Science Applications International Beheer
Beheer criteriumcontroles 3/4
De CEO Science Applications International is Jim Reagan, benoemd in Oct2025, heeft een ambtstermijn van minder dan een jaar. De totale jaarlijkse vergoeding van { bedraagt $ 2.95M, bestaande uit 9.7% salaris en 90.3% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.11% van de aandelen van het bedrijf, ter waarde $ 5.61M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.5 jaar en 5.2 jaar.
Belangrijke informatie
Jim Reagan
Algemeen directeur
US$3.0m
Totale compensatie
| Percentage CEO-salaris | 9.69% |
| Dienstverband CEO | less than a year |
| Eigendom CEO | 0.1% |
| Management gemiddelde ambtstermijn | 4.5yrs |
| Gemiddelde ambtstermijn bestuur | 5.2yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Jul 06
SAIC: Contract Recompete Risks Will Test Q1 Margin Strength
Analysts have lifted the fair value estimate for Science Applications International to $96.13 from $86.80, reflecting updated views on its Q1 earnings beat, slightly lower discount rate assumptions, improved profit margin expectations, and revised P/E and revenue trajectories across a series of recent price target increases. Analyst Commentary Recent Street research on Science Applications International points to a mixed setup, with multiple firms lifting price targets after the Q1 earnings report while still flagging execution and growth risks that could limit upside.
Narratiefupdate • Jun 22
SAIC: Defense Contract Wins And Beat And Raise Quarter Will Drive Upside
Analysts have raised the fair value estimate for Science Applications International to $137 from $130, citing higher price targets following a Q1 earnings beat, updated revenue and margin expectations, a modestly lower discount rate, and Street research that generally views the latest results as a constructive step forward. Analyst Commentary Street research around Science Applications International following the recent Q1 report has been broadly constructive, with several firms revising valuation models and price targets in response to what they describe as a solid earnings beat and updated guidance.Analyse-artikel • Jun 18
Science Applications International (SAIC) Stock Could Be 9.4% Undervalued at $106.73
Science Applications International (SAIC) drew fresh attention after recent trading left the stock around $106.73, with mixed short term returns in contrast to gains over the past month and past three months. See our latest analysis for Science Applications International. Over a longer window, Science Applications International’s share price return has been steadier than the recent pullback, with the stock posting gains over the past month, quarter and year to date, while the 1 year total...
Narratiefupdate • Jun 05
SAIC: Future Cash Flows Will Reflect Federal Contract Mix And Margin Risks
The analyst price target for Science Applications International has been raised from $109.78 to $117.80, as analysts respond to recent Q1 earnings beats, higher Street targets in the $110 to $137 range, and views that updated earnings guidance appears achievable despite flagged risks in certain contracts and segment margins. Analyst Commentary Recent Street research on Science Applications International reflects a mix of optimism on execution and earnings, alongside caution around contract concentration and margin sustainability.Seeking Alpha • Jun 02
Science Applications International: I'm Buying The Discount (Upgrade)
Summary Science Applications International Corporation provides technical and engineering services to U.S. government agencies, with the Department of Defense as its largest client. I previously rated SAIC a Hold due to strong cash flow but concerns over growth visibility, shrinking backlog, and a book-to-bill ratio below 1.0. SAIC's revenue is pressured by lost contracts and backlog declines, making future growth difficult to predict. With earnings released, I am reassessing whether SAIC merits additional capital, an exit, or continued patience. Read the full article on Seeking AlphaNarratiefupdate • May 22
SAIC: New CEO And Contract Wins Will Support Future Upside
Narrative Update on Science Applications International Analysts have trimmed their price targets on Science Applications International by $10 to $15, with updated views reflecting slightly adjusted discount rate and long term P/E assumptions while still pointing to broadly consistent fair value estimates around $130. Analyst Commentary Recent Street research on Science Applications International points to a cluster of reduced price targets, with commentary that still anchors valuation around the low to mid US$100s and highlights specific areas where execution and risk management matter for investors.Narratiefupdate • May 07
SAIC: Future Cash Flows Will Be Driven By Federal IT Contract Wins
Narrative Update on Science Applications International The analyst price target for Science Applications International has been reduced by several firms. The updated fair value estimate has moved from $113.38 to about $109.78 as analysts factor in recent target cuts and updated views on growth, margin profile, and future P/E assumptions.Narratiefupdate • Apr 22
SAIC: Contract Mix Shift And New CEO Will Support Future Upside
Analysts have lowered their price targets on Science Applications International by $10 to $15. This reflects caution around exposure to federal IT spending shifts and specific contract risks, even as they acknowledge management's recent moves and the updated outlook.Narratiefupdate • Apr 07
SAIC: Execution And Leadership Changes Will Support Further Upside Potential
