CACI International (NYSE:CACI) Hits New 1-Year High Following Strong Earnings

CACI International, Inc. (NYSE:CACI) shares 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 trading hands. The stock had previously closed at $632.56.

The information technology services provider reported $6.81 earnings per share for the quarter, topping analysts’ consensus estimates of $6.41 by $0.40. The firm had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.28 billion. CACI International had a net margin of 5.77% and a return on equity of 15.93%. CACI International’s quarterly revenue was up 5.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $5.95 EPS. 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 EPS beat and management raised FY‑2026 EPS guidance (now 28.25–28.92), signaling stronger-than-expected profitability and outlook — this is the primary catalyst for the rally. CACI International Inc (CACI) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and …
• Positive Sentiment: New contract wins (including a reported Navy IT award) and backlog growth are being cited as potential long‑term revenue drivers that supported management’s raised guidance. Navy IT Win And Raised Guidance Could Be A Game Changer For CACI International (CACI)
• Positive Sentiment: An analyst (Citigroup) raised its price target to $721, reinforcing investor confidence even while maintaining a “neutral” rating — adds upside perception. Benzinga / Tickerreport coverage of Citigroup price target move
• Neutral Sentiment: Coverage and deeper analysis highlight a technology transition and how shifting demand mix (cloud, AI, mission IT) plus backlog expansion could reshape CACI’s growth profile — helpful context but not an immediate earnings surprise. CACI Q2 deep dive: Technology shift and backlog growth shape outlook
• Neutral Sentiment: Corporate PR/community items (holiday community support) are positive for brand/ESG perception but unlikely to move near‑term fundamentals. CACI Lights Up the Holidays Through Community Support
• Negative Sentiment: Revenue missed some analyst expectations (quarterly revenue $2.22B vs. ~$2.28B consensus) and separate headlines flagged a Q4 CY2025 revenue miss — a warning that top‑line momentum is not uniformly strong. CACI (NYSE:CACI) misses Q4 CY2025 revenue estimates
• Negative Sentiment: Some analysts/notes emphasize the “revenues miss” aspect despite the EPS beat, which could cap multiple expansion until revenue acceleration is clearer. CACI International Q2 Earnings Beat Estimates, Revenues Miss (Zacks)

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of CACI International in a research note on Monday, December 29th. The Goldman Sachs Group increased their price target on CACI International from $567.00 to $624.00 and gave the stock a “buy” rating in a report on Monday, October 27th. UBS Group boosted their price objective on shares of CACI International from $752.00 to $787.00 and gave the company a “buy” rating in a research note on Friday. Stifel Nicolaus raised their target price on shares of CACI International from $670.00 to $765.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Citigroup lifted their target price on shares of CACI International from $683.00 to $721.00 and gave the company a “neutral” rating in a report on Friday. Eleven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, CACI International presently has an average rating of “Moderate Buy” and a consensus target price of $654.09.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. V Square Quantitative Management LLC acquired a new position in shares of CACI International during the 2nd quarter worth $25,000. Eagle Bay Advisors LLC acquired a new position in CACI International during the fourth quarter worth about $35,000. First Horizon Advisors Inc. raised its position in CACI International by 110.5% during the second quarter. First Horizon Advisors Inc. now owns 80 shares of the information technology services provider’s stock worth $38,000 after acquiring an additional 42 shares during the last quarter. Root Financial Partners LLC purchased a new stake in shares of CACI International in the third quarter valued at about $38,000. Finally, Trust Co. of Toledo NA OH acquired a new stake in shares of CACI International in the second quarter valued at approximately $55,000. Hedge funds and other institutional investors own 86.43% of the company’s stock.

CACI International Stock Up 1.0%

The company has a debt-to-equity ratio of 0.71, a current ratio of 1.97 and a quick ratio of 1.54. The firm’s 50-day moving average price is $587.50 and its 200 day moving average price is $534.87. The firm has a market capitalization of $14.62 billion, a price-to-earnings ratio of 28.34, a price-to-earnings-growth ratio of 2.34 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.