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.
Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →
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"}
Get daily alerts with 1 investment signals, 1 risk alerts, 1 opportunities and full AI analysis of all 2 filings
$30/mo after a 14-day free trial — no credit card required. See pricing or explore intelligence streams.
More from: Federal IT & Cybersecurity Contracts
🇺🇸 More from United States
View all →May 28, 2026
US Pre-Market SEC Filings Roundup — May 28, 2026
US Pre-Market SEC Filings Roundup
May 27, 2026
US Pre-Market SEC Filings Roundup — May 27, 2026
US Pre-Market SEC Filings Roundup
May 27, 2026
S&P 500 Technology Sector SEC Filings — May 27, 2026
S&P 500 Technology Sector SEC Filings
May 27, 2026
Orphan Drug Approvals — May 27, 2026
Orphan Drug Approvals