SAIC stock sentiment todayScience Applications International Corp
Sentiment verdict
Gossip first, financials second — NEUTRAL at 75% confidence.
Last updated · cached analysis, refreshes periodically
SAIC
Science Applications International CorpA reliable cash-flow generator undergoing a multi-year portfolio transition toward higher-margin digital engineering and space, but currently trading near fair value.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for SAIC. Not financial advice.
Price · last 12 months
Gossip
The market is cautiously optimistic about CEO Toni Townes-Whitley’s 'Growth and Innovation' strategy, though narrative momentum is hampered by recent divestitures (Supply Chain business) and the transition away from lower-margin legacy contracts.
- ·Shift toward high-end technical services
- ·Increased focus on Space Force and digital engineering contract wins
- ·Robust share buyback program providing a floor for the stock
Financial
SAIC maintains a rock-solid balance sheet with consistent free cash flow generation, though organic revenue growth remains modest in the low single digits as they shed lower-value volume.
- ·Forward P/E ratio ~15.5x, slightly below the 5-year defense IT average
- ·Consistent Free Cash Flow (FCF) yield around 7-8%
- ·Net Debt/EBITDA leverage maintained comfortably around 2.5x
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.
- ·No open-market insider trades 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 fixed-price contract inflationary pressures
- ·Recompete risk on major legacy defense contracts
- ·Government budget uncertainty and Continuing Resolutions (CRs)
Peer temperature
How direct competitors stack up against SAIC right now.
- HOTLDOSLeidos Holdings
HOTTER — Superior scale and higher exposure to high-growth health IT and national security segments driving better margin expansion.
See full analysis → - HOTCACICACI International
HOTTER — Stronger organic growth profile and a specialized focus on electronic warfare that commands a valuation premium.
See full analysis → - NEUTRALBAHBooz Allen Hamilton
NEUTRAL — While lead in AI is significant, the stock trades at a much richer 20x+ P/E, limiting upside compared to SAIC's value play.
See full analysis →
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AI-generated analysis for informational purposes only. Not financial advice.