CACI stock sentiment todayCACI International Inc
Sentiment verdict
Gossip first, financials second — HOT at 88% confidence.
Last updated · cached analysis, refreshes periodically
CACI
CACI International IncA premier defense IT play benefiting from massive backlogs and a structural shift toward high-margin electromagnetic spectrum and electronic warfare contracts.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
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Price · last 12 months
Gossip
Market sentiment is highly positive following CACI's strategic acquisition of Azure Summit Technology, which bolsters their position in high-growth RF and signals intelligence. Investors are treating CACI as a 'pure play' on modern warfare needs (cyber, electronic warfare, and space) rather than legacy hardware.
- ·Acquisition of Azure Summit Technology for $1.275B
- ·Increased demand for electronic warfare (EW) capabilities due to global conflicts
- ·Consistent track record of winning large-scale, long-duration government contracts
Financial
CACI maintains robust organic growth (double-digit recently) and a record backlog exceeding $30B. While the Azure acquisition increases debt, the company's free cash flow generation and margin expansion through 'as-a-service' models provide a strong valuation floor.
- ·P/E Ratio: ~25-28x forward earnings
- ·Organic Revenue Growth: ~14% YoY
- ·Backlog: $30B+ (roughly 4x annual revenue)
- ·Operating Margins: Improving toward 11%+
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $132K on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Exposure to U.S. federal budget delays or Continuing Resolutions
- ·Integration risks associated with the high-valuation Azure Summit acquisition
- ·Intense competition from larger defense primes entering the software-defined space
Peer temperature
How direct competitors stack up against CACI right now.
- NEUTRALLDOSLeidos Holdings, Inc.
NEUTRAL — Larger scale and diversified health/civilian segments, but currently lacks CACI's aggressive niche growth in electronic warfare.
See full analysis → - HOTBAHBooz Allen Hamilton
HOTTER — Trading at a higher premium due to its dominant lead in AI and cyber consulting, but with lower exposure to hardware-integrated solutions.
See full analysis → - COLDSAICScience Applications International Corp
COLDER — Lower valuation but struggling with slower organic growth and a portfolio skewed toward lower-margin IT services.
See full analysis →
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Analyst price target
Consensus average of 11 analysts · median 715.00
Source: StockAnalysis.com · updated 2026-08-21
AI-generated analysis for informational purposes only. Not financial advice.