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Confirmed

AI-Driven Software Solutions

7 names are moving together; 100% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
DOXAmdocs LimitedTechnology-1.6%Group member
PGNYProgyny, Inc.Healthcare+1.2%Group member
BAHBooz Allen Hamilton Holding CorIndustrials-2.0%Group member
NABLN-able, Inc.Technology+1.8%Group member
SPSCSPS Commerce, Inc.Technology-0.2%Most structurally connected
BLBlackLine, Inc.Technology-3.3%Group member
OOMAOoma, Inc.Technology+0.5%Group member

Why we believe this

Cohort

7 names

Participation

100% this session

Observed history

1 daily builds

Filing coverage

6/7 members

restructuring affecting expense

F-34 Table of Contents BOOZ ALLEN HAMILTON HOLDING CORPORATION NOTES TO CONSOLIDATED FINANCIAL STATEMENTS (Amounts in tables in millions, except share and per share data or unless otherwise noted) The Company recorded $ 61 million of severance and related charges in the fiscal year ended March 31, 2026 as a result of cost management initiatives and the restructuring of the Civil business in fiscal 2026, including the Company’s actions to reduce costs as a result of the slowed procurement and funding environment.

BAH 10-K

product pipeline / R&D affecting expense

Research and Development Expenses - The increase in research and development expense was primarily due to increased headcount and third-party personnel, which resulted in an increase of $9.5 million in personnel-related costs, partially offset by $5.2 million due to higher capitalization of software development costs.

SPSC 10-K

credit / rates affecting interest expense

Interest Expense, net Interest expense, net increased 10% to $184 million, primarily due to an increase of $37 million in bond interest expense related to the $650 million Senior Notes due 2035 (issued in March of fiscal 2025), partially offset by a decrease in interest expense on the Company’s term loan due to lower rates year over year.

BAH 10-K

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.