Amentum Holdings Inc. (NYSE:AMTM) is one of the cheap hot stocks to invest in right now. On January 15, UBS increased its price target for Amentum to $37 from $33 while maintaining a Neutral rating and noted a selective market environment where stock reactions have been mixed despite stable supply chains and strong demand. The firm observed that while commercial original equipment build rates are improving and supporting a shift toward normalized valuations, the Defense and Government IT sectors remain h ...

Strong Q1 Gross Revenue and Adj. Net Revenue Growth of 12.3% and 8.2% y/y, Respectively Robust Backlog Growth of 21% y/y with TTM Book-to-Bill Ratio of 1.4x Unlocking Full Value of Asset Lifecycle Strategy through Transaction for Remaining Stake in PA Consulting Strategically Repurchased $252 Million of Jacobs Shares in Q1, Announced 12.5% Dividend Increase Increasing FY 2026 Adj. Net Revenue, Adj. EPS and Free Cash Flow Margin Guidance Midpoints DALLAS, Feb. 3, 2026 /PRNewswire/ -- Jacobs Solutions Inc. (N ...

CHANTILLY, Va.--(BUSINESS WIRE)-- #AmentumWin--Amentum (NYSE: AMTM) has won a suite of new contracts from Électricité de France (EDF) worth up to $730 million (£540 million), expanding the critical solutions it provides for the UK's existing nuclear reactors as well as the construction of a new gigawatt power station at Hinkley Point. Loren Jones, senior vice president and head of Amentum's Energy & Environment-International business, said: "Amentum's expertise in gigawatt reactor operational support and. ...

Core Viewpoint - A consortium led by Amentum has secured a contract for program management and technical solutions related to nuclear new build projects in the Netherlands [1] Group 1: Contract Details - The NEXUS-NL consortium includes Amentum, Arcadis, Tractebel, and NRG PALLAS [1] - The consortium will focus on the development of up to two gigawatt-scale power plants [1] Group 2: Strategic Importance - The project aims to support the Netherlands' strategies for decarbonization and energy security [1] - The initiative will also provide support to the Nuclear Energy Organisation [1]

Industry Overview - Global industrial automation is projected to reach $233.6 billion in 2026, driven by Industry 4.0 mandates focusing on re-shoring and energy-efficient production [1] - Smart grid deployments are expected to reach $52.55 billion this year, modernizing urban infrastructure through autonomous sensing [2] - The microreactor commercialization cycle is anticipated to reach $198.88 billion in 2026, as Gen-IV energy systems redefine grid independence for critical infrastructure [3][4] Company Highlights - VisionWave Holdings Inc. is developing a multi-domain autonomy ecosystem, integrating advanced radio-frequency sensing and computational acceleration with industrial robotic platforms [3] - The company is advancing its qSpeed system-level integration architecture, which aims to reduce decision-making latency in modern warfare scenarios [4][5] - VisionWave has secured a U.S. patent for its proprietary radio-frequency sensing and AI platform, ensuring a competitive edge in the space-enabled counter-UAS market [7] - The company is expanding into Southern Europe through its subsidiary, Solar Drone Ltd., with a strategic distribution agreement covering Italy and Spain [8] - VisionWave plans to invest up to $10 million in U.S. development over the next 6-12 months to advance qSpeed toward production readiness [9] Other Company Developments - Huntington Ingalls Industries demonstrated capabilities of its AI-enabled unmanned surface vessels, validating coordinated operations between surface and subsurface autonomous systems [10][11] - Amentum played a key role in NASA's Artemis II mission, successfully rolling out the Space Launch System rocket and Orion spacecraft [13][14] - AeroVironment launched the Mission Specialist Wraith, an unmanned underwater vehicle designed for advanced imaging and navigation [15][16] - BWX Technologies announced the arrival of TRISO nuclear fuel for the Project Pele microreactor, marking a significant step toward Gen-IV nuclear power [17][18]

CHANTILLY, Va.--(BUSINESS WIRE)--Amentum (NYSE: AMTM), a global leader in advanced engineering and technology solutions, has been selected as the program delivery partner for the first deployments of the Rolls-Royce Small Modular Reactor (SMR). In the UK, Rolls-Royce SMR will deliver up to 1.5GW of low- carbon energy to the grid, supporting the UK's net zero goals and creating more than 8,000 quality long-term British jobs. "By working with Amentum, an established and experienced global nuclear leader, we a ...

