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.
- Multiple price target increases are driven by CACI’s above peer-average margins, best-in-class Q4 performance, and financial outperformance.
- Upside FY26 guidance, robust new business pipeline, and high-quality contract backlog are cited as foundations for sustained growth and improved margin outlook.
- Attractive valuation relative to peers, especially for investors seeking exposure to the counter-drone market at a discount, is emphasized by several analysts.
- Some analysts express caution via downgrades, reflecting a view of limited immediate upside following recent share appreciation.
What's in the News
- Secured two contracts totaling $124 million with the Canadian Armed Forces for phase two of their Counter Uncrewed Aircraft System (C-UAS) project, providing a tactical vehicle platform and up to 10 years of support.
- Awarded a $1.64 billion IDIQ contract to provide technical support services for the Joint Transportation Management System at Scott Air Force Base, with a ten-year performance period.
- Repurchased 11,558 shares for $4.56 million in Q2 2025; total buyback since January 2023 now 1,859,729 shares (8.1%) for $594.44 million.
- Issued fiscal 2026 guidance: revenue of $9.2-$9.4 billion, net income of $499-$519 million, and diluted EPS of $22.38-$23.27.
- Added to the Russell 1000 Dynamic Index.
Valuation Changes
Summary of Valuation Changes for CACI International
- The Consensus Analyst Price Target remained effectively unchanged, at $542.15.
- The Discount Rate for CACI International remained effectively unchanged, at 7.55%.
- The Future P/E for CACI International remained effectively unchanged, at 21.27x.
Disclaimer
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