BAH Earnings: Booz Allen Stock Buckles on Bungled Earnings

Booz Allen (BAH) stock plunged on Friday following the release of its fiscal Q4 2025 earnings report. The consulting company’s adjusted earnings per share of $1.61 just missed Wall Street’s estimate of $1.62. That’s despite a 21.05% increase year-over-year from $1.33 per share.

Revenue reported by Booz Allen was $2.97 billion, which missed analysts’ estimate of $3.93 billion. The company missed estimates even as revenue grew 7.22% year-over-year from $2.77 billion.

BAH stock was down 10.75% in Friday pre-market trading, but the shares remain up 0.8% year-to-date. Even so, shares of Booz Allen stock have fallen 18.54% over the past 52 weeks.

Booz Allen Fiscal 2026 Guidance

Booz Allen also let shareholders down with its guidance for Fiscal 2026. The company expects adjusted EPS to range from $6.20 to $6.55, compared to Wall Street’s estimate of $6.88 per share. On top of that, its revenue outlook of $12 billion to $12.5 billion will fail to reach analysts’ estimate of $12.83 billion.

Booz Allen Chairman, CEO, and President Horacio Rozanski kept a positive tone despite the company’s earnings blunder. He said the company is “using our leading positions in AI and the advanced technology ecosystem to accelerate the administration’s priorities.” Rozanski argued that, “Our technology works, and we continue to provide value and outcomes that matter to our nation.”

Is BAH Stock a Buy, Sell, or Hold?

Turning to Wall Street, the analysts’ consensus rating for Booz Allen is Moderate Buy, based on four Buy, four Hold, and one Sell ratings over the past three months. With that comes an average BAH stock price target of $135.69, representing a potential 6.01% upside for the shares. These ratings and price targets will likely change as analysts update their coverage after today’s earnings report.

See more BAH stock analyst ratings