Federal IT & Cybersecurity Contracts — May 08, 2026

Palantir's $31,552,195 obligated firm fixed price order (base + options $385,395,088) from VA Technology Acquisition Center for National Center for Veterans Analysis and Statistics Platform runs to potential 2030-09-29, with full/open competition signaling competitive SaaS moat; only $4.6M outlayed flags measured ramp.

GDIT's $38,325,660 time & materials delivery order (base + options $325,731,553) from Interior for HHS Indian Health Service PATH EHR starts May 2026 to Nov 2028 under full/open competition, providing future civilian health IT revenue stream for parent General Dynamics.

Valiant's $24,860,807 time & materials delivery order (base + options $98,873,563) from EPA shows strong execution with $21.7M outlayed since March 2024 award via full/open competition, extending to potential Sept 2029.

BAH secures $16.3M GSA T6/C130 support (potential $29M to 2026) and $14.5M DOE cyber BPA call (potential $27M to 2026) both under full/open competition, with $11.4M outlayed on DOE award indicating steady civilian IT/cyber execution.

Solventum's $12,047,442 firm fixed price sole source renewal (base + options $78M) for VA medical coding software to potential 2030-12-18 has $12M nearly fully outlayed, signaling entrenched health IT position for parent 3M.

Service-disabled veteran-owned Guardian Premier's $48.1M firm fixed price non-competed GSA contract for Lackland AFB support has $48.1M outlayed over 4.3 years to Jan 2026, neutral as most funds committed with limited upside.

12/19 contracts ($300M+ obligated) are firm fixed price with high pricing risk, including Palantir's $31.6M VA and Monkton's $27.5M FEMA orders starting 2025, vulnerable to cost overruns for smaller performers.

High fixed-price risk on awards like SOFTRAMS' $39.8M CMS and ThunderCat's $26.8M NIH, both with $35M+ outlayed but $68M+ ceilings uncertain amid small business execution challenges.

Zero/low outlays on future 2026+ starts like GDIT's $38.3M DOI ($0 outlayed) and Guardian Premier's nearing 2026-01-30 end signal funding delays or CR vulnerability post-Oct awards.

Non-competed sole source like Solventum's $12M VA renewal risks protests despite urgency, while set-asides (e.g., SDVOSB for ODDCORE JV's $14.2M VA) limit broad competition but flag policy dependency.

GDIT's $37.4M State consular IT (potential $116M to 2034) and DOI $38.3M EHR (potential $326M to 2028) highlight multi-year civilian IT expansion for General Dynamics.

Palantir's VA $385M ceiling and SWISH Data's $47.6M USDA software maintenance to 2030 offer SaaS/software upside if options exercised.

Solventum's $78M VA encoder renewal sole source provides 3M entrenched health IT revenue without competition.

HHS/CMS awards to SOFTRAMS ($39.8M), RELI Group ($18.7M), Noblis ($14.1M) plus VA Palantir ($31.6M)/Solventum ($12M) and DOI GDIT ($38.3M EHR) total $150M+ obligations focused on EHR, Medicare, veterans analytics.

Multi-agency PSC DA01/R499 awards like Monkton FEMA ($27.5M), Valiant EPA ($24.9M), BAH GSA/DOE ($30.8M) signal sustained demand for custom dev/support, with 80% civilian.

{"entity"=>"Palantir Technologies (PLTR)", "reason"=>"$31.6M VA obligation with $385M potential but low $4.6M outlay flags spending pace.", "trigger"=>"option exercises by 2026-09-29 current end"}

{"entity"=>"General Dynamics Corp (GD)", "reason"=>"Dual $75.7M obligations (DOI/State) with $441M total ceiling and $0 outlays on key awards risk delayed revenue.", "trigger"=>"2026 Q2 outlays post-DOI May start"}

{"entity"=>"Booz Allen Hamilton (BAH)", "reason"=>"$30.8M GSA/DOE with $0/$11.4M outlays and 2026 ends test multi-year execution.", "trigger"=>"GSA options by 2026-05-22"}

{"entity"=>"3M Company (MMM) via Solventum", "reason"=>"$12M VA sole source renewal with $78M ceiling post near-full outlay.", "trigger"=>"2026-12-18 current end extensions"}