Analysen zur BOOZ ALLEN Aktie

 

Goldman Downgrades Booz Allen Hamilton To 'Sell' Amid DOGE Contract Cancellations Management consulting firm Booz Allen quietly evolved into a government-wide contracting behemoth over the past few decades. By 2024, an astounding 98% of its revenue came directly from government agencies. Now, enter the DOGE era: Goldman analysts have downgraded Booz Allen from "Neutral" to "Sell," noting medium-term revenue growth is expected to be flat as federal civilian spending comes under pressure and priorities shift within various federal agencies.  Highlighting top-line pressures, analysts Noah Poponak, Anthony Valentini, and Connor Dessert told clients Wednesday morning that Booz Allen shows up on the DOGE contract cancellation website more often than any other government services firm. "Federal civilian agency budgets are under pressure, as other areas of spending within the government are prioritized," Poponak said. He noted, "Booz Allen is on the DOGE contra...