$CACI

3 stories mentioning CACIUpdated just now

Every FINWIRES story that references CACI, newest first.

CACI International Likely to See Strong H2 in Fiscal 2027, Truist Says

CACI International's (CACI) fiscal Q4 results demonstrate "good visibility" into a potentially strong H2 of fiscal 2027, Truist Securities said Thursday.Truist pointed to a 29% year-over-year increase in funded backlog, as well as a jump in submitted bids under evaluation to $11 billion from $4 billion last quarter.CACI remains Truist's top pick in the government services group after the company issued above-Street fiscal 2027 guidance, according to the note.Truist said CACI's mix shift toward higher-margin mission technology work, including electronic warfare and space, supports its case for a premium multiple, and cited the recent ARKA acquisition's role in winning a classified counter-space contract as an early sign of the deal's value.Truist reiterated a buy rating and $800 price target.Price: $644.02, Change: $+125.99, Percent Change: +24.32%

$CACI

Research104d ago

Research Alert: CFRA Upholds Buy Rating On Shares Of Caci International Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target by $75 to $650, 20.5x our FY 27 (Jun.) EPS estimate, above CACI's three-year historical forward P/E average (18.6x) and peers (12.1x). We trim our FY 26 EPS view by $0.50 to $28.18 reflecting transactions costs associated with the ARKA acquisition and keep FY 27's at $31.77. CACI raised its FY 26 revenue and EBITDA margin guidance, increasing revenue to $9.5B-$9.6B from $9.3B-$9.5B and EBITDA margin to 11.8%-11.9%. The company maintained free cash flow guidance of at least $725M. The ARKA acquisition adds $2B of noncompetitive franchise programs and expands CACI's space-based sensor capabilities, combining with existing land, air, and sea-based sensors to cover all domains. With 98% of its FY 26 revenue secured from existing programs, CACI demonstrates strong revenue visibility and is well-positioned to achieve its long-term financial targets. However, immediate-term caution is warranted due to a sluggish government award environment, as reflected in the quarter's 0.9x book-to-bill ratio.

$CACI

Research105d ago

Research Alert: Caci Delivers Another Eps Beat In Mar-q With Strong Margins And Backlog

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CACI delivered its ninth consecutive adjusted EPS beat in Mar-Q FY26, reporting revenue of $2.35B (+8% Y/Y) driven by 7% organic growth and strong performance across all segments. Adjusted diluted EPS of $7.27 exceeded consensus by $0.34, while EBITDA margins expanded 60 bps to 12.3% and free cash flow reached $221M, reflecting strong operational leverage and efficiency gains. We believe CACI's strategic transformation into a national security technology company positions it well for sustained growth, with continued investments in software-defined capabilities and competitive advantages from embedded mission proximity. The company maintains strong visibility with $33B total backlog (+6%) and $4B in submitted bids, expecting $22B in submissions over the next two quarters with over 75% representing new business. With 98% of FY26 revenue secured and robust execution momentum, we think CACI remains well-positioned to deliver on its three-year financial targets and drive long-term shareholder value.

$CACI

Track with the FINWIRES app suite

FolioX

Track CACI in your portfolio

WheelAI

Analyze CACI options with the wheel strategy

StockInsider

See market sentiment on CACI