$BAH (Booz Allen Hamilton Holding Corporation) — investor discussion on X

Five-factor rating: Hold (sector percentile 89.5%)

Graded daily on value A, growth D, profitability B+, momentum B, revisions A-. Sector-relative, identical for every user.

Most active credible voices on $BAH

@allday_stocks (alldaystocks) — 7 mentions · 6.0K followers
@aistocksavvy (Hardik Shah) — 7 mentions · 43.3K followers
@earnings_guy (The Earnings Correspondent) — 7 mentions · 103.7K followers

Recent headlines featuring $BAH

2026-09-14: NVIDIA, Palantir and Booz Allen reportedly curb Anthropic use over data fears

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$BAHBooz Allen Hamilton Holding Corporation · Consulting Services · $10.3B

$86.63

-0.9%

Event thread

Key events, in time order

16 items

2026-10-26Analyst
TD Cowen upgrades to Buy
D1 +6.4% · +5d +5.6%
2026-10-23 → 10-25EarningsBull
BAH Q2 Earnings Beat, FY Guidance Raised
Q2 rev -3.9% but adj EPS +18%; FY EPS guide raised; nat'l security pipeline +20%+
D1 -0.3% · +5d +13.0%
2 waves of this story
- 2026-10-23 Q2 EPS of $1.76 beat estimates; company raised full-year earnings outlook, indicating improved fundamentals.
- 2026-10-25 Q2 rev -3.9% but adj EPS +18%; FY EPS guide raised; nat'l security pipeline +20%+

14 earlier events

2026-10-23Earnings
Earnings report
国家安全业务营收同比增长1%，但扣除可计费支出影响后增长6%；合格管道同比增长超20%。
D1 -0.3% · +5d +13.0%
2026-10-238-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 -0.3% · +5d +13.0%
2026-10-08Analyst
Truist Securities upgrades to Buy
D1 +6.1% · +5d +2.2%
2026-09-14 → 09-15Company
Firms Restrict Anthropic Model Use Over Data Concerns
Nvidia, Palantir and Booz Allen reportedly tighten use of Anthropic and OpenAI models, shifting sensitive workloads to local models.
D1 +4.2% · +5d -2.2%
2 waves of this story
- 2026-09-14 Per The Information, three firms restrict Anthropic model usage, with Palantir limiting internal use
- 2026-09-15 Nvidia, Palantir and Booz Allen reportedly tighten use of Anthropic and OpenAI models, shifting sensitive workloads to local models.
2026-08-248-K filing
8-K: Item 8.01, Item 9.01
D1 -2.4% · +5d +0.6%
2026-08-048-K filing
8-K: Item 1.01, Item 2.03, Item 8.01, Item 9.01
D1 +3.4% · +5d +6.8%
2026-08-04CapitalBear
California STRS Cuts BAH Stake by 27.7%
Institutional investor trimmed position significantly in latest quarter
D1 +3.4% · +5d +6.8%
2026-07-29AnalystBull
Dimensional Fund Advisors Increases BAH Stake by 12.6%
Institutional investor significantly raised stake in Q1, reflecting holding shift
D1 -4.1% · +5d +2.5%
2026-07-28ProductBull
BAH Expands AI-Powered Cyber Defense Product Suite
Vellox Ranger now generally available, enhancing mission-grade cyber defense
D1 +2.2% · +5d +0.5%
2026-07-28Capital
BAH Announces Pricing of Senior Notes Offering by Subsidiary
Subsidiary's senior notes offering signals financing activity
D1 +2.2% · +5d +0.5%
2026-07-24EarningsBear
BAH Reports Q1 FY2027 Results with Lower Profit and Revenue
EPS $1.81 beats estimate; revenue $2.8B down 4.2% YoY; FY outlook maintained
D1 +10.1% · +5d -3.9%
2 waves of this story
- 2026-07-24 Company maintains outlook, cites accelerating demand in parts of business despite quarterly declines
- 2026-07-24 EPS $1.81 beats estimate; revenue $2.8B down 4.2% YoY; FY outlook maintained
2026-07-24Company
BAH Annual Meeting Approves Management Proposals, Rejects Written Consent Push
July 22 meeting approved three management proposals, rejected shareholder proposal on board expansion
D1 +10.1% · +5d -3.9%
2026-07-24Earnings
Earnings report
D1 +10.1% · +5d -3.9%
2026-07-248-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +10.1% · +5d -3.9%

①

Bull vs bear

by direction · sourced

Bull signals0

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

16 items

2026-10-26Analyst
TD Cowen upgrades to Buy
D1 +6.4% · +5d +5.6%
2026-10-23 → 10-25EarningsBull
BAH Q2 Earnings Beat, FY Guidance Raised
Q2 rev -3.9% but adj EPS +18%; FY EPS guide raised; nat'l security pipeline +20%+
D1 -0.3% · +5d +13.0%
2 waves of this story
- 2026-10-23 Q2 EPS of $1.76 beat estimates; company raised full-year earnings outlook, indicating improved fundamentals.
- 2026-10-25 Q2 rev -3.9% but adj EPS +18%; FY EPS guide raised; nat'l security pipeline +20%+
2026-10-23Earnings
Earnings report
国家安全业务营收同比增长1%，但扣除可计费支出影响后增长6%；合格管道同比增长超20%。
D1 -0.3% · +5d +13.0%
2026-10-238-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 -0.3% · +5d +13.0%
2026-10-08Analyst
Truist Securities upgrades to Buy
D1 +6.1% · +5d +2.2%

