CACI International's stock fell 5.06% as it crossed below the 5-day SMA, reflecting a challenging market environment despite positive earnings news.
The company reported $2.2 billion in revenue for Q2 2026, with a 5.7% year-over-year growth and an EBITDA margin of 11.8%. However, it missed revenue expectations by $60 million, indicating intensified market competition and project delays. Additionally, CACI announced the acquisition of ARKA, which is expected to enhance its competitive position in the national security market. Management also raised fiscal 2026 revenue guidance to between $9.3 billion and $9.5 billion, reflecting confidence in future opportunities.
Despite the stock's decline, CACI's strong financial performance and upward guidance revision suggest a solid foundation for future growth, although market conditions remain challenging.
Wall Street analysts forecast CACI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CACI is 663.13 USD with a low forecast of 620.00 USD and a high forecast of 759.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast CACI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CACI is 663.13 USD with a low forecast of 620.00 USD and a high forecast of 759.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
2 Hold
0 Sell
Strong Buy
Current: 638.240
Low
620.00
Averages
663.13
High
759.00
Current: 638.240
Low
620.00
Averages
663.13
High
759.00
UBS
Gavin Parsons
Buy
maintain
$752 -> $787
2026-01-23
Reason
UBS
Gavin Parsons
Price Target
$752 -> $787
AI Analysis
2026-01-23
maintain
Buy
Reason
UBS analyst Gavin Parsons raised the firm's price target on CACI to $787 from $752 and keeps a Buy rating on the shares. CACI is a major capital-light beneficiary of higher U.S. national security budgets, the analyst tells investors in a research note.
Truist
Tobey Sommer
Buy
maintain
$735 -> $800
2026-01-23
Reason
Truist
Tobey Sommer
Price Target
$735 -> $800
2026-01-23
maintain
Buy
Reason
Truist analyst Tobey Sommer raised the firm's price target on CACI to $800 from $735 and keeps a Buy rating on the shares. The firm is adjusting its model to reflect an upward estimate revisions and a higher multiple to represent faster expected growth, the analyst tells investors in a research note. CACI is the firm's favorite in the government sector, Truist added.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for CACI
Unlock Now
Citi
Neutral
maintain
$683 -> $721
2026-01-23
Reason
Citi
Price Target
$683 -> $721
2026-01-23
maintain
Neutral
Reason
Citi raised the firm's price target on CACI to $721 from $683 and keeps a Neutral rating on the shares.
Truist
Tobey Sommer
Buy
maintain
$735 -> $800
2026-01-22
Reason
Truist
Tobey Sommer
Price Target
$735 -> $800
2026-01-22
maintain
Buy
Reason
Truist analyst Tobey Sommer raised the firm's price target on CACI to $800 from $735 and keeps a Buy rating on the shares. The firm said the new price target is driven by upward estimate revisions and a higher multiple to represent faster than expected growth. The company is Truist's favorite in the government sector, as the firm thinks named program/product ramp and potential One Big Beautiful Bill funding could lead to low double digit organic growth in CY27/28, the analyst tells investors in a research note.
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.
