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PSPSN

Parsons Corporation

$PSN·$5.1B·Information Technology Services·Technology
$46.37-4.7%YTD-21.4%1Y-39.7%
Mentions · last 7 days
2026-08-22: 1 posts2026-08-23: 1 posts27+4%
Price updated 11m ago·X counts updated 9d ago
PSPSN
$PSNParsons Corporation
$46.37-4.67%27 posts+4%
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 $PSN, 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.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-01

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

Defense-IT contractor winning $14B-scale awards while revenue declines four quarters; two investigations opened.

Parsons is a defense and intelligence services contractor with a striking disconnect: the award flow is among the strongest in the sector while reported revenue has declined every quarter.

  • Q2 revenue is $1.576B with year-over-year change of -0.5%, and Q1/Q4/Q3 declined -4.1%, -7.5%, and -10.4% — the contraction is decelerating but has not turned positive.
  • Q2 EPS came in at -$0.06 versus a $0.76 estimate — a severe miss following beats of $0.79 vs $0.70 and $0.86 vs $0.79, and the market has treated it as a break rather than a blip.
  • Award momentum is genuinely strong: a position on the $14B COMET missile and space intelligence effort, a NITE-STAR $981M ceiling Space Force IDIQ, two new NNSA counter-nuclear-smuggling task orders, and Project Watershed 250 participation.
  • The stock is -21.4% year to date and -39.7% over the trailing twelve months, and Pomerantz opened investor investigations on both August 25 and August 27.

The Q3 print on November 4 has to reconcile the award flow with the revenue decline — a book-to-bill that finally converts, or an explanation for why $14B-ceiling wins have not shown up in reported revenue.

Differs from X sentimentX posts are decisively bullish on the $14B COMET multi-award and NITE-STAR IDIQ, describing Parsons picking up seat after seat on high-dollar programs — the take here credits the award flow but notes the crowd is not weighing four consecutive quarters of revenue decline, a severe Q2 EPS miss, and two open investigations.

What to watch: Whether revenue growth returns to positive, book-to-bill and backlog conversion timing on the COMET and NITE-STAR awards, and any disclosure addressing the Pomerantz investigations.

On the calendar: 2026-11-04 Q3 2026 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-08-28

Parsons posts are decisively bullish following the $14B COMET missile-evaluation multi-award and NITE-STAR $981M ceiling Space Force IDIQ. Bulls describe PSN as picking up seat after seat on high-dollar defense-intelligence programs. Sample small but tone is uniformly positive on the contract-flow catalyst.

Read the AI verdict + X sentiment for $PSN

  • 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)
  • 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.

Defense technology and critical infrastructure company providing mission-critical systems, cybersecurity, and engineering for government clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $PSN.

Information Technology Services · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $PSN

Partial — upstream oil & gas exposure ties to commodity price cycle; Parsons Corporation is a global provider of comprehensive so.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
27.4How 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
5.3%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
4.8%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
7.1%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
0.7Same 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
6.0%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
21.5%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
0.6Total 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 29, 2026$-0.06$0.76-107.9%
Q1 2026Apr 29, 2026$0.79$0.70+12.9%
Q4 2025Feb 11, 2026$0.75$0.80-6.3%
Q3 2025Nov 5, 2025$0.86$0.79+9.1%
Next earningsWed, Nov 4·consensus EPS $0.81

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.6B-0.5%16.9%0.1%$-0.14$41.5M
Q1 FY26$1.5B-4.1%24.0%6.3%$0.49$-18.6M
Q4 FY25$1.6B-7.5%23.0%6.8%$0.52$135.6M
Q3 FY25$1.6B-10.4%22.2%6.1%$0.60$149.7M

Forward consensus

3-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.4B$6.4B – $6.5B$2.69$2.57 – $2.837
FY27$6.8B$6.7B – $7.0B$3.49$3.33 – $3.699
FY28$7.2B$7.1B – $7.5B$4.01$3.57 – $4.656

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.0.8×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.23%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.-4.9%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.-18.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 105.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β0.695-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.

Insider activity

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

Recent transactions

BuyAug 7George L. BallDirector20.0K sh$959KBuyMay 13George L. BallDirector10.0K sh$500KBuyMay 12Holdsworth Mark KeithDirector10.0K sh$513KBuyMay 11Harry T. McmahonDirector10.0K sh$491KBuyMay 8Carey A. SmithCEO12.5K sh$625K
+ 19 other (16 awards · 3 inkinds) in window

See when $PSN 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-KShareholder voteApr 158-K — Item 5.07: Shareholder vote
3New insider — initial holdingsApr 23
8-KOfficer or director changeMar 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 8 other (2 10-Qs · 2 earnings 8-Ks · 1 13G · 1 SD) in window

Recent news

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

Parsons Participates in Trump Administration's Project Watershed 250globenewswire.com·1d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Parsons Corporation - PSNprnewswire.com·5d agoParsons Strengthens Leadership in Global Counter-Nuclear Smuggling Mission with Two New NNSA Task Ordersglobenewswire.com·5d agoParsons Awarded Position on $14B Billion COMET Missile and Space Intelligence Effortglobenewswire.com·7d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Parsons Corporation - PSNglobenewswire.com·7d ago

In themes

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

Space EconomyDefense & DronesCybersecurity

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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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