11 earlier events

2026-09-14 → 09-15Company
Firms Restrict Anthropic Model Use Over Data Concerns
Nvidia, Palantir and Booz Allen reportedly tighten use of Anthropic and OpenAI models, shifting sensitive workloads to local models.
D1 +4.2% · +5d -2.2%
2 waves of this story
- 2026-09-14 Per The Information, three firms restrict Anthropic model usage, with Palantir limiting internal use
- 2026-09-15 Nvidia, Palantir and Booz Allen reportedly tighten use of Anthropic and OpenAI models, shifting sensitive workloads to local models.
2026-08-248-K filing
8-K: Item 8.01, Item 9.01
D1 -2.4% · +5d +0.6%
2026-08-048-K filing
8-K: Item 1.01, Item 2.03, Item 8.01, Item 9.01
D1 +3.4% · +5d +6.8%
2026-08-04CapitalBear
California STRS Cuts BAH Stake by 27.7%
Institutional investor trimmed position significantly in latest quarter
D1 +3.4% · +5d +6.8%
2026-07-29AnalystBull
Dimensional Fund Advisors Increases BAH Stake by 12.6%
Institutional investor significantly raised stake in Q1, reflecting holding shift
D1 -4.1% · +5d +2.5%
2026-07-28ProductBull
BAH Expands AI-Powered Cyber Defense Product Suite
Vellox Ranger now generally available, enhancing mission-grade cyber defense
D1 +2.2% · +5d +0.5%
2026-07-28Capital
BAH Announces Pricing of Senior Notes Offering by Subsidiary
Subsidiary's senior notes offering signals financing activity
D1 +2.2% · +5d +0.5%
2026-07-24EarningsBear
BAH Reports Q1 FY2027 Results with Lower Profit and Revenue
EPS $1.81 beats estimate; revenue $2.8B down 4.2% YoY; FY outlook maintained
D1 +10.1% · +5d -3.9%
2 waves of this story
- 2026-07-24 Company maintains outlook, cites accelerating demand in parts of business despite quarterly declines
- 2026-07-24 EPS $1.81 beats estimate; revenue $2.8B down 4.2% YoY; FY outlook maintained
2026-07-24Company
BAH Annual Meeting Approves Management Proposals, Rejects Written Consent Push
July 22 meeting approved three management proposals, rejected shareholder proposal on board expansion
D1 +10.1% · +5d -3.9%
2026-07-24Earnings
Earnings report
D1 +10.1% · +5d -3.9%
2026-07-248-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +10.1% · +5d -3.9%

$BAH (Booz Allen Hamilton Holding Corporation) — investor discussion on X

Five-factor rating: Hold (sector percentile 89.5%)

Most active credible voices on $BAH

Recent headlines featuring $BAH

$BAH (Booz Allen Hamilton Holding Corporation) — investor discussion on X

Five-factor rating: Hold (sector percentile 89.5%)

Most active credible voices on $BAH

Recent headlines featuring $BAH

TD Cowen upgrades to Buy

BAH Q2 Earnings Beat, FY Guidance Raised

Earnings report

8-K: Item 2.02, Item 7.01, Item 9.01

Truist Securities upgrades to Buy

Firms Restrict Anthropic Model Use Over Data Concerns

8-K: Item 8.01, Item 9.01

8-K: Item 1.01, Item 2.03, Item 8.01, Item 9.01

California STRS Cuts BAH Stake by 27.7%

Dimensional Fund Advisors Increases BAH Stake by 12.6%

BAH Expands AI-Powered Cyber Defense Product Suite

BAH Announces Pricing of Senior Notes Offering by Subsidiary

BAH Reports Q1 FY2027 Results with Lower Profit and Revenue

BAH Annual Meeting Approves Management Proposals, Rejects Written Consent Push

Earnings report

8-K: Item 2.02, Item 7.01, Item 9.01

Bull vs bear

Discussion

TD Cowen upgrades to Buy

BAH Q2 Earnings Beat, FY Guidance Raised

Earnings report

8-K: Item 2.02, Item 7.01, Item 9.01

Truist Securities upgrades to Buy

Firms Restrict Anthropic Model Use Over Data Concerns

8-K: Item 8.01, Item 9.01

8-K: Item 1.01, Item 2.03, Item 8.01, Item 9.01

California STRS Cuts BAH Stake by 27.7%

Dimensional Fund Advisors Increases BAH Stake by 12.6%

BAH Expands AI-Powered Cyber Defense Product Suite

BAH Announces Pricing of Senior Notes Offering by Subsidiary

BAH Reports Q1 FY2027 Results with Lower Profit and Revenue

BAH Annual Meeting Approves Management Proposals, Rejects Written Consent Push

Earnings report

8-K: Item 2.02, Item 7.01, Item 9.01