Booz Allen Hamilton's earnings may be skewed due to a large unusual item, suggesting its true earnings power could be less. Its earnings per share also decreased last year. The company has 2 warning signs that need attention.
The company's strong performance is attributed to robust demand for its consulting service from the Department of Defense and other clients, and growing headcount. The raised projections for the fiscal year ending in March reflect the company's positive outlook.
Despite lower earnings, Booz Allen Hamilton Holding still expected to see strong future growth by investors, hence a high P/E ratio. The forecasted growth beats the broader market, showing shareholder confidence in future earnings, hinting a large price drop is unlikely soon.
Substantial sale of shares by the Independent Chairman at a low price signals insiders' scepticism about the company's valuation. The high level of insider ownership aligns leadership's interests with those of shareholders.
Our Call What's next for A&D? Next RKLB Electron launch scheduled for later in August. Defense budget discussion likely on hold with Congress on recess until September. DSEI defense conference 9/12-9/15 in London. HWM plant tour/investor meeting 9/20. Positive on aero: Commercial aerospace remains one of the best multi-year growth stories in industrials, in our view, with pent-up demand for aircraft driving production higher and ...
Gainers: •$Antares Pharma(ATRS.US)$+48.7% (to be acquired by Halozyme (HALO) for $5.60 per share) •$Sierra Oncology(SRRA.US)$+37.9% (acquired by GSK for $55 per share) •$Amryt Pharma(AMYT.US)$+11.7% (announces positive long-term safety and efficacy data for Mycapssa (oral octreotide) from the 2nd Year of OPTIMAL open label extension study in acromegaly patients) •$ブライアセル・セラピューティクス(BCTX.US)$+6% (presents development details of...
ブーズ・アレン・ハミルトンに関するコメント
コラムA&D Weekly: Next Electron Launch; Budget on Hold Until September
What's next for A&D? Next RKLB Electron launch scheduled for later in August. Defense budget discussion likely on hold with Congress on recess until September. DSEI defense conference 9/12-9/15 in London. HWM plant tour/investor meeting 9/20.
Positive on aero:
Commercial aerospace remains one of the best multi-year growth stories in industrials, in our view, with pent-up demand for aircraft driving production higher and ...
コラムToday's pre-market stock movers: KSS, TGT, GTLB, SJM and more
• $コールズ(KSS.US)$ +10.4% (Board of Directors enters into three-week exclusive negotiations with $Franchise(FRG.US)$)
• $ギットラブ(GTLB.US)$ +8.5% (In reaction to earnings)
• $ユナイテッド・ナチュラルフーズ(UNFI.US)$ +6.9% (In reaction to earnings)
• $デイブ&バスターズ・エンターテインメント(PLAY.US)$ +6.3% (In reaction to earnings)
• $G-IIIアパレル・グループ(GIII.US)$ +5.6% (In reaction to earnings)
• $ヘルスエクイティー(HQY.US)$ +4.2% (In reaction to ea...
コラムTop upgrades and downgrades on 6/7
• $アメリソース・バーゲン(ABC.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $178 (from $167)
• $アーチ・リソーシズ(ARCH.US)$ : Jefferies Upgrades to Buy From Hold - PT $225 (from $160)
• $BHPグループ(BHP.US)$ : Jefferies Upgrades to Buy From Hold - PT $82 (from $72)
• $ピーボディ・エナジー(BTU.US)$ : Jefferies Upgrades to Buy From Hold - PT $36 (from $25)
• $ウォリアー・メット・コール(HCC.US)$ : Jefferies Upgrades to Buy From Hold - PT $50 (from $36)
• $リバティ ・グローバル クラスA(LBTYA.US)$ : Berenbe...
コラムToday's pre-market stock movers: NIO, DASH, KSS, DE and more
• $デッカーズ・アウトドア(DECK.US)$ +14.6% (In reaction to earnings)
• $パロ アルト ネットワークス(PANW.US)$ +12.3% (In reaction to earnings)
• $クロマデックス(CDXC.US)$ +10.2% (to launch commercial joint venture in mainland China)
• $ニオ(NIO.US)$ +8% (officially listed on the main board of the Singapore Exchange)
• $アラコス(ALLK.US)$ +6% (files for $250 mln common stock offering)
• $クラウドストライク(CRWD.US)$ +5.1% (in sympathy with strong PANW ea...
コラムToday's pre-market stock movers: DAL, JPM, NSTG, ATRS and more
•$Antares Pharma(ATRS.US)$ +48.7% (to be acquired by Halozyme (HALO) for $5.60 per share)
•$Sierra Oncology(SRRA.US)$ +37.9% (acquired by GSK for $55 per share)
•$Amryt Pharma(AMYT.US)$ +11.7% (announces positive long-term safety and efficacy data for Mycapssa (oral octreotide) from the 2nd Year of OPTIMAL open label extension study in acromegaly patients)
•$ブライアセル・セラピューティクス(BCTX.US)$ +6% (presents development details of...
コラムTop upgrades and downgrades on 4/13
• $ブーズ・アレン・ハミルトン(BAH.US)$: Goldman Sachs Upgrades to Buy from Neutral - PT $102 (from $83)
• $ヒューマナ(HUM.US)$: UBS Upgrades to Buy from Neutral - PT $520 (from $486)
• $JBハント・トランスポート・サービシズ(JBHT.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $230 (from $210)
Downgrades
• $JBハント・トランスポート・サービシズ(JBHT.US)$: B.Riley Downgrades to Neutral from Buy - PT $33 (from $62)
• $CACIインターナショナル(CACI.US)$: Goldman Sachs Downgrad...
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