• In January 2026, V2X, Inc. announced a partnership with Amazon to deploy AI-driven smart warehousing, automation, and logistics technologies for mutual U.S. Government customers across V2X-managed facilities.

• The collaboration highlights how combining V2X’s mission support expertise with Amazon’s warehouse automation and computer-vision AI could reshape how federal agencies manage critical, globally distributed supply chains.

• Next, we’ll explore how this partnership’s use of advanced AI and automation in government logistics might influence V2X’s investment narrative.

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For someone considering V2X, the core belief is that this is a government-focused, mission-critical services business that can steadily deepen its role across defense and federal logistics, while gradually improving margins and returns. Recent contract wins in training, space and supply-chain support already set up clear short term catalysts around execution quality, cash conversion and how effectively management uses its balance sheet, including the share buyback. The new Amazon partnership adds a fresh angle: if it leads to differentiated AI-enabled warehousing across V2X-managed facilities, it could strengthen rebid odds and support new awards, but the financial impact is unlikely to be immediate or easy to quantify from today’s price action alone. At the same time, leverage, modest net margins and a relatively new management team keep execution risk firmly in focus.

However, one operational and balance sheet risk here is easy to underestimate but important for investors to understand. Despite retreating, V2X’s shares might still be trading above their fair value and there could be some more downside. Discover how much.

Many of the four Simply Wall St Community fair values cluster between about US$37 and US$150 per share, underscoring how far apart individual views can be. Set those against the near term execution and balance sheet risks around large defense contracts and AI warehousing, and you start to see why different investors can reach very different conclusions about V2X’s potential.

Explore 4 other fair value estimates on V2X – why the stock might be worth over 2x more than the current price!

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