Nebius and Parsons have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Nebius Group (NBIS) as the Bull of the Day due to its strong AI-centric cloud infrastructure growth, significant private company investments, and upward earnings estimate revisions despite an earnings miss. Conversely, Parsons (PSN) has been designated the Bear of the Day due to recent earnings misses and negative revisions in its annual earnings estimates. The article also touches on three dividend-hiking stocks—Verisk Analytics, Seanergy Maritime Holdings, and Vulcan Materials Company—amid market volatility and concerns over tech stocks and inflation.
Parsons subsidiary SealingTech awarded $500 million cyber defense contract
Parsons Corporation's subsidiary, Sealing Technologies (SealingTech), has been awarded a $500 million sole-source contract by the United States Cyber Command (USCYBERCOM) for its Joint Cyber Hunt Kit solution. This three-year contract represents new business for Parsons, a company whose stock has declined by nearly 23% in the past six months and recently missed its Q4 2025 earnings expectations. The award underscores SealingTech's long-standing collaboration with the Department of War's Defense Innovation Unit and USCYBERCOM to develop advanced defensive cyber technologies, despite recent financial challenges faced by the parent company.
US Cyber Command plans $500M buy of Parsons cyber hunt kits
Parsons' subsidiary SealingTech has received an Intent to Award from U.S. Cyber Command for a sole-source, three-year production contract worth up to $500 million for Joint Cyber Hunt Kits (JCHK). This new work follows Parsons' 2023 acquisition of SealingTech and builds on SealingTech's experience deploying over 500 Cyber Fly-Away Kits to defense and intelligence customers. The award reinforces Parsons' focus on advanced defensive cyber solutions, though it represents an anticipated ceiling and not a finalized, guaranteed contract obligation.
The Top 5 Analyst Questions From Parsons's Q4 Earnings Call
Parsons (PSN) missed Q4 earnings expectations, primarily due to contract timing and a large confidential contract completion, leading to a negative market reaction. Despite this, management highlighted continued strength in critical infrastructure and anticipated margin expansion. Analysts focused on the sustainability of critical infrastructure margins, the potential for Parsons' Drone Armor system, federal solutions revenue guidance, drivers of margin guidance, and the book-to-bill sustainability in critical infrastructure.
Parsons Corporation (NYSE:PSN) Q4 2025 Earnings Call Transcript
Parsons Corporation (NYSE:PSN) reported its Q4 and full-year 2025 earnings, highlighting strong revenue growth and adjusted EBITDA margin expansion despite a dynamic federal government macro environment. The company exceeded its three-year Investor Day targets, driven by strategic acquisitions and strong performance in both critical infrastructure and federal solutions segments. Parsons issued 2026 guidance, projecting continued revenue growth and margin expansion, underpinned by a robust backlog and alignment with global infrastructure spending and national security priorities.
KeyBanc lowers Parsons stock price target to $73 on challenging results
KeyBanc Capital Markets has reduced its price target for Parsons Corp. (NYSE:PSN) to $73 from $80, while maintaining an Overweight rating. This adjustment follows a "difficult year" for Parsons, with disappointing Q4 2025 earnings and revenues leading to a stock sell-off. KeyBanc believes Parsons' forward guidance is now "achievable" given that past contractual issues are resolved, emphasizing consistent execution for restoring investor confidence.
KeyBanc lowers Parsons stock price target to $73 on challenging results
KeyBanc Capital Markets has lowered its price target for Parsons Corp. (NYSE:PSN) to $73 from $80, while maintaining an "Overweight" rating. This adjustment follows a "difficult year" for Parsons, with KeyBanc viewing its forward guidance as "achievable" despite recent challenges like an FAA miss and a confidential contract issue. The firm emphasizes that consistent execution is vital for Parsons to restore investor confidence.
PSN Q4 Deep Dive: Backlog Declines and Missed Estimates Amid Contract Headwinds
Parsons (PSN) missed Q4 CY2025 revenue and profit expectations due to contract timing issues and the completion of a large confidential contract. Management attributed the setbacks to a government shutdown and project deferrals, particularly in the federal solutions segment, but highlighted strength in critical infrastructure and new contract wins. The company projects cautious optimism for future performance, expecting mid-single-digit organic revenue growth and continued margin expansion, despite ongoing budget uncertainty and procurement delays.
