Booz Allen Hamilton (NYSE:BAH) Receives New Price Target from UBS

• Gavin Parsons from UBS sets a new price target for Booz Allen Hamilton (NYSE:BAH) at $119, indicating an expected increase of about 8.74%.

• Booz Allen reports a mixed first-quarter fiscal 2026 performance with EPS increasing by 7.25% to $1.48, but revenue slightly declining by 0.6%.

• The company's fiscal year 2026 EPS is projected to be between $6.20 and $6.55, with concerns over revenue dips and weaker backlog metrics clouding the outlook.

On July 28, 2025, Gavin Parsons from UBS set a new price target for Booz Allen Hamilton (NYSE:BAH) at $119. At the time, the stock was trading at $109.44, indicating an expected increase of about 8.74%. Booz Allen Hamilton is a management and information technology consulting firm, competing with companies like Accenture and Deloitte.

Booz Allen recently reported its first-quarter fiscal 2026 results, showing a mixed performance. The company's earnings per share (EPS) increased by 7.25% to $1.48, surpassing the Zacks Consensus Estimate by 1.4%. Despite this positive earnings report, the stock price has remained unchanged since the announcement, currently priced at $107.76.

On the revenue side, Booz Allen experienced a slight decline of 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.

Looking forward, Booz Allen'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.

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.