Booz Allen's renewable government contracts, AI investments and strong liquidity support growth, while competition and weak momentum pose risks.
The AI rally has gone through several iterations, and the latest is the hardware-to-software rotation. AI's threat to major software providers was likely always overblown, but it's never been more apparent in the cybersecurity space.
BAH's government ties, AI and cybersecurity investments support long-term growth, but muted near-term estimates favor patience.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 282 | $28,185.91 | $19,661.04 | -$8,524.87 | -30.25% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 19,295 | $1.23M | $1.47M | $234,820.21 | 19.05% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 53,850 | $4.79M | $4.23M | -$561,402.31 | -11.71% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 162,233 | $12.99M | $12.34M | -$648,878.04 | -5% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 295 | $27,016.92 | $23,178.15 | -$3,838.77 | -14.21% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Noah Poponak Goldman Sachs | -121.24 | $9,050.42 | $9,185.49 | -$135.07 | -1.49% |
| Professional Services Industry | Industrials Sector | Horacio D. Rozanski CEO | NYSE Exchange | 099502106 CUSIP |
| US Country | 30,900 Employees | 14 Aug 2026 Last Dividend | - Last Split | 17 Nov 2010 IPO Date |
Booz Allen Hamilton Holding Corporation, established in 1914 and headquartered in McLean, Virginia, stands as a multifaceted entity providing a broad spectrum of services across management and technology consulting, analytics, engineering, digital solutions, mission operations, and cybersecurity. The organization extends its expertise to a diverse range of clients including governments, corporations, and not-for-profit organizations both within the United States and internationally. With a steadfast focus on leveraging cutting-edge technologies such as artificial intelligence, machine learning, and quantum computing, Booz Allen Hamilton positions itself at the forefront of innovation, aiming to address complex challenges across various domains.