Parsons Corp recently announced the core growth metrics in its long-term development strategy, clearly setting the medium-term target for organic revenue growth at a mid-single-digit level or better.
Parsons Corp has set a medium-term target for organic revenue growth at a mid-single-digit level or better as part of its long-term development strategy. This goal reflects the company's confidence in its internal growth capabilities and future market expansion, aiming for steady revenue growth through continuous innovation and efficiency without relying on large-scale mergers and acquisitions. The strategy focuses on maintaining competitiveness in key markets like defense, infrastructure, and security solutions.
Parsons Corp (NYSE:PSN) Q4 2025 Earnings: Revenue Misses Estimates Despite Record Profitability
Parsons Corporation (NYSE:PSN) reported Q4 2025 results with record profitability but missed revenue and EPS estimates, leading to a negative market reaction. Despite a significant federal contract wind-down impacting revenue, the company highlighted strong growth in its core business and the Critical Infrastructure segment, alongside record contract wins and a strategic acquisition. Parsons provided cautiously optimistic FY 2026 guidance and long-term targets, aiming for mid-single-digit organic revenue growth and double-digit adjusted EBITDA margins by 2028.
Why Parsons (PSN) Shares Are Plunging Today
Shares of Parsons (PSN) plunged 13.6% after the company reported fourth-quarter 2025 earnings and revenue that missed Wall Street expectations. Parsons delivered earnings of $0.75 per share against an average estimate of $0.79, and revenue of $1.6 billion, falling short of the $1.67 billion consensus and representing a 7.5% decline year-over-year. This double miss significantly impacted investor perception of the business given the stock's typically low volatility.
PARSONS CORP SEC 10-K Report
Parsons Corporation has released its 2025 10-K report, detailing financial performance, business operations, and strategic initiatives. The report highlights revenue of $6,364.2 million, improved operating and net income percentages, and a strong win rate in securing and retaining contracts. Parsons plans to continue strategic acquisitions to enhance capabilities and market presence, while navigating risks such as reliance on government contracts, operational challenges, international operations, and market fluctuations.
Parsons Announces Increase In Q4 Profit, Shares Down
Parsons Corp. (PSN) reported an increase in its Q4 profit, with earnings totaling $55.58 million or $0.51 per share, up from $54.18 million or $0.49 per share last year. However, revenue for the period declined by 7.6% to $1.603 billion. Despite the profit increase, shares of PSN were down by 2.95 points or 4.20% in pre-market trade.
Parsons: Q4 Earnings Snapshot
Parsons Corp. reported fourth-quarter earnings of $55.6 million, or 51 cents per share, which adjusted to 75 cents per share after one-time factors. This fell short of analysts' expectations of 80 cents per share. The company's revenue for the quarter was $1.6 billion, also missing the Street's forecast of $1.69 billion.
Parsons: Q4 Earnings Snapshot
Parsons Corp. (PSN) reported fourth-quarter earnings of $55.6 million, or 51 cents per share, which adjusted to 75 cents per share, missed Wall Street expectations of 80 cents per share. The company's revenue of $1.6 billion also fell short of the $1.69 billion anticipated by analysts. For the full year, Parsons recorded a profit of $241.1 million on revenue of $6.36 billion and forecasts full-year revenue for the upcoming period between $6.5 billion and $6.8 billion.
Parsons: Q4 Earnings Snapshot
Parsons Corp. (PSN) reported fourth-quarter earnings of $55.6 million, or 51 cents per share, falling short of Wall Street expectations. Adjusted earnings were 75 cents per share, compared to an average estimate of 80 cents per share from analysts surveyed by Zacks. The software and infrastructure services provider also missed revenue forecasts, posting $1.6 billion against an expected $1.69 billion.
Parsons (PSN) Secures $125M U.S. Army Research Contract
Parsons (PSN) has secured a significant $125 million, five-year contract with the U.S. Army Combat Capabilities Development Command, specifically the Army Research Laboratory (ARL). This agreement, which continues a two-decade collaboration, involves Parsons providing research, development, and technical services for initiatives like the High Performance Computing Modernization Program. The company demonstrates strong financial health with robust revenue growth, expanding margins, and stable liquidity, making it a noteworthy investment within the technology sector focused on defense and critical infrastructure.
