Zacks Research Issues Pessimistic Forecast for CACI Earnings

CACI International, Inc. (NYSE:CACI) – Analysts at Zacks Research cut their Q3 2026 earnings estimates for CACI International in a research report issued to clients and investors on Wednesday, February 4th. Zacks Research analyst Team now expects that the information technology services provider will earn $6.92 per share for the quarter, down from their previous estimate of $6.93. The consensus estimate for CACI International’s current full-year earnings is $23.94 per share. Zacks Research also issued estimates for CACI International’s FY2026 earnings at $28.33 EPS, Q4 2027 earnings at $8.55 EPS and Q1 2028 earnings at $7.99 EPS.

Other research analysts have also recently issued research reports about the company. TD Cowen reaffirmed a “buy” rating on shares of CACI International in a research report on Friday, October 24th. Citigroup raised their price objective on CACI International from $683.00 to $721.00 and gave the company a “neutral” rating in a research note on Friday, January 23rd. Truist Financial set a $800.00 target price on shares of CACI International in a research note on Thursday, January 22nd. UBS Group raised their price target on shares of CACI International from $752.00 to $787.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Finally, JPMorgan Chase & Co. boosted their price target on shares of CACI International from $645.00 to $700.00 and gave the stock an “overweight” rating in a report on Tuesday. Eleven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $659.09.

CACI International Price Performance

CACI stock opened at $618.36 on Thursday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.97 and a current ratio of 1.97. The business has a 50-day simple moving average of $590.66 and a two-hundred day simple moving average of $544.62. The company has a market capitalization of $13.66 billion, a P/E ratio of 26.47, a price-to-earnings-growth ratio of 1.98 and a beta of 0.58. CACI International has a 52-week low of $318.60 and a 52-week high of $683.50.

CACI International (NYSE:CACI) last posted its earnings results on Wednesday, January 21st. The information technology services provider reported $6.81 EPS for the quarter, topping the consensus estimate of $6.41 by $0.40. CACI International had a net margin of 5.77% and a return on equity of 15.93%. The company had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.28 billion. During the same period in the previous year, the firm posted $5.95 earnings per share. The firm’s revenue for the quarter was up 5.7% on a year-over-year basis. CACI International has set its FY 2026 guidance at 28.250-28.920 EPS.

Institutional Trading of CACI International

Hedge funds have recently added to or reduced their stakes in the stock. SG Americas Securities LLC grew its stake in shares of CACI International by 158.4% during the 3rd quarter. SG Americas Securities LLC now owns 5,364 shares of the information technology services provider’s stock worth $2,675,000 after acquiring an additional 3,288 shares during the period. Fort Washington Investment Advisors Inc. OH lifted its holdings in CACI International by 14.2% during the third quarter. Fort Washington Investment Advisors Inc. OH now owns 51,194 shares of the information technology services provider’s stock valued at $25,535,000 after purchasing an additional 6,351 shares during the last quarter. Segall Bryant & Hamill LLC boosted its position in CACI International by 53.4% during the second quarter. Segall Bryant & Hamill LLC now owns 59,546 shares of the information technology services provider’s stock worth $28,386,000 after purchasing an additional 20,729 shares during the period. FWL Investment Management LLC increased its stake in shares of CACI International by 26.9% in the second quarter. FWL Investment Management LLC now owns 17,321 shares of the information technology services provider’s stock worth $8,257,000 after purchasing an additional 3,671 shares in the last quarter. Finally, Studio Investment Management LLC increased its stake in shares of CACI International by 23.0% in the second quarter. Studio Investment Management LLC now owns 3,556 shares of the information technology services provider’s stock worth $1,695,000 after purchasing an additional 664 shares in the last quarter. Institutional investors own 86.43% of the company’s stock.

Key Headlines Impacting CACI International

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

• Positive Sentiment: JPMorgan raised its price target for CACI to $700, signaling increased confidence in the company’s outlook and likely supporting buying interest. JPMorgan Price Target Raise
• Positive Sentiment: Zacks Research raised some longer‑term/annual estimates — notably FY2026 EPS to $28.33 (from $27.74), Q4 2027 to $8.55 (from $8.30), Q4 2026 to $7.75 (from $7.63) and FY2028 to $34.21 (from $34.00) — which supports a stronger medium‑term earnings outlook.
• Neutral Sentiment: Zacks made several very small downward tweaks (e.g., Q3 2026 to $6.92 from $6.93; Q3 2027 to $7.78 from $7.81; Q1 2028 to $7.99 from $8.04) that are unlikely to materially change the story but show analysts refining near‑term pacing.
• Negative Sentiment: Zacks trimmed a few near‑term quarter forecasts more meaningfully — Q2 2027 to $7.16 (from $7.45) and Q2 2028 to $8.11 (from $8.32) — indicating some downward pressure on mid‑year 2027–2028 earnings expectations.

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.