CACI International Inc (CACI)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
CACI International Inc (CACI) trades at $504.06 with AI Score 58/100 (Grade B). CACI International Inc provides IT solutions and services to support national security missions and government modernization. Market cap: $11.14B, Sector: Technology.
Price live · AI analysis from May 10, 2026CACI stock analysis for 2026: Analysts have set a consensus price target of $550.00 for CACI International Inc, suggesting 9.1% upside from the current price of $504.06. The AI MoonshotScore is 58/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
CACI: the 1 perspectives are evenly split.
How is this calculated? →CACI International Inc (CACI) Technology Profile & Competitive Position
CACI International Inc delivers IT solutions and expertise to U.S. federal government and international clients, focusing on national security and government modernization. With a market cap of $11.14B, CACI operates in the Domestic and International segments, providing digital solutions, cyber security, and enterprise IT services.
What Is the Investment Thesis for CACI?
CACI International Inc. presents a compelling investment case based on its established position in the government IT services sector and its focus on high-growth areas like cyber security and digital solutions. With a market capitalization of $11.14B and a P/E ratio of 19.0, CACI demonstrates financial stability and growth potential. The company's ongoing contracts with U.S. federal government agencies provide a consistent revenue stream. Key growth catalysts include increasing government spending on IT modernization and cyber security initiatives. However, investors may want to evaluate potential risks such as competition and the impact of government budget cuts.
Based on FMP financials and quantitative analysis
CACI Key Highlights
- Market Cap of $11.14B reflects CACI's significant presence in the IT services market.
- P/E Ratio of 19.0 indicates a reasonable valuation relative to earnings.
- Profit Margin of 5.9% demonstrates the company's ability to generate profits from its operations.
- Gross Margin of 14.9% shows the profitability of CACI's services after accounting for direct costs.
- Beta of 0.63 suggests lower volatility compared to the overall market.
Who Are CACI's Competitors?
CACI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| SNX TD SYNNEX Corporation distributes technology products and | $238.80 | -2.39% | $19.10B | 54 |
| FFIV F5, Inc. | $419.30 | +2.73% | $23.66B | 86 |
| AKAM Akamai Technologies, Inc. | $113.10 | -0.06% | $16.44B | 60 |
| AUR Aurora Innovation, Inc. | $6.77 | +2.07% | $13.26B | — |
| QXO QXO, Inc. | $15.85 | -2.25% | $11.49B | — |
| IAIC Information Analysis Incorporated | $4.28 | +12.34% | $81.86M | 66 |
| DVLT Datavault AI Inc. | $0.38 | -1.22% | $107.35M | 65 |
| NYAX Nayax Ltd. | $71.97 | +2.49% | $2.63B | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CACI's Key Strengths?
- Strong relationships with U.S. federal government agencies.
- Expertise in national security and government modernization.
- Focus on high-growth areas such as cyber security and digital transformation.
- Skilled workforce and proprietary technologies.
What Are CACI's Weaknesses?
- Reliance on government contracts, which can be subject to budget cuts.
- Competition from larger IT service providers.
- Potential for project delays and cost overruns.
- Exposure to cybersecurity threats.
What Could Drive CACI Stock Higher?
- Government spending on IT modernization initiatives.
- Increasing demand for cyber security solutions.
- Potential new government contracts.
- Expansion into new international markets.
- Strategic mergers and acquisitions.
What Are the Key Risks for CACI?
- Insider selling — insiders were net sellers of roughly $3.8M recently.
- Government budget cuts and sequestration.
- Increased competition from other IT service providers.
- Cybersecurity threats and data breaches.
- Economic downturns and geopolitical instability.
- Project delays and cost overruns.
What Are the Growth Opportunities for CACI?
- Expansion in Cyber Security: CACI can capitalize on the growing demand for cyber security solutions, driven by increasing cyber threats and government regulations. The global cyber security market is projected to reach hundreds of billions of dollars by 2030. CACI's expertise in software-defined cyber and electronic warfare solutions positions it to capture a significant share of this market. Timeline: Ongoing.
- Digital Transformation Initiatives: Government agencies are increasingly investing in digital transformation initiatives to improve efficiency and service delivery. CACI's digital solutions and enterprise IT services enable it to secure contracts related to this transformation. The market for government digital transformation is expected to grow significantly over the next five years. Timeline: Ongoing.
- Cloud Computing Adoption: The adoption of cloud computing by government agencies is creating opportunities for CACI to provide enterprise cloud solutions for classified and unclassified networks. The government cloud market is projected to grow rapidly, driven by the need for scalable and secure IT infrastructure. CACI's expertise in cloud solutions positions it to benefit from this trend. Timeline: Ongoing.
- International Expansion: CACI can expand its international operations by targeting government and commercial customers in the United Kingdom, continental Europe, and other regions. The global IT services market offers significant growth opportunities for companies with expertise in national security and government modernization. Timeline: Ongoing.
