Q2 Earnings Disappointment: Recent posts on X have been buzzing with reactions to Booz Allen Hamilton's fiscal Q2 earnings report, which missed revenue expectations. Many users highlighted a significant stock price drop of over 6% since the earnings release, reflecting market dissatisfaction. The company also slashed its full-year guidance, sparking further concern among investors.
Analyst Downgrades: Adding fuel to the fire, discussions on X point to recent analyst downgrades, with some firms cutting price targets drastically. Users noted a specific downgrade to 'Underperform' with concerns over civil revenue slowdowns and budget uncertainties. This has amplified fears about the company’s near-term growth prospects.
Government Contract Fears: Another hot topic on X is the potential impact of reduced government contracts, a critical revenue source for Booz Allen Hamilton. Posts mention investor worries about policy shifts affecting funding, with some linking recent stock declines to broader political changes. The uncertainty continues to weigh heavily on market sentiment.
Note: This discussion summary was generated from an AI condensation of post data.
Booz Allen Hamilton Insider Trading Activity
Booz Allen Hamilton insiders have traded $BAH stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BAH stock by insiders over the last 6 months:
- HORACIO ROZANSKI (President and CEO) purchased 23,800 shares for an estimated $2,014,908
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Booz Allen Hamilton Hedge Fund Activity
We have seen 344 institutional investors add shares of Booz Allen Hamilton stock to their portfolio, and 396 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 2,296,316 shares (+inf%) to their portfolio in Q2 2025, for an estimated $239,115,385
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,447,160 shares (-20.5%) from their portfolio in Q2 2025, for an estimated $150,692,770
- PRIMECAP MANAGEMENT CO/CA/ added 1,207,058 shares (+2011.8%) to their portfolio in Q2 2025, for an estimated $125,690,949
- JPMORGAN CHASE & CO removed 1,120,283 shares (-45.0%) from their portfolio in Q2 2025, for an estimated $116,655,068
- JANUS HENDERSON GROUP PLC removed 1,081,675 shares (-44.5%) from their portfolio in Q2 2025, for an estimated $112,634,817
- MAN GROUP PLC removed 1,067,599 shares (-74.5%) from their portfolio in Q2 2025, for an estimated $111,169,083
- TWO SIGMA INVESTMENTS, LP removed 1,044,793 shares (-88.1%) from their portfolio in Q2 2025, for an estimated $108,794,295
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Booz Allen Hamilton Government Contracts
We have seen $6,088,997,464 of award payments to $BAH over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- TRANSFORMATION TWENTY-ONE TOTAL TECHNOLOGY NEXT GENERATION (T4NG) TASK ORDER - BENEFITS INTEGRATED DELIVERY: $359,860,745
- AWARD OF TASK ORDER 47QFCA23F0058 FOR DATA MODERNIZATION ACCELERATOR FOR CDC (DMAC).: $331,245,171
- SERVICE SOLUTIONS FOR MODERNIZATION ANALYSIS READINESS CAPABILITY THREAT AND TRAINING SSMARTT: $302,258,883
- CDM DEFEND GROUP BD BRIDGE TASK ORDER: $266,721,596
- TASK ORDER AWARD: $246,097,012
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Booz Allen Hamilton Analyst Ratings
Wall Street analysts have issued reports on $BAH in the last several months. We have seen 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Sell" rating on 10/27/2025
- JP Morgan issued a "Underweight" rating on 10/27/2025
- William Blair issued a "Outperform" rating on 07/22/2025
- Wells Fargo issued a "Overweight" rating on 05/27/2025
To track analyst ratings and price targets for Booz Allen Hamilton, check out Quiver Quantitative's $BAH forecast page.
Booz Allen Hamilton Price Targets
Multiple analysts have issued price targets for $BAH recently. We have seen 7 analysts offer price targets for $BAH in the last 6 months, with a median target of $105.0.
Here are some recent targets:
- Gavin Parsons from UBS set a target price of $93.0 on 10/27/2025
- Seth Seifman from JP Morgan set a target price of $90.0 on 10/27/2025
- Noah Poponak from Goldman Sachs set a target price of $80.0 on 10/27/2025
- Gautam Khanna from TD Cowen set a target price of $105.0 on 10/17/2025
- Jonathan Siegmann from Stifel set a target price of $119.0 on 07/28/2025
- David Strauss from Barclays set a target price of $120.0 on 05/28/2025
- Matthew Akers from Wells Fargo set a target price of $135.0 on 05/27/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
