Sep 22, 2026
Maximus’ (MMS) Tech Capabilities and Beaten-Down Valuation Point to M&A Upside
Third Avenue Small-Cap Value Fund initiated a position in Maximus, Inc. (MMS) in Q2 2026, despite its recent stock decline. The fund views Maximus, a government services company specializing in technology-forward consulting, as undervalued given its strong technological capabilities and institutional knowledge in government program administration. They believe the company's valuation presents an attractive opportunity, especially with management's confidence in operational guidance and the use of AI to improve margins.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish