William Blair analyst Louie DiPalma upgraded Booz Allen (BAH) to Outperform from Market Perform. Solid June quarter results reflect the new administration warming up to Booz Allen’s role as a provider of mission-critical AI, cybersecurity, software development, and data analytics services, the analyst tells investors in a research note. The firm added that the company has indicated that Silicon Valley is “banging down its door” for partnerships, with the firm noting it expects the FY26 outlook to be reaffirmed.
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