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During the quarter, we initiated a position in Advanced Drainage Systems, the leading U.S. manufacturer of stormwater and onsite wastewater management products. We view Axon Enterprise as a market leading "atoms plus electrons" software provider with huge competitive moats. We sold the HeartFlow position in the quarter as we grew incrementally more concerned with the presence of competitors on the market.
Booz Allen Hamilton (BAH) reached $73.17 at the closing of the latest trading day, reflecting a -2.93% change compared to its last close.
Booz Allen has released a new report, [url="]The Offensive Frontier: AI as the Attacker[/url], based on its Cyber Weapon Index (CWI), whichtests the capabilitie
Booz Allen's renewable government contracts, AI investments and strong liquidity support growth, while competition and weak momentum pose risks.
[url="]Booz Allen Hamilton[/url] (NYSE: BAH) has completed its [url="]previously announced[/url] $720 million acquisition of the Ultra I&C Mission Solutions bus
MCLEAN, Va.--(BUSINESS WIRE)---- $BAH #defensetech--Booz Allen has completed its previously announced acquisition of the Ultra I&C Mission Solutions business.
The AI rally has gone through several iterations, and the latest is the hardware-to-software rotation. AI's threat to major software providers was likely always overblown, but it's never been more apparent in the cybersecurity space.
BAH's government ties, AI and cybersecurity investments support long-term growth, but muted near-term estimates favor patience.