BLOG / 🇺🇸 United States · · daily

VA Healthcare & Services Contracts — April 22, 2026

VA Healthcare & Services Contracts

By Gunpowder Editorial ·

1 total filings analysed

Executive Summary

The single VA Healthcare & Services contract analyzed totals $103,954,050 in obligations, representing a fully civilian award with 0/1 defense-related, focused on Department of Veterans Affairs IT modernization via cloud operations.

Cognosante MVH LLC, a subsidiary of Novetta Solutions LLC, secured this $103.9M Time and Materials Delivery Order under full and open competition, with $82.6M already outlayed since the 2023-08-09 award, signaling strong execution in VA cloud migration services. The highest-conviction bullish signal is for Novetta Solutions LLC's Tech sector exposure, estimating ~$34.7M annual revenue through 2026-08-08. A key watch item is the exercise of unobligated options toward the $186.2M ceiling, alongside monitoring $71.2M in subawards representing 86% of outlays for prime retention risk. This underscores durable VA IT spending but highlights subcontracting dependencies in civilian contracts.

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 April 20, 2026.

Investment Signals (1)

  • Cognosante MVH LLC Wins $103.9M VA T4NG Cloud Delivery Order (MEDIUM)

    $103,954,050 obligated with $82.6M outlayed since 2023-08-09 award for cloud operations and migration services under NAICS 541512, providing ~$34.7M estimated annual revenue through 2026-08-08 and potential expansion to $186.2M ceiling.

Risk Flags (2)

  • Execution [MEDIUM RISK]

    High subcontracting with $71.2M across 13 subawards representing 86% of $82.6M outlayed funds may erode Cognosante MVH LLC's margins on this Time and Materials VA contract.

  • Budget

    Medium pricing risk on Time and Materials structure for $103.9M VA obligation, with uncertain exercise of options to reach $186.2M ceiling through 2026-11-08.

Opportunities (1)

  • Potential expansion of Cognosante MVH LLC's VA Cloud Operations contract from $103.9M obligation to $186.2M ceiling via option exercises.

Sector Themes (1)

  • Department of Veterans Affairs' Technology Acquisition Center awarded $103.9M Time and Materials Delivery Order to Cognosante MVH LLC for T4NG Cloud Operations under PSC DA10, with $82.6M outlayed signaling active execution.

Watch List (2)

  • 👁

    {"entity"=>"Novetta Solutions LLC", "reason"=>"$103.9M VA obligation to subsidiary Cognosante MVH LLC with $82.6M outlayed and $71.2M subawards tied to cloud migration performance.", "trigger"=>"outlays beyond $82.6M; option exercise toward $186.2M by 2026-08-08"}

  • 👁

    {"entity"=>"VA Technology Acquisition Center", "reason"=>"Sole contract in period for IT/Telecom SaaS under full competition, neutral sector signal but bullish Tech theme.", "trigger"=>"re-compete announcement post-2026-11-08"}

Get daily alerts with 1 investment signals, 2 risk alerts, 1 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 →