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Booz Allen Hamilton Holding Corporation

BAH · NYSE

Market closed$65.21$-0.050000 (-0.08%)After hours $65.60 · +0.60%

Key statistics

Previous close$65.26
Open$65.76
Day high$67.73
Day low$64.85
52-week high$120.05
52-week low$59.50
Market cap7.82B
Volume2.90M
Average volume2.05M
P/E ratio10.00
Forward P/E8.35
EPS6.52
Dividend yield+3.50%

Market context

Why it moved

Booz Allen Hamilton (BAH) edged slightly lower amid a broader risk-off environment as the collapse of the U.S.-Iran interim truce, renewed Middle East escalation, and surging oil prices raised concerns about macroeconomic headwinds and uncertainty around U.S. defense spending priorities.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Booz Allen Hamilton closed essentially unchanged despite a volatile session — shares swung from $64.85 to $67.73 on above-average volume — as investors weighed a strong Q4 FY2026 earnings beat (adjusted EPS of $1.78 vs. $1.32 consensus, up 10.6% YoY) against sector headwinds. IBM's recent earnings warning rattled IT consulting peers by signaling enterprise budget shifts toward AI hardware over services, while a newly disclosed $40,000 lobbying filing around FY27 defense appropriations underscored BAH's government-centric focus. Analyst price targets remain divided, ranging from $69 (Citigroup) to $110 (Stifel), with a median near $85 — well above the current trading price.

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July 17, 2026Booz Allen Hamilton shares rose about 2% in today's session, recovering from recent pressure, as the company reported fiscal Q4 2026 adjusted EPS of $1.78, surpassing the $1.32 consensus estimate by a wide margin despite revenues of $2.78 billion falling short of the $2.88 billion estimate. The earnings beat provided a near-term catalyst even as investors weigh broader headwinds: Washington budget uncertainty following Senator Lindsey Graham's death, Goldman Sachs maintaining a Sell rating with a $65 price target, and sector-wide anxiety from IBM's historic 25% single-day plunge on an AI-driven enterprise spending shift that rattled consulting and IT services peers. With next earnings due July 24 and the stock trading roughly 46% below its 52-week high, investors are closely watching whether BAH's defense and intelligence strength can offset FedCiv weakness and rising debt concerns.

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July 16, 2026Booz Allen Hamilton edged higher, outperforming its consulting peers amid a sector-wide shake-up triggered by IBM's historic 25% plunge after the tech giant warned of a Q2 revenue shortfall driven by enterprise clients shifting budgets toward AI hardware infrastructure. While IT consulting peers like Gartner and DXC fell 3.5% and 4.2% respectively on contagion fears, BAH's more defensive posture as a government-focused consultant insulated it somewhat. Adding a tailwind, Booz Allen reported Q4 fiscal 2026 adjusted EPS of $1.78, surpassing consensus of $1.32 by a wide margin — though investors remain watchful of Washington budget uncertainty and rising contract timing risks tied to ongoing federal funding debates.

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July 15, 2026Booz Allen Hamilton shares declined nearly 2%, underperforming a broadly firmer market, as sector-wide pressure from IBM's steep revenue warning weighed on consulting and IT services peers. Goldman Sachs maintained its Sell rating on BAH and lowered its price target from $74 to $65, citing ongoing headwinds including the fallout from Treasury Department contract cancellations and a challenging federal contracting environment. With its own Q2 2026 earnings report due July 24, investors are navigating a complex backdrop of policy uncertainty, reputational risk from past data security failures, and earnings forecasts projected to decline — though shares edged back up roughly 1.4% in after-hours trading.

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July 14, 2026Booz Allen Hamilton shares rose roughly 3% on July 13, outperforming a broadly weak market weighed down by renewed U.S.-Iran tensions and oil price surges, as investors responded to the company's upcoming Q1 FY2027 earnings (estimated July 24) and a GurúFocus note flagging the stock as still undervalued despite recent gains. The move follows a period of significant pressure — including Treasury Department contract cancellations, DOGE-driven budget scrutiny, and a Civil business decline — but management's Q4 FY2026 earnings call signaled stabilizing national security demand, accelerating OTA wins, and improving Civil trends in the second half, offering investors a potential bottoming narrative even as Truist maintains a Hold with a $70 price target.

