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Robust Government Funding And Digital Transformation Will Expand Addressable Markets

Published
23 Aug 24
Updated
19 Sep 25
AnalystConsensusTarget's Fair Value
US$569.42
7.6% undervalued intrinsic discount
19 Sep
US$525.96
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1Y
2.7%
7D
5.4%

Author's Valuation

US$569.427.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on19 Sep 25
Fair value Increased 1.04%

Analysts have raised their price target for CACI International to $569.42, citing its strong positioning in advanced defense technologies, robust backlog, and continued financial outperformance, which justifies a higher premium relative to peers. Analyst Commentary Bullish analysts point to CACI's superior positioning in the defense sector, especially given favorable policy shifts under the current U.S. administration and anticipated drone-related funding.

Shared on04 Sep 25
Fair value Increased 3.95%

Analysts remain broadly positive on CACI International due to its strong sector positioning, robust financials, and attractive valuation, though some caution reflects limited near-term upside after recent gains, resulting in the consensus price target holding steady at $542.15. Analyst Commentary Bullish analysts highlight CACI’s strong positioning within the defense sector, benefiting from favorable government policies and a pivot to advanced technologies.

Shared on07 May 25
Fair value Increased 9.36%

Shared on30 Apr 25
Fair value Decreased 5.08%

AnalystConsensusTarget has decreased revenue growth from 7.2% to 6.0%.

Shared on23 Apr 25
Fair value Increased 7.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 3.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.