Parsons Corp. Wins $125 Mln, 5 Yr Contract From US Army
Parsons Corp. announced it has secured a $125 million, five-year contract from the U.S. Army Combat Capabilities Development Command Army Research Laboratory (ARL). This contract involves providing research, development, and technical services for the Army Research Directorates mission, including infrastructure operations and project management. The agreement extends a two-decade partnership between Parsons and the DEVCOM Army Research Laboratory.
Parsons secures $125 million contract to support US Army research
Parsons Corporation has secured a five-year, $125 million task order contract to support the U.S. Army Combat Capabilities Development Command Army Research Laboratory and related programs. This re-awarded contract continues a two-decade relationship, with Parsons providing research, development, and technical services in areas like information processing, network sciences, and advanced computing. The company, currently trading at $69.48, is considered undervalued by InvestingPro data, with analyst price targets up to $104.
Parsons Corp has recently secured a contract worth up to $125 million to provide professional technical support to the Army Research Laboratory under the U.S. Army Futures Command.
Parsons Corp has secured a contract valued at up to $125 million to deliver professional technical support to the Army Research Laboratory, part of the U.S. Army Futures Command. This collaboration aims to bolster the U.S. military's research and development in advanced military technology. The contract underscores Parsons' significant expertise in defense solutions.
Army taps Parsons for $125M push into AI and cyber defense
Parsons (NYSE: PSN) has secured a $125 million, five-year contract to support the U.S. Army Combat Capabilities Development Command Army Research Laboratory (DEVCOM ARL), the High Performance Computing Modernization Program, and the Defense Research and Engineering Network. This recompeted single-award Task Order continues a more than 20-year partnership and will focus on research and development in AI/ML, cybersecurity, and advanced computing services. The award reinforces Parsons' position in national security and advanced computing, highlighting its role in delivering transformative solutions for the military.
Parsons Corporation Awarded $125 Million Contract to Support U.S. Army Research Laboratory's High Performance Computing Initiatives
Parsons Corporation has been awarded a five-year, $125 million contract to support the U.S. Army Combat Capabilities Development Command's Army Research Laboratory (ARL). This contract extends a 20-year partnership, with Parsons providing research, development, and technical services in cybersecurity, AI/ML, and advanced computing. The initiative, named "Computationally Augmented and Resilient: Situation Awareness, Intelligence, Planning, Mobility, and Defense," aims to bolster national security through innovative military technology.
Parsons (PSN) Q4 Earnings: What To Expect
Parsons (NYSE:PSN), an infrastructure and defense services provider, is set to announce its Q4 earnings on Wednesday. Analysts anticipate a 3.5% year-over-year revenue decline to $1.67 billion and adjusted earnings of $0.79 per share, following a significant revenue miss in the previous quarter. Despite recent positive sentiment in the defense contractors segment, Parsons has consistently missed Wall Street's revenue estimates, and its share price is currently below the average analyst target.
Parsons Secures $91 Million Contract Extension for U.S. Diplomatic Mission Security Worldwide
Parsons Corporation has secured a $91 million contract extension for the Overseas Security Installation Services (OSIS II) contract with the U.S. Department of State, marking the seventh option year of a 10-year agreement. This extension highlights Parsons' role in providing comprehensive security solutions, including technical security installation and support, access control, counter-unmanned aircraft systems, and biometric technologies, for over 265 U.S. diplomatic facilities globally. The company emphasizes its commitment to rapid deployment of innovative security solutions to meet evolving global threats and support the State Department's mission objectives.
U.S. embassies worldwide get $91M security support from Parsons
Parsons (NYSE: PSN) has secured a $91 million contract extension for the Overseas Security Installation Services (OSIS II) program, which supports U.S. diplomatic facilities worldwide. This is the seventh option year of a 10-year contract, and part of the broader nearly $1.12 billion OSIS II contract. The extension ensures Parsons continues to provide technical security installation and integrated solutions, including access control, CUAS, and biometric systems, to over 265 U.S. embassies and consulates.
