Science Applications International Corporation

NasdaqGS:SAIC Stock Report

Market Cap: US$4.8b

Science Applications International Management

Management criteria checks 3/4

Science Applications International's CEO is Jim Reagan, appointed in Oct 2025, has a tenure of less than a year. total yearly compensation is $2.95M, comprised of 9.7% salary and 90.3% bonuses, including company stock and options. directly owns 0.11% of the company’s shares, worth $5.53M. The average tenure of the management team and the board of directors is 3 years and 5.1 years respectively.

Key information

Jim Reagan

Chief executive officer

US$3.0m

Total compensation

CEO salary percentage9.69%
CEO tenureless than a year
CEO ownership0.1%
Management average tenure3yrs
Board average tenure5.1yrs

Recent management updates

Recent updates

Narrative Update 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 Alpha
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article Jul 15

Is Science Applications International (NASDAQ:SAIC) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article Jun 30

Science Applications International (NASDAQ:SAIC) Is Paying Out A Dividend Of $0.37

The board of Science Applications International Corporation ( NASDAQ:SAIC ) has announced that it will pay a dividend...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

CEO Compensation Analysis

How has Jim Reagan's remuneration changed compared to Science Applications International's earnings?
DateTotal CompensationSalaryCompany Earnings
May 01 2026n/an/a

US$405m

Jan 30 2026US$3mUS$286k

US$358m

Oct 31 2025n/an/a

US$371m

Aug 01 2025n/an/a

US$399m

May 02 2025n/an/a

US$353m

Jan 31 2025n/an/a

US$362m

Nov 01 2024n/an/a

US$303m

Aug 02 2024n/an/a

US$290m

May 03 2024n/an/a

US$456m

Feb 02 2024US$369kn/a

US$477m

Nov 03 2023n/an/a

US$512m

Aug 04 2023n/an/a

US$499m

May 05 2023n/an/a

US$325m

Feb 03 2023US$27kn/a

US$300m

Compensation vs Market: Jim's total compensation ($USD2.95M) is below average for companies of similar size in the US market ($USD8.31M).

Compensation vs Earnings: Jim's compensation has increased by more than 20% in the past year.


CEO

Jim Reagan (67 yo)

less than a year
Tenure
US$2,953,483
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
James Reagan
CEO & Directorless than a yearUS$2.95m0.11%
$ 5.5m
Prabu Natarajan
Executive VP & CFO5.4yrsUS$3.23m0.18%
$ 8.9m
Hilary Hageman
Executive VP3.9yrsUS$2.55m0.063%
$ 3.0m
Kathleen McCarthy
Executive VP & Chief Human Resources Officer1yrUS$2.90mno data
Srinivas Attili
Executive Officer2.1yrsUS$1.73m0.042%
$ 2.0m
Bob Ritchie
Senior VP & Chief Technology Officerless than a yearno datano data
Nathan Rogers
Chief Information Officerno datano datano data
Jonathan Raviv
Vice President of Investor Relationsno datano datano data
Paul Greiner
Senior VP & Deputy General Counselno datano datano data
John Bonsell
Senior Vice President of Government Affairs5.3yrsno datano data
Maria Bishop
Senior Vice President of Internal Audit & Internal Controlsno dataUS$1.04mno data
Mark Escobar
Executive VP & Chief of Business Operations7.4yrsno datano data
3.0yrs
Average Tenure
57yo
Average Age

Experienced Management: SAIC's management team is considered experienced (3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
James Reagan
CEO & Director3.4yrsUS$2.95m0.11%
$ 5.5m
Donna Morea
Independent Chair of the Board12.8yrsUS$507.00k0.083%
$ 4.0m
Timothy Mayopoulos
Independent Director11.3yrsUS$297.00k0.019%
$ 905.5k
Carolyn Handlon
Independent Director3.5yrsUS$307.00k0.018%
$ 864.0k
Ellen Lord
Member of Strategic Advisory Board4.9yrsno datano data
W. Gould
Member of Strategic Advisory Board4.2yrsno datano data
Yvette Gordon-Kanouff
Independent Director6.8yrsUS$317.00k0.030%
$ 1.5m
Garth Graham
Independent Director5.3yrsUS$307.00k0.021%
$ 1.0m
Steven Shane
Independent Director12.8yrsUS$337.00k0.098%
$ 4.7m
Katharina McFarland
Independent Director7.4yrsUS$312.00k0.025%
$ 1.2m
Milford McGuirt
Independent Director4.9yrsUS$322.00k0.025%
$ 1.2m
David Norquist
Member of Strategic Advisory Board4.9yrsno datano data
5.1yrs
Average Tenure
67yo
Average Age

Experienced Board: SAIC's board of directors are considered experienced (5.1 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/11 11:45
End of Day Share Price 2026/06/11 00:00
Earnings2026/05/01
Annual Earnings2026/01/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Science Applications International Corporation is covered by 15 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joshua SullivanBenchmark Company
Matthew AkersBNP Paribas
Colin CanfieldCantor Fitzgerald & Co.