CACI International (NYSE:CACI) Sets New 1-Year High Following Better-Than-Expected Earnings

CACI International, Inc. (NYSE:CACI)’s share price reached a new 52-week high on Thursday following a better than expected earnings announcement. The stock traded as high as $663.63 and last traded at $633.1350, with a volume of 218158 shares changing hands. The stock had previously closed at $632.56.

The information technology services provider reported $6.81 EPS for the quarter, beating the consensus estimate of $6.41 by $0.40. CACI International had a net margin of 5.70% and a return on equity of 15.92%. The business had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.28 billion. During the same period in the previous year, the business posted $5.95 EPS. The company’s quarterly revenue was up 5.7% on a year-over-year basis. CACI International has set its FY 2026 guidance at 28.250-28.920 EPS.

Key Headlines Impacting CACI International

Here are the key news stories impacting CACI International this week:

• Positive Sentiment: Q2 earnings beat: CACI reported $6.81 EPS vs. consensus $6.41, driven by margin strength and operating performance that exceeded expectations. CACI International (CACI) Q2 Earnings Beat Estimates
• Positive Sentiment: Raised FY‑2026 EPS guidance: management updated full‑year EPS to $28.25–$28.92, above the prior consensus (~$28.12), signaling confidence in margins and contract performance for the year (supportive for valuation multiples).
• Positive Sentiment: Analyst positioning: some of the most accurate analysts revised forecasts upward ahead of the release, reflecting higher-than-expected profitability and improving near‑term estimates. CACI International Likely To Report Higher Q4 Earnings
• Neutral Sentiment: FY‑2026 revenue guidance centered: management guided to ~$9.3–$9.5B (Street ~$9.4B), so top‑line expectations are essentially in line with consensus — reduces surprise risk on revenue but limits incremental upside.
• Neutral Sentiment: Top-line growth and profitability metrics: revenue rose ~5.7% year‑over‑year and management showed a net margin of ~5.7% and ROE ~15.9%, indicating steady growth and healthy returns even as revenue comps remain moderate.
• Neutral Sentiment: Corporate/PR activity: CACI hosted the Secretary of War Executive Fellows for Company Day (branding / government relations exposure) — unlikely to move stock near term but supportive for long‑term government ties. CACI Hosts Secretary of War Executive Fellows for 2025 Company Day
• Negative Sentiment: Revenue slightly missed quarterly estimates: Q2 revenue of $2.22B fell short of the Street ~$2.28B, which may concern investors focused on top‑line momentum and contract timing (a potential near‑term headwind). Press Release

Analysts Set New Price Targets

CACI has been the topic of a number of analyst reports. TD Cowen reaffirmed a “buy” rating on shares of CACI International in a report on Friday, October 24th. Cantor Fitzgerald raised their price target on shares of CACI International from $535.00 to $675.00 and gave the company an “overweight” rating in a research note on Wednesday, October 22nd. UBS Group cut their price target on CACI International from $759.00 to $752.00 and set a “buy” rating on the stock in a report on Thursday, January 15th. Weiss Ratings reissued a “buy (b-)” rating on shares of CACI International in a report on Monday, December 29th. Finally, The Goldman Sachs Group raised their target price on CACI International from $567.00 to $624.00 and gave the company a “buy” rating in a research report on Monday, October 27th. Eleven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, CACI International presently has an average rating of “Moderate Buy” and a consensus target price of $621.00.

Hedge Funds Weigh In On CACI International

Several hedge funds have recently modified their holdings of CACI. River Road Asset Management LLC lifted its holdings in shares of CACI International by 27.0% in the second quarter. River Road Asset Management LLC now owns 365,479 shares of the information technology services provider’s stock valued at $168,329,000 after buying an additional 77,677 shares during the period. Ameriprise Financial Inc. raised its position in CACI International by 22.5% in the second quarter. Ameriprise Financial Inc. now owns 298,615 shares of the information technology services provider’s stock worth $142,346,000 after acquiring an additional 54,905 shares in the last quarter. Tudor Investment Corp ET AL lifted its holdings in CACI International by 1,494.8% in the 3rd quarter. Tudor Investment Corp ET AL now owns 33,490 shares of the information technology services provider’s stock valued at $16,704,000 after acquiring an additional 31,390 shares during the last quarter. Segall Bryant & Hamill LLC boosted its position in shares of CACI International by 53.4% during the 2nd quarter. Segall Bryant & Hamill LLC now owns 59,546 shares of the information technology services provider’s stock valued at $28,386,000 after purchasing an additional 20,729 shares in the last quarter. Finally, Strs Ohio boosted its position in shares of CACI International by 392.9% during the 2nd quarter. Strs Ohio now owns 16,167 shares of the information technology services provider’s stock valued at $7,707,000 after purchasing an additional 12,887 shares in the last quarter. 86.43% of the stock is currently owned by institutional investors and hedge funds.

CACI International Price Performance

The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.54 and a current ratio of 1.54. The company’s 50 day moving average price is $584.80 and its 200-day moving average price is $532.95. The company has a market cap of $14.19 billion, a price-to-earnings ratio of 28.49, a PEG ratio of 2.29 and a beta of 0.58.

CACI International Company Profile

CACI International Inc is a leading provider of information solutions and services to the U.S. federal government, with a primary focus on defense, intelligence, homeland security and federal civilian agencies. The company delivers advanced technology and domain expertise to support mission-critical operations, offering capabilities in areas such as data analytics, cyber security, network integration, enterprise IT modernization and logistics support. By integrating software, hardware and professional services, CACI helps clients enhance situational awareness, improve decision making and maintain critical infrastructure resilience.

Founded in 1962 and headquartered in Arlington, Virginia, CACI has evolved from a small consulting operation into a global enterprise.