Parsons (PSN) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Parsons (PSN) is projected to report increased earnings and lower revenues for the quarter ending December 2025, with expectations of $0.80 EPS and $1.69 billion in revenue. However, the Zacks Earnings ESP is negative, and the stock has a Zacks Rank of #4, making a definitive earnings beat difficult to predict despite a history of surpassing estimates three out of the last four quarters. Mirion Technologies (MIR), another industry player, also faces a similar negative Earnings ESP and a Zacks Rank of #3, suggesting uncertainty for its upcoming report.
Parsons deploys counter-drone system along US southern border
Parsons Corporation has deployed its DroneArmor counter-unmanned aircraft system along the U.S. southern border to protect against unauthorized drone activity. The system, described as military-grade and having achieved Technology Readiness Level 9, integrates radar, electronic warfare, optics, and AI-enabled software for real-time situational awareness and threat mitigation. This deployment follows other significant strategic moves for Parsons, including a $593 million contract extension with the FAA and a $60 million contract for a light rail project in Los Angeles.
AI-powered drone defense system deployed to guard the U.S. southern border
Parsons (NYSE: PSN) has deployed its DroneArmor™ counter-UAS system along the United States southern border to protect personnel, communities, and critical infrastructure. The TRL-9 system integrates radar, electronic warfare, optics, and AI/ML to provide real-time situational awareness and autonomous mitigation of unauthorized drones. Developed at Parsons' C-UAS Center of Excellence, this deployment reinforces the company's role in national security.
Parsons Corporation Deploys DroneArmor™ C-UAS to Strengthen Security at U.S. Southern Border
Parsons Corporation has deployed its DroneArmor™ counter-unmanned aircraft system (C-UAS) along the U.S. southern border to enhance security against drone threats for a federal national security customer. The military-grade system, developed at Parsons' C-UAS Center of Excellence, leverages AI and machine learning to provide real-time situational awareness and autonomous threat mitigation. This deployment follows rigorous government testing and positions Parsons as a leader in national security solutions, despite potential reliance on government contracts.
$60M light rail link will extend LA Metro A Line to Claremont
Parsons (NYSE: PSN) has been awarded a six-year, $60 million contract by the Foothill Gold Line Construction Authority. This contract involves completing the design and providing design-during-construction services for phase 2B2 of the Foothill Gold Line, which will extend the LA Metro A Line by 2.3 miles from Pomona to Claremont. This project continues Parsons' 25-year involvement with the A Line expansion, aiming to reduce traffic congestion, improve air quality, and enhance commuter and visitor access.
Parsons awarded $60 million contract for Foothill Gold Line extension
Parsons Corporation has secured a six-year, $60 million contract from the Foothill Gold Line Construction Authority to complete design work for phase 2B2 of the Foothill Gold Line project, extending the Metro A Line light rail system. This contract will support a 2.3-mile light rail extension from Pomona to Claremont, aiming to improve commuter access in Los Angeles County. Parsons has a long history with the project, having led design teams for over 25 years.
Parsons Corporation Awarded $60 Million Contract for Foothill Gold Line Phase 2B2 Design and Construction Services
Parsons Corporation secured a six-year, $60 million contract from the Foothill Gold Line Construction Authority for the design of phase 2B2 of the Foothill Gold Line project. This phase involves a 2.3-mile extension of the Metro A Line light rail from Pomona to Claremont, continuing Parsons' 25-year involvement in the project. The expansion aims to enhance commuter access between downtown Los Angeles and eastern Los Angeles County, reduce traffic congestion, and improve air quality.
Parsons Awarded $60 Million Contract To Design Claremont Extension Of Los Angeles’s Metro A Line Light Rail System
Parsons Corporation has secured a six-year, $60 million contract from the Foothill Gold Line Construction Authority to design Phase 2B2 of the Foothill Gold Line project, which involves a 2.3-mile extension of the Metro A Line light rail system from Pomona to Claremont. This project continues Parsons' 25-year involvement in the expansion, aiming to reduce traffic congestion, improve air quality, and enhance commuter access in Eastern Los Angeles County. The company emphasizes its long history in infrastructure design and its commitment to sustainable and accessible transportation solutions.
