QUOTE AND NEWS
Benzinga  Aug 13  Comment 
Analysts at Maxim Group initiated coverage on shares of The KEYW Holding (NASDAQ: KEYW) with a Buy rating. The target price for The KEYW Holding is set to $19. The KEYW Holding shares have declined 3.41% over the past 52 weeks, while the S&P...
TheStreet.com  Jul 10  Comment 
NEW YORK (TheStreet) -- KEYW Holding shares are up 4.5% to $12.65 in after-hours trading on Thursday after announcing a collaboration with Oracle's National Security Group on advanced solutions for mission applications and advanced analytic...
StreetInsider.com  Jul 10  Comment 
Visit StreetInsider.com at http://www.streetinsider.com/Corporate+News/KEYW+Holding+%28KEYW%29%2C+Oracle+Enter+Collaboration+on+Advanced+Security+Solutions/9652980.html for the full story.
SeekingAlpha  Jul 2  Comment 
By Shivansh Rastogi: Background KEYW Holding Corporation provides cyber-security solutions to the United States government, national security agencies and commercial enterprises. KEYW focuses primarily on defense and analytics, and the...
StreetInsider.com  Jun 16  Comment 
Visit StreetInsider.com at http://www.streetinsider.com/Corporate+News/KEYW+%28KEYW%29+Credit+Agreement+Amended/9584806.html for the full story.
SeekingAlpha  Jun 12  Comment 
By The Pump Stopper: Keyw Corp. (KEYW) likes to tout its alleged "cyber superiority" in press releases. I set out to evaluate these claims by discussing KEYW's products with competitors already established in the cyber security business. I found...
StreetInsider.com  Jun 11  Comment 
Zalicus Inc. (NASDAQ: ZLCS) 57.4% HIGHER; stock gained after-hours on Wednesday. Traders discussed Phase 3 data from Epirus BOW015 for treatment of rheumatoid arthritis. (Note: On April 16th, Zalicus Inc. and Epirus Biopharmaceuticals announced...
StreetInsider.com  Jun 11  Comment 
Visit StreetInsider.com at http://www.streetinsider.com/Corporate+News/KEYW+Holding+%28KEYW%29+Says+U.S.+Gov.+Agency+Has+Taken+Delivery+of+HawkEye+G/9575366.html for the full story.
TheStreet.com  Jun 5  Comment 
NEW YORK (TheStreet) -- Shares of KEYW Holding are up 8.21% to $10.81 today.CEO Leonard E. Moodispaw recently purchased 15,000 more shares of the stock on the open market at an average price of $10 each.  The transaction is dated Wednesday,...
SeekingAlpha  May 30  Comment 
By Zacks Investment Research: After reporting declining revenues and a loss of 8 cents per share in the first quarter, analysts revised their estimates significantly lower for The KEYW Holding Corporation (KEYW). This sent the stock to a Zacks...




 
TOP CONTRIBUTORS

KEYW Holding (NASDAQ:KEYW) provides cybersecurity to U.S. government agencies, primarily in the defense and intelligence departments. [1] KEYW recently went public, posting its IPO in September of 2010 - since then, KEYW relies primarily on two segments: services and products.[2] Like other companies that compete for government contracts in the fields of national security, KEYW operates in a business environment defined by two opposing trends and forces. First, defense and intelligence contracting is always in high demand - the U.S. government spends nearly a trillion dollars a year on defense spending. Conversely, government expenditures may decrease in the face of continuing economic concerns and cutting bloated defense contracts may be appealing to lawmakers.

Business Growth

The company's initial public offering of stock on the NASDAQ and occurred on September 30, 2010. Its initial price range was $10-$12, and the stock priced at the bottom at $10. The company sold 9.1M shares and raised $91M. The lead underwriter was Suntrust Robinson Humphrey.[3]

The company has strategically acquired certain companies in an attempt to build a single unified platform. In particular, it acquired TAG and IIT in February and March respectively.[4] These acquisitions augmented KEYW's traditional flows of revenue: services and products.[2]

Trends and Forces

Defense and Intelligence Contracting Enjoys Historically High Demand

In the aftermath of the September 11, 2001 terrorist attacks, the U.S. defense and intelligence services grew dramatically. As of 2010, the U.S. defense budget nears one trillion dollars, nearly doubling its decade-ago figures. As such, KEYW enjoys the reliability of government spending on defense issues and counterterrorism efforts.[5]

Revenue Contingent on Continued U.S. Government Spending

Almost all of KEYW's revenue come from contracts with the U.S. government, especially in defense and intelligence. As U.S. economic concerns continue, lawmakers may be inclined to cut into the near trillion dollar U.S. defense budget. Such cuts would have second and third order effects in the private consulting industry, especially on companies such as KEYW that are reliant upon contracts for their revenues.

Competition

KEYW competes in a largely saturated, private industry that provides consultation services for the U.S. government. KEYW's main competitors include Booz Allen Hamilton (BAH), SAIC (SAI), Lockheed Martin (LMT), and Raytheon Company (RTN).

References

  1. KEYW S-1/A 2010 "Prospectus Summary" pg. 1
  2. 2.0 2.1 KEYW Announces First Quarter Earnings
  3. Renaissance Capital - IPO "KEYW Holding prices IPO at $10.00, low end of the range" 1 Oct 2010
  4. KEYW S-1/A 2010 "SUMMARY CONSOLIDATED FINANCIAL DATA" pg. 8
  5. 3 Stocks to Beat a Recession
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