How Investors Are Reacting To Amentum Holdings (AMTM) Securing Sellafield Nuclear Decommissioning Contract

• In October 2025, Sellafield Ltd. announced that Amentum secured positions on the multi-billion-pound Decommissioning and Nuclear Waste Partnership framework for remediation and waste retrieval at the Sellafield nuclear site in England.
• This 15-year contract will see Amentum deploy advanced digital and robotic technologies to help safely remediate one of the UK's highest-profile nuclear sites, with potential work valued up to £1.4 billion (US$1.9 billion).
• We'll explore how winning this large, multi-year Sellafield contract highlights Amentum's expansion in advanced nuclear decommissioning solutions.

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What Is Amentum Holdings' Investment Narrative?

For anyone considering Amentum Holdings, the big picture is evolving fast. The recent Sellafield win adds clear momentum to Amentum’s advanced nuclear decommissioning profile, addressing a core risk: lumpy revenue cycles tied to large contract awards. Securing a potential £1.4 billion (US$1.9 billion), multi-year contract bolsters short-term visibility and could help smooth earnings, a key catalyst given Amentum’s historic reliance on periodic, high-value government and defense deals. Before this major contract, the business was seen as expensive on earnings metrics and carried risks around a new, still-settling management team, high board turnover, and sensitivity to project-based cash flows. While Amentum’s pipeline just became more resilient, the recent pullback in share price suggests investors are still weighing execution risks on these new, complex projects and whether such wins will finally translate to consistent profit growth. Yet, that new contract brings fresh operational demands and potential margin pressure that investors should not overlook.

Despite retreating, Amentum Holdings' shares might still be trading above their fair value and there could be some more downside. Discover how much.

Exploring Other Perspectives

Fair value estimates from seven Simply Wall St Community members range widely from US$20.24 to a very large US$85.66, with most spread across several buckets. While optimism surrounds new contract catalysts, the broad spread in opinions reflects ongoing uncertainties about management experience and large-project delivery. Consider the full spectrum of views as you assess Amentum’s direction.

Explore 7 other fair value estimates on Amentum Holdings - why the stock might be worth 10% less than the current price!

Build Your Own Amentum Holdings Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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