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Booz Allen (BAH): William Blair Sees Upside from Growing Influence, Attractive Valuation
Yahoo Financeยท 2025-10-21 09:36
Core Insights - Booz Allen Hamilton Holding Corp. (NYSE:BAH) is recognized as one of the top defense stocks in Goldman Sachs' portfolio, with approximately 50% of its revenue derived from defense customers, including various branches of the U.S. military and other government entities [1] Group 1: Analyst Ratings and Valuation - William Blair analyst Louie DiPalma reiterated a Buy rating on Booz Allen Hamilton, highlighting the company's growing influence in the defense technology sector, as evidenced by its participation in a recent high-profile White House dinner alongside leading technology firms [2] - The analyst also noted that Booz Allen's current valuation is at a five-year low, presenting a potential investment opportunity despite rising valuations among its defense peers [3] Group 2: Company Services and Market Position - Booz Allen Hamilton provides a range of solutions including cybersecurity, artificial intelligence, analytics, digital engineering, and mission-critical IT services, making it one of the largest contractors for the U.S. Department of Defense and other federal sectors [4]