Booz Allen Hamilton's stock fell 5.35% as it crossed below the 5-day SMA, reflecting a challenging market environment.
Despite reporting adjusted EPS of $1.77 for Q3, a 14% increase year-over-year and significantly exceeding analyst expectations, the company faced a 10.2% revenue decline to $2.6 billion, falling short of projections. This decline was primarily due to the impact of a government shutdown and a slowed procurement environment, leading to a mixed market reaction.
The company achieved a record Q3 backlog of $38 billion, indicating future business potential, although the quarterly book-to-bill ratio stood at 0.3x, reflecting challenges in market demand. Retail investor sentiment around Booz Allen remains bullish despite the stock's recent decline.
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: 91.100
Low
80.00
Averages
99.20
High
160.00
Current: 91.100
Low
80.00
Averages
99.20
High
160.00
UBS
Neutral
maintain
$93 -> $97
2026-01-27
New
Reason
UBS
Price Target
$93 -> $97
AI Analysis
2026-01-27
New
maintain
Neutral
Reason
UBS raised the firm's price target on Booz Allen to $97 from $93 and keeps a Neutral rating on the shares. While there is still limited topline visibility, earnings are holding up, the analyst tells investors in a research note.
Stifel
Hold
maintain
$106 -> $115
2026-01-26
New
Reason
Stifel
Price Target
$106 -> $115
2026-01-26
New
maintain
Hold
Reason
Stifel raised the firm's price target on Booz Allen to $115 from $106 and keeps a Hold rating on the shares. Revenue missed expectations, earnings beat and management's outlook for the year was largely maintained in what the firm calls "surprise-free" fiscal Q3 results from Booz Allen. The firm will be looking for signs of underlying acceleration to drive the stock forward, the analyst tells investors.
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Jefferies
analyst
Hold
maintain
$95
2026-01-23
Reason
Jefferies
analyst
Price Target
$95
2026-01-23
maintain
Hold
Reason
Jefferies notes that Booz Allen raised FY26 EPS guidance 9% at the mid-point to a range of $5.95-$6.15 on a tax raise of 50c despite revenue that is now expected to contract 5%-6%. Free cash flow guidance was also lowered 4% at the mid-point to $825-$900M, points out the analyst, who has a Hold rating and $95 price target on the shares.
TD Cowen
TD Cowen
Hold
maintain
$105
2026-01-23
Reason
TD Cowen
TD Cowen
Price Target
$105
2026-01-23
maintain
Hold
Reason
TD Cowen says Booz Allen Q3 adjusted EPS beat expectations due to a lower tax rate and better margin that offset a 4.7% sales miss. Sales guidance was pared slightly, but the stock may rally given high short interest and a "better than feared" Q3 report, says the analyst, who has a Hold rating and $105 price target on shares.
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.
