B+
Bull case
20%
Probability
Target price
$92.00
Analysis reference price unavailable
Analysis 2026-07-29 · RankAlpha Sentiment Codex
BAH
Booz Allen HamiltonBNYSE / Commercial & Professional Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$84.50
Analysis reference price unavailable
Analysis 2026-07-29 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$62.00
Analysis reference price unavailable
Analysis 2026-07-29 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-07-29
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+69.8
Score
AI commentary
Post-earnings coverage is active and mixed. The company reported a primary-source earnings beat and reaffirmed guidance [#SEC-8K-2026-07-24]; external coverage reported approximately 2.5% premarket strength after the print [Investing.com](https://ng.investing.com/news/stock-market-news/why-is-booz-allen-hamilton-stock-rallying-today-93CH-2616493). Revenue was approximately in line with consensus, but civil weakness remains unresolved. Concrete post-print analyst target or estimate revisions were not captured; the available target cuts were pre-print, so the memo remains a cautious monitoring view.
RankAlpha Sentiment Codex - 2026-07-29
Open post-earnings memoEvidence flagged
later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-07-24catalystQ1 profitability beat supports near-term sentimentMedium impact
Q1 FY27 adjusted EPS rose 22.3% year over year to $1.81, adjusted EBITDA margin expanded 130 basis points to 11.9%, and free cash flow reached $261 million; FY27 guidance was reaffirmed [#SEC-8K-2026-07-24]. External earnings coverage reported adjusted EPS of $1.81 versus a $1.49 consensus and approximately 2.5% premarket share-price strength [Investing.com](https://www.investing.com/news/stock-market-news/why-is-booz-allen-hamilton-stock-rallying-today-93CH-2616493).
2026-10-27eventCivil revenue reset remains the key upcoming checkpointMedium impact
Management expects another sequential double-digit civil-revenue decline in Q2 before gradual easing in the second half, while maintaining full-year revenue guidance of $11.2-$11.7 billion [#EARNINGS-TRANSCRIPT-2027Q1].
2027-07-29catalystNational security funding and backlog provide forward supportHigh impact
Management reported Q1 funding up 17% year over year, with national security growth expected to strengthen in the second half; total backlog was approximately $39 billion and quarterly book-to-bill was 1.5x [#EARNINGS-TRANSCRIPT-2027Q1][#SEC-8K-2026-07-24].
Recommendation
N/A
No formal recommendation provided.
As of 2026-07-29 • Updated nightlySource: Internal modelMethodology