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SASAIC

Science Applications International Corporation

$SAIC·$5.3B·Information Technology Services·Technology
$125.96-2.3%YTD+16.2%1Y+6.9%
Mentions · last 7 days
2026-08-20: 1 posts2026-08-21: 5 posts2026-08-22: 0 posts80%
Price updated 2d ago·X counts updated 7d ago
SASAIC
$SAICScience Applications International Corporation
$125.96-2.33%8 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SAIC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

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

Federal-IT services beat by 42%, hit a 52-week high, and expanded its receivables facility — the government-services trade is quietly grinding higher at 12x earnings.

SAIC delivers advanced technical engineering, IT modernization, and mission-services work primarily to US federal customers — a picks-and-shovels play on continued federal-agency IT spend and defense-related digital transformation. The setup is a value name with an accelerating earnings pattern and improving liquidity flexibility.

  • Q1 fiscal-2027 EPS came in at $3.23 versus $2.28 consensus (42% beat) and the pattern of the last four surprises (+42%, +13%, +25%, +52%) shows sell-side is chronically underestimating this name.
  • Trades at 12.3x trailing earnings, 0.66x sales, and 10.3x EV/EBITDA with a 13% free-cash-flow yield — genuinely reasonable multiples for a business with a 27% return on equity.
  • Amended MUFG receivables facility to $400M from $300M on Aug 19 — the working-capital lever is non-dilutive and improves near-term cash flexibility, and it's an underrated tell of management's confidence in receivable quality.
  • Sits at the 93rd percentile of the 52-week range and 24% above the 200-day trend, up 16% year-to-date with a 0.29 beta — the equity has been in a steady, low-volatility grind higher into the Aug 31 print.

What extends the move is Aug 31 fiscal-Q2 confirming another double-digit EPS beat alongside a specific book-to-bill above 1.1x or a new contract vehicle announcement. What ends it is a soft backlog print or a specific defense-appropriations delay from the current continuing-resolution cycle; the fundamental case is intact, but at a 52-week high the market wants the numbers to keep coming.

What to watch: Aug 31 fiscal-Q2 earnings call — consensus $2.31 EPS. Watch book-to-bill ratio, backlog trend, and any specific commentary on federal-appropriation timing.

On the calendar: 2026-08-31 — Q2 earnings

Read the AI verdict + X sentiment for $SAIC

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What it does

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

Provides IT modernization, engineering, and digital transformation services to US federal government agencies.

Industry overviewAI analysisGenerated by AI from underlying data

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

Information Technology Services · Technology

No material change from last week — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots to deployed systems.

What this means for $SAIC

Neutral — Provides IT modernization, engineering, and digital transformation services to US federal government agencies; limited read-through from information technology services macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
12.3How 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
11.9%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
7.8%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
13.0%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
0.7Same 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
27.2%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
12.5%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
1.9Total 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
Q1 2026Jun 1, 2026$3.23$2.28+41.7%
Q4 2025Mar 16, 2026$2.62$2.31+13.4%
Q3 2025Dec 4, 2025$2.58$2.07+24.6%
Q2 2025Sep 4, 2025$3.63$2.39+51.9%
Next earningsMon, Aug 31·consensus EPS $2.31

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$1.8B-4.8%12.6%7.4%$1.89$250.0M
Q3 FY26$1.9B-5.6%12.2%6.9%$1.70$144.0M
Q2 FY26$1.8B-2.7%12.2%7.9%$2.72$115.0M
Q1 FY26$1.9B+1.6%11.1%6.4%$1.43$100.0M

Forward consensus

4-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.3B$7.3B – $7.3B$10.09$9.95 – $10.253
FY27$7.2B$7.1B – $7.2B$10.18$9.44 – $10.738
FY28$7.3B$7.2B – $7.3B$11.00$10.49 – $11.417
FY29$7.4B$7.4B – $7.4B$12.48$11.60 – $13.346

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.1.1×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.97%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.+9.8%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.+25.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.295-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

BuyApr 9Srinivas AttiliEVP, Civilian100 sh$9K
+ 41 other (20 inkinds · 19 awards · 1 gift · 1 exempt) in window

See when $SAIC 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
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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 holdingsAug 203
3New insider — initial holdingsAug 203
8-KMaterial agreementAug 198-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Science Applications International Corporation amended its Master Accounts Receivable Purchase Agreement with MUFG Bank (Amendment No. 6 dated August 14, 2026) to increase the facility limit for sale of eligible U.S. government receivables from $300 million to $400 million, with all other material terms unchanged. SAIC treats this as an off-balance sheet arrangement under Item 2.03. This is a modest working capital facility expansion for a major U.S. government contractor — low-risk, non-dilutive, and improving near-term liquidity flexibility.

8-KOfficer or director changeAug 108-K — Item 5.02: Officer or director change
AI summary

Science Applications International (SAIC) appointed two new board members effective August 20, