Booz Allen Hamilton 株価情報 (NYSE: BAH)

最新ニュース Booz Allen Hamilton (NYSE:BAH) 株価情報

Booz Allen Hamilton

Booz Allen Hamilton Holding Corp is a provider of management consulting services to the U.S. government. Other services offered include technology, such as cloud computing and cybersecurity consulting, and engineering consulting. The consulting services are focused on defense, intelligence, and civil markets. In addition to the U.S. government, Booz Allen Hamilton provides its management and technology consulting services to large corporations, institutions, and nonprofit organizations. The company assists clients in long-term engagements around the globe.

Booz Allen Hamilton Holding Corporation Common Stock

Booz Allen Hamilton Holding Corp

Bahl & Gaynor Small/Mid Cap Income Growth ETF

Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) and Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) have introduced an <a href="https://www.benzinga.com/pressreleases/25/04/b45003180/booz-allen-and-meta-successfully-demonstrate-ai-vision-language-model-for-space">AI solution named &#8220;Space Llama,&#8221;</a> designed to enhance how astronauts handle maintenance and repairs on the International Space Station (ISS).
This joint innovation utilizes a tech stack driven by NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CUDA GPU acceleration and is designed to operate independently of Earth-based computing infrastructure.
The Space Llama platform is built to eliminate the need for physical manuals and lessen the dependence on Earth-based guidance during space missions. 
With its onboard intelligence, the system enables astronauts to quickly identify issues, run diagnostics, and make repairs efficiently all with lower energy usage and no need for internet connectivity to Earth.
Also Read: <a href="https://www.benzinga.com/25/04/44838892/booz-allen-bets-big-on-ai-defense-tech-with-scout-ai-investment">Booz Allen Bets Big On AI Defense Tech With Scout AI Investment</a>
&#8220;This proof of concept overcomes the historical limitations of low-power, low-capability space-based computing by enabling simple, power-efficient AI use in space without relying on Earth network connectivity,&#8221; said chief technology officer at Booz Allen, Bill Vass. 
&#8220;We&#8217;re thrilled and honored to steward with Meta this space-based multi-modal vision language model to achieve critical mission success and redefine how we work in space and at the deepest mission edges.&#8221;
Leveraging a tailored adaptation of <a href="https://about.fb.com/news/2025/04/space-llama-metas-open-source-ai-model-heading-into-orbit/">Meta's Llama vision AI</a>, Space Llama can analyze visuals and text to deliver real-time technical support. 
It expands upon Booz Allen's prior deployment of the first large language model in space and is specifically designed to function effectively in areas with constrained or unstable connectivity.
The core of the system integrates Booz Allen's A2E2 (AI for Edge Environments) platform with Hewlett Packard Enterprise's Spaceborne Computer-2 and NVIDIA CUDA software. 
The AI stack mirrors the design of systems used on satellites and can function entirely autonomously aboard the ISS National Lab.
While the tech is tailored for space operations, Booz Allen sees potential applications on Earth, from oil and gas to defense and energy where connectivity is intermittent or constrained. 
Price Action: BAH shares traded higher by 0.25% at $119.63 in premarket at last check Friday.
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News

General

NVDA

Meta, Booz Allen Launch 'Space Llama' AI System For Space Station Operations

The goal in building the tech stack – dubbed "Space Llama" – is to not only replace paper documents onboard the ISS National Lab, but also decrease reliance on instructions received from the ground while deployed at the edge. The result will be lower costs, less computing power required, and faster outcomes when responding to onboard anomalies or maintenance issues, without depending on Earth-bound internet.
 &nbsp;

Booz Allen, Meta Launch "Space Llama" AI Tech Stack For ISS, Pioneering Edge Operations With NVIDIA-Powered Innovation

