CACI International Inc (CACI)

NYSE | Technology | IT and professional services
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Bull
Bear
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Exchange
NYSE
Type
Technology
Sector
IT and professional services
Market Cap
$11.4B

Market sentiment

Sentiment has modestly improved on new contract/program wins, but is tempered by neutral analyst stances and Citi’s price-target cut; social chatter remains low.

Why HOLD ?

New catalysts (EST Phase 3 and the Navy award) improve the long-term revenue/technology outlook, but upside is constrained by broadly neutral sell-side positioning and a partial rebound from May lows. Overall this supports a HOLD rather than adding ahead of the August FY/Q4 print.
  • Maintain the current position; consider adding only with clearer evidence of margin/free-cash-flow uplift from ARKA integration or a more attractive entry level ahead of the August report.
We're already tracking CACI International Inc — here are the latest events we've registered

Recent News

  • Since 2026-05-06, CACI was selected for Phase 3 of the U.S. Space Force/Space Systems Command Enterprise Space Terminal (EST) program (proto-flight terminal development, testing at MIT Lincoln Laboratory, and delivery to the Space Force). The company was also reported to receive a ~$113.8M Navy contract award. On the analyst side, Citi maintained Neutral but cut its price target to $555 (from $614), and BNP Paribas initiated coverage at Neutral. Shares traded roughly in the $500–$530 range through May into early June.
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What you get

A complete express analysis — not just a signal. Delivered as a webpage in your account.

  • Signal: BUY / HOLD / SELL — with clear reasoning
  • Sentiment score 1–10 based on news, reports, and market data
  • Risk score 1–10 (dilution, jurisdiction, execution)
  • Bull case: 3–5 specific points with evidence (e.g. "Oversold after panic-reaction to security news, opening a technical bounce setup")
  • Bear case: 3–5 specific risks (e.g. "Extreme uncertainty around the security situation in Sinaloa after tragic events")
  • Upcoming catalysts with dates
  • Sources: news, filings, market data, and investor forums
  • Assessment of dilution risk
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