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CACACI

CACI International Inc

$CACI·$13B·Information Technology Services·Technology
$611.36+1.2%YTD+14.6%1Y+18.2%
Price updated 11h ago·X counts updated 4d ago
CACACI
$CACICACI International Inc
$611.36+1.22%40 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CACI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

40X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CACI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-08-13

CACI International chatter is uniformly bullish after Q2 earnings. Stock up 20-21% on the print, Stifel raised PT to $892 from $765 (Buy), and CACI's drone defense system (SkyValor) has transitioned to full-scale production. One trader trimmed at $656.34 saying it's 'so hot ever since its earnings report, it won't even give me the chance to buy back.' Multi-post chatter about performance of the government-contractor basket. No bearish voice.

Read what X is saying about $CACI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CACI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Defense and intelligence IT services with Q3 revenue +8.5% YoY, SkyValor counter-drone in full production and Stifel PT raised to $892.

CACI International provides specialized technology, software and engineering services to US national-security customers (DoD, Intelligence Community), so revenue depends on classified contract backlog plus the specialty-hardware mix (electronic warfare, counter-drone, space).

  • Q3 FY26 revenue $2.35B, +8.5% YoY with 9.7% operating margin; four consecutive quarters of 5.7-13.0% revenue growth, operating margin 9.0-9.7%
  • TTM: 22x earnings, 1.3x sales, 13% ROE, 15% gross margin, 9.3% operating margin, FCF yield 5.3%, debt-to-equity 1.31 — defense-IT economics
  • FY26 (ending Jun) estimate: $9.55B revenue, $28.15 EPS; FY27 $10.77B, $32.71 EPS — modeling 13% revenue growth and 16% EPS growth
  • YTD +18%, trailing-12m +22% at $627.06 against a $13.7B market cap
  • Sep 11: three new EVP Form 3s (Norcross, Nonnenmacher Space, Kirkland Electronic Warfare) — specialty-capability team build-out
  • SkyValor drone-defense system transitioned to full-scale production

The operating line is clean (8%+ revenue growth every quarter, 9%+ operating margin, FY27 EPS up 16%) and the specialty-hardware mix (electronic warfare, counter-drone, space) is where the margin step-up comes from. The multiple at 22x TTM is extended but reflects visible backlog and ongoing new-program flow.

Agrees with X sentimentX cites CACI up 20-21% on Q2 earnings with Stifel raising PT to $892 from $765 (Buy) and the SkyValor drone-defense system in full-scale production. The attention aligns with the operating acceleration and the specialty-hardware mix thesis.

What to watch: Oct 28 Q4 FY26 earnings and FY27 guidance — whether revenue growth sustains above 8% and whether operating margin extends past the current 9.7% range on specialty-mix.

On the calendar: 2026-10-28 Q4 FY26 earnings

Read the AI verdict on $CACI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides IT, intelligence analysis, and cybersecurity solutions to US federal defense and intelligence agencies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $CACI.

Information Technology Services · Technology

No material change from last week — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $CACI

Neutral — Provides IT, intelligence analysis, and cybersecurity solutions to US federal defense and intelligence agencies.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
21.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
14.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$8.91$7.39+20.6%
Q1 2026Apr 22, 2026$7.27$6.90+5.4%
Q4 2025Jan 21, 2026$6.81$6.41+6.2%
Q3 2025Oct 22, 2025$6.85$6.15+11.4%
Next earningsWed, Oct 21·consensus EPS $6.57

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$2.4B+8.5%31.4%9.7%$5.91$156.4M
Q2 FY26$2.2B+5.7%9.3%9.3%$5.61$187.3M
Q1 FY26$2.3B+11.2%9.3%9.3%$5.67$154.1M
Q4 FY25$2.3B+13.0%9.0%9.0%$7.18$128.0M

Forward consensus

4-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.6B$9.5B – $9.6B$28.15$27.46 – $28.8112
FY27$10.8B$10.8B – $10.8B$32.88$25.62 – $34.4912
FY28$11.5B$11.4B – $11.7B$37.67$36.43 – $38.9011
FY29$12.1B$11.7B – $12.5B$41.52$34.47 – $48.328

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.71%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 21.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.595-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 16Susan M. GordonDirector264 sh$132K
+ 32 other (21 exempts · 6 awards · 5 inkinds) in window

See when $CACI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 113
AI summary

Form 3 initial beneficial ownership filing for Meisha Lutsey, new Executive Vice President at CACI International. Lutsey directly owns 7,948 common shares and holds unvested RSUs, establishing her Section 16 reporting baseline.

3New insider — initial holdingsSep 113
AI summary

Form 3 initial beneficial ownership filing for Andreas Nonnenmacher, EVP of Space at CACI International. Nonnenmacher does not beneficially own any securities of CACI at the time of filing, establishing his Section 16 reporting baseline.

3New insider — initial holdingsSep 113
AI summary

Form 3 initial beneficial ownership filing for James F. Norcross, new Executive Vice President at CACI International. Norcross directly owns 2,595 common shares and holds unvested RSUs, establishing his Section 16 reporting baseline.

3New insider — initial holdingsSep 113
AI summary

Form 3 initial beneficial ownership filing for Tom Kirkland, EVP of Electronic Warfare at CACI International. Kirkland directly owns 6 common shares of CACI, establishing his Section 16 reporting baseline.

3New insider — initial holdingsJun 253
AI summary

David Anthony Young, EVP and Chief Operating Officer of CACI International, filed a Form 3 initial statement of beneficial ownership as of June 22, 2026. The filing reports no securities beneficially owned — neither direct shares nor derivative instruments. This is a routine Section 16 filing required when an officer joins reporting status. Administrative only; no economic position disclosed.

8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change
AI summary

CACI International Inc appointed Dr. David Young, 45, as Chief Operating Officer effective June 22, 2026, reporting to the CEO. Young brings 25 years of defense experience including VP and GM of National Security Space at Lockheed Martin (Dec 2024-June 2026), COO of CAES (2021-2024), and 11+ years at Northrop Grumman. His compensation includes a $500,000 one-time cash sign-on bonus and $2,000,000 in RSUs vesting in three equal annual installments from the first anniversary of hire, plus annual bonus and long-term incentive participation. A senior operational hire reinforcing CACI's national security space focus.

8-KOfficer or director changeJun 58-K — Item 5.02: Officer or director change
AI summary

CACI (CACI) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in President. Individuals named in the filing include International Inc, Its Charter. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

+ 10 other (2 proxys · 2 earnings 8-Ks · 2 13Gs · 1 10-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CACI Highlights Strong FY2026, $32B Backlog and ARKA Deal at Annual Meetingmarketbeat.com·19h agoHere's Why CACI International (CACI) is a Strong Value Stockzacks.com·2d agoWhy CACI International (CACI) is a Top Growth Stock for the Long-Termzacks.com·8d agoWhy CACI International (CACI) is a Top Value Stock for the Long-Termzacks.com·18d agoTake the Zacks Approach to Beat the Markets: Bloom Energy, Microsoft & Amgen in Focuszacks.com·18d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesCybersecurity

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Voices on X · last 7 days

No standout posts about $CACI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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