Booz Allen Hamilton's stock surged by 10.38% as it crossed above the 5-day SMA, reflecting positive investor sentiment following its recent earnings report.
The company raised its fiscal 2026 adjusted EPS guidance to $5.95-$6.15 from $5.45-$5.65, indicating disciplined execution in a dynamic environment. Despite a revenue decline of 10.2% year-over-year to $2.6 billion, the adjusted EPS of $1.77 surpassed analyst expectations by $0.50, showcasing strong profitability amidst challenges. The positive outlook and earnings beat contributed to the stock's significant rise.
This upward movement in Booz Allen's stock highlights investor confidence in the company's strategic direction and its ability to navigate market challenges, particularly in the defense and national security sectors.
Wall Street analysts forecast BAH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BAH is 99.20 USD with a low forecast of 80.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast BAH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BAH is 99.20 USD with a low forecast of 80.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
7 Hold
3 Sell
Hold
Current: 95.760
Low
80.00
Averages
99.20
High
160.00
Current: 95.760
Low
80.00
Averages
99.20
High
160.00
BofA
Mariana Perez Mora
Underperform
maintain
$90
2025-12-31
Reason
BofA
Mariana Perez Mora
Price Target
$90
AI Analysis
2025-12-31
maintain
Underperform
Reason
BofA analyst Mariana Perez Mora keeps an Underperform rating on Booz Allen with a $90 price target heading into 2026. The company's civil business faces more potential downside while the upcoming exit of CFO Matt Calderone "may be the cause of some hesitancy and uncertainty," the analyst tells investors in a research note. Heading into 2026, BofA expects defense and intelligence funding to remain strong, while civilian agency funding "remains a question mark."
Jefferies
Hold
downgrade
$100 -> $95
2025-12-18
Reason
Jefferies
Price Target
$100 -> $95
2025-12-18
downgrade
Hold
Reason
Jefferies lowered the firm's price target on Booz Allen to $95 from $100 and keeps a Hold rating on the shares ahead of the company's scheduled fiscal Q3 report in late January. The firm estimates Q3 EPS of $1.26, versus consensus at $1.29, and estimates FY26 to be down 13% from 2025 to $5.55, the analyst noted in a preview.
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Citi
John Godyn
Neutral
initiated
$93
2025-12-11
Reason
Citi
John Godyn
Price Target
$93
2025-12-11
initiated
Neutral
Reason
Citi analyst John Godyn initiated coverage of Booz Allen with a Neutral rating and $93 price target. The firm launched coverage on 24 stocks in the aerospace and defense sector, saying the group faces a "number of megatrends" across commercial aerospace, defense, shipbuilding, and space. Citi sees these trends creating at least one trillion-dollar market cap company in the coming years. GE Aerospace could get there in as little as five years, Citi contends. The firm calls RTX "the Marquee Megatrend stock" and believes Boeing is an "unusually attractive mega-cap turnaround" story. The analyst expects improving trends in Q4 and continued momentum in Q1 for the sector.
UBS
Neutral
downgrade
$115 -> $93
2025-10-27
Reason
UBS
Price Target
$115 -> $93
2025-10-27
downgrade
Neutral
Reason
UBS lowered the firm's price target on Booz Allen to $93 from $115 and keeps a Neutral rating on the shares. Despite a much lowered bar, it's too early to call a trough, the analyst tells investors in a research note.
About BAH
Booz Allen Hamilton Holding Corporation is the parent company of management and technology consulting and engineering services firm, Booz Allen Hamilton Inc. It provides management and technology consulting, analytics, engineering, digital solutions, mission operations, and cyber services to U.S. and international governments. Its solutions include artificial intelligence, cloud, digital customer experience, elite training, enterprise DevSecOps, JADC2, mission readiness, security and workforce of the future. It supports critical missions for a range of federal government clients, including nearly all the U.S. government's cabinet-level departments, as well as for commercial clients, both domestically and internationally. It supports its federal government clients by helping them tackle challenges such as protecting soldiers in combat and supporting their families. It also provides technologies to evolve defense missions and delivers solutions to warfighters in the digital battlespace.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
