Company Overview - Booz Allen Hamilton Holding Corporation (NYSE:BAH) is one of the largest consulting firms globally [2] - The company's shares have decreased by 31% over the past year but have increased by 4% year-to-date [2] Recent Developments - The firm faced a setback when the Treasury Department terminated contracts due to a tax data leak, impacting approximately $4.8 million in annual revenue [2] - Despite this, Booz Allen Hamilton's total annual revenue stands at $11.41 billion, indicating that the lost contracts represent a small fraction of its overall income [2] Analyst Ratings and Price Targets - Truist maintained a Hold rating on Booz Allen Hamilton with a price target of $98 [2] - DA Davidson raised its price target for the stock from $73 to $81 while keeping a Neutral rating, citing increased earnings estimates for 2026 and 2027, now projected at $6.10 and $6.75 respectively [2] Market Commentary - Jim Cramer mentioned Booz Allen Hamilton positively after the firm reported earnings, noting a significant increase in stock price due to market factors [2] - There is a belief that while Booz Allen Hamilton has potential, some AI stocks may offer better returns with lower risk [3]

Key Takeaways MRSH posted Q4 adjusted EPS of $2.12, up 10% y/y, beating estimates on strong segment performance.Marsh saw Risk and Insurance Services revenue rise 9%, led by Marsh Risk and Guy Carpenter growth.Higher compensation costs lifted expenses 9.2%, but Marsh still expanded adjusted operating margin by 40 bps.Marsh & McLennan Companies, Inc. (MRSH) reported fourth-quarter 2025 adjusted earnings per share of $2.12, which surpassed the Zacks Consensus Estimate by 7.6%. The bottom line advanced 10% yea ...

Key Takeaways IBM delivered Q4 revenue and earnings beats, driven by strong software demand and an improved portfolio mix.IBM's Software segment climbed to $9.03B as hybrid cloud, automation, data and watsonx AI fueled growth.IBM expects over 5% constant-currency revenue growth in 2026, with free cash flow near $15.73B.International Business Machines Corporation (IBM) reported strong fourth-quarter 2025 results, with adjusted earnings and revenues beating the Zacks Consensus Estimate.The company’s strong qu ...

IBM (NYSE:IBM) Q4 2025 Earnings call January 28, 2026 05:00 PM ET Company ParticipantsArvind Krishna - CEOJames Kavanaugh - CFOMatthew Swanson - Director and Equity ResearchOlympia McNerney - Head of Investor RelationsConference Call ParticipantsAmit Daryanani - AnalystOperatorWelcome, and thank you for standing by. At this time, all participants are in a listen-only mode. Today's conference is being recorded. If you have any objections, you may disconnect at this time. Now, I will turn the meeting over to ...

Financial Data and Key Metrics Changes - IBM achieved a revenue growth of 6% in 2025, the highest level in many years, and generated $14.7 billion in free cash flow, the highest in over a decade [4][17] - The company reported a 12% growth in operating diluted earnings per share and a 17% growth in Adjusted EBITDA [17][24] - Operating pre-tax margin expanded by 100 basis points, reflecting strong execution and a favorable portfolio mix [17][24] Business Line Data and Key Metrics Changes - Software revenue grew 9% in 2025, with three of four sub-segments delivering double-digit growth rates [5][18] - Infrastructure revenue increased by 10%, driven by the successful launch of the z17 mainframe [18] - Consulting revenue grew 1%, reflecting increased demand for AI services [8][21] Market Data and Key Metrics Changes - Data solutions grew by 19%, driven by demand for GenAI products [20] - Automation solutions saw a growth of 14%, with record bookings for HashiCorp [20] - Red Hat's revenue growth decelerated to 8%, impacted by delays in U.S. federal business deal activity [20] Company Strategy and Development Direction - IBM is focused on becoming a software-led hybrid cloud and AI platform company, with significant investments in innovation and productivity initiatives [4][10] - The company aims to sustain revenue growth of 5%+ in 2026, with a strong emphasis on its software business, expected to grow by 10% [28][34] - Strategic acquisitions, such as Confluent, are seen as key to enhancing IBM's hybrid cloud and automation solutions [10][32] Management's Comments on Operating Environment and Future Outlook - Management noted that client demand remains resilient, particularly in hybrid cloud, AI, and mission-critical infrastructure [6][16] - The company expressed confidence in sustaining growth momentum, with expectations for free cash flow to increase by about $1 billion in 2026 [28][34] - Management highlighted the importance of productivity initiatives, which have already exceeded initial targets [11][33] Other Important Information - IBM's cumulative GenAI book of business reached over $12.5 billion, with significant contributions from both software and consulting [9][31] - The company is advancing its quantum computing initiatives, with plans to deliver a large-scale, fault-tolerant quantum computer by 2029 [15][16] Q&A Session Summary Question: Insights on software growth acceleration - Management expressed confidence in organic growth within the software segment, driven by increased demand for automation and data solutions [40][46] Question: Free cash flow performance and guidance - Management attributed the strong free cash flow performance in 2025 to revenue growth and operating leverage, with a guidance of $15.7 billion for 2026 [49][52] Question: Red Hat's growth trajectory - Management acknowledged the challenges in Red Hat's growth but emphasized the strategic value and ongoing demand for its offerings [57][60]

LOS ANGELES--(BUSINESS WIRE)--Technology Management Concepts (TMC) announced today that it has acquired The TM Group (TMG), strengthening TMC's Microsoft ERP, CRM, Power Platform and cloud capabilities while expanding its ability to support customers with modern data, automation, and AI solutions. Both firms share a long history of putting customers first and delivering deep ERP and CRM expertise across the Microsoft Applications. By coming together, TMC is expanding its bench and capabilities, incorporatin ...

MIAMI--(BUSINESS WIRE)---- $HCKT #agenticai--The Hackett Group, Inc. (NASDAQ: HCKT), a leading Gen AI consulting and enterprise digital transformation firm, today announced findings from its 2026 Enterprise Key Issues Study, revealing that enterprises are beginning to realize transformational impact from their artificial intelligence (AI) investments. The research shows that leading organizations are moving beyond incremental AI deployment to reimagine their operating models and driving significant gains ac ...

Strong Q1 Fiscal 2026 Performance: Accenture reported earnings per share of $3.94, a 9.8% increase year-over-year, with total revenues reaching $18.7 billion, indicating a 6% growth. Strategic Investments in Technology: The company's focus on cloud, data, and AI, along with $1.5 billion spent on 23 acquisitions, underscores its commitment to maintaining a competitive edge. Financial Stability and Stock Performance: Accenture showcases a current ratio of 1.41 and a low debt-to-equity ratio of 0.27, with a r ...

StockBrokers.com Announces Winners for the 2026 Annual AwardsJan 27, 2026 10:12 AM Eastern Standard Time# StockBrokers.com Announces Winners for the 2026 Annual AwardsShare---The definitive benchmark for online broker reviews, StockBrokers.com reveals the 2026 Annual Awards, determined by independent testing and unbiased analysis.ROYAL OAK, Mich.--([BUSINESS WIRE])-- [StockBrokers.com], the industry's most respected authority on online brokerages, today announced the winners of the 2026 Annual Awards. Since ...

This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Tuesday. Today we tell you about the five-year anniversary of the meme stock frenzy, which has me thinking it's finally time to watch "Dumb Money."S&P 500 futures are little changed. The three major indexes are coming off a winning day.Here are five key things investors need to know to start the trading day:1. DC: The District of CapitalThe New York Stock Exchange welcomes guests of Booz Allen Hamilton to ...