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Federal IT & Cybersecurity Contracts — May 16, 2026

Federal IT & Cybersecurity Contracts

By Gunpowder Editorial ·

2 total filings analysed

Executive Summary

The two contracts represent $818,650,715 in total civilian obligations with zero defense-related awards. Department of Veterans Affairs and Department of the Treasury dominate spending through EHRM licenses and Salesforce IT services. Highest-conviction signal is the bullish 7/10 rating on Lancer Information Solutions' $316,242,190 Treasury award, which already shows $231,887,389 in outlays under full-and-open competition.

Oracle Health Government Services' $502,408,524 VA firm-fixed-price award remains neutral due to zero outlays to date and lack of competition. Key watch item is tracking cumulative outlays and any 2027 end-date modifications across both vehicles.

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Tracking the trend? Catch up on the prior Federal IT & Cybersecurity Contracts digest from May 15, 2026.

Investment Signals (1)

  • Lancer Information Solutions $316M Treasury Salesforce award (HIGH)

    LANCER INFORMATION SOLUTIONS, LLC received a firm fixed price delivery order with $316,242,190 total obligation and $502,256,577 base-plus-options value for Treasury Departmental Offices under NAICS 541519, with $231,887,389 already outlayed and performance through 2027-04-14.

Risk Flags (1)

  • Execution [HIGH RISK]

    Oracle Health Government Services' $502,408,524 VA EHRM contract shows zero outlays despite full obligation and high pricing risk on a firm-fixed-price vehicle not competed since 2021-09-28.

Opportunities (1)

  • Lancer Information Solutions' $316M Treasury award includes full-and-open competition and option potential to 2028-04-14, supporting continued IT services expansion under NAICS 541519.

Sector Themes (1)

  • Department of Veterans Affairs and Department of the Treasury awarded $818.65M combined for EHRM licenses and Salesforce services under firm-fixed-price vehicles, highlighting sustained civilian IT spending outside defense accounts.

Watch List (2)

  • 👁

    {"entity"=>"Oracle Health Government Services, Inc.", "reason"=>"$502,408,524 VA obligation with zero outlays to date and high execution risk", "trigger"=>"outlay updates or 2027-05-16 end-date modifications"}

  • 👁

    {"entity"=>"Lancer Information Solutions, LLC", "reason"=>"$316,242,190 Treasury obligation with $231M already outlayed", "trigger"=>"option exercise decisions ahead of 2027-04-14 current end date"}

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