Technology provider Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) is <a href="https://www.benzinga.com/pressreleases/25/04/b44835653/booz-allen-invests-in-scout-ai-to-advance-physical-ai-for-defense-missions">doubling down on the future of autonomous warfare</a>.
What Happened: The firm is making a strategic bet through its venture capital arm to support artificial intelligence-driven robotics. Booz Allen Ventures invested in emerging defense tech firm Scout AI, a company that uses AI models to revamp military robotics.
Scout AI created a technology called FURY, a specialized Vision-Language-Action (VLA) platform.
Scout AI is expected to &#8220;play a pivotal role in outpacing emerging threats,&#8221; Booz Allen Vice President, Randy Yamada said.
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Why It Matters: The goal is to transform unmanned vehicles into smart, decision-making entities with capabilities extending across land and air systems. Scout AI plans to broaden into maritime and space domains.
Its autonomous ground and aerial platforms utilize an advanced architecture that allows service members to control them through everyday language.
&#8220;By combining our cutting-edge VLA system with Booz Allen&#8217;s deep expertise in AI and defense, we are paving the way for a new generation of intelligent systems that will enable more effective, adaptable, and real-time decision-making in complex environments,&#8221; said Scout AI CEO, Colby Adcock.
This move follows Booz Allen&#8217;s previous investment in Shield AI to scale autonomous capabilities through Hivemind Enterprise. The firm also has an ongoing partnership with Carnegie Robotics on advanced robotic solutions.
With this new partnership, Scout AI becomes the 14th addition to Booz Allen's $100 million venture portfolio. Other investments include startups such as Hidden Layer, RAIC Labs and Starfish Space, each focused on building dual-use commercial technologies that can serve both civilian and military purposes.
Price Action: BAH shares traded higher by 1.58% at $112.03 in premarket at last check Wednesday. 
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Startups

Tech

Booz Allen Bets Big On AI Defense Tech With Scout AI Investment

At a time when buzzwords and high-frequency trading tend to get all the attention, Argent Capital Management has taken a lower-key — but more strategic — approach. The St. Louis active asset manager has launched <a href="https://www.benzinga.com/etfs">two new ETFs</a>: the Argent Large Cap ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABIG#NASDAQ">ABIG</a>) and the Argent Focused Small Cap ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALIL#NASDAQ">ALIL</a>). These complement the firm&#8217;s already existing Mid Cap ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMID#NASDAQ">AMID</a>), providing a complete array of U.S. equity exposure that adheres to a rather old-fashioned policy: invest in good companies and let them compound.
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Argent&#8217;s strategy focuses on the idea it calls &#8220;enduring businesses&#8221; — companies with steadily increasing cash flows, sound capital allocation habits and a lasting competitive advantage. &#8220;We think of it as the economic version of a well-built house that stands strong in all weather. We look closely at how a company reinvests its profits, manages debt, and maintains its edge over competitors. Even as markets rapidly evolve, these fundamental strengths rarely go out of style,&#8221; ABIG portfolio manager Jed Ellerbroek, Jr., told Benzinga.
These are not big, index-hugging funds. Each is constructed with conviction: about 30 to 35 names in ABIG and 35 to 45 in ALIL. That focused method reflects Argent&#8217;s view that meaningful long-term outperformance results from extensive fundamental research and allowing great businesses to do what they do best—compound cash flows over time.
&#8220;Good capital allocation is like planting trees today, knowing they&#8217;ll provide shade in the future. It takes patience,&#8221; Ellerbroek said. &#8220;We seek companies that consistently reinvest cash wisely to fuel long-term growth. When volatility hits, our conviction in these disciplined firms allows us to look beyond short-term and hold positions confidently for years, compounding returns along the way.&#8221;
In today&#8217;s market, that conviction causes them to be overweight in sectors like consumer discretionary and industrials within ABIG. Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) is the fund&#8217;s largest holding and a key driver of that discretionary tilt. Argent also prefers stocks like Copart (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPRT#NASDAQ">CPRT</a>), Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) and Waste Connections (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WCN#NYSE">WCN</a>) for their consistent cash flows and resilient business models. At the same time, they&#8217;re underweight in consumer staples, which they consider less attractive compared to some industrials.
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In ALIL — the small-cap cousin — Argent is making the most of financials and housing-related consumer discretionary names. Ellerbroek cites strong long-term growth opportunities and favorable valuations in both areas. Conversely, the team is cautious about a few companies that don&#8217;t have their quality-first approach. 
&#8220;For ALIL, our small cap strategy, we&#8217;re overweight consumer discretionary, especially housing-related names, given their attractive long-term growth potential,&#8221; he said. &#8220;We're also overweight in financials, thanks to compelling secular trends and reasonable valuations. Meanwhile, we're cautious on healthcare, largely due to our aversion to unprofitable biotech businesses.&#8221;
That research-led approach is particularly important in the small-cap space, where analyst coverage can be thin and market narratives can shift quickly. According to Ellerbroek, the firm conducts small-cap due diligence more like private equity investors than public market traders. &#8220;We're asking ourselves, &#8216;Would we want our own families to own this business?&#8217; This mindset ensures we invest only in businesses we deeply understand and believe can compound value over time.&#8221;
<a href="https://www.prweb.com/releases/argent-capital-management-adds-two-etfs-to-its-growing-lineup-of-investment-solutions-302423047.html">Argent&#8217;s </a>commitment to quality applies to risk management as well. Volatility isn&#8217;t risk; owning lousy businesses is. &#8220;Owning exceptionally high-quality companies, we can confidently look beyond short-term fluctuations, knowing these businesses are built to adapt and thrive over the long term,&#8221; Ellerbroek said.
With three concentrated ETFs now accessible for large-, mid- and small-cap stocks, Argent views a natural opportunity for advisers to create an all-weather core equity portfolio with their funds. ABIG represents a solid large-cap anchor, AMID focuses on mid-cap growth opportunities, and ALIL provides access to emerging opportunities in the small-cap universe.
In a market filled with passive approaches and moment-in-the-sun thematic ETFs, Argent is counting on something that has remained consistent: fundamental research, patience and the compounding power of quality businesses.
As a parting thought, summarizing Argent's investment approach, Ellerbroek told Benzinga, &#8220;We invest in a select group of great businesses that steadily compound cash flow and have lasting competitive advantages &#8211; because in investing, short-term thinking rarely wins; patience usually does.&#8221;
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Exclusives