Core Insights - Amentum has successfully completed a significant milestone for NASA's Artemis II mission by rolling out the Space Launch System (SLS) rocket and Orion spacecraft to Launch Complex 39B, marking a crucial step in preparations for the crewed launch [1][5] - The Artemis II mission will involve a 10-day journey around the Moon with four astronauts aboard the Orion crew capsule, propelled by the SLS, which is noted as NASA's most powerful rocket to date [1][5] Company Role and Contributions - Amentum provided essential engineering expertise and operational discipline, ensuring the progress of Artemis II towards launch preparations and supporting the broader human space exploration mission [2][3] - The company played a central role in operating the crawler-transporter, which is vital for moving the SLS and Orion from the Vehicle Assembly Building to the launch pad, requiring precise coordination and continuous systems monitoring [2][4] Operational Responsibilities - Under NASA's Exploration Ground Systems program, Amentum is responsible for engineering, technician support, systems integration, and the maintenance and modernization of ground equipment for Artemis II [3] - Amentum's experience in high-consequence ground operations is reflected in its role in operating and sustaining the crawler-transporter, which is designed for precise movement over several miles [4] Upcoming Milestones - Following the successful rollout, NASA and Amentum are advancing to the next major phase of the Artemis II mission, which includes pad integration activities, final checkouts, and launch readiness preparations [5]

Core Insights - The article emphasizes the importance of understanding market dynamics and the potential impact of macroeconomic factors on investment decisions [2] Group 1: Market Analysis - The current market conditions are influenced by rising interest rates, which may lead to increased borrowing costs for companies [2] - Analysts predict a potential slowdown in economic growth, which could affect corporate earnings in the upcoming quarters [2] Group 2: Company Performance - Several companies in the technology sector have reported strong earnings, driven by increased demand for digital services [2] - The healthcare industry is experiencing growth due to advancements in biotechnology and an aging population, presenting investment opportunities [2]

Core Viewpoint - Amentum is positioned for growth with strong financial performance and significant government contracts, making it an attractive investment opportunity as it benefits from increased focus on national security and energy sectors [6][12]. Company Overview - Amentum is a leading provider of technical and mission support services, focusing on defense, intelligence, and energy sectors [6]. - The company operates a services-based business model, generating revenue primarily through government and commercial contracts [9]. - As of December 29, 2025, Amentum's stock price was $29.20, with a market capitalization of $7.1 billion and a revenue of $14.39 billion for the trailing twelve months (TTM) [4][10]. Financial Performance - Amentum reported a net income of $66 million for the TTM [4]. - The company ended the fiscal year with a backlog of $47 billion and generated over $500 million in free cash flow, which is being used to reduce debt and invest in growth [11]. - The stock has increased by 28% over the past three months and is up nearly 40% in 2025 [7]. Recent Developments - SEGRA Capital Management established a new stake in Amentum, acquiring 417,025 shares valued at approximately $9.99 million [2]. - Amentum secured a significant $4 billion, 10-year contract from the United States Space Force, highlighting its capability in handling complex national security challenges [11]. Market Position - Amentum's expertise in critical mission solutions and cyber intelligence positions it as a key partner for national security and infrastructure projects [6]. - The company does not manufacture military equipment but excels in providing mission-critical, technology-driven services [10].

Core Insights - Amentum Holdings, Inc. is a prominent provider of specialized technical and operational services, focusing on defense, intelligence, and commercial markets, leveraging advanced technology and domain expertise [1] - The company reported fiscal 2025 revenue of $14.4 billion, adjusted EBITDA of $1.1 billion, and free cash flow of $516 million, indicating strong financial performance for a newly public firm [5] - Amentum's stock price increased by 51% over the past year, significantly outperforming the S&P 500, which rose by approximately 15% [2] Financial Performance - Amentum finished fiscal 2025 with $14.4 billion in revenue, $1.1 billion in adjusted EBITDA, and $516 million in free cash flow, showcasing robust financial health [5] - The company's backlog reached $47 billion with a book-to-bill ratio of 1.2x, providing clear visibility for future revenue [5] - Net leverage decreased to 3.2x, with management projecting further growth in free cash flow for fiscal 2026 [5] Investment Activity - Hyperion Capital Advisors LP acquired an additional 368,521 shares of Amentum Holdings during the third quarter, valued at $10.06 million, representing 5.38% of the fund's U.S. equity holdings [3][4] - The increase in Hyperion's position reflects a strategy to invest in stable, cash-generating businesses rather than high-risk trades [6] Competitive Position - Amentum's diversified contract base and focus on high-value, complex projects enhance its competitive position in the government services sector [1] - The company is positioned alongside other durable businesses in Hyperion's portfolio, indicating a preference for predictability and scale in investments [6]