CACI International (NYSE:CACI) Hits New 52-Week High Following Strong Earnings

CACI International, Inc. (NYSE:CACI) reached a new 52-week high on Thursday after the company announced better than expected quarterly earnings. 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 5.77% and a return on equity of 16.20%. The company had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.28 billion. During the same quarter last year, the business earned $5.95 earnings per share. The firm’s 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 Stories Impacting CACI International

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

• Positive Sentiment: Q2 EPS beat expectations — CACI delivered $6.81 EPS vs. consensus $6.41, reflecting margin improvement and operating leverage that drove the beat. Earnings Beat
• Positive Sentiment: Company raised FY‑2026 EPS guidance — management set guidance of $28.25–$28.92, above consensus, signaling confidence in forward margins and cash flow; this helped offset worries about top-line execution. Guidance Raise
• Positive Sentiment: Analysts are revising views and some raised price targets after the quarter, which supports near‑term buying interest. Analyst Reaction
• Neutral Sentiment: Revenue grew year‑over‑year (5.7%), indicating demand expansion, though growth is modest; this is supportive but not a catalyst by itself. Revenue Growth
• Neutral Sentiment: Earnings call / transcript and slide deck provide management detail on wins, contract timing and cost drivers — useful for investors assessing sustainability of margins. Earnings Call Transcript
• Negative Sentiment: Revenue missed the quarter’s consensus ($2.22B reported vs. ~$2.28B expected), which raises questions about timing of contract revenue and near‑term organic growth. Revenue Miss

Wall Street Analysts Forecast Growth

Several brokerages recently commented on CACI. UBS Group dropped their price target on CACI International from $759.00 to $752.00 and set a “buy” rating for the company in a research report on Thursday, January 15th. Weiss Ratings reiterated a “buy (b-)” rating on shares of CACI International in a research report on Monday, December 29th. TD Cowen reaffirmed a “buy” rating on shares of CACI International in a research report on Friday, October 24th. Citigroup increased their price target on shares of CACI International from $642.00 to $683.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 13th. Finally, Truist Financial set a $800.00 target price on CACI International in a report on Thursday. Eleven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $647.45.

Institutional Trading of CACI International

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Jones Financial Companies Lllp boosted its position in CACI International by 344.7% during the first quarter. Jones Financial Companies Lllp now owns 885 shares of the information technology services provider’s stock worth $325,000 after purchasing an additional 686 shares in the last quarter. GAMMA Investing LLC boosted its stake in shares of CACI International by 42.2% during the 2nd quarter. GAMMA Investing LLC now owns 435 shares of the information technology services provider’s stock worth $207,000 after purchasing an additional 129 shares during the last quarter. Steph & Co. acquired a new stake in shares of CACI International during the 2nd quarter worth about $102,000. V Square Quantitative Management LLC purchased a new stake in shares of CACI International during the second quarter worth about $25,000. Finally, Janney Montgomery Scott LLC raised its position in shares of CACI International by 13.8% in the second quarter. Janney Montgomery Scott LLC now owns 2,920 shares of the information technology services provider’s stock valued at $1,392,000 after buying an additional 355 shares during the last quarter. Institutional investors and hedge funds own 86.43% of the company’s stock.

CACI International Stock Up 3.3%

The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 0.67. The firm has a market cap of $14.43 billion, a PE ratio of 27.97, a P/E/G ratio of 2.30 and a beta of 0.58. The firm’s 50 day moving average is $586.09 and its 200-day moving average is $533.79.

About CACI International

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.