Booz Allen Hamilton Holding Corporation (BAH) — closed signal from November 23, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on February 21, 2026.
Predicted vs. what happened
What happened
Reached its target in 61 days.
The thesis — published November 23, 2025
The stock has fallen about 40% over the past year and looks like it may bounce back because investor mood improved after the company won a $99 million Navy contract. That deal suggests steadier government tech work ahead. A short-term rebound toward the low 100s is possible in a few months, but weak business results and budget uncertainty mean keep any position small and cautious.
Primary drivers
- A $99M Navy contract adds visible multiyear revenue and steadies future work.
- Indicators show selling may be exhausted, suggesting prices could bounce.
- Positive investor mood clashes with weak business results and a 40% one year loss.
- Valuation debate after big declines means a rebound is possible if execution improves.
How it played out
BAH: target reached in 61 days
Lyra published BAH at $80.78 on 2025-11-23, with an expected 23% short-term move toward $99.36. The thesis pointed to a $99M Navy contract, selling that may have been exhausted, improved investor mood after a 40% one-year loss, and a valuation debate after the decline. It also noted weak business results and budget uncertainty.
Inside the window, BAH reached the target in 61 days. It peaked at $109.10 on 2026-01-23, a 35.1% gain, then fell back to $79.94 by 2026-02-21. The thesis played out on the target, but the move did not hold through the close.
What happened during the window
On 2026-01-23, Booz Allen reported fiscal third-quarter adjusted earnings of $1.77 per share on $2.6 billion in sales. On 2026-01-26, the Treasury Department canceled contracts with Booz Allen after a former employee leaked tax returns.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.