AMTM
Amentum Holdings, Inc.AMTM
AMTM
About: Amentum Holdings Inc is engaged in engineering and technology solutions. The United States and its allies trust it to address their technical and complex scientific, security, and sustainability challenges.
Employees: 53,000
0
Funds holding %
of 7,457 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
49% more call options, than puts
Call options by funds: $62.3M | Put options by funds: $41.7M
5.07% more ownership
Funds ownership: 72.71% [Q4 2024] → 77.78% (+5.07%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 5 (+0) [Q1 2025]
7% less capital invested
Capital invested by funds: $3.72B [Q4 2024] → $3.44B (-$279M) [Q1 2025]
9% less funds holding
Funds holding: 442 [Q4 2024] → 403 (-39) [Q1 2025]
23% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 96
28% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 145
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$21
4%
downside
Avg. target
$25
14%
upside
High target
$30
37%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
BTIG Andre Madrid 53% 1-year accuracy 9 / 17 met price target | 37%upside $30 | Buy Initiated | 15 Apr 2025 |
Truist Securities Tobey Sommer 51% 1-year accuracy 27 / 53 met price target | 10%upside $24 | Buy Maintained | 14 Apr 2025 |
Goldman Sachs Noah Poponak 50% 1-year accuracy 11 / 22 met price target | 4%downside $21 | Neutral Initiated | 20 Mar 2025 |
Financial journalist opinion
Based on 5 articles about AMTM published over the past 30 days
Neutral
Seeking Alpha
1 week ago
Amentum Holdings, Inc. (AMTM) Q2 2025 Earnings Call Transcript
Amentum Holdings, Inc. (NYSE:AMTM ) Q2 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Nathan Rutledge - Senior Vice President, Investor Relations John Heller - Chief Executive Officer Travis Johnson - Chief Financial Officer Steve Arnette - Chief Operating Officer Conference Call Participants Tobey Sommer - Truist Andre Madrid - BTIG Colin Canfield - Cantor Fitzgerald Ken Herbert - RBC Capital Markets Noah Poponak - Goldman Sachs Kristine Liwag - Morgan Stanley Operator Ladies and gentlemen, thank you for standing by. Good morning, and welcome to Amentum's Second Quarter Fiscal Year 2025 Earnings Conference Call.
Neutral
Business Wire
1 week ago
Amentum Reports Second Quarter Fiscal Year 2025 Results
CHANTILLY, Va.--(BUSINESS WIRE)-- #2ndqtrFY25--Amentum Holdings, Inc. (“Amentum” or the “Company”) (NYSE: AMTM), a leading advanced engineering and technology company, today announced results for the second quarter ended March 28, 2025 and updated its outlook for fiscal year 2025, reaffirming the mid-points of prior guidance. “Amentum delivered solid results this quarter, underscoring the strength of our mission-focused portfolio and the consistency of demand across our markets,” said Amentum Chief Executive.
Neutral
PRNewsWire
1 week ago
Jacobs Reports Strong Fiscal Second Quarter 2025 Results
Backlog Grows by 20% Year-Over-Year with TTM Book-to-Bill Ratio of 1.3x Repurcha sed $351 Million of Jacobs Shares During Q2 and $552 Million in First Half of FY25 Exited Company's Retained Stake in AMTM and Announced May 30th Distribution of Remaining Shares Reaffirming FY 2025 Guidance DALLAS , May 6, 2025 /PRNewswire/ -- Jacobs Solutions Inc. (NYSE: J) today announced its financial results for the fiscal second quarter ended March 28, 2025. Q2 2025 Highlights1: Gross revenue of $2.9 billion grew 2.2% y/y; adjusted net revenue2 up 3.1% y/y Revenue and profit adversely impacted by a reserve following an interim ruling against a consolidated JV in Q2 2025 GAAP net earnings of $11.2 million; adjusted EBITDA2 of $287 million Recorded $109.5 million in mark-to-market losses on Amentum (AMTM) investment, reducing Q2 2025 GAAP net income and EPS EPS of $0.10; adjusted EPS2 of $1.43 Backlog of $22.2 billion, up 20.0% y/y; Q2 book-to-bill 1.1x (1.3x TTM) Jacobs' Chair and CEO Bob Pragada commented, "We ended the first half of FY25 with solid performance across our business, led by strong Life Sciences, Transportation and Energy & Power revenue growth within Infrastructure & Advanced Facilities (I&AF).