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ETFs

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JP Morgan analyst Seth Seifman maintains Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) with a Underweight and lowers the price target from $140 to $120.

Price Target

Analyst Ratings

JP Morgan Maintains Underweight on Booz Allen Hamilton, Lowers Price Target to $120

In the latest quarter, 6 analysts provided ratings for Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>), showcasing a mix of bullish and bearish perspectives.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $136.83, with a high estimate of $164.00 and a low estimate of $109.00. A decline of 12.06% from the prior average price target is evident in the current average. 
<img src="https://www.benzinga.com/files/images/story/2025/1744635632_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Booz Allen Hamilton. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Tobey Sommer &#x7C;Truist Securities &#x7C;Lowers &#x7C;Hold &#x7C; $110.00&#x7C;$142.00 &#x7C; 
&#x7C;Noah Poponak &#x7C;Goldman Sachs &#x7C;Lowers &#x7C;Neutral &#x7C; $109.00&#x7C;$150.00 &#x7C; 
&#x7C;Matthew Akers &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Overweight &#x7C; $148.00&#x7C;$164.00 &#x7C; 
&#x7C;Matthew Akers &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Overweight &#x7C; $164.00&#x7C;$180.00 &#x7C; 
&#x7C;Seth Seifman &#x7C;JP Morgan &#x7C;Lowers &#x7C;Underweight &#x7C; $140.00&#x7C;$142.00 &#x7C; 
&#x7C;Brian Gesuale &#x7C;Raymond James &#x7C;Announces &#x7C;Outperform &#x7C; $150.00&#x7C;- &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Booz Allen Hamilton. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Booz Allen Hamilton compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Booz Allen Hamilton's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Booz Allen Hamilton's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/BAH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Booz Allen Hamilton analyst ratings.</a>
<h2>Get to Know Booz Allen Hamilton Better</h2>
Booz Allen Hamilton Holding Corp is a provider of management consulting services to the U.S. government. Other services offered include technology, such as cloud computing and cybersecurity consulting, and engineering consulting. The consulting services are focused on defense, intelligence, and civil markets. In addition to the U.S. government, Booz Allen Hamilton provides its management and technology consulting services to large corporations, institutions, and nonprofit organizations. The company assists clients in long-term engagements around the globe.
<h3>Understanding the Numbers: Booz Allen Hamilton's Finances</h3>
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Positive Revenue Trend: Examining Booz Allen Hamilton's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 13.52% as of 31 December, 2024, showcasing a substantial increase in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Industrials sector.
Net Margin: Booz Allen Hamilton's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 6.37% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Booz Allen Hamilton's ROE stands out, surpassing industry averages. With an impressive ROE of 15.42%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Booz Allen Hamilton's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.71% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Booz Allen Hamilton's debt-to-equity ratio stands notably higher than the industry average, reaching 2.97. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>The Significance of Analyst Ratings Explained</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Booz Allen Hamilton Stock: A Deep Dive Into Analyst Perspectives (6 Ratings)

Truist Securities analyst Tobey Sommer maintains Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) with a Hold and lowers the price target from $142 to $110.

