What is Zacks Research’s Estimate for SAIC FY2026 Earnings?

Science Applications International Co. (NYSE:SAIC) – Equities researchers at Zacks Research increased their FY2026 earnings per share (EPS) estimates for Science Applications International in a report released on Wednesday, December 24th. Zacks Research analyst Team now anticipates that the information technology services provider will earn $9.83 per share for the year, up from their previous estimate of $9.58. The consensus estimate for Science Applications International’s current full-year earnings is $8.27 per share. Zacks Research also issued estimates for Science Applications International’s Q4 2026 earnings at $1.70 EPS, Q1 2027 earnings at $2.17 EPS, Q2 2027 earnings at $2.30 EPS, Q3 2027 earnings at $2.46 EPS, Q4 2027 earnings at $2.58 EPS, FY2027 earnings at $9.51 EPS, Q1 2028 earnings at $2.43 EPS, Q2 2028 earnings at $2.43 EPS, Q3 2028 earnings at $2.72 EPS and FY2028 earnings at $10.16 EPS.

Several other research analysts also recently issued reports on the company. JPMorgan Chase & Co. lifted their price target on Science Applications International from $115.00 to $125.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. UBS Group raised their target price on shares of Science Applications International from $110.00 to $113.00 and gave the company a “neutral” rating in a report on Monday, December 8th. Citigroup started coverage on shares of Science Applications International in a research report on Friday, December 12th. They set a “buy” rating and a $122.00 target price for the company. Jefferies Financial Group lowered their price target on shares of Science Applications International from $130.00 to $115.00 and set a “hold” rating on the stock in a research report on Wednesday, September 10th. Finally, The Goldman Sachs Group dropped their price objective on shares of Science Applications International from $104.00 to $91.00 and set a “sell” rating for the company in a research note on Monday, September 8th. Three research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $116.91.

Science Applications International Stock Performance

Shares of SAIC opened at $102.71 on Monday. The company has a quick ratio of 0.87, a current ratio of 0.87 and a debt-to-equity ratio of 1.20. Science Applications International has a 52-week low of $84.15 and a 52-week high of $124.11. The company has a 50-day simple moving average of $94.08 and a 200-day simple moving average of $103.96. The company has a market capitalization of $4.63 billion, a PE ratio of 17.32 and a beta of 0.30.

Science Applications International (NYSE:SAIC) last issued its quarterly earnings results on Thursday, December 4th. The information technology services provider reported $2.58 earnings per share for the quarter, topping the consensus estimate of $2.07 by $0.51. Science Applications International had a return on equity of 24.18% and a net margin of 4.11%.The firm had revenue of $1.87 billion during the quarter, compared to the consensus estimate of $1.87 billion. During the same period last year, the company earned $2.61 earnings per share. The company’s revenue for the quarter was down 5.6% on a year-over-year basis. Science Applications International has set its FY 2026 guidance at 9.800-10.000 EPS.

Science Applications International Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 28th. Shareholders of record on Wednesday, January 14th will be paid a dividend of $0.37 per share. This represents a $1.48 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Wednesday, January 14th. Science Applications International’s payout ratio is currently 18.93%.

Insider Buying and Selling at Science Applications International

In other news, CEO James Reagan acquired 1,000 shares of the stock in a transaction on Tuesday, December 16th. The stock was bought at an average price of $100.17 per share, with a total value of $100,170.00. Following the completion of the transaction, the chief executive officer directly owned 26,460 shares of the company’s stock, valued at $2,650,498.20. The trade was a 3.93% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.44% of the stock is owned by insiders.

Institutional Investors Weigh In On Science Applications International

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Science Applications International by 324.1% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 246 shares of the information technology services provider’s stock worth $28,000 after acquiring an additional 188 shares in the last quarter. Quent Capital LLC acquired a new stake in shares of Science Applications International in the 3rd quarter valued at about $29,000. Wexford Capital LP bought a new position in shares of Science Applications International during the third quarter worth about $29,000. Rakuten Securities Inc. grew its stake in Science Applications International by 1,915.4% in the second quarter. Rakuten Securities Inc. now owns 262 shares of the information technology services provider’s stock worth $30,000 after purchasing an additional 249 shares in the last quarter. Finally, True Wealth Design LLC increased its holdings in Science Applications International by 315.5% in the second quarter. True Wealth Design LLC now owns 349 shares of the information technology services provider’s stock valued at $39,000 after buying an additional 265 shares during the last quarter. 76.00% of the stock is currently owned by hedge funds and other institutional investors.

Key Science Applications International News

Here are the key news stories impacting Science Applications International this week:

• Positive Sentiment: Zacks raised longer‑range and some 2026/2027 targets — notably FY2026 to $9.83 (from $9.58) and FY2027 to $9.51 (from $9.27), and it nudged Q1 and Q3/Q4 2027 estimates slightly higher. These upward revisions signal better mid‑cycle earnings visibility for those years. Zacks Research note
• Neutral Sentiment: Zacks made small downward tweaks to a few 2027 quarters (e.g., Q2 2027 from $2.32 to $2.30) that are minor and unlikely to change the multi‑year thesis. Zacks Research note
• Negative Sentiment: Material cuts to near‑term and FY2028 estimates: Q4 2026 was lowered sharply to $1.70 from $1.94, several 2028 quarterly estimates (Q1–Q3 2028) were trimmed, and FY2028 was cut to $10.16 from $10.86. Those downgrades reduce short‑term EPS visibility and are the principal bearish driver of today’s price pressure. Zacks Research note
• Negative Sentiment: Zacks also lowered several individual near‑quarter forecasts for 2027–2028 (Q1–Q3 2028 and Q2/Q3 2028 reductions shown across notes), reinforcing the message that near‑term growth may be softer than prior expectations. Zacks Research note

Science Applications International Company Profile

Science Applications International Corp. (NYSE: SAIC) is an American technology integrator that delivers a broad range of engineering, systems integration and information technology (IT) services primarily to U.S. government clients. Founded in 1969 by J. Robert Beyster, the company has built a reputation for supporting defense, intelligence, federal civilian, health and energy agencies with specialized solutions that address mission-critical requirements. SAIC’s offerings span the full lifecycle of complex programs, from concept and design through development, deployment and sustainment.

The company’s core capabilities include systems engineering and integration, enterprise IT modernization, cloud computing, cybersecurity, data analytics and artificial intelligence.