Booz Allen Price Target Raised Amid Q1 Strength, Analyst Maintains Hold Rating

Booz Allen Hamilton Holding Corp's (BAH) price target has been increased to $119 from $112 by Stifel analyst Jonathan Siegmann, while maintaining a Hold rating. The decision comes after a positive Q1 performance with strong bookings. The average target price from 11 analysts is $126.83, implying a 12.19% upside from the current price. The estimated GF Value for BAH in one year is $155.68, suggesting a 37.71% upside.

Booz Allen Hamilton Holding Corp (BAH) has seen its price target increased by Stifel analyst Jonathan Siegmann to $119 from $112, while maintaining a Hold rating. This decision comes on the heels of a positive Q1 performance, marked by strong bookings. The average target price from 11 analysts stands at $126.83, suggesting a 12.19% upside from the current price. Additionally, the estimated GF Value for BAH in one year is $155.68, indicating a potential 37.71% upside.

The Q1 fiscal 2026 results showed a mixed performance for BAH, with earnings per share (EPS) increasing by 7.25% to $1.48, surpassing the Zacks Consensus Estimate by 1.4%. However, revenue slightly declined by 0.6%, bringing in $2.92 billion, which was 0.5% below the consensus estimate. The company's total backlog increased by 10.7% to $38 billion, but the funded backlog and book-to-bill ratio saw a year-over-year decline, raising concerns about future growth [1].

Looking ahead, BAH's fiscal year 2026 EPS is projected to be between $6.20 and $6.55, with revenue growth expected to range from 0% to 4%. The company also anticipates generating free cash flow between $900 million and $1 billion. Despite the positive earnings performance, concerns over revenue dips and weaker backlog metrics have clouded the fiscal 2026 outlook [1].

The stock has fluctuated between a low of $107.11 and a high of $112.69 during the day. Over the past year, BAH has reached a high of $190.59 and a low of $98.95. The company's market capitalization is approximately $13.37 billion, with a trading volume of 1,063,373 shares on the NYSE [1].

References:
[1] https://site.financialmodelingprep.com/market-news/booz-allen-hamilton-new-price-target-ubs
[2] https://www.investing.com/news/analyst-ratings/universal-logistics-stock-price-target-lowered-to-28-at-stifel-93CH-4155835
[3] https://www.gurufocus.com/news/3005087/booz-allen-hamilton-bah-reaffirms-fiscal-2026-financial-projections--bah-stock-news?mod=news_archive&r=4bf001661e6fdd88d0cd7a5659ff9748