Truist Securities Maintains Hold on Booz Allen Hamilton, Lowers Price Target to $110

CORRECTION: Goldman Sachs analyst Noah Poponak downgrades Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) from Buy to Neutral and lowers the price target from $150 to $109

Downgrades

CORRECTION: Goldman Sachs Downgrades Booz Allen Hamilton to Neutral, Lowers Price Target to $109

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Goldman Sachs analyst Noah Poponak downgraded the rating for Planet Labs PBC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PL#NYSE">PL</a>) from Buy to Neutral and lowered the price target from $6 to $3.5. Planet Labs shares closed at $3.36 on Thursday. <a href="https://www.benzinga.com/quote/pl/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst Noah Poponak downgraded the rating for Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) from Buy to Neutral and lowered the price target from $150 to $109. Booz Allen Hamilton shares closed at $108.81 on Thursday. <a href="https://www.benzinga.com/quote/bah/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley analyst Kristine Liwag downgraded Joby Aviation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) from Overweight to Equal-Weight and lowers the price target from $10 to $7. Joby Aviation shares closed at $6.02 on Thursday. <a href="https://www.benzinga.com/quote/joby/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Andrew Andersen downgraded Skyward Specialty Insurance Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKWD#NASDAQ">SKWD</a>) from Buy to Hold and cut the price target from $62 to $59. Skyward Specialty shares closed at $52.15 on Thursday. <a href="https://www.benzinga.com/quote/skwd/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Mark Strouse downgraded the rating for Fluence Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLNC#NASDAQ">FLNC</a>) from Overweight to Neutral and lowered the price target from $14 to $7. Fluence Energy shares closed at $3.86 on Friday.  <a href="https://www.benzinga.com/quote/flnc/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying BAH stock? Here&#8217;s what analysts think:
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="584" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11081119/image-82-1024x584.png" alt="" class="wp-image-867807" style="width:554px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11081119/image-82-1024x584.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11081119/image-82-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11081119/image-82-768x438.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11081119/image-82.png 1082w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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This Booz Allen Hamilton Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday

WIIM

Booz ALlen Hamilton shares are trading lower after Goldman Sachs downgraded the stock from Buy to Neutral and cut its price target from $150 to $109.

U.S. stock futures were higher this morning, with the Dow futures gaining around 0.2% on Friday.
Shares of Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) fell sharply in today's <a href="https://www.benzinga.com/quote/BAH/analyst-ratings">pre-market trading</a>.
Goldman Sachs analyst Noah Poponak downgraded Booz Allen Hamilton from Buy to Neutral and lowered the price target from $150 to $109.
Booz Allen Hamilton shares dipped 2.9% to $105.66 in the pre-market trading session.
Here are some other stocks moving lower in pre-market trading.
<ul>
<li>Nexa Resources S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEXA#NYSE">NEXA</a>) shares dipped 32% to $4.01 in today's pre-market trading.</li>
<li>Betterware de México, S.A.P.I. de C.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWMX#NYSE">BWMX</a>) shares declined 24% to $8.21 in pre-market trading. Betterware de México will report its first quarter results after the U.S. market close on Thursday, April 24.</li>
<li>Solaris Resources Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLSR#NYSE">SLSR</a>) shares fell 22.3% to $2.20 in pre-market trading.</li>
<li>InnovAge Holding Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INNV#NASDAQ">INNV</a>) declined 14.9% to $2.35 in pre-market trading.</li>
<li>Costamare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMRE#NYSE">CMRE</a>) fell 14.3% to $7.42 in pre-market trading after falling 5% on Thursday.</li>
<li>Maze Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAZE#NASDAQ">MAZE</a>) shares tumbled 12.8% to $6.62 in pre-market trading after falling 5% on Thursday.</li>
<li>Mesoblast Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MESO#NASDAQ">MESO</a>) dipped 9.5% to $9.41 in pre-market trading after dipping 6% on Thursday.</li>
<li>Dyne Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DYN#NASDAQ">DYN</a>) fell 6.2% to $6.55 in pre-market trading after dipping around 8% on Thursday.</li>
<li>Movado Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOV#NYSE">MOV</a>) fell 4.9% to $13.14 in pre-market trading. Movado Group, will report fourth quarter and fiscal year 2025 earnings results on Wednesday, April 16.</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44734419/top-2-real-estate-stocks-that-may-keep-you-up-at-night-this-month">Top 2 Real Estate Stocks That May Keep You Up At Night This Month</a> </li>
</ul>
Photo via Shutterstock

Movers

BWMX

CMRE

INNV

MAZE

MESO

NEXA

SLSR

Booz Allen Hamilton, Movado Group And Other Big Stocks Moving Lower In Friday's Pre-Market Session