- Mergers and Acquisitions: CACI can pursue strategic mergers and acquisitions to expand its capabilities and market reach. Acquiring companies with complementary technologies and expertise can enhance CACI's competitive position and accelerate its growth. Timeline: Ongoing.
What Opportunities Does CACI Have?
- Increasing government spending on IT modernization and cyber security.
- Expansion into new international markets.
- Strategic mergers and acquisitions.
- Adoption of cloud computing and other emerging technologies.
What Threats Does CACI Face?
- Government budget cuts and sequestration.
- Increased competition from other IT service providers.
- Cybersecurity threats and data breaches.
- Economic downturns and geopolitical instability.
What Are CACI's Competitive Advantages?
- Established relationships with U.S. federal government agencies.
- Expertise in national security and government modernization.
- Strong focus on high-growth areas such as cyber security and digital transformation.
- Proprietary data and software products.
- Skilled workforce of 25000 employees.
What Does CACI Do?
Founded in 1962 and headquartered in Reston, Virginia, CACI International Inc has evolved into a leading provider of expertise and technology to enterprise and mission customers, supporting national security missions and government modernization/transformation. The company operates through two segments: Domestic Operations and International Operations. The Domestic Operations segment offers information solutions and services to U.S. federal government agencies and commercial enterprises, focusing on areas such as digital solutions, C4ISR (Command, Control, Communications, Computers, Intelligence, Surveillance, and Reconnaissance), cyber and space, engineering services, enterprise IT, and mission support. The International Operations segment provides IT services, proprietary data, and software products to commercial and government customers in the United Kingdom, continental Europe, and internationally. CACI designs, implements, protects, and manages secure enterprise IT solutions. The company also offers software-defined, full-spectrum cyber, electronic warfare, and counter-unmanned aircraft system solutions, as well as platform integration and modernization and sustainment, system engineering, naval architecture, training and simulation, and logistics engineering. CACI's enterprise cloud solutions cater to both classified and unclassified networks, providing intelligence support to optimize decision-making.
What Products and Services Does CACI Offer?
- Provides IT solutions and services to enterprise and mission customers.
- Supports national security missions and government modernization/transformation.
- Offers digital solutions, C4ISR, cyber and space, and engineering services.
- Provides enterprise IT and mission support.
- Designs, implements, protects, and manages secure enterprise IT solutions.
- Offers software-defined cyber, electronic warfare, and counter-unmanned aircraft system solutions.
- Provides enterprise cloud solutions for classified and unclassified networks.
- Offers intelligence support for optimized decision-making.
How Does CACI Make Money?
- Provides IT services and solutions to government and commercial clients.
- Generates revenue through long-term contracts and project-based work.
- Focuses on high-margin services such as cyber security and digital transformation.
- Maintains a diversified customer base across various government agencies and industries.
What Industry Does CACI Operate In?
CACI International Inc operates within the information technology services industry, which is characterized by rapid technological advancements and increasing demand for cybersecurity and digital transformation solutions. The industry is highly competitive, with companies like TD SYNNEX Corporation (SNX) and Akamai Technologies, Inc. (AKAM) vying for market share. The global IT services market is projected to reach trillions of dollars in the coming years, driven by the increasing adoption of cloud computing, AI, and IoT technologies. CACI's focus on government contracts positions it well to capitalize on the growing demand for secure IT solutions.
Who Are CACI's Key Customers?
- U.S. federal government agencies.
- Commercial enterprises.
- Government customers in the United Kingdom and continental Europe.
- International customers.
Company Profile
CACI International Inc operates in the Information Technology Services industry within the Technology sector. It is headquartered in Reston, US. The company is led by CEO John S. Mengucci. CACI has traded publicly since 1980.
ROE 13%Key Financial Metrics
Return on equity for CACI International Inc stands at 13.1%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.6%, showing how much profit it generates from its asset base. CACI trades at a trailing price-to-earnings ratio of 19.03, below the Technology sector average of ~38x. Its free cash flow yield is 6.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.61 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 5.3%, the inverse of the P/E and a quick read on earnings relative to price.
CACI Valuation & Market Position
With a $11.14B market cap, CACI International Inc sits in the large-cap segment of the market. Relative to its peer group, CACI's quantitative score of 58/100 is roughly in line with the peer average of 67/100.
Quarterly Financial Performance: CACI International Inc
Revenue for CACI International Inc came in at $2.35B during Q1 2026, a 5.9% improvement versus the preceding quarter. The company recorded net income of $130.4M, with diluted EPS of $5.89. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Technology. Across the four most recent quarters, CACI averaged $6.06 in diluted EPS.
F-Score 7/9Financial Health
CACI International Inc's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 2.66 places it in the grey zone, a middle ground that warrants monitoring.
FY2026 estForward Outlook
Wall Street analysts project CACI International Inc revenue of about $9.56B for fiscal 2026, with EPS near $28.24. The estimate reflects 11 contributing analysts.
Net sellingInsider Activity
Over the past six months, CACI International Inc insiders filed 28 SEC Form 4 transactions — 15 sales and 13 purchases. On net that is roughly 2K shares disposed (about $3.8M), a signal worth weighing alongside the fundamentals.
