Earnings Report Overview: SAIC reported a 3% year-on-year sales decline to $1.77 billion, missing analyst expectations, but achieved an adjusted EPS of $3.63, surpassing the consensus estimate of $2.24.
Operational Performance: The company saw a 4% increase in operating income to $139 million and a 9% rise in adjusted EBITDA to $185 million, with a significant backlog of approximately $23.2 billion.
Revised Outlook: SAIC adjusted its 2026 revenue outlook down to $7.250 billion-$7.325 billion, below analyst estimates, while raising its adjusted EPS forecast to $9.40-$9.60, indicating a cautious approach to the current operating environment.
Stock Performance: Following the earnings report, SAIC's stock fell by 15.41% to $96.52, reflecting ongoing challenges in meeting revenue expectations and headwinds related to government efficiency.
SAIC
$100.35+Infinity%1D
Analyst Views on SAIC
Wall Street analysts forecast SAIC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SAIC is 112.80 USD with a low forecast of 91.00 USD and a high forecast of 128.00 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.
7 Analyst Rating
Wall Street analysts forecast SAIC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SAIC is 112.80 USD with a low forecast of 91.00 USD and a high forecast of 128.00 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.
1 Buy
5 Hold
1 Sell
Hold
Current: 101.580
Low
91.00
Averages
112.80
High
128.00
Current: 101.580
Low
91.00
Averages
112.80
High
128.00
Citi
John Godyn
initiated
$122
2025-12-11
Reason
Citi
John Godyn
Price Target
$122
2025-12-11
initiated
Reason
Citi analyst John Godyn initiated coverage of SAIC with a Buy rating and $122 price target. The firm launched coverage on 24 stocks in the aerospace and defense sector, saying the group faces a "number of megatrends" across commercial aerospace, defense, shipbuilding, and space. Citi sees these trends creating at least one trillion-dollar market cap company in the coming years. GE Aerospace could get there in as little as five years, Citi contends. The firm calls RTX "the Marquee Megatrend stock" and believes Boeing is an "unusually attractive mega-cap turnaround" story. The analyst expects improving trends in Q4 and continued momentum in Q1 for the sector.
UBS
Neutral
maintain
$110 -> $113
2025-12-08
Reason
UBS
Price Target
$110 -> $113
2025-12-08
maintain
Neutral
Reason
UBS raised the firm's price target on SAIC to $113 from $110 and keeps a Neutral rating on the shares. SAIC is taking meaningful steps within its control to improve performance, and the stock's recovery reflects this progress, though the revenue growth inflection required to support stronger long-term earnings remains uncertain, the analyst tells investors in a research note.
JPMorgan
Neutral
maintain
$115 -> $125
2025-12-05
Reason
JPMorgan
Price Target
$115 -> $125
2025-12-05
maintain
Neutral
Reason
JPMorgan raised the firm's price target on SAIC to $125 from $115 and keeps a Neutral rating on the shares post the earnings report. The firm says the company's outlook may be stabilizing while its cash returns are appealing.
Jefferies
Hold
downgrade
$130 -> $115
2025-09-10
Reason
Jefferies
Price Target
$130 -> $115
2025-09-10
downgrade
Hold
Reason
Jefferies lowered the firm's price target on SAIC to $115 from $130 and keeps a Hold rating on the shares. Growth has "always proven difficult for SAIC," but the current funding environment has made that particularly so with more scrutiny on scope additions proposed on current programs, says the analyst, who now estimates FY26 revenue contracts 2%.
About SAIC
Science Applications International Corporation is a technology integrator providing full life cycle services and solutions in the technical, engineering and enterprise information technology (IT) markets. The Company's portfolio of offerings across the defense, space, civilian and intelligence markets include secure solutions in mission IT, enterprise IT, engineering services and professional services. It integrates emerging technology securely into mission critical operations that modernize and enable critical national imperatives, including IT modernization, digital engineering, artificial intelligence and ground vehicle support. Its segments include Defense and Intelligence, and Civilian. Defense and Intelligence segment provides a diverse portfolio of national security solutions to the Department of Defense and Intelligence Community of the United States Government. Civilian segment provides solutions to the civilian markets, encompassing federal, state, and local governments.
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.
