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

Amentum Reports Second Quarter Fiscal Year 2026 Results and Reaffirms Full Year Guidance

CHANTILLY, Va.--(BUSINESS WIRE)---- $AMTM #Amentum--Amentum, an advanced engineering and technology company, announced results for the 2nd quarter FY26 and reaffirmed guidance for its fiscal year.

Business Wire • May 11, 2026

Amentum Holdings (AMTM) Tops Q2 Earnings and Revenue Estimates

Amentum Holdings (AMTM) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.53 per share a year ago.

Zacks Investment Research • May 11, 2026

Amentum (AMTM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Amentum (AMTM) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • May 11, 2026