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Maximus (MMS) Is Up 6.0% After Winning $77 Million Air Force Cybersecurity Contract – What's Changed

Simply Wall St · 08/05 21:48
  • In late July 2025, Maximus announced it had secured a new US$77 million contract from the United States Air Force Life Cycle Management Center's Cryptologic and Cyber Systems Division to provide cybersecurity, cloud-based services, and engineering support, with performance spread across a potential five-and-a-half-year term.
  • This award highlights Maximus’s expanding position as a federal technology supplier as the Department of Defense seeks robust and adaptable cybersecurity solutions across multiple domains.
  • We'll explore how this new Air Force contract adds momentum to Maximus's investment narrative, particularly its technology modernization and government partnership strengths.

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Maximus Investment Narrative Recap

Maximus appeals to investors who believe in the ongoing digitization and modernization of government services, with federal technology contracts driving near-term opportunities. The recent US$77 million Air Force deal reinforces Maximus’s position in federal tech, but given the company’s reliance on government clients, the biggest catalysts remain securing and maintaining large-scale contracts, while the greatest risk continues to be policy changes and potential budget constraints; this new contract adds support but does not materially reduce exposure to those risks.

The most relevant recent announcement is the re-award of Medical Disability Exam contracts in January 2025, ensuring continued revenue from a core government partnership. Securing major contracts in different federal domains, like the Air Force cybersecurity award, adds to the momentum but does not eliminate the underlying challenges facing all government service providers.

However, while these wins are encouraging, investors should stay alert to the possibility of future procurement delays or shifting government priorities that could ...

Read the full narrative on Maximus (it's free!)

Maximus' outlook projects $5.7 billion in revenue and $342.6 million in earnings by 2028. This is based on a 1.7% annual revenue growth rate and a $42.6 million increase in earnings from the current $300.0 million.

Uncover how Maximus' forecasts yield a $103.00 fair value, a 35% upside to its current price.

Exploring Other Perspectives

MMS Earnings & Revenue Growth as at Aug 2025
MMS Earnings & Revenue Growth as at Aug 2025

Simply Wall St Community members provided two fair value estimates for Maximus, spanning from US$69.05 to US$103 per share. With perspectives this broad, it’s clear opinions differ especially as government contract risks remain front of mind for many watching the company’s revenue streams.

Explore 2 other fair value estimates on Maximus - why the stock might be worth as much as 35% more than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.