Update shared on19 Sep 2025
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.
- Ongoing pivot toward advanced technologies is expanding margins and positioning CACI for above-peer growth rates in the medium term.
- Upside in forward guidance, robust new business pipeline, and a "high-quality backlog" driven by strong international bidding strategies are cited as key drivers.
- Recent best-in-class quarterly performance and consistent financial outperformance justify a premium valuation and higher price targets across several firms.
- CACI shares are viewed as attractively valued relative to sector peers, providing discount exposure to high-demand segments like counter-drone systems and advanced defense technologies.
What's in the News
- Awarded a five-year, $180 million task order to modernize and operate network operations for Pacific Air Forces, supporting U.S. Indo-Pacific Command under the USAF BIM IDIQ contract.
- Secured two contracts worth approximately $124 million with the Canadian Armed Forces to provide light-armored C-UAS vehicle platforms, with support for up to 10 years.
- Won a $1.64 billion IDIQ contract to provide technical support for the Joint Transportation Management System at Scott Air Force Base over a ten-year period.
- Repurchased 11,558 shares for $4.56 million, completing a total buyback of 1,859,729 shares (8.1% of shares outstanding) for $594.44 million.
- Issued fiscal year 2026 guidance forecasting revenues of $9.2-$9.4 billion, net income of $499-$519 million, and diluted EPS of $22.38-$23.27.
Valuation Changes
Summary of Valuation Changes for CACI International
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $563.58 to $569.42.
- The Consensus Revenue Growth forecasts for CACI International has fallen slightly from 6.5% per annum to 6.3% per annum.
- The Net Profit Margin for CACI International remained effectively unchanged, moving only marginally from 6.09% to 6.16%.
Disclaimer
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