Core Insights - Amentum Holdings, Inc. reported better-than-expected fourth-quarter results, with adjusted earnings per share of 63 cents, surpassing the analyst consensus estimate of 59 cents [1] - Quarterly sales reached $3.925 billion, reflecting a 77% year-over-year increase, exceeding the expected $3.613 billion [1] - The company provided guidance for 2026 revenue between $13.95 billion and $14.30 billion, compared to the analysts' consensus estimate of $14.08 billion [1] Company Performance - Amentum's strong fourth-quarter results mark a successful first year as a public company, showcasing financial performance that exceeded expectations [2] - CEO John Heller highlighted the company's resilience and alignment with global trends, emphasizing growth areas such as global nuclear energy, critical digital infrastructure, and space systems [2] - Despite the positive results, Amentum shares fell 0.6% to $29.82 following the announcement [2] Analyst Reactions - Following the earnings announcement, several analysts adjusted their price targets for Amentum [3] - Citizens analyst Trevor Walsh maintained a Market Outperform rating and raised the price target from $30 to $35 [5] - Morgan Stanley analyst Kristine Liwag upgraded the stock from Underweight to Equal-Weight and increased the price target from $20 to $35 [5] - RBC Capital analyst Ken Herbert maintained a Sector Perform rating and raised the price target from $26 to $30 [5] - JP Morgan analyst Seth Seifman maintained a Neutral rating and increased the price target from $30 to $34 [5]