Kinder Morgan (KMI) Expected EPS of $0.37, 15.63% YoY Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy CACI?
Source: NASDAQ.COM
- Earnings Forecast: Kinder Morgan is expected to report an EPS of $0.37 for Q4 2025, reflecting a 15.63% increase year-over-year, indicating robust growth potential in the oil and gas sector.
- Industry Comparison: CACI anticipates an EPS of $6.41, a 7.73% increase from the previous year, having exceeded expectations every quarter in the past year, showcasing its competitive edge in the computer services industry.
- Financial Performance: Pinnacle Financial Partners forecasts an EPS of $2.32, representing a 22.11% increase year-over-year, consistently beating expectations over the past year, highlighting its strong market performance.
- Significant Growth: Live Oak Bancshares expects an EPS of $0.56, a remarkable 154.55% increase, reflecting rapid growth and an increase in market share within the banking sector.
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Analyst Views on CACI
Wall Street analysts forecast CACI stock price to rise
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 633.210
Low
675.00
Averages
737.25
High
800.00
Current: 633.210
Low
675.00
Averages
737.25
High
800.00
About CACI
CACI International Inc (CACI) is a holding company, which operates through its subsidiaries located in the United States and Europe. It is a provider of expertise and differentiated technology to customers in support of national security in the intelligence, defense, and federal civilian sectors. Its segments include Domestic Operations and International Operations. The Domestic Operations segment provides expertise and technology to U.S. federal government agencies. The International Operations segment provides expertise and technology to international government and commercial customers. It provides a diverse mix of IT services and proprietary data and software products, serving commercial and government customers throughout the United Kingdom, continental Europe and around the world. Its software offerings consist of signals intelligence (SIGINT), electronic warfare (EW), and intelligence, surveillance, and reconnaissance (ISR), across multiple domains, platforms, and customer sets.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Legal Challenge: Anthropic CEO Dario Amodei confirmed that the U.S. government designated his company as a supply chain risk on Thursday, forcing the company to legally contest this designation, highlighting the tense relationship with the Department of Defense that could impact future government contract opportunities.
- Blacklist Impact: As the only American company publicly named a supply chain risk, Anthropic's technology will be excluded from use by defense contractors in collaboration with the Pentagon, a decision that could severely affect its market share and revenue prospects.
- Investor Response: Despite the blacklist, Microsoft plans to invest up to $5 billion in Anthropic, indicating that its products remain available to customers unrelated to the Department of Defense, potentially providing the company with some financial support amidst the turmoil.
- Internal Tensions: Amodei apologized for a leaked internal memo that criticized the Trump administration, revealing the company's fragile position in the political landscape, which may adversely affect its future business development.
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- Supply Chain Risk Designation: The Pentagon has officially designated Anthropic and its products as a supply chain risk, effective immediately, marking the company as the first American entity publicly identified as such, which will impact its collaborations with defense contractors.
- Restrictions on Technology Use: The Department of Defense mandates that all defense vendors and contractors certify they do not use Anthropic's models in their work with the Pentagon, directly affecting the company's market share and future business opportunities.
- Legal Challenge Announcement: Anthropic has stated it will challenge this supply chain risk designation in court, indicating a strong opposition to the current situation, which may further strain its relationship with the government.
- Market Reaction: Shares of Palantir, which partners with Anthropic, fell 2%, as analysts noted that Anthropic's deep integration into military and intelligence sectors could lead to short-term disruptions in Palantir's operations, reflecting market sensitivity to this risk designation.
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- Pressure on Defense Systems: The UAE Ministry of Defense reported that out of 941 Iranian drones detected since the onset of the Iran war, 65 have landed within its territory, damaging critical infrastructure such as ports and airports, highlighting the immense pressure on Gulf states' air defense systems.
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- Supply Chain Risk Declaration: The Trump administration's designation of Anthropic as a supply chain risk has prompted 10 startups working with the Department of Defense to cease using its Claude model and seek alternatives, potentially impacting about 80% of Anthropic's enterprise revenue.
- Defense Contract Implications: Major defense contractors like Lockheed Martin are expected to remove Anthropic's technology from their supply chains, which could lead to a decline in Anthropic's market share within the defense sector and adversely affect future revenue growth.
- Legal Response Possibility: Anthropic has indicated it may appeal the supply chain risk designation through legal channels, although no formal action has been taken yet; if the designation becomes official, it would restrict the use of Claude in defense contracts, potentially affecting its business with other clients.
- Market Reaction and Alternatives: Several defense tech firms are proactively transitioning their workforce away from Claude to other models, and while Anthropic's product is regarded as excellent, the reliance on it for defense contracts is now under scrutiny, posing challenges for its continued use in sensitive environments.
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