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New Federal Contractors — April 04, 2026

New Federal Contractors

1 total filings analysed

Executive Summary

This digest covers one civilian NASA contract totaling $181,839,613 in obligations, with zero defense-related awards. The Leland Stanford Junior University received the award from NASA's Goddard Space Flight Center for the Solar Dynamics Observatory Project Heliospheric and Magnetic Imager (HMI) investigation, a 25-year definitive cost-no-fee R&D effort in space science/applications (PSC AR22). The neutral signal (strength 4/10, materiality 6/10) highlights a stable long-term commitment but with only $25,928,889 outlayed to date against a base + all options value of $186,336,824. Highest-conviction signal is the low pricing risk and ~$7.3 million annual revenue estimate for Stanford's space R&D. Key watch item: outlay progress and performance toward the 2027-09-30 end date, amid full and open competition history.

Tracking the trend? Catch up on the prior New Federal Contractors digest from April 03, 2026.

Investment Signals(2)

  • The Leland Stanford Junior University lands $181,839,613 long-term NASA HMI contract(MEDIUM)

    Definitive cost-no-fee structure under full and open competition provides revenue visibility through 2027-09-30 for space science R&D, with low contract pricing risk.

  • $25,928,889 outlays lag on The Leland Stanford Junior University's $181,839,613 NASA contract(MEDIUM)

    Minimal spending to date (14% of obligation) on the 25-year award signals potential execution delays or uneven budget pacing ahead of 2027 expiration.

Risk Flags(2)

  • Execution[MEDIUM RISK]

    Low $25,928,889 outlays against $181,839,613 obligation on The Leland Stanford Junior University's NASA Goddard Space Flight Center HMI contract indicate possible delays.

  • Competition[MEDIUM RISK]

    Full and open competition history on The Leland Stanford Junior University's expiring 2027-09-30 NASA contract raises re-compete vulnerability post-performance period.

Opportunities(1)

  • NASA's 25-year $181,839,613 commitment to The Leland Stanford Junior University for HMI space science R&D signals durable civilian funding in NAICS 541710.

Sector Themes(1)

  • Goddard Space Flight Center's $181,839,613 cost-no-fee contract to The Leland Stanford Junior University for Solar Dynamics Observatory HMI spans 25 years with low pricing risk.

Watch List(2)

  • 👁

    {"entity"=>"The Leland Stanford Junior University", "reason"=>"Monitor $25,928,889 outlay progress on $181,839,613 NASA HMI contract and overall performance amid low current spending.", "trigger"=>"Outlay increases, 2027-09-30 end date milestones, cost-no-fee changes or options exercise"}

  • 👁

    {"entity"=>"space science/applications R&D sector", "reason"=>"NASA's commitment to long-term HMI instrument support via Stanford highlights civilian R&D durability.", "trigger"=>"Similar NASA awards or post-2027 re-compete outcomes"}

Get daily alerts with 2 investment signals, 2 risk alerts, 1 opportunities and full AI analysis of all 1 filings

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