The Sell-Off Was A Gift: Amentum Remains A Buy

Amentum Holdings ( AMTM ) has fallen out of the market’s favor, and not for good reason. The company reported 1Q26 on Tuesday, and the stock plunged over 10% on print as investors priced in a revenue missI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my se ...