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July 11, 2026Booz Allen Hamilton closed modestly lower as Truist Securities cut its price target to $70 from $85 — while maintaining a Hold rating — citing continued headwinds in the company's Civil business and a challenging federal procurement environment. The move adds pressure to a stock already down roughly 25% year-to-date, with fiscal year 2026 marked as the company's most difficult year as a public company due to contract losses and budget cuts in its civilian segment. Some optimism persists around Booz Allen's recently announced OpenAI partnership to accelerate secure AI deployment across national security missions, though analysts note the key near-term swing factors remain the pace of federal contract awards and margin risk from fixed-price deals.

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July 10, 2026Booz Allen Hamilton edged higher, modestly outperforming the broader industrials sector (XLI closed flat) as investors weighed a newly announced OpenAI partnership and a planned $720 million acquisition of Ultra Mission Solutions against a challenging macro backdrop. The stock has been under significant pressure — down roughly 32% over six months and near 52-week lows — amid fears that fixed-price, outcome-based government contracts could compress margins, while forecasts point to modest revenue growth and declining earnings through 2029. With next earnings slated for July 24 and geopolitical volatility from the renewed U.S.-Iran conflict rattling consulting and services stocks broadly, investors appear cautiously reassessing whether the AI and national security tailwinds justify BAH's compressed valuation near 9.9x forward P/E.

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July 9, 2026Booz Allen Hamilton edged lower amid a broad market risk-off session triggered by President Trump declaring the U.S.-Iran ceasefire 'over,' which sent oil prices surging and weighed on consulting and business services stocks. The decline came despite fresh momentum around the company's expanded OpenAI partnership targeting national security and AI-driven defense missions, and ahead of its Q1 FY2027 earnings call scheduled for July 24. The stock remains sharply below its 52-week high of $120.04, with analysts citing slower federal procurement, revenue headwinds, and margin pressure from outcome-based contracts as key overhangs, even as a consensus fair value estimate of ~$94.50 implies significant upside.

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Zacks Investment Research · July 18, 2026Booz Allen Hamilton Gains From Steady Revenues Amid Rising ExpensesSimply Wall Street · July 18, 2026Booz Allen (BAH) Stock Looks Discounted On Earnings Yet Weak On Price TrendSimply Wall Street · July 17, 2026Booz Allen Hamilton Holding (BAH) Beats On Earnings As Valuation Questions GrowMilitary Aerospace · July 14, 2026AFRL awards Booz Allen $25.3 million for quantum technology research projectBusiness Wire · June 22, 2026Booz Allen to Acquire Ultra I&C Mission Solutions Business, Further Strengthening Defense Technology PortfolioBusiness Wire · May 22, 2026Booz Allen Hamilton Announces Fourth Quarter and Full Year Fiscal 2026 ResultsBusiness Wire · April 24, 2026Booz Allen Expands Autonomy Ecosystem With NODA AI InvestmentFortune · December 17, 2023Booz Allen Hamilton Holding (BAH) Q4 2026 Earnings Call Transcript
Benzinga · July 14, 2026Goldman Sachs Maintains Sell on Booz Allen Hamilton, Lowers Price Target to $65
Benzinga · July 10, 2026Truist Securities Maintains Hold on Booz Allen Hamilton, Lowers Price Target to $70
Mt Newswire · July 10, 2026Truist Cuts Price Target on Booz Allen Hamilton Holding to $70 From $85, Keeps Hold Rating
Benzinga · July 7, 2026TD Cowen Maintains Hold on Booz Allen Hamilton, Lowers Price Target to $70
Benzinga · July 1, 2026Citigroup Maintains Neutral on Booz Allen Hamilton, Lowers Price Target to $69
Mt Newswire · June 29, 2026Booz Allen, OpenAI Collaborate to Accelerate AI Deployment
Benzinga · June 29, 2026Booz Allen Hamilton Collaborates With OpenAI Over Advanced AI Innovation Throughout Federal Security, Critical Infrastructure Missions
Mt Newswire · June 22, 2026Booz Allen Hamilton to Buy Ultra Mission Solutions for $720 Million

Peers

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