CACI Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in CACI's future prospects, indicating that those closest to the company believe in its growth potential.
- Community sentiment has shifted positively, with discussions highlighting CACI's role in government contracts and defense, which are likely to see increased spending.
- CACI's recent contract wins reinforce its position in the defense sector, attracting attention from investors looking for stability amid economic uncertainty.
- Analysts have noted CACI's strong track record in delivering on projects, contributing to a growing sense of trust among investors.
Bear Case
- Some community members express concerns over potential budget cuts in government spending, which could impact CACI's revenue streams in the long term.
- Recent discussions have pointed to increased competition in the defense contracting space, raising questions about CACI's market share and pricing power.
- There are worries about inflationary pressures affecting operational costs, which could squeeze margins if not managed effectively.
- A few analysts have highlighted the cyclical nature of defense spending, suggesting that CACI might face challenges during economic downturns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · January 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $2.35B | $130M | $5.89 |
| Q4 2025 | $2.22B | $124M | $5.59 |
| Q3 2025 | $2.29B | $125M | $5.63 |
| Q2 2025 | $2.30B | $158M | $7.14 |
Based on FMP financials and quantitative analysis
CACI Latest News
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3 Out-of-Favor Stocks We Find Risky
Yahoo! Finance: CACI News · Jul 3, 2026
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CACI Names Tom Kirkland Executive Vice President of Electronic Warfare
businesswire.com · Jul 2, 2026
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Citigroup Maintains Neutral on CACI International, Lowers Price Target to $519
benzinga · Jul 1, 2026
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CACI International: Defending our Defense Choice
barrons.com · Jul 1, 2026
CACI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CACI.
Price Targets
Consensus target: $550.00
CACI MoonshotScore
What does this score mean?
The MoonshotScore rates CACI's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
3 Out-of-Favor Stocks We Find Risky
CACI Names Tom Kirkland Executive Vice President of Electronic Warfare
Citigroup Maintains Neutral on CACI International, Lowers Price Target to $519
CACI International: Defending our Defense Choice
Leadership: John S. Mengucci
CEO
John S. Mengucci serves as the CEO of CACI International Inc. He has extensive experience in the technology and government contracting sectors. Before joining CACI, Mengucci held leadership positions at various technology companies, including serving as President and CEO of AT&T Government Solutions. His background includes a strong focus on delivering innovative solutions to government customers and driving growth through strategic partnerships and acquisitions. Mengucci's expertise spans areas such as IT modernization, cyber security, and cloud computing.
Track Record: Under John S. Mengucci's leadership, CACI International Inc has experienced significant growth and expansion. He has overseen strategic acquisitions and partnerships that have enhanced the company's capabilities and market position. Mengucci has also focused on driving innovation and delivering value to customers through advanced technology solutions. During his tenure, CACI has secured major government contracts and expanded its presence in key markets.
Common Questions About CACI (Technology)
What does CACI International Inc do?
CACI International Inc provides expertise and technology to enterprise and mission customers, primarily supporting national security missions and government modernization efforts. The company operates through two segments, Domestic Operations and International Operations, offering a range of IT services, proprietary data, and software products. CACI designs, implements, protects, and manages secure enterprise IT solutions, including software-defined cyber, electronic warfare, and cloud solutions for both classified and unclassified networks. Their focus on government contracts positions them as a key player in the IT services market.
What do analysts say about CACI stock?
Analyst consensus on CACI International Inc. reflects a generally positive outlook, driven by the company's strong position in the government IT services sector and its focus on high-growth areas such as cyber security and digital solutions. Key valuation metrics, such as the P/E ratio of 19.0, suggest a reasonable valuation relative to earnings. Growth considerations include the increasing government spending on IT modernization and cyber security initiatives. However, analysts also note potential risks such as competition and the impact of government budget cuts. No buy or sell recommendations are made.
What are the main risks for CACI?
CACI International Inc faces several risks, including reliance on government contracts, which can be subject to budget cuts and political uncertainties. Increased competition from other IT service providers could also impact CACI's market share and profitability. Cybersecurity threats and data breaches pose a significant risk to the company's operations and reputation. Economic downturns and geopolitical instability could also negatively affect CACI's business. Project delays and cost overruns are ongoing risks that can impact financial performance.
What are the key factors to evaluate for CACI?
CACI International Inc (CACI) holds an AI score of 58/100 (moderate). P/E: 19.0x vs the S&P 500's ~20-25x. Analysts target $550.00 (+9%). Not financial advice.
How frequently does CACI data refresh on this page?
CACI prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CACI's recent stock price performance?
CACI International Inc (CACI) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong relationships with U.S. federal government agencies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CACI overvalued or undervalued right now?
CACI International Inc (CACI) trades at 19.0x earnings. Analysts target $550.00 (+9%) — near fair value. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying CACI?
Before investing in CACI International Inc (CACI), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are as of the latest available reporting period.