Stifel raises Booz Allen Hamilton stock price target to $119 on cash upside

Published 28/07/2025, 14:22
Stifel raises Booz Allen Hamilton stock price target to $119 on cash upside
Investing.com - Stifel has raised its price target on Booz Allen Hamilton (NYSE:BAH) to $119.00 from $112.00 while maintaining a Hold rating on the stock. According to InvestingPro data, the company currently trades at a P/E ratio of 13.9x and has shown strong financial health with an overall score of "GREAT."The price target increase follows Booz Allen Hamilton’s fiscal first-quarter results released Monday, which were largely in line with expectations. The company reported revenue slightly below estimates, down 0.6% year-over-year and 1% below analyst projections.Despite the revenue shortfall, Booz Allen Hamilton delivered adjusted earnings per share that exceeded estimates by 2%, representing a 6.9% increase compared to the same quarter last year.Management reaffirmed its previous fiscal year outlook while upgrading its free cash flow guidance due to cash tax benefits. Stifel noted that after last quarter’s negative surprise, there were no signs of further deterioration, and strong bookings were highlighted as a positive development. InvestingPro analysis reveals 8 additional key insights about BAH’s performance and outlook, available to subscribers.Stifel’s model adjustments reflect Booz Allen Hamilton’s cash upside and share repurchases, resulting in the $7 increase to the price target. The company’s aggressive share buyback program and 9-year track record of consecutive dividend increases underscore management’s commitment to shareholder returns.In other recent news, Booz Allen Hamilton reported its Q1 2026 earnings, surpassing earnings per share (EPS) expectations while falling short on revenue forecasts. The company’s EPS came in at $1.48, exceeding the projected $1.46. However, revenue was reported at $2.92 billion, missing the anticipated $2.97 billion. Despite the revenue miss, the stock experienced a positive aftermarket reaction. These developments are part of the latest updates concerning Booz Allen Hamilton. There have been no recent mergers or acquisitions reported for the company. Additionally, there were no analyst upgrades or downgrades mentioned in the recent reports. Booz Allen Hamilton continues to navigate its financial landscape with these mixed results.This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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