Coverage
— → Added to coverage
Investment conviction●●●○○3 of 5
Research target$504.79Stock price target
Investment thesis statusINTACTLast reviewed 7/22/26
Market cap$9.74BSnapshot value
Research history
See all CACI changes ↗What changed
CACI International provides C4ISR, cyber, and enterprise IT for national security missions. The portfolio spans ISR data fusion, secure communications, and cyber operations. CACI's deep relationships with the intelligence community create a durable contract backlog and high barriers to entry.
NRO/EON satellite ground system modernization contracts Army C5ISR modernization programs ramping Q4 FY26 earnings — awarded contract value growth
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
research_only - seeded from company_layer_membership
Snapshot · 7/22/26🟡 Mixed · ins-$1.5M · 13F 19+/6-×0.0 · short↑0.42
Snapshot · 7/22/26