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Upslope Capital Management's investment thesis on Booz Allen Hamilton ($BAH) — Q4 2025 | Buyside Digest

$BAHBooz Allen Hamilton

BULL

Upslope Capital Management

Fund Letter

Q4 2025

Published January 13, 2026

$74.32USD

Current Market Price

Market Cap$8.9B

Pitch Price$97.40

Shares de-rated from ~30x to 14x EPS due to 'DOGE' cost-cutting fears under the new Trump administration. Upslope believes these...

— George K. Livadas

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