contract_awardAwarded Friday, May 22, 2026Analyzed

CGI FEDERAL INC.: $15.7M General Services Administration Contract

Neutral

Summary

This $15.7M contract to CGI Federal Inc. for software licenses and support services is a routine renewal for a private entity. No publicly traded companies are directly involved, and the contract size is too small to meaningfully impact any sector.

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Key Takeaways

  • 1.Contract recipient is private, so no public tickers are affected.
  • 2.Contract value is modest at $15.7M, unlikely to move any sector.
  • 3.No direct legislative connection to this award.

Market Implications

No public companies are tied to this award, so there are no market implications. Investors should focus on contracts with clear public beneficiaries.

Full Analysis

  1. The General Services Administration awarded CGI Federal Inc. a $15.7M delivery order for PEGASYS MSA Momentum licenses, hosting, and O&M support for GSA OCFO and MSA. The contract runs from June 2026 to May 2027. 2) CGI Federal Inc. is a private entity, so no publicly traded parent company or direct beneficiary can be identified. 3) While several bills in the database relate to technology spending (e.g., HR9010, HR4642), none directly authorize or appropriate funds for this specific contract. 4) No supply chain winners can be reliably identified without public disclosures. 5) Similar IT support contracts for private firms typically have no measurable impact on public markets.

Related Presidential Actions

Executive orders & memoranda affecting the same sectors or companies

proclamationAug 6, 2026

Adjusting Imports of Polysilicon and its Derivatives into the United States

This proclamation invokes Section 232 of the Trade Expansion Act to impose a minimum import price (MIP) program on polysilicon and its derivatives, a 15% ad valorem tariff on polysilicon derivatives, and directs the Secretary of Commerce to offer incentives for domestic production. It aims to protect and revive the U.S. polysilicon industry by restricting imports that threaten national security, particularly for semiconductor and solar supply chains.

presidential_memorandumJul 30, 2026

Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials

This memorandum invokes the Defense Production Act (DPA) Section 101 to declare that recoverable critical minerals and materials (such as black mass, end-of-life rare-earth magnets, and scrap) are essential to national defense and that the U.S. cannot meet defense needs without disrupting civilian markets. It directs the Secretary of Commerce to issue regulations and take actions—including priority contracts and supply-chain interventions—to rapidly expand domestic recovery and processing of these materials, while explicitly excluding copper scrap already covered by a separate proclamation.

Exec OrderJul 20, 2026

Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials

This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.

Contract Details

Recipient

CGI FEDERAL INC.

Award Amount

$15,672,236

Awarding Agency

General Services Administration

Sub-Agency

Federal Acquisition Service

Contract Type

DELIVERY ORDER

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