CACI, US1271903049

CACI wins Navy contract as UBS keeps Buy rating for CACI International stock

Published on 10/02/2026 at 02:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Navy selected CACI for USD 827.90 million on October 1, 2026. CACI International stock stood at EUR 527.00 on September 30, 2026 versus EUR 534.00.

CACI, US1271903049, Illustration mit AI erstellt.

CACI International (ISIN US1271903049) secured a position on a potential USD 827.90 million U.S. Navy contract on October 1, 2026, according to GovCon Wire. On September 29, 2026, Markets Insider reported that UBS maintained a Buy rating and an USD 826.00 price target.

Navy contract adds visibility

The Navy selected seven companies for the potential nine-year contract, with awardees competing for task orders supporting personnel, manpower and training programs. The contract has a potential value of USD 827.90 million, while the Navy initially obligated USD 70,000 in fiscal 2026 funds, according to GovCon Wire.

The award follows CACI's latest quarterly performance. Zacks reported that fourth-quarter fiscal 2026 revenue reached USD 2.71 billion, up 17.60 percent year over year, while adjusted earnings per share rose 6.10 percent to USD 8.91. Contract awards totaled USD 1.60 billion in that quarter.

Revenue growth meets guidance

For fiscal 2026, revenue increased 10.90 percent to USD 9.57 billion, while adjusted earnings per share rose 12.70 percent to USD 29.83, according to Zacks. CACI's fiscal 2027 revenue outlook is USD 10.65 billion to USD 10.85 billion, implying growth of 11.30 percent to 13.40 percent.

The operating picture is strong but acquisition-related financing remains relevant. Zacks said CACI's GAAP diluted earnings per share fell 1.30 percent to USD 7.05 in the fourth quarter as higher interest expense and tax costs offset stronger operating income. That contrast matters because the Navy award improves contract visibility, while earnings quality remains sensitive to financing costs.

Analysts see a higher target

UBS analyst Gavin Parsons maintained a Buy rating with an USD 826.00 target on September 29, 2026, as reported by Markets Insider. The target is an analyst view, not a company forecast. MarketBeat reported on September 29, 2026, that twelve brokerages assigned CACI an average Moderate Buy rating, including nine Buy ratings and three Holds, with an average target of USD 697.55.

Tradegate quote stays dated

CACI International stock was last at EUR 527.00 on Tradegate on September 30, 2026 at 8:03 a.m. CEST, versus the Tradegate close of EUR 534.00 on September 29, 2026, a decline of 1.31 percent. The stock's primary listing is NYSE, where the 52-week range was USD 434.70 to USD 683.50 and market capitalization was USD 13.9 billion as of October 1, 2026. Price source: substitute price Tradegate, Lang & Schwarz without data set.