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>B of A Securities analyst Kenneth Bruce upgraded the rating for American Express Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) from Neutral to Buy and lowered the price target from $325 to $274. American Express shares closed at $246.89 on Thursday. <a href="https://www.benzinga.com/quote/axp/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst Noah Poponak upgraded Huntington Ingalls Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) from Sell to Buy and raised the price target from $145 to $234. Huntington Ingalls shares closed at $200.89 on Thursday. <a href="https://www.benzinga.com/quote/hii/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst Noah Poponak upgraded the rating for Northrop Grumman Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) from Sell to Neutral and raised the price target from $424 to $521. Northrop Grumman shares closed at $516.09 on Thursday. <a href="https://www.benzinga.com/quote/noc/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Seaport Global analyst Angie Storozynski upgraded California Water Service Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CWT#NYSE">CWT</a>) from Neutral to Buy and announced a $54 price target. California Water shares closed at $48.50 on Thursday. <a href="https://www.benzinga.com/quote/cwt/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst Gavin Parsons upgraded the rating for Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) from Buy to Neutral and cut the price target from $150 to $109. Booz Allen Hamilton shares closed at $108.81 on Thursday.  <a href="https://www.benzinga.com/quote/BAH/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying NOC stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="592" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11075525/image-80-1024x592.png" alt="" class="wp-image-867770" style="width:533px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11075525/image-80-1024x592.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11075525/image-80-300x173.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11075525/image-80-768x444.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11075525/image-80.png 1098w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44734419/top-2-real-estate-stocks-that-may-keep-you-up-at-night-this-month">Top 2 Real Estate Stocks That May Keep You Up At Night This Month</a> </li>
</ul>
Photo via Shutterstock

Upgrades

This Northrop Grumman Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Friday

Goldman Sachs analyst Noah Poponak downgrades Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) from Buy to Neutral and lowers the price target from $150 to $109.

Goldman Sachs Downgrades Booz Allen Hamilton to Neutral, Lowers Price Target to $109

Leading consulting giants Accenture Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>), Deloitte, and Booz Allen Hamilton Holding Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) are facing significant contract reductions as the U.S. Department of Defense (DoD) announced a sweeping $5.1 billion cut in IT services and other contracts deemed &#8220;wasteful spending.&#8221;
What Happened: Defense Secretary Pete Hegseth issued these cuts on late Thursday as part of a broader effort to streamline the department&#8217;s budget and redirect funds toward warfighting capabilities and improved healthcare for service members and their families.
&#8220;We need this money to spend on better health care for our warfighters and their families, instead of $500 an hour business process consultant,&#8221; Hegseth said. &#8220;That&#8217;s a lot of consulting.&#8221;
According to the memorandum, Secretary Hegseth detailed the specific areas targeted for cuts, emphasizing a shift away from reliance on external consultants for services that can be performed by the DoD&#8217;s workforce.
&#8220;That&#8217;s with a &#8216;B&#8217;; $5.1 billion in DOD contracts for ancillary things like consulting and other nonessential services,&#8221; Hegseth said while recording a video of the announcement from his office.
He specifically highlighted several major contracts being terminated, including:
<ul>
<li>$1.8 billion in consulting contracts awarded by the Defense Health Agency to various private sector firms, including Accenture, Deloitte, and Booz Allen, for services the DoD believes its civilian workforce can handle.</li>
</ul>
<ul>
<li>A $1.4 billion Air Force contract with Accenture for reselling third-party enterprise cloud IT services, which the department intends to fulfill directly using existing procurement resources.</li>
</ul>
<ul>
<li>A $500 million Navy contract for business process consulting for administrative offices.</li>
</ul>
<ul>
<li>A $500 million contract with the Defense Advanced Research Projects Agency (DARPA) for IT help desk services was deemed &#8220;completely duplicative&#8221; of existing services provided by the Defense Information Systems Agency (DISA).</li>
</ul>
See Also: <a href="https://www.benzinga.com/government/regulations/25/04/44728276/spy-qqq-call-volumes-spiked-minutes-before-tariff-pause-announcement-alexandria-ocasio-cortez-demands-disclosure-from-congress-members">SPY, QQQ Call Volumes Spiked Minutes Before Tariff Pause Announcement: Alexandria Ocasio-Cortez Demands Disclosure From Congress Members</a>
Why It Matters: The announcement builds upon a <a href="https://www.benzinga.com/markets/equities/25/03/44434720/defense-secretary-slashes-580-million-in-wasteful-spending-targets-overdue-overpriced-projects">previous $580 million in cuts</a> announced on March 20, bringing the total savings identified under the Department of Government Efficiency or DOGE initiatives to &#8220;nearly $6 billion in wasteful spending over the first six weeks,&#8221; Hegseth added.
Beyond IT services, the remaining $0.9 billion to reach the $5.1 billion total comes from the termination of 11 additional contracts across the DoD.
These contracts target consulting services related to diversity, equity, and inclusion (DEI), climate change initiatives, the department&#8217;s response to the COVID-19 pandemic, and other &#8220;non-essential activities.&#8221;
To ensure the continued efficiency of the DoD&#8217;s IT operations, Secretary Hegseth has directed the DoD Chief Information Officer (CIO), in coordination with the DOGE team, to develop a 30-day plan for:
<ul>
<li>In-sourcing IT consulting and management services to the department&#8217;s civilian workforce. </li>
<li>Negotiating the most favorable rates for software and cloud services. </li>
<li>Completing an audit of DoD software licensing by April 18, 2025, to eliminate unnecessary expenditures.</li>
</ul>
Price Action: Shares of Accenture were down 18.23% on a year-to-date basis, whereas it declined by 12.29% over a year. Booz Allen Hamilton, on the other hand, was down 15.07% YTD and 24.54% over a year.
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, ended lower on Thursday. The SPY was down 4.38% to $524.58, while the QQQ declined 4.25% to $446.18, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/04/44732982/donald-trump-reduced-himself-to-a-paper-tiger-says-peter-schiff-after-comparing-tariff-rollout-and-pause-to-the-hindenburg-of-trial-balloons">Donald Trump &#8216;Reduced Himself To A Paper Tiger,&#8217; Says Peter Schiff After Comparing Tariff Rollout And Pause To The &#8216;Hindenburg Of Trial Balloons&#8217;</a></li>
</ul>
Photo courtesy: Shutterstock

