Skip to contentHome page Seeking Alpha - Power to InvestorsOct. 07, 2025 1:43 AM ETAmentum Holdings, Inc. (AMTM) StockJ, SMR, AMTMJustin Polce540 FollowersSummaryAmentum Holdings offers a compelling value at $26/share, trading below peers and positioned for secular growth in defense and nuclear sectors.AMTM benefits from rising nuclear power demand, a recent major contract win, and potential involvement in small modular reactor projects and missile defense initiatives.Current valuation is attractive with an 8.3% FCF yield and forward multiples well below sector medians, suggesting upside potential toward $37/share.Risks include reliance on government contracts and macroeconomic uncertainty, but strong secular trends and backlog growth support a positive 12-24 month outlook.MikeMareen/iStock via Getty ImagesSummaryAmentum Holdings, Inc. (NYSE:AMTM) is an engineering and critical missions defense company that went public in September 2024 via a merger-spin with Jacobs Solutions (J). At $26 per share, Amentum trades at roughly 11.8x cash flow, below sector peers, andThis article was written byJustin Polce540 FollowersMS Industrial and Applied Mathematics. Investing through a loosely coupled, complex system. "I am a great believer in luck, and I find the harder I work, the more I have of it." -Thomas JeffersonAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AMTM, SMR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Nothing contained in this message is an offer or solicitation to buy or sell any security/investment and is for informational purposes only. The author does not guarantee the accuracy or completeness of the information provided in this document. All statements and expressions herein are the sole opinion of the author and are subject to change without notice. Neither the author nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouAbout AMTM StockSymbolLast Price% Chg1D5D1M6M1Y5Y10YMarket CapRev Growth (YoY)Short InterestPrev. CloseMore on AMTMRelated StocksSymbolLast Price% Chg--1D5D1M6M1Y5Y10YTrending AnalysisTrending NewsSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: 1-347-509-6837© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.