significant contractual commitments by BAH.

S-3ASRAuto-shelf registrationJul 24S-3ASR
AI summary

Booz Allen Hamilton Holding Corporation and its subsidiary Booz Allen Hamilton Inc. filed an automatic shelf registration statement (Form S-3ASR) on July 24, 2026, covering securities to be offered on a delayed and continuous basis under Rule 415. As large accelerated filers under Rule 462(e), the registration becomes effective immediately upon filing. No specific dollar amount or security type is specified in the excerpt — the shelf establishes a standing facility for future capital raises. This is an enabling administrative registration, not an imminent offering, but it creates optionality for dilutive issuances.

8-KShareholder voteJul 248-K — Item 5.07: Shareholder vote
AI summary

Booz Allen Hamilton Holding Corporation held its Annual Meeting of Stockholders on July 22, 2026, at which all 10 director nominees were re-elected with strong majorities (highest support: Ryan Nolan at 98.1M for, 128K against). Ernst & Young LLP was ratified as auditor for fiscal 2027 (104.2M for, 4.5M against), and executive compensation received non-binding approval (95M for, 3.1M against). A stockholder proposal was defeated 70.7M to 27.5M. These are routine governance outcomes with no material operational or financial significance.

8-KPress release / Reg FDJul 248-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Booz Allen Hamilton Holding Corporation announced full fiscal year 2026 results on July 24, 2026, for the fiscal year ended June 30, 2026, via press release (Exhibit 99.1) and an earnings conference call presentation (Exhibit 99.2) filed as a Reg FD disclosure. Specific financial results — full-year revenue, earnings per share, and forward guidance — are in the attached exhibits not reproduced in the excerpt. This is a material annual earnings disclosure for a leading U.S. defense and government technology consulting firm. Investors should review the exhibits for the headline figures.

8-KMaterial agreementJun 228-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Booz Allen Hamilton Inc. (subsidiary of Booz Allen Hamilton Holding Corporation) signed a stock purchase agreement on June 19, 2026 to acquire Ultra Electronics Advanced Tactical Systems, Inc. — a Texas corporation — from Ultra I&C Holdings Limited and its parent Ultra Electronics Holdings Limited for $720 million, subject to customary adjustments. The deal is expected to close in Q2 of Booz Allen's fiscal year 2027, pending HSR antitrust clearance and other standard closing conditions. Booz Allen stated its existing liquidity and financing options are sufficient to fund the acquisition. This is a transformative defense-sector deal that significantly expands Booz Allen's tactical systems capabilities.

3New insider — initial holdingsJun 43
AI summary

Ryan Nolan filed a Form 3 (Initial Statement of Beneficial Ownership) on June 4, 2026, disclosing his appointment as a Director of Booz Allen Hamilton Holding Corporation effective June 1, 2026. Nolan directly owns 0 shares of Class A Common Stock and holds no derivative securities at the time of this initial filing. This is a routine Section 16(a) insider ownership disclosure with no financial or operational significance.

3New insider — initial holdingsMay 223
3New insider — initial holdingsMay 223
+ 18 other (8 13Gs · 3 proxys · 3 8-Ks · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Can BAH's $39 Billion Backlog Offset Its Q1 Revenue Decline?zacks.com·1d agoContinuum Advisory LLC Sells 42,772 Shares of Booz Allen Hamilton Holding Corporation $BAHdefenseworld.net·3d agoBaron SMID Cap ETF Q2 2026 Portfolio Activityseekingalpha.com·6d agoBooz Allen Hamilton (BAH) Stock Sinks As Market Gains: Here's Whyzacks.com·8d agoBooz Allen Charts Autonomous AI Threats and Unveils New Counter AI Defensegurufocus.com·9d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesCybersecurity

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Voices on X · last 7 days

No standout posts about $BAH on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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