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Digital Transformation Will Reshape Government IT Amid Pricing Risks

Published
12 Sep 24
Updated
09 Sep 25
AnalystConsensusTarget's Fair Value
US$116.00
11.4% undervalued intrinsic discount
10 Sep
US$102.79
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1Y
-23.6%
7D
-0.3%

Author's Valuation

US$116.0

11.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on09 Sep 25
Fair value Decreased 3.78%

Science Applications International’s fair value has been revised down to $116.00 as analysts factor in weaker revenue outlooks, ongoing policy and budget uncertainty in the federal sector, and increased risk of prolonged margin slowdown despite near-term profitability support from one-time items. Analyst Commentary Revenue outlook has weakened due to on-contract growth challenges and persistent market headwinds, leading to “meaningfully” cut sales forecasts and guidance reductions.

Shared on07 May 25
Fair value Decreased 2.27%

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 1.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.54%

AnalystConsensusTarget has decreased revenue growth from 2.8% to 2.3%.

Shared on19 Mar 25
Fair value Decreased 8.77%

AnalystConsensusTarget has increased revenue growth from 2.4% to 2.8% and decreased future PE multiple from 16.9x to 14.8x.

Shared on10 Mar 25
Fair value Increased 14%

AnalystConsensusTarget has increased revenue growth from 2.1% to 2.4%.