Equities

Government

Politics

Pentagon Slashes $5.1 Billion In Accenture, Deloitte, Booz Allen Contracts: 'That's A Lot Of Consulting'

<a href="https://www.ft.com/content/a92d94be-6266-424a-abd1-c17535041d70" title="https://www.ft.com/content/a92d94be-6266-424a-abd1-c17535041d70">https://www.ft.com/content/a92d94be-6266-424a-abd1-c17535041d70</a>

'Trump Administration Threatens To Scrap Consultancy Contracts After 'Insulting' Proposals; Accenture And Booz Allen Hamilton Among Firms Accused Of 'Sleight Of Hand' In Submissions To U.S. Government' - Financial Times

Wells Fargo analyst Matthew Akers maintains Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) with a Overweight and lowers the price target from $164 to $148.

Wells Fargo Maintains Overweight on Booz Allen Hamilton, Lowers Price Target to $148

The S&amp;P 500 index fell about 9.1% last week (Mar 31-Apr 4), making it one of the worst performances for the benchmark. These large-cap stocks defied the index. Are they in your portfolio?
<ol>
<li>CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) stock gained 19.55% last week on reports that Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google is looking to rent Nvidia's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell Chips from the company.</li>
<li>Rocket Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>) shares surged 18.19% after Keefe, Bruyette &amp; Woods upgraded the stock from Underperform to Market Perform and <a href="https://www.benzinga.com//node/44612611" target="_blank" rel="noreferrer noopener">raised its price forecast from $12 to $14</a>.</li>
<li>GameStop Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>) upped 8.10% last week after it raised $1.5 billion in a private offering and <a href="https://www.benzinga.com//node/44638041" target="_blank" rel="noreferrer noopener">Ryan Cohen increasing his stake</a> in the company.</li>
<li>Dollar General Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>) stock upped 7.58%. Shares of consumer staples stocks gained as tariff uncertainty may be <a href="https://www.benzinga.com//node/44641614" target="_blank" rel="noreferrer noopener">driving a shift toward defensive stocks</a>.</li>
<li>Molina Healthcare Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>) shares increased 7.39%. The company recently reported that it has 1.75 million shares sold short, which is 4.16% of all regular shares <a href="https://www.benzinga.com//node/44634528" target="_blank" rel="noreferrer noopener">available for trading</a>.</li>
<li>Pilgrim's Pride Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PPC#NASDAQ">PPC</a>) stock rose 5.63%.</li>
<li>Ross Stores, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>) shares were up 3.90%. Citigroup analyst Paul Lejuez upgraded the company from Neutral to<a href="https://www.benzinga.com/quote/rost/analyst-ratings" target="_blank" rel="noreferrer noopener"> Buy and announced $146 price forecast</a>.</li>
<li>Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) stock gained 3.72% last week.</li>
<li>TJX Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TJX#NYSE">TJX</a>) shares increased 3.34%. Citigroup analyst Paul Lejuez upgraded the company from Neutral to Buy and raised the<a href="https://www.benzinga.com/quote/tjx/analyst-ratings" target="_blank" rel="noreferrer noopener"> price forecast from $128 to $140</a>.</li>
<li>NVR, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVR#NYSE">NVR</a>) shares increased 3.19% amid a drop in Treasury yields.</li>
</ol>
Image via Shutterstock

Large Cap

CRWV

GOOG

GOOGL

ROST

In One Of The Worst Week, These Large Cap Stocks Emerged As Winners (Mar 31-Apr 4): Are These In Your Portfolio?

