TD Cowen analyst Gautam Khanna maintains $Booz Allen Hamilton Holding Corp (BAH.US)$ with a buy rating, and adjusts the target price from $200 to $155.
According to TipRanks data, the analyst has a success rate of 71.5% and a total average return of 16.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Booz Allen Hamilton Holding Corp (BAH.US)$'s main analysts recently are as follows:
The government services sector has significantly underperformed compared to defense, resulting in a relatively inexpensive valuation. There is no anticipated disproportionate budget risk for the group in 2025. Similar to previous years, positive relative earnings growth and further outperformance in 2025 are expected in the aerospace sector.
The December quarter results for the government services group are anticipated to align with mixed bookings and outlooks consistent with current market forecasts. Analysts expect the fourth quarter to be characterized by low discovery as compared to ongoing sector challenges, notably influenced by the Department of Government Efficiency's recent activities under the current administration. Although the department's direct impact maybe minimal, its early-stage rhetoric has been largely negative. This development could potentially restrain the sector's prospects for positive re-evaluation and could dampen investor enthusiasm to engage with stocks, particularly those poised for significant growth in 2025.
The firm maintains a cautious commercial aerospace outlook, consistent with previous expectations from December regarding the pace of aerospace OE build ramp. Recent company discussions in late Q4 corroborate this perspective. In the defense sector, ongoing concerns over funding and DOGE risks are expected to continue posing challenges, with the fourth quarter unlikely to provide significant clarity.
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TD Cowen分析師Gautam Khanna維持$博思艾倫諮詢公司 (BAH.US)$買入評級，並將目標價從200美元下調至155美元。
根據TipRanks數據顯示，該分析師近一年總勝率為71.5%，總平均回報率為16.5%。
此外，綜合報道，$博思艾倫諮詢公司 (BAH.US)$近期主要分析師觀點如下：
政府服務板塊的表現遠不及軍工股，導致其估值相對較低。預計2025年該集團不會面臨不成比例的預算風險。與往年類似，預計在航空航天板塊中會有正向的相對收益增長和進一步的超額表現。
政府服務集團的12月季度業績預計將與當前市場預測一致的混合訂單和前景相符。分析師預期第四季度將以低發現爲特徵，與持續的板塊挑戰相比，特別受到當前政府下效率部門近期活動的影響。雖然該部門的直接影響可能有限，但其早期的言辭大多消極。這一發展可能會抑制該板塊對正面重新評估的前景，並可能抑制投資者對股票的熱情，尤其是那些2025年預計大幅增長的股票。
該公司對商用航空航天的前景保持謹慎，符合12月關於航空航天OE生產提升速度的先前預期。最近在第四季度末的公司討論證實了這一觀點。在軍工股板塊中，持續對資金和DOGE風險的擔憂預計仍將構成挑戰，第四季度不太可能提供顯著的明朗。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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