Neutral
PRNewsWire
2 weeks ago
Jacobs Solutions Announces Special Dividend of 7,299,065 Shares of Amentum Common Stock
Record date set for May 16, 2025 DALLAS , April 30, 2025 /PRNewswire/ -- Jacobs (NYSE: J) announced today that its Board of Directors approved a special dividend of 7,299,065 shares of common stock of Amentum Holdings, Inc. (NYSE: AMTM) ("Amentum") distributable to Jacobs' shareholders of record as of the close of business on May 16, 2025 (the "Amentum Share Dividend"). Jacobs expects the Amentum Share Dividend to be made on May 30, 2025.
Neutral
Business Wire
3 weeks ago
Amentum Announces Agreement to Divest its Rapid Solutions Product Business for $360 Million
CHANTILLY, Va.--(BUSINESS WIRE)-- #Amentum--Amentum (NYSE: AMTM) today announced it has entered into a definitive agreement to sell its hardware and product business, Rapid Solutions, to Lockheed Martin (NYSE: LMT) for $360 million in cash. The transaction, which is subject to customary regulatory approvals and closing conditions, will advance Amentum's strategy as a pure-play provider of technology-enabled solutions and accelerates its debt reduction objectives. “The divestiture of Rapid Solutions sharpe.
Neutral
Seeking Alpha
1 month ago
Amentum: Stock Down, Setup Improving, Growth Potential
Recent defense spin-off Amentum Holdings, Inc. is a stable business with growing revenue and free cash flow trading at 8.5x forward earnings. DOGE worries and normal spin-off overhangs have weighed on the stock, as well as the recent broad market sell-off. Meanwhile, the Trump administration has revealed plans for a $1tr defense budget, and RemainCo Jacobs has completed its planned divestiture, removing some selling pressure.
Neutral
Business Wire
1 month ago
Amentum Secures $247 Million Global Counter-Threat Finance Contract
CHANTILLY, Va.--(BUSINESS WIRE)-- #AmentumWin--Amentum (NYSE: AMTM), a leading global technical and engineering solutions provider, has secured a $247.6 million contract from the U.S. Department of Defense (DOD) Air Combat Command (ACC), Acquisition Management and Integration Center (AMIC), Counternarcotics and Global Threats (CN>) Division. Amentum will leverage AI/Machine Learning-enabled tools and advanced analytical techniques to enable the DOD and partner agencies to deny, disrupt, destroy, or def.
Neutral
PRNewsWire
1 month ago
Jacobs Announces Determination of Post-Closing Adjustments Relating to the Critical Mission Solutions Separation Transaction
DALLAS , April 10, 2025 /PRNewswire/ -- Jacobs (NYSE:J) announced that it received $70 million and the right to receive 7,299,065 shares of common stock in Amentum Holdings, Inc. (NYSE: AMTM) in connection with the combination of Jacobs' Critical Mission Solutions and Cyber & Intelligence businesses with Amentum Parent Holdings LLC, which resulted in Amentum becoming a publicly traded company last year (the "CMS Separation Transaction"). These amounts represent the final determination of post-closing adjustments to the working-capital and merger consideration provided for in the CMS Separation Transaction agreements.
Neutral
Business Wire
1 month ago
Amentum to Host Second Quarter Fiscal Year 2025 Earnings Conference Call on May 7, 2025
CHANTILLY, Va.--(BUSINESS WIRE)-- #2ndQuarterFY25--Amentum (NYSE: AMTM), a global leader in advanced engineering and innovative technology solutions, will host a conference call on May 7, 2025 at 8:30 AM EDT to discuss financial results for the second quarter fiscal year 2025 ending March 28, 2025. A news release containing the results will be issued prior to the call. The conference call will be webcast to the public through a link on Amentum's Investor Relations Website. A replay of the conference call, along.
Neutral
Seeking Alpha
1 month ago
Amentum Holdings: The Most Undervalued Nuclear Stock
Amentum Holdings, a recent spin-off of Jacobs, is taking the critical asset engineering contracting industry by storm, with many new huge government contracts in defense and nuclear. 411% earnings growth this year with a healthy outlook. Heavily discounted to industry average due to recent IPO, lack of public visibility and tough market conditions.
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