Parsons Secures $593 Million FAA ‘Tactical Anchor’ Extension to Stabilize Airspace Modernization Through 2030
Parsons Corporation secured a $593 million contract extension from the FAA, ensuring it remains a primary partner for National Airspace System upgrades through 2030. This "tactical anchor" stabilizes Parsons' revenue forecast after a significant contract loss in 2025 and confirms its crucial role in modernizing FAA infrastructure. The extension positions Parsons to facilitate the transition from legacy systems to IP-based networks and adapt to new technologies like Advanced Air Mobility.
Parsons (PSN) Secures $593M FAA Contract Extension
Parsons Corporation (PSN) has secured a significant $593 million contract extension from the Federal Aviation Administration (FAA), reinforcing its role in aviation infrastructure. This extension is part of a larger contract with a total ceiling value of $1.8 billion and extends Parsons' involvement through 2030, supporting the FAA’s Aviation System Capital Investment Plan. The company demonstrates strong financial health with robust revenue growth, expanding operating margins, and a solid Altman Z-Score, indicating financial stability and low risk of distress.
Parsons Secures $593M FAA Contract Extension
Parsons (PSN) has secured a $593 million contract extension from the FAA under its Technical Support Services Contract 5 (TSSC 5), which has a total ceiling value of $1.8 billion. This extension ensures services through 2030 and supports the FAA's Aviation System Capital Investment Plan for modernizing U.S. aviation infrastructure. Analysts maintain a "Moderate Buy" rating for PSN, with an average 1-year price target of $84.00, anticipating continued growth in the aviation sector for Parsons.
Parsons secures $593 million FAA contract extension through 2030
Parsons Corporation has secured a $593 million contract extension from the Federal Aviation Administration (FAA) through 2030, continuing its role in modernizing the National Airspace System. This extension, part of the TSSC 5 contract, involves managing infrastructure and systems upgrades across various FAA facilities. The company also recently acquired Altamira Technologies and secured another significant contract in Saudi Arabia, demonstrating strategic growth and diversification.
Parsons Corporation Awarded $593 Million Contract Extension Under FAA's TSSC 5 to Support Aviation System Modernization
Parsons Corporation secured a $593 million contract extension from the Federal Aviation Administration (FAA) under its Technical Support Services Contract 5 (TSSC 5), extending its modernization efforts through 2030. This extension supports the FAA's Aviation System Capital Investment Plan, with Parsons managing infrastructure and system upgrades across the National Airspace System. The company's long-standing relationship with the FAA and its expertise in program management were highlighted as key factors in securing this significant extension.
Parsons Wins $593 Mln FAA Contract Extension Through 2030
Parsons Corp. (PSN) has secured a $593 million contract extension from the Federal Aviation Administration (FAA) as part of its Technical Support Services Contract 5. This extension, which exercises the first option period, prolongs the company's work through 2030. Parsons will continue to manage infrastructure and systems upgrades across the National Airspace System, supporting the FAA's modernization efforts.
Parsons Corporation $PSN Holdings Decreased by Newport Trust Company LLC
Newport Trust Company LLC reduced its stake in Parsons Corporation (NYSE:PSN) by 2.1% in Q3, selling over a million shares but still holding 9.6% of its portfolio in the company, valued at approximately $4.23 billion. Parsons beat Q3 EPS estimates but saw a 10.4% year-over-year revenue decline, with its stock trading near $72.73 and a market capitalization of $7.74 billion. Wall Street analysts currently rate Parsons as a "Moderate Buy" with a consensus target price of $85.54, despite recent mixed analyst actions.
Is Parsons’ New Murabba Infrastructure Mandate Reshaping The Investment Case For Parsons (PSN)?
Parsons Corporation secured a significant 60-month contract as Infrastructure Lead Design Consultant for Saudi Arabia's New Murabba urban development, including the iconic Mukaab structure. This deal strengthens Parsons' presence in Middle Eastern giga-projects and aligns with its strategy to evolve into a higher-margin, tech-enabled infrastructure and defense solutions provider. While not expected to dramatically alter short-term growth, the contract provides long-duration work and reinforces the company's backlog momentum amid previous revenue guidance adjustments.
