Added to YB: 2026-06-19
Pitch date: 2026-06-15
BAH [bullish]
Booz Allen Hamilton Holding Corporation
+7.04%
current return
Author Info
No bio for this author
Company Info
Booz Allen Hamilton Holding Corporation, a technology company, provides technology solutions using artificial intelligence, cyber, and other technologies for government’s cabinet-level departments and commercial customers in the United States and internationally.
Market Cap
$9.1B
Pitch Price
$73.90
Price Target
166.00 (+119%)
Dividend
3.12%
EV/EBITDA
9.58
P/E
11.91
EV/Sales
1.15
Sector
Professional Services
Category
value
I'm long $BAH
BAH: Mispriced as vanilla IT consultant; really 5th pillar of natl security. 77% cleared staff, largest USG AI supplier, survived DOGE/sequestration. DoW FY27 budget: +61% RDT&E, +19% O&M; Street prices ~2% growth. a16z $400M tie-up. CEO/owner, 17%+ ROIC. 11.7x P/E, 9.5x EV/EBITDA, 3% yield post 57% drawdown. Base $125 (+58%), bull $166 (+109%), bear $71 (-11%), 6:1 R/R. 2yr+ play, no hard catalyst.
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