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PSPSN

Parsons Corporation

$PSN·$4.8B·Information Technology Services·Technology
$44.15+0.1%YTD-29.2%1Y-46.9%
Price updated 6h ago·X counts updated 5d ago
PSPSN
$PSNParsons Corporation
$44.15+0.11%15 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PSN 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.

15X posts · last 7 days
Sep 29Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data5 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 what X is saying about $PSN

  • 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 $PSN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Parsons down 54% in a year despite $14B COMET missile multi-award and $981M Space Force IDIQ — the awards haven't converted to revenue yet.

Parsons Corporation is in a frustrating gap between landing large defense contracts and converting them to recognized revenue — the $14B COMET missile-evaluation multi-award and the $981M NITE-STAR Space Force IDIQ ceiling are structural wins, but the Q2 EPS of -$0.06 missed by 108% on revenue of $1.58B that was down slightly YoY.

  • Revenue has been declining for four quarters (-0.5%, -4%, -8%, -10% YoY) despite the sell-side modelling 2026 revenue of $6.36B stepping to $6.72B in 2027 and $7.07B in 2028 — the market is penalising the top-line while awards accumulate as backlog.
  • The $85M US Space Command headquarters agreement (September 29) and the Agile Defense Solutions placement on Department of War digital marketplaces (September 14) show the contract-flow cadence is accelerating; the revenue recognition timing is the lag variable.
  • At $40.79 and 9% of the 52-week range after a 53% twelve-month decline, the stock is cheap on 2027 EPS of $3.39 (12x forward) if the contract-award backlog converts; it is expensive on trailing EPS, which is the deliberate disconnect.

The November 4 Q3 earnings is the critical catalyst — a positive EPS swing plus commentary on contract-conversion timing would start the re-rating; another miss would push the stock back to the lower end of its 52-week range given how much is priced in on the contract pipeline.

Agrees with X sentimentX is bullish framing PSN as picking up high-dollar defense-intelligence contract flow with COMET and NITE-STAR; the TickerTalks read agrees the contract flow is real but is more cautious given the Q2 revenue decline and the contract-to-revenue conversion lag.

What to watch: November 4 Q3 earnings and whether EPS returns to positive territory; contract-backlog disclosure including COMET and NITE-STAR task-order wins; any further Space Force or Space Command award announcements.

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

Read the AI verdict on $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)
  • 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.

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

No material change from last week — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $PSN

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

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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, Oct 28·consensus EPS $0.78

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$6.3B – $6.4B$2.44$2.17 – $3.079
FY27$6.7B$6.5B – $6.9B$3.39$3.25 – $3.569
FY28$7.1B$6.7B – $7.4B$3.87$3.07 – $4.696

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.15%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.-2.9%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.-19.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 105.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β0.715-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
+ 4 other (4 awards) 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.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 6 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 to Announce Third-Quarter 2026 Financial Results on October 28, 2026globenewswire.com·11d agoParsons Awarded $85M Agreement to Deliver New U.S. Space Command Headquartersglobenewswire.com·18d agoContrasting Insperity (NYSE:NSP) & Parsons (NYSE:PSN)defenseworld.net·32d agoParsons Operational, Agile, Defense Solutions Ready Now on Department of War's Digital Marketplacesglobenewswire.com·33d agoParsons Corporation (PSN) Presents at Jefferies Global Industrials Conference 2026 Transcriptseekingalpha.com·38d ago

In themes

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

Space EconomyDefense & DronesCybersecurity

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Voices on X · last 7 days

No standout posts about $PSN 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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