To prohibit Federal agencies from purchasing or accessing automated surveillance systems that identify, track, or record individuals, and for other purposes.
Summary
HR9800, introduced by Rep. Burchett, would prohibit federal agencies from buying or using automated surveillance systems. The bill is in early stage, referred to committee with no cosponsors, indicating low legislative momentum. If enacted, it would negatively impact government contractors like CACI and Leidos that supply surveillance technology to the federal government.
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Key Takeaways
- 1.HR9800 is a low-probability bill with no cosponsors, early in the legislative process.
- 2.If enacted, it would reduce federal demand for automated surveillance systems, hitting contractors like CACI and Leidos.
- 3.No immediate market impact; the bill is mostly symbolic at this stage.
Market Implications
The bill's introduction has no near-term market implications due to its low legislative probability. $CACI and $LDOS are not expected to move on this news. Any future price action would depend on committee hearings, markup, or cosponsor additions. The broader surveillance technology sector remains driven by secular trends in security and intelligence spending, not this single early-stage bill.
Full Analysis
HR9800 was introduced in the House on July 21, 2026, and referred to the House Committee on Oversight and Government Reform. The bill aims to ban federal agencies from purchasing or accessing automated surveillance systems that identify, track, or record individuals. This is a prohibition bill, not an authorization or appropriation; it does not allocate any funding. The bill is in the earliest legislative stage with a single sponsor and zero cosponsors, making its passage unlikely in the current Congress. The committee has not yet scheduled hearings. If the bill were to advance, it would require markup, floor votes in both chambers, and presidential action. The money trail is a negative one: contractors that currently generate revenue from federal surveillance contracts would see that revenue eliminated. The structural losers are companies that rely on federal agency procurement of automated surveillance systems, such as CACI International ($CACI) and Leidos ($LDOS). Both companies have significant segments providing surveillance systems, sensors, and analytics to federal intelligence, defense, and homeland security agencies. The bill does not affect state or local law enforcement procurement, nor does it ban commercial use of such systems. There is no convergence as no related signals are provided. The timeline: the bill is stuck at committee referral; no further actions are expected soon. Investors should monitor for any committee hearings or additional cosponsors, which would indicate increased attention.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
Limited confirming evidence — causal thesis exists but few external signals
What the bill does
Prohibition on federal agency procurement or access to automated surveillance systems
Who must act
All federal agencies (executive departments, independent agencies, government corporations)
What happens
Elimination of federal demand for the specific surveillance systems covered by the bill, leading to a revenue decline for contractors that supply these systems to the federal government
Stock impact
CACI's Surveillance and Reconnaissance solutions segment, which includes systems for intelligence, reconnaissance, and surveillance, would lose a material portion of federal contract revenue. The exact impact depends on the scope of prohibited systems, but CACI's federal-focused business model makes it a direct loser.
What the bill does
Prohibition on federal agency procurement or access to automated surveillance systems
Who must act
All federal agencies
What happens
Reduced federal procurement of surveillance systems, including sensors, analytics, and integration services
Stock impact
Leidos' Surveillance and Reconnaissance segment (part of the Civil and Defense groups) provides systems for border security, intelligence, and military surveillance. Federal agencies would be barred from purchasing these systems, directly reducing a key revenue stream for Leidos.
Key Legislators
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
ADVANCED TECHNOLOGY SYSTEMS COMPANY, INC. (OF VIRGINIA): $63.5M Department of Homeland Security Contract
GENERAL DYNAMICS ONE SOURCE LLC: $71.4M Department of Homeland Security Contract
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