Executive Summary
AATD LLC secured a major VA IT services contract with $138M obligated and $122M outlayed, signaling strong execution in a SDVOSB set-aside award totaling up to $423M with options. This underscores robust demand for endpoint IT/telecom in VA healthcare, favoring certified small businesses. Investors should monitor funding progress amid firm-fixed-price risks as the contract nears its 2026 end.
Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →
Tracking the trend? Catch up on the prior VA Healthcare & Services Contracts digest from March 20, 2026.
Investment Signals (1)
- Major VA IT award to SDVOSB (HIGH)▲
AATD LLC's $138M obligation (potential $423M) with $122M outlayed indicates reliable revenue for VA endpoint services.
Risk Flags (2)
- Execution [HIGH RISK]▼
Firm-fixed-price structure exposes AATD to cost overruns through 2026-06-30.
- Market [MEDIUM RISK]▼
Dependency on VA funding for remaining $16M obligation and options.
Opportunities (2)
- ◆
Upside to full $423M if options exercised, building on $122M outlays.
- ◆
Leverage SDVOSB/8(a) designations for repeat VA IT contracts.
Sector Themes (1)
- ◆
Set-aside awards like AATD's highlight preferential access for certified small businesses in VA endpoint services.
Watch List (2)
- 👁
{"entity"=>"AATD LLC", "reason"=>"High-value VA contract with $300M+ options potential and strong outlay momentum.", "trigger"=>"New obligations exceeding $138M or contract extensions"}
- 👁
{"entity"=>"VA Technology Acquisition Center NJ", "reason"=>"Source of large SDVOSB IT awards; signals future pipeline.", "trigger"=>"Similar set-aside RFPs for IT/telecom"}
Get daily alerts with 1 investment signals, 2 risk alerts, 2 opportunities and full AI analysis of all 1 filings
$30/mo after a 14-day free trial — no credit card required. See pricing or explore intelligence streams.
More from: VA Healthcare & Services Contracts
🇺🇸 More from United States
View all →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
May 27, 2026
Big Pharma Approvals — May 27, 2026
Big Pharma Approvals