Narrative Update on Science Applications International The analyst price target for Science Applications International has been nudged lower to an implied fair value of about $130 from $133, as analysts factor in slightly higher discount rates, modestly adjusted long term growth and profit assumptions, and recent price target resets across the Street. Analyst Commentary Recent research on Science Applications International points to a mix of caution on valuation and risks, alongside pockets of optimism around execution and leadership.Narratiefupdate • Mar 24
SAIC: Sector Momentum And Margin Focus Will Support Further Upside Potential
Narrative Update on Science Applications International Analysts have reset their price targets on Science Applications International toward a consolidated $133. This reflects updated assumptions for a lower future P/E multiple, slightly softer revenue growth, and a higher discount rate, partly balanced by expectations for stronger profit margins and recent mixed target revisions from Jefferies, Truist, Stifel, and Citi.Narratiefupdate • Mar 09
SAIC: Sector Momentum Into 2026 Will Meet Execution And Guidance Uncertainty
Analysts have trimmed their fair value estimate for Science Applications International to $86.80 from $94.00 while also pointing to a higher Street price target of $133 that they state reflects ongoing momentum in the aerospace and defense group through the first half of 2026. Analyst Commentary The latest price target change to US$133 suggests some on the Street are comfortable assigning a higher value to Science Applications International, but that does not mean the broader analyst community is uniformly confident.Narratiefupdate • Feb 22
SAIC: Sector Momentum Through 2026 Will Support Further Upside Potential
Narrative Update on Science Applications International Analysts have lifted their price target on Science Applications International to $133 from $122, citing updated estimates for the aerospace and defense group and expectations that current sector conditions could remain in place through the first half of 2026. Analyst Commentary Bullish analysts are highlighting the recent price target move to US$133 as a reflection of refreshed expectations around Science Applications International's position within the aerospace and defense group.Narratiefupdate • Feb 08
SAIC: Raised Outlook And Defense Wins Will Support Future Upside
Analysts have lifted their price target on Science Applications International to US$133 from US$130, citing updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E as they revisit the aerospace and defense group. Analyst Commentary Recent commentary from bullish analysts centers on the updated US$133 price target and what it implies for Science Applications International's execution and potential upside within the aerospace and defense group.Narratiefupdate • Jan 25
SAIC: Sector Momentum Into 2026 Will Not Offset Overvaluation Risks
Analysts have increased their price targets on Science Applications International, with one firm moving from $122 to $133. They cite continued sector momentum into the first half of 2026 as support for this updated view.Narratiefupdate • Jan 09
SAIC: Weaker Revenue Outlook Will Outweigh Contract Wins Going Forward
Analysts have reduced their price target for Science Applications International from US$104.00 to about US$93.70, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Science Applications International updated its share repurchase activity, buying 899,163 shares, about 1.95% of shares, for US$94.49 million between August 2, 2025 and October 31, 2025, and completing a total of 3,715,149 shares, about 7.83%, for US$407.16 million under the buyback announced on December 5, 2024 (Key Developments).Narratiefupdate • Dec 17
SAIC: Share Repurchases And Major Defense Wins Will Drive Upside Potential
Analysts have reduced their price target on Science Applications International by 10.00 dollars to 130.00 dollars, citing expectations for slower revenue growth, modestly lower profit margins, and a higher required return, partially offset by a slightly higher future earnings multiple. What's in the News Announced completion of a major share repurchase program, buying back 3,715,149 shares, or 7.83% of outstanding stock, for $407.16 million, including 899,163 shares repurchased between August 2 and October 31, 2025 (Buyback Tranche Update).Narratiefupdate • Dec 03
SAIC: Future Cash Flows Will Support Upside Despite Revenue Headwinds
Analysts have trimmed their price target on Science Applications International to approximately $113.38 from $116.00. This reflects mounting concerns over weakening revenue momentum, multi year growth headwinds in a tougher federal funding backdrop, and heightened risk of a prolonged slowdown despite some resilience in profitability.Analyse-artikel • Oct 08
Science Applications International's (NASDAQ:SAIC) Dividend Will Be $0.37
Science Applications International Corporation ( NASDAQ:SAIC ) has announced that it will pay a dividend of $0.37 per...Narratiefupdate • Sep 09
Shift In Procurement Trends Will Benefit Mission-Critical Enterprise IT
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.Analyse-artikel • Sep 02
Science Applications International (NASDAQ:SAIC) Has Announced A Dividend Of $0.37
Science Applications International Corporation ( NASDAQ:SAIC ) has announced that it will pay a dividend of $0.37 per...Analyse-artikel • Jul 31
Science Applications International (NASDAQ:SAIC) Might Have The Makings Of A Multi-Bagger
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Mar 18
Science Applications International: Valuation Looks Cheap, Growth Looks Uncertain