These ten large-cap stocks were the worst performers in the last week. Are they in your portfolio?
<ol>
<li>KE Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEKE#NYSE">BEKE</a>) shares dipped 15.38% after UBS downgraded the stock from Buy to Neutral and <a href="https://www.benzinga.com/quote/beke/analyst-ratings" target="_blank" rel="noreferrer noopener">announced a price forecast of $24.5</a>.</li>
<li>Reddit, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) stock fell 9.76%. The stock briefly surged after Google announced an expanded partnership with Reddit, aiming to integrate Reddit content more <a href="https://www.benzinga.com//node/44369039" target="_blank" rel="noreferrer noopener">effectively across Google's products</a>.</li>
<li>Incyte Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INCY#NASDAQ">INCY</a>) stock dived 8.75% after reporting topline results from two Phase 3 clinical trials of Povorcitinib in <a href="https://www.benzinga.com//node/44356786" target="_blank" rel="noreferrer noopener">patients with Hidradenitis Suppurativa</a>. William Blair and Guggenheim downgraded the stock, and Truist Securities cut its <a href="https://www.benzinga.com/quote/incy/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from $74 to $72</a>.</li>
<li>James Hardie Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHX#NYSE">JHX</a>) shares decreased 8.39%.</li>
<li>XPeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) shares dipped 8.13% after the company reported a <a href="https://www.benzinga.com//node/44373548" target="_blank" rel="noreferrer noopener">fourth-quarter adjusted EPS miss</a>.</li>
<li>Nucor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>) shares decreased 7.63% after the company issued first-quarter adjusted<a href="https://www.benzinga.com//node/44426184" target="_blank" rel="noreferrer noopener"> EPS guidance below estimates</a>.</li>
<li>Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) stock fell 7.22%. The company said it is entering into a strategic partnership with Shield AI to deliver AI-powered autonomous solutions <a href="https://www.benzinga.com//node/44378015" target="_blank" rel="noreferrer noopener">for the U.S. government</a>.</li>
<li>Telus Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TU#NYSE">TU</a>) shares decreased 7.07%.</li>
<li>Futu Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FUTU#NASDAQ">FUTU</a>) stock declined 7.01%, probably after the People's Bank of China kept the one-year loan prime rate at 3.1% and the five-year rate at 3.6%. Policymakers are navigating how to support economic growth while stabilizing the yuan amid rising trade tensions.</li>
<li>Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) shares lost 6.02% last week after Rosenblatt cut its <a href="https://www.benzinga.com/quote/MU/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from</a> $250 to $200. The company reported <a href="https://www.benzinga.com//node/44425486" target="_blank" rel="noreferrer noopener">Q2 financial results</a>.</li>
</ol>
Image by Robert Way via Shutterstock
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/25/03/44450329/robinhood-roku-and-shopify-are-among-top-10-large-cap-gainers-last-week-mar-17-mar-21-are-the-others-in-your-portfolio" target="_blank" rel="noreferrer noopener">Robinhood, Roku And Shopify Are Among Top 10 Large-Cap Gainers Last Week (Mar 17-Mar 21): Are The Others In Your Portfolio?</a></li>
</ul>

BEKE

FUTU

INCY

MRNA

RDDT

XPEV

XPeng, Reddit And Micron Tech Are Among Top 10 Large-Cap Losers Last Week (Mar 17-Mar 21): Are The Others In Your Portfolio?

