V2X (VVX) Is Down 5.1% After Google AI Defense Deal And T-6 COMBS Restart – Has The Bull Case Changed?

Simply Wall St.

Feb 16

In early February 2026, V2X, Inc. announced that it had resumed work on its US$4.30 billion T-6 COMBS contract, secured US$100.00 million in classified awards across cyber and logistics missions, and ...

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Together, these developments highlight V2X’s role as an integrated mission partner, combining long-term aircraft support, advanced cyber capabilities, and accredited AI tools tailored to demanding national security operations. We’ll now examine how the Google Public Sector AI partnership may influence V2X’s investment narrative and longer-term mission-services positioning. Invest in the nuclear renaissance through our list of 85 elite nuclear energy infrastructure plays powering the global AI revolution.AdvertisementV2X Investment Narrative RecapTo own V2X, you need to believe it can convert a large defense-services pipeline into durable contracts while managing protest risk, backlog trends, and fixed price execution. The resumption of the US$4.30 billion T-6 COMBS contract directly supports the near term award and backlog catalyst, while also underlining how protests and award timing remain one of the biggest execution and revenue visibility risks. Among the recent updates, the Google Public Sector partnership is most relevant here, because it broadens V2X’s role beyond traditional support into AI enabled mission solutions. If this relationship helps V2X compete more effectively for modernization work and outcome based contracts, it could reinforce the existing catalyst around higher margin, digitally enabled services, while also increasing the stakes if fixed price or complex technology programs underperform. But even as awards like T-6 resume, investors should be aware that V2X’s dependence on a few large U.S. government contracts means... Read the full narrative on V2X (it's free!)V2X's narrative projects $5.0 billion revenue and $148.8 million earnings by 2028. This requires 4.8% yearly revenue growth and a $78.2 million earnings increase from $70.6 million today.Uncover how V2X's forecasts yield a $67.83 fair value, a 3% upside to its current price.Exploring Other PerspectivesVVX 1-Year Stock Price Chart Some of the lowest estimate analysts were assuming only about 3.2% annual revenue growth to roughly US$4.8 billion and earnings of about US$119 million by 2028, so compared with the consensus view that emphasizes contract wins like T-6 and AI expansion, they paint a much more cautious picture of how reliably V2X can convert its pipeline into profitable work, and this new Google Public Sector AI partnership could be one of the developments that eventually shifts those expectations in either direction.Explore 4 other fair value estimates on V2X - why the stock might be worth 43% less than the current price!Build Your Own V2X NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your V2X research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.Our free V2X research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate V2X's overall financial health at a glance.Seeking Other Investments?Every day counts. These free picks are already gaining attention. See them before the crowd does:Uncover the next big thing with 29 elite penny stocks that balance risk and reward.AI is about to change healthcare. These 25 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.We've uncovered the 13 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}