Amentum: Multiple Re-Rating Incoming

Amentum is deeply undervalued, trading at less than 9x forward earnings and 8x EV/EBITDA, with strong government-aligned tailwinds. AMTM's $47.8B backlog and shift toward higher-margin, fixed-price contracts position it for margin expansion and potential multiple re-rating. Deleveraging from 4.1x to a 3.0x net debt/EBITDA target, with recent refinancing saving ~$19.6M in annual interest, will unlock shareholder value.

Seeking Alpha • Jun 22, 2026

Amentum Secures $77M Contract to Modernize Defense Supply Chain Logistics in the Indo-Pacific Region with AI Tools

CHANTILLY, Va.--(BUSINESS WIRE)---- $AMTM #AmentumWin--Amentum (NYSE: AMTM) will deliver logistics operations support under a new 60-month firm-fixed price contract awarded by the General Services Administration (GSA) to provide modernized, end-to-end, AI-powered supply chain solutions for the Pentagon and other federal customers operating across Japan as part of the U.S. Indo-Pacific Command (INDOPACOM) area of responsibility. Amentum will enhance operational readiness in a strategic region by ensuring seamless sup.

Business Wire • Jun 17, 2026

Deep Isolation Nuclear Appoints Drilling Veteran Jon Tedrick to Lead World's First Full-scale Deep Borehole Disposal Demonstration

Industry veteran relocates to Texas to support field execution of the project as Deep Isolation advances its full-scale demonstration and the next phase of commercialization Industry veteran relocates to Texas to support field execution of the project as Deep Isolation advances its full-scale demonstration and the next phase of commercialization

GlobeNewsWire • Jun 17, 2026

Amentum: The Mispriced Architect Of Edge AI And Nuclear Defense

Amentum Holdings rated Strong Buy, driven by transformation into an advanced engineering monopsony controlling key nuclear, defense, and AI infrastructure bottlenecks. AMTM's forward catalysts include Deep Isolation's borehole nuclear waste disposal, integration of CG-SEA software into missile defense, and bridging DoD-grade cybersecurity for hyperscalers. Reaffirmed FY2026 guidance (revenue $13.95–$14.3B, adj. EBITDA $1.1–$1.14B, FCF $525–$575M) and sub-3x net leverage by FY2026 may enable aggressive capital returns.

Seeking Alpha • Jun 11, 2026

From Cold War Liability to Advanced Nuclear Fuel

The U.S. Department of Energy (DOE) has selected Oklo Inc. (OKLO) and four other nuclear companies for advanced negotiations under the Surplus Plutonium Utilization Program. The program aims to convert surplus plutonium into fuel for next-generation reactors, creating a bridge fuel option that can accelerate deployment while new domestic enrichment and fabrication capacity comes online.

ETF Trends • Jun 8, 2026

Amentum Debuts on the Fortune 500 List

CHANTILLY, Va.--(BUSINESS WIRE)---- $AMTM #Amentum--Amentum (NYSE: AMTM), a global advanced engineering and technology company, has been named to the Fortune 500 list.

Business Wire • Jun 3, 2026

Deep Isolation Reaches Over 100 Issued Patents, Strengthening Global Leadership in Nuclear Waste Disposal Innovation

Expanded international patent portfolio supports commercialization of integrated storage, transportation and disposal solutions Expanded international patent portfolio supports commercialization of integrated storage, transportation and disposal solutions

GlobeNewsWire • May 27, 2026

Amentum Names Dr. Sam Nazari Chief AI Architect

CHANTILLY, Va.--(BUSINESS WIRE)---- $AMTM #AI--Amentum (NYSE: AMTM), a global leader in advanced engineering and technology solutions, has named Dr. Sam Nazari the company's Chief AI Architect. In this role, Dr. Nazari will drive Amentum-wide AI integration to accelerate innovation and work closely with programs to optimize mission impact for customers across the defense, intelligence, energy, space, and commercial sectors. "Advancements in artificial intelligence are revolutionizing how mission objectives a.

Business Wire • May 19, 2026

Amentum Q2 Earnings Call Highlights

Amentum NYSE: AMTM reported what executives described as solid second-quarter fiscal 2026 results, supported by growth in key markets, strong bookings and a rebound in free cash flow.

MarketBeat • May 12, 2026

Amentum Holdings, Inc. (AMTM) Q2 2026 Earnings Call Transcript

Amentum Holdings, Inc. (AMTM) Q2 2026 Earnings Call Transcript

Seeking Alpha • May 12, 2026