Parsons (PSN) Sees Analyst Target Price Raised by Barclays | PSN Stock News
Barclays has raised its target price for Parsons (PSN) to $78.00 from $70.00 while maintaining an 'Overweight' rating. This adjustment reflects varying analyst sentiments, with other firms also modifying their price targets for the technology-driven solutions provider. The average one-year target price from 13 analysts is $85.91, suggesting a potential upside of 17.93% from its current price.
Parsons Corporation (NYSE:PSN) Given Average Recommendation of "Moderate Buy" by Brokerages
Parsons Corporation (NYSE:PSN) has received a "Moderate Buy" consensus rating from 17 brokerages, with an average 1-year target price of $84.92. The company recently reported quarterly EPS of $0.86, exceeding estimates, but revenue of $1.62 billion fell short and was down 10.4% year-over-year. Institutional investors hold 98.02% of the stock, and several analysts have adjusted their price targets, indicating varying perspectives on the company's future performance.
Parsons stock price target raised to $80 by KeyBanc on Middle East growth
KeyBanc Capital Markets has increased its price target for Parsons Corp. (NYSE:PSN) to $80 from $76, maintaining an Overweight rating, following analyst visits to infrastructure development sites in Saudi Arabia and the UAE. The firm believes Parsons is well-positioned to benefit from significant infrastructure growth in the Middle East, driven by tourism and expanding populations. This adjustment comes amidst other recent developments for Parsons, including the acquisition of Altamira Technologies and new contracts in biometrics and Middle Eastern development projects.
Parsons stock price target raised to $80 by KeyBanc on Middle East growth
KeyBanc Capital Markets has increased its price target for Parsons Corp. (NYSE:PSN) to $80 from $76, maintaining an Overweight rating. This decision follows analyst visits to infrastructure development sites in Saudi Arabia and the UAE, where strong growth opportunities were observed. Parsons is seen as well-positioned to benefit from these extensive Middle East infrastructure trends.
Parsons stock price target raised to $80 by KeyBanc on Middle East growth By Investing.com
KeyBanc Capital Markets has increased its price target for Parsons Corp. (NYSE:PSN) to $80 from $76, maintaining an Overweight rating, citing the company's strong positioning to benefit from infrastructure development in the Middle East. This adjustment follows analyst visits to Saudi Arabia and the UAE where they observed significant growth potential. The article also notes Parsons' recent acquisition of Altamira Technologies and securing new contracts, underscoring its expanding project portfolio and service offerings.
Parsons Corporation (PSN): A Bull Case Theory
This article summarizes a bullish thesis on Parsons Corporation (PSN), highlighting its strategic shift from traditional engineering to higher-margin defense and technology segments. Key points include strong growth potential in cybersecurity and advanced tech, notable Q3 2025 margin expansion despite revenue decline, a robust project backlog, and a specialized workforce creating a strong moat. The thesis projects an intrinsic value of $73.6 per share with potential upside to $87 by 2026.
Wolverine Asset Management LLC Acquires Shares of 16,511 Parsons Corporation $PSN
Wolverine Asset Management LLC has acquired 16,511 shares of Parsons Corporation (NYSE:PSN) during the third quarter, valued at approximately $1.37 million. This move is part of a broader trend of institutional investors significantly increasing their stakes, bringing institutional ownership to about 98.02%. Analysts currently rate Parsons as a "Moderate Buy" with a consensus price target of $84.62, following a recent earnings beat where the company reported $0.86 EPS against estimates of $0.74.
Parsons acquires Altamira for $375M
Parsons, a Chantilly-based defense contractor, has acquired McLean-based national security company Altamira Technologies for $375 million. The acquisition includes an upfront payment of $330 million in cash, with a potential additional $45 million earn-out based on Altamira's 2026 EBITDA targets. This strategic move aims to strengthen Parsons' national security growth by integrating Altamira's intelligence, surveillance, and analytics capabilities and its over 600 employees, most of whom hold security clearances.
Mintz Advises Altamira on Acquisition by Parsons
Mintz advised Altamira Technologies Corporation on its acquisition by Parsons Corporation for $375 million. This deal enhances Parsons' defense and intelligence capabilities, particularly in advanced analytics and cyber operations. Altamira was previously a portfolio company of ClearSky, and the transaction positions Parsons for growth in the intelligence market.