The future of telecommunications is now and investors are paying attention. With NVIDIA&#8217;s recent foray into AI-native 6G networks, the world is changing fast and there are huge opportunities for <a href="https://www.benzinga.com/etfs">telecom, AI, and semiconductor ETFs</a>.
Defiance ETFs CEO Sylvia Jablonski thinks this revolution is only just starting. &#8220;Telecom companies that want to stay competitive will need to invest in AI-powered networks, partner with AI tech leaders and upgrade to cutting-edge semiconductor technology. That's exactly why we built the Defiance Connective Technologies ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIXG#NASDAQ">SIXG</a>) to capture this AI-driven telecom revolution,&#8221; she told Benzinga.
Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) new <a href="https://nvidianews.nvidia.com/news/nvidia-and-telecom-industry-leaders-to-develop-ai-native-wireless-networks-for-6g">deals </a>with T-Mobile Us Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), MITRE, Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), ODC, and Booz Allen Hamilton Holding Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) that were announced in the GTC 2025 are a significant step forward in AI-powered telecommunications. Nvidia is taking the lead in the deployment of AI in wireless network hardware, software and infrastructure, paving the way for new-gen connectivity.
For investors, this transition offers attractive opportunities. The need for AI-driven networking chips, cloud computing infrastructure, telecom software and cybersecurity is likely going to boom. Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Amazon.com Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS, Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Cloud, Oracle Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Cisco Systems, Ericsson and Nokia Oyj (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) are likely to gain. Naturally, ETFs holding stocks of these companies are seeing an upside potential, too.
Also Read: <a href="https://www.benzinga.com/25/03/44418376/is-nvidia-sitting-on-the-ai-goldmine-no-one-sees-yet">Is Nvidia Sitting On The AI Goldmine No One Sees Yet?</a>
<h1 class="wp-block-heading">ETFs That Stand To Gain</h1>
Jablonski points out that ETFs such as Defiance Connective Technologies provide exposure to these leaders, enabling investors to be part of the revolution in telecom networks.
Outside of that ETF, a number of other ETFs stand to gain from Nvidia&#8217;s and the telecom sector&#8217;s AI-led transformation:
• Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) targets AI-led innovation across sectors, such as cloud computing and telecommunications. 
• VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) contains top semiconductor players such as Nvidia, Broadcom and Qualcomm that form the backbone of AI-driven networking. 
• iShares U.S. Telecommunications ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYZ#BATS">IYZ</a>) offers exposure to large telecom companies such as Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) and T-Mobile. 
• ARK Autonomous Technology &amp; Robotics ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>) contains firms utilizing AI-based connectivity for automation and future mobility. 
• First Trust Nasdaq Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>) also covers cybersecurity companies such as Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) and CrowdStrike Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), which will be instrumental in protecting <a href="https://www.crowdstrike.com/platform/">AI-native</a> 6G <a href="https://www.paloaltonetworks.com/blog/2024/11/a-security-first-approach-to-6g/#:~:text=Next%20Steps,development%20and%20deployment%20of%206G.">networks</a>.
The actual impact of AI-enabled 6G is much greater than the telecommunications sector. From health and finance to manufacturing and self-driving cars, AI-enhanced networks will bring efficiency, security and performance to many different industries. 
Jablonski noted, &#8220;AI-integrated telecom networks will boost productivity and connectivity across several industries: healthcare – enabling remote surgeries, real-time diagnostics and telemedicine; finance, strengthening cybersecurity for transactions and real-time market analysis; manufacturing, enhancing automation and predictive maintenance and autonomous vehicles, powering AI-native Vehicle-to-Everything (V2X) communication.&#8221;
The financial benefit won&#8217;t directly touch consumers&#8217; wallets. &#8220;In the short term, telecom companies will likely use AI-driven efficiency to increase their profits as they recover infrastructure investment costs. Over time, as AI optimizes network operations, consumers could see more competitive pricing and improved services — similar to how cloud services have evolved.&#8221; 
In the long run, with AI optimizing network operations, customers may experience more competitive rates and better services.
But, AI-driven networks may create a divide between telecom and tech giants. &#8220;Companies like AWS, Google Cloud and Microsoft Azure are expanding into telecom with AI-driven cloud services. Traditional telecom providers that fail to adapt may struggle to compete with these tech-driven companies,&#8221; she noted.
Nvidia&#8217;s AI-native 6G project is a game-changer and the investment environment is changing rapidly. With partnerships that range from telecom behemoths to cloud and cybersecurity companies, the argument for ETFs such as Defiance Connective Technologies ETF and Defiance Quantum ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QTUM#NASDAQ">QTUM</a>) has never been more compelling. As AI-powered networks redefine connectivity, investors can seize the opportunity to ride the future of telecommunications technology.
Read Next: • <a href="https://www.benzinga.com/25/03/44406384/alphabets-mega-cybersecurity-bet-3-etfs-poised-for-a-jackpot">Alphabet Bets Big On Cybersecurity: 3 ETFs Poised For A Jackpot</a>
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EXCLUSIVE: Why Defiance ETF CEO Sees Big Gains Ahead During Nvidia's 6G Revolution

NVIDIA today unveiled partnerships with industry leaders T-Mobile, MITRE, Cisco, ODC, a portfolio company of Cerberus Capital Management, and Booz Allen Hamilton on the research and development of AI-native wireless network hardware, software and architecture for 6G.
Next-generation wireless networks must be fundamentally integrated with AI to seamlessly connect hundreds of billions of phones, sensors, cameras, robots and autonomous vehicles. AI-native wireless networks will provide enhanced services for billions of users and set new standards in spectral efficiency — the rate at which data can be transmitted over a given bandwidth. They will also offer groundbreaking performance and resource utilization while creating new revenue streams for telecommunications companies.

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