Booz Allen, CACI best positioned in Federal for cyber priorities, says Jefferies

Jefferies analyst Sheila Kahyaoglu notes that a data leak uncovered this morning revealed that Anthropic is launching a new AI model that is a “step change” in performance relative to the prior model, adding that both OpenAI and Anthropic have offerings that can identify cybersecurity vulnerabilities at a pace that far outpaces defender efforts. The firm, which also notes that Government Services contractors have been incorporating AI models into cybersecurity offerings for several years, says that across the analyst’s Government Services coverage of Booz Allen (BAH), CACI (CACI), Leidos (LDOS), Parsons (PSN) and SAIC (SAIC), Booz and CACI appear to be the best positioned for cyber priorities based on the percentage of job listings for roles in the cybersecurity and cyber intelligence space.