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Analyst’s Disclosure: I/we have a beneficial long position in the shares of BAH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice ...

The U.S. business services sector has performed well supported by strong fundamentals of the domestic economy. The latest example is the blowout labor market data for December. The economy added 256,000 jobs surpassing the consensus estimate of 156,000 and November’s data of 221,000. The unemployment rate fell to 4.1% in December from 4.2% in the prior month.Moreover, the U.S. GDP grew at the rate of 1.6%, 3% and 3.1%, respectively, in the first three quarters of 2024. On Jan 9, the Atlanta Fed GDPNow track ...

Market Overview - The stock market is preparing for its first decisive move in 2025, with major banks like JPMorgan and tech companies like Taiwan Semiconductor set to release earnings reports [1] - Strong earnings guidance from big tech and key sectors is crucial to avoid a market recalibration [1] - The bullish outlook for 2025 remains intact despite near-term uncertainties [1] Investment Strategy - Investors are advised not to chase expensive stocks early in 2025, as there are numerous value stocks with strong earnings potential [2] - A screening method is introduced to identify stocks with a combination of value and improving earnings outlooks [2][3] - The screen focuses on Zacks Rank 1 (Strong Buy) or 2 (Buy) stocks with P/E and P/S ratios below industry medians [4][5] - The screen also considers quarterly earnings growth rates above industry medians and uses a blend of upgrades and estimate revisions to select top stocks [9] Booz Allen Hamilton (BAH) Analysis - Booz Allen Hamilton's stock has surged 360% over the past decade, outperforming its sector (45%) and the S&P 500 (205%) [6] - The company's sales grew at a compound annual growth rate of 7.4% between FY20 and FY24, supported by multi-year government contracts [10] - BAH is projected to grow revenue by 13% in FY25 and 7% in FY26, with adjusted EPS expected to increase by 14% and 11%, respectively [14] - The stock trades at 19.9X forward 12-month earnings, near its 10-year median, and offers 17% value compared to its sector [15] Industry and Company Positioning - Booz Allen Hamilton operates in consulting, serving federal government clients in defense, national security, and critical infrastructure, as well as commercial clients in aerospace, health, energy, and financial services [13] - The company benefits from steady revenue streams due to the sensitive nature of its government contracts, which are often renewed [10] - Despite a recent 28% drop from its October highs, BAH's strong earnings outlook and support at 52-week lows make it a compelling buy-and-hold value stock [6][15]

Investors interested in stocks from the Consulting Services sector have probably already heard of Booz Allen Hamilton (BAH) and Gartner (IT) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with ...

Booz Allen Hamilton (BAH) ended the recent trading session at $132.47, demonstrating a +1.84% swing from the preceding day's closing price. The stock outpaced the S&P 500's daily loss of 1.54%. On the other hand, the Dow registered a loss of 1.63%, and the technology-centric Nasdaq decreased by 1.63%.Prior to today's trading, shares of the defense contractor had lost 4.07% over the past month. This has lagged the Business Services sector's loss of 3.87% and the S&P 500's loss of 2.2% in that time.Analysts a ...

Economic strength, encouraging service activities, increased adoption and the success of the work-from-home trend enable Zacks Consulting Services industry players to support the demand environment.Driven by these positives, investors interested in the industry would do well to keep stocks like Booz Allen Hamilton Holding Corporation (BAH) , FTI Consulting, Inc. (FCN) and Charles River Associates (CRAI) in their portfolio.About the Consulting Services Industry Companies grouped under the Consulting Services ...

Booz Allen Hamilton (BAH) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a chan ...

In the latest trading session, Booz Allen Hamilton (BAH) closed at $129.70, marking a -1.08% move from the previous day. This change lagged the S&P 500's 1.1% gain on the day. On the other hand, the Dow registered a gain of 0.91%, and the technology-centric Nasdaq increased by 1.35%.The the stock of defense contractor has fallen by 11.09% in the past month, lagging the Business Services sector's loss of 1.85% and the S&P 500's gain of 0.22%.Market participants will be closely following the financial results ...

U.S. stock markets have witnessed an impressive rally since the beginning of 2023 barring some minor hurdles. Wall Street’s bull run has got an added boost this year, to the surprise of a large section of financial pandits, who indiscriminately warned of overvaluation. Year to date, the three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — have advanced 13.6%, 25.1%, and 32.6%, respectively. Despite this strong northbound movement, a long list of stocks significantly lagged this year.  ...