Summary Science Applications International is a key tech integrator for the U.S. government, excelling in engineering, digital, and mission-related services, but faces growth challenges in a stagnant contracting industry. SAIC outperformed expectations with $2.57 EPS and $1.84B in quarterly sales, showing solid cash flow and profit margins. Despite a positive fiscal 2026 outlook, SAIC faces short-term revenue pressures, execution risks, and a shrinking backlog, impacting investor confidence. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
Time To Look At Science Applications International In A Positive Light Again
Summary SAIC's stock dropped 35% due to federal spending concerns, but I believe the market overreacted, presenting a buying opportunity. SAIC's strategy includes reducing federal dependence, improving bidding processes, and leveraging a substantial backlog for growth. Despite competitive pressures, SAIC's 17.62% ROE and recent earnings beats suggest solid performance and potential for recovery. The stock is undervalued, and with new contracts and efficiency initiatives, I rate SAIC a cautious Buy with a 6.03% upside target. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Science Applications International: A Great Opportunity To Get This Prospect While It's On Sale
Summary Science Applications International Corporation remains a 'buy' due to strong management, attractive valuation, and growth potential despite recent stock volatility and political concerns. Science Applications International's Q3 2025 results were impressive with revenue up 4.3%, significant EPS growth, and higher-than-expected profits, driven by increased contract volumes. Management's future outlook includes revenue growth to $8 billion by 2027, higher-margin contracts, and substantial share buybacks, enhancing free cash flow per share. Despite market pessimism, SAIC's strategic positioning and comparative cheapness to peers make it a compelling investment opportunity. Read the full article on Seeking AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| May 01 2026 | n/a | n/a | US$405m |
| Jan 30 2026 | US$3m | US$286k | US$358m |
| Oct 31 2025 | n/a | n/a | US$371m |
| Aug 01 2025 | n/a | n/a | US$399m |
| May 02 2025 | n/a | n/a | US$353m |
| Jan 31 2025 | n/a | n/a | US$362m |
| Nov 01 2024 | n/a | n/a | US$303m |
| Aug 02 2024 | n/a | n/a | US$290m |
| May 03 2024 | n/a | n/a | US$456m |
| Feb 02 2024 | US$369k | n/a | US$477m |
| Nov 03 2023 | n/a | n/a | US$512m |
| Aug 04 2023 | n/a | n/a | US$499m |
| May 05 2023 | n/a | n/a | US$325m |
| Feb 03 2023 | US$27k | n/a | US$300m |
Compensatie versus markt: De totale vergoeding ($USD 2.95M ) Jim } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.35M ).
Compensatie versus inkomsten: De vergoeding van Jim is het afgelopen jaar met meer dan 20% gestegen.
CEO
Jim Reagan (67 yo)
less than a year
Tenure
US$2,953,483
Compensatie
Mr. James C. Reagan, also known as Jim, is Director of Science Applications International Corporation from January 09, 2023 and serves as its Chief Executive Officer since February 17, 2026. He was Interim...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | less than a year | US$2.95m | 0.11% $ 5.6m | |
| CFO & EVP of Enterprise Operations | 5.5yrs | US$3.23m | 0.18% $ 9.0m | |
| Executive VP | 4yrs | US$2.55m | 0.063% $ 3.1m | |
| Executive VP & Chief Human Resources Officer | 1.1yrs | US$2.90m | geen gegevens | |
| Senior VP & Chief Technology Officer | less than a year | geen gegevens | geen gegevens | |
| Chief Information Officer | no data | geen gegevens | geen gegevens | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior VP & Deputy General Counsel | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Government Affairs | 5.4yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Internal Audit & Internal Controls | no data | US$1.04m | geen gegevens | |
| Executive VP & Chief of Business Operations | 7.5yrs | geen gegevens | geen gegevens | |
| Chief Climate Scientist | 5yrs | geen gegevens | geen gegevens |
4.5yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van SAIC wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 3.5yrs | US$2.95m | 0.11% $ 5.6m | |
| Independent Chair of the Board | 12.8yrs | US$507.00k | 0.083% $ 4.1m | |
| Independent Director | 11.4yrs | US$297.00k | 0.019% $ 919.1k | |
| Independent Director | 3.6yrs | US$307.00k | 0.018% $ 877.0k | |
| Member of Strategic Advisory Board | 5yrs | geen gegevens | geen gegevens | |
| Member of Strategic Advisory Board | 4.3yrs | geen gegevens | geen gegevens | |
| Independent Director | 6.9yrs | US$317.00k | 0.030% $ 1.5m | |
| Independent Director | 5.3yrs | US$307.00k | 0.021% $ 1.0m | |
| Independent Director | 12.8yrs | US$337.00k | 0.098% $ 4.8m | |
| Independent Director | 7.5yrs | US$312.00k | 0.025% $ 1.2m | |
| Independent Director | 5yrs | US$322.00k | 0.025% $ 1.2m | |
| Member of Strategic Advisory Board | 5yrs | geen gegevens | geen gegevens |
5.2yrs
Gemiddelde duur
67yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van SAIC wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.2 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/23 01:50 |
| Aandelenkoers aan het einde van de dag | 2026/07/23 00:00 |
| Inkomsten | 2026/05/01 |
| Jaarlijkse inkomsten | 2026/01/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Science Applications International Corporation wordt gevolgd door 15 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Joshua Sullivan | Benchmark Company |
| Matthew Akers | BNP Paribas |
| Colin Canfield | Cantor Fitzgerald & Co. |