CACI International (CACI) Rallies 9.0% on Major DHS IT Contract and Analyst Upgrades – What’s Next?

• Earlier this week, CACI International's subsidiary secured a 5-year blanket purchase agreement to provide desktop support services to the Department of Homeland Security’s Office of the Chief Information Officer, focusing on IT excellence and mission-critical operations.
• This contract announcement comes alongside upward earnings estimate revisions from several analysts, reflecting increased optimism about CACI's long-term growth and positioning in government technology services.
• We’ll examine how this Department of Homeland Security contract supports CACI’s investment narrative and future opportunities in federal IT transformation.

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CACI International Investment Narrative Recap

Owning CACI International means believing in steady, long-term demand for advanced IT and mission-critical services from key U.S. government agencies. While the new 5-year DHS agreement highlights CACI’s execution in federal IT transformation, it is unlikely to materially change the company’s most important short-term catalyst: ongoing momentum in securing large, multi-year contracts. The biggest risk continues to be exposure to federal budget cycles and spending volatility, which could still impact near-term revenue predictability.

Among recent announcements, the $1.64 billion Joint Transportation Management System contract with Scott Air Force Base stands out as a direct example of CACI’s expanding role in modernizing government infrastructure. These sizable contract wins reinforce the company’s ability to drive backlog growth, which remains a critical catalyst given competitive pressures and customer consolidation trends.

Yet, against this backdrop, investors should be mindful that despite strong contract momentum, unpredictable government shutdowns or budget standoffs could still...

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

CACI International's narrative projects $10.4 billion revenue and $634.1 million earnings by 2028. This requires 6.5% yearly revenue growth and a $134.3 million earnings increase from $499.8 million today.

Uncover how CACI International's forecasts yield a $569.42 fair value, a 10% upside to its current price.

Exploring Other Perspectives

Five independent fair value estimates from the Simply Wall St Community place CACI anywhere between US$302,210 and US$786,388 per share. Despite the breadth of views, federal budget sensitivity still shapes the broader conversation around CACI’s growth outlook, explore how others interpret the company’s potential before forming your own perspective.

Explore 5 other fair value estimates on CACI International - why the stock might be worth 42% less than the current price!

Build Your Own CACI 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 CACI International research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free CACI International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate CACI 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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