CACI International Inc

The stock is in a deep multi-month reset after a strong prior run, trading well below its 200-day average and still far under the 52-week high. The setup is more repair than breakout, with the recent low near the yearly floor showing where buyers have started to re-engage.

Street sentiment stays constructive: consensus is Buy with a $682.4 average target, well above the current share price. Recent target cuts from Jefferies to $510 and BNP Paribas’ Neutral initiation show some caution, but the broader target range still leans bullish, with several firms in the $750-$800 area.

The earnings profile remains strong, with CACI beating estimates in 7 of the last 7 reported quarters. Next-year EPS is modeled at 31.2136 versus 23.69 TTM, so shareholders should watch whether revenue growth and margin discipline keep pace with that step-up.

No discretionary insider buying or selling is visible. The recent filings are M-exempt share movements tied to awards or vesting, which read as routine compensation activity rather than a conviction signal.

Profitability is solid, with a 32.6% gross margin, 9.73% operating margin, and 5.86% net margin. Growth is still healthy at 8.5% revenue growth and 17.6% earnings growth year over year, while free cash flow reached $612.6 million in fiscal 2025.

CACI’s defense and federal IT mix gives it steadier demand than many commercial IT services peers, with cyber, intelligence, and mission support as key differentiators. At about 15.0x earnings, the valuation looks moderate for a government-services name with a 6.14% FCF yield.