B+
Bull case
25%
Probability
Target price
$118.00
+46.9% vs current
BAH
Booz Allen HamiltonBNYSE / Commercial & Professional Services
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$100.00
+24.5% vs current
B-
Bear case
25%
Probability
Target price
$68.00
-15.3% vs current
AI sentiment snapshot
Latest data as of 2026-05-25
Recent news sentiment (30D)
+0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+69.3
Score
AI commentary
Post-print tape was supportive, but this remains a monitoring view: the EPS beat and FY27 guide helped sentiment, while the revenue miss, 0.9x book-to-bill, and expected Civil declines keep conviction moderate. The analyst backdrop is mixed-to-cautious, with limited post-print target work and no broad upgrade wave.
RankAlpha Sentiment Codex - 2026-05-25
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-22eventQ4 FY26 EPS beat offsets revenue missMedium impact
Booz Allen reported Q4 revenue of $2.8B (-6.4% y/y) and adjusted diluted EPS of $1.78 (+10.6% y/y); follow-on coverage says EPS beat consensus ($1.34) while revenue missed ($2.87B). Management also guided FY27 adjusted EPS to $6.00-$6.35 and revenue to $11.2B-$11.7B. [#8-K-2026-05-22]
2026-05-23catalystPost-print reaction is constructive but not decisiveMedium impact
Shares were reported up about 3.7% in premarket trading after the release, but the move is tempered by the revenue miss and ongoing civil weakness. Analyst follow-through remains thin, with Truist reiterating Hold/$85 and Jefferies already at $85 pre-print.
2026-11-15catalystRecord backlog and national-security mix support the FY27 bridgeMedium impact
Management highlighted record backlog of $38B and a 1.1x trailing-twelve-month book-to-bill, with growth expected to continue in National Security even as external factors drive anticipated Civil declines. That improves the long-run setup, but the recovery remains uneven across portfolios. [#8-K-2026-05-22]
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-25 • Updated nightlySource: Internal modelMethodology