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BABAH

Booz Allen Hamilton Holding Corporation

$BAH·$8.7B·Consulting Services·Industrials
$73.19+2.2%YTD-15.0%1Y-33.1%
Mentions · last 7 days
2026-07-20: 4 posts2026-07-21: 5 posts2026-07-22: 16 posts2026-07-23: 17 posts2026-07-24: 83 posts2026-07-25: 28 posts2026-07-26: 5 posts159+21%
Price updated 7m ago·X counts updated 2d ago
BABAH
$BAHBooz Allen Hamilton Holding Corporation
$73.19+2.16%159 posts+21%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BAH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-28

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

Federal-services consultancy just posted a huge Q1 beat with +23% National Security backlog — the +11.5% pop is the setup.

Booz Allen Hamilton is a large federal-focused management and technology consultancy — primarily supporting Defense, Intelligence, and Civil agencies. The stock is down 33% TTM as the market questioned federal-services growth under budget pressures, but the Q1 print just landed materially above expectations.

  • The Q1 FY27 print was clean and above the whisper: revenue of $2.8B in-line with expectations, but adjusted EPS of $1.81 beating the $1.49 estimate (+21% surprise) — the stock popped 11.49% on the print and the AdvisorShares LONG position ranking got called out.
  • The backlog mix tells the durability story: National Security backlog +23% versus Civil contracting -16.4% means BAH is winning where the budget flow is expanding (defense, intelligence) while conceding where it's contracting (Civil agencies) — a strategic mix shift, not a general slowdown.
  • The M&A pace is meaningful for a consultancy: a $720M Ultra Mission Solutions acquisition plus a $235M Defy Security deep dive shows BAH is spending to consolidate the defense-tech services space — a sensible capital-allocation move given the National Security tailwind.
  • Valuation is now undemanding: at 11.4x trailing earnings and roughly 12x FY27 consensus EPS of $6.50, BAH trades at a discount to typical government-services peers and to its own historical multiple — the multiple compression is what created the setup for the current rally.

The October 23 Q2 FY27 print is the next real datapoint — the FY27 revenue guide reaffirmation, National Security backlog conversion timing, and any commentary on Ultra Mission Solutions integration matter more than the EPS beat. What would break the setup: a federal-budget-driven contract cancellation cluster, since the whole recovery framing assumes the National Security demand backdrop keeps compounding through the current administration's priorities.

Agrees with X sentimentThe bullish framing around the +11.49% Q1 pop, the +23% National Security backlog, the -16.4% Civil contracting, and the Ultra Mission Solutions and Defy Security acquisitions is grounded in the actual disclosures — this is a case where the sentiment tracks the operating turn cleanly.

What to watch: The Oct 23 Q2 FY27 print — the FY27 revenue guide reaffirmation, National Security backlog conversion timing, and any commentary on Ultra Mission Solutions integration matter more than the EPS. What would break the setup: a federal-budget-driven contract cancellation cluster, since the recovery framing assumes National Security demand keeps compounding.

On the calendar: 2026-10-23 — Q2 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-27

Booz Allen Hamilton delivered Q1 FY27 revenue of $2.8B in-line and adjusted EPS of $1.81 beating $1.49 estimate, sending shares +11.49% as a top AdvisorShares LONG position. FY27 guidance remains constructive with National Security backlog +23% versus Civil contracting -16.4%. Recent M&A includes a $720M Ultra Mission Solutions and $235M Defy Security deep dive.

Read the AI verdict + X sentiment for $BAH

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  • X crowd read with bullish/bearish call + post volume
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What it does

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

Booz Allen Hamilton Holding Corporation (BAH) operates as a prominent consulting and technology firm, offering a diverse range of services to governmental bodies, commercial enterprises, and non-profit organizations both domestically and internationally. Their core offerings encompass strategic management and technology advisory, with a focus on areas like business strategy, human resources, and operational efficiency across various sectors. A significant aspect of their work involves advanced analytics. This includes pioneering solutions in artificial intelligence, specifically machine learning and deep learning; data science, such as data engineering and predictive modeling; automation and sophisticated decision analytics; and cutting-edge quantum computing. Furthermore, Booz Allen Hamilton designs, develops, and implements digital solutions using contemporary methodologies and modern architectural frameworks. They provide comprehensive engineering services for defining, developing, deploying, sustaining, and upgrading complex physical systems. The company also delivers robust cyber risk management solutions, emphasizing prevention, detection, and overall cost-effectiveness. Founded in 1914, Booz Allen Hamilton's corporate headquarters are located in McLean, Virginia.

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

No material change from last week — AI disruption fears proved unfounded as large proprietary datasets are the defensible asset AI tools cannot replicate.

Industry benchmark

4-name peer basket
-23.7%YTD
-30.2%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$1.32+34.1%
Q3 2025Oct 24, 2025$1.49$1.51-1.3%
Next earningsFri, Oct 23·consensus EPS $1.54

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 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.3B$11.3B – $11.3B$6.08$6.03 – $6.1510
FY27$11.4B$11.2B – $11.5B$6.26$6.02 – $6.4510
FY28$11.9B$11.7B – $12.1B$6.81$6.60 – $7.069
FY29$12.3B$11.9B – $12.7B$7.50$6.95 – $8.007

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.1.7×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.22%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.+2.8%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.-10.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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

SellFeb 26Dennis MetzfieldVP, PAO & Controller350 sh$28K
+ 25 other (13 inkinds · 12 awards) 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

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
8-KPress release / Reg FDMay 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 17 other (7 13Gs · 4 8-Ks · 3 proxys · 1 10-Q) in window

Recent news

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

Booz Allen Hamilton: The Downside Is Mostly Priced In (Rating Upgrade)seekingalpha.com·1d agoBooz Allen Expands Mission-Grade Cyber Defense Product Suitebusinesswire.com·2d agoWhy Booz Allen Hamilton Stock Soared Todayfool.com·4d agoBooz Allen Hamilton Holding Corporation (BAH) Q1 2027 Earnings Call Transcriptseekingalpha.com·4d agoBooz Allen Hamilton Q1 Earnings Call Highlightsmarketbeat.com·4d ago

In themes

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

Defense & DronesCybersecurity

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