How the Appointment of Jim Reagan as Interim CEO at SAIC Might Shape Its Investment Story

• Science Applications International Corporation (SAIC) recently announced the appointment of James ("Jim") Reagan as Interim Chief Executive Officer, succeeding Toni Townes-Whitley, with the leadership transition effective immediately as of October 23, 2025.
• Jim Reagan brings deep industry expertise and prior board experience at SAIC, which may help ensure continuity and stability during a key period for the company.
• We'll consider how Reagan's leadership and the Board's reaffirmation of guidance could influence the long-term investment narrative for SAIC.

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Science Applications International Investment Narrative Recap

To own shares in Science Applications International Corporation (SAIC), investors generally need to believe in the company’s ability to navigate government spending cycles, maintain contract momentum, and adapt to evolving technology demand. The recent appointment of Jim Reagan as Interim CEO does not appear to materially impact the most important short-term catalyst, which is the normalization of government contract awards, or the biggest risk, which remains uncertainty surrounding federal budget cycles and potential government shutdowns.

Most relevant to the CEO transition, SAIC’s Board reaffirmed its FY 2026 guidance, even as it acknowledged continued revenue uncertainty stemming from potential federal funding delays. This commitment, along with the recent leadership change, may provide reassurance to investors focused on contract stability, but it does not remove concerns about headwinds to top-line growth due to external factors.

By contrast, what could become more significant for investors is the potential impact of federal budget negotiations, especially since prolonged disruptions may...

Read the full narrative on Science Applications International (it's free!)

Science Applications International is projected to reach $7.7 billion in revenue and $344.8 million in earnings by 2028. This outlook assumes annual revenue growth of 1.0% but a decrease in earnings of $54.2 million from the current $399.0 million.

Uncover how Science Applications International's forecasts yield a $116.00 fair value, a 15% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided four fair value estimates for SAIC, ranging from US$94.71 to US$215.81 per share. While these perspectives highlight wide variance among retail investors, remember that persistent delays in federal contract awards remain a key factor that could affect the company’s reported results.

Explore 4 other fair value estimates on Science Applications International - why the stock might be worth 6% less than the current price!

Build Your Own Science Applications International Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Science Applications International research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Science Applications International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Science Applications International's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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