What Is Amentum And Why Is The Stock Surging? (AMTM)

Benzinga

Andrew Left’s Citron Research says Amentum (AMTM) is “the most important company in America that nobody’s heard of.” The firm manages 90% of US nuclear infrastructure and stands to benefit from Trump’s nuclear push, DOE’s $250B loan program, and soaring AI power demand. AMTM is up 17.82% YTD and analysts say valuation is still low. Here’s the full story.  Full Article: https://www.benzinga.com/markets/equities/25/11/48969523/trump-just-made-this-the-most-important-company-in-america-says-andrew-left-that-nobodys-heard-of

Transcript

00:00This is the most important company in America that nobody's ever heard of.

00:04Well, at least according to Andrew Left.

00:06And the wild part?

00:07He might be right, but not for the reasons you might think.

00:10See, Amentum Holdings' stock ticker AMTM is exploding again today.

00:15But Benzinga subscribers actually saw this developing last week when we covered Andrew

00:20Left's bullish call.

00:21Most investors think nuclear means reactors and utilities.

00:24However, Citron Research says Amentum actually manages 90% of America's nuclear infrastructure

00:30for the Department of Energy.

00:32Weapons operations, radioactive waste cleanup, reactor engineering, the stuff you never see

00:38on most major networks.

00:39Then Left tied it to Trump's new nuclear push, a $1 billion DOE loan to restart Three Mile

00:46Island.

00:47And an executive order targeting 400 gigawatts of nuclear power by 2050, which is four times

00:53today's current levels.

00:54Citron says Amentum is the only company with the clearances and expertise to execute the

01:00DOE's $250 billion nuclear loan program, right as AI data centers are creating unprecedented

01:06demand for power.

01:08Yet the stock still trades around 10 times earnings, while peers trade nearly double that.

01:13But today, the market finally woke up.

01:15Amentum closed yesterday at $25.37, and at the time of recording this, it's now around

01:21$31.68, up 24.87% today.

01:26Andrew Left says the market will eventually figure this out.

01:29Benzinga subscribers got to see the story early, and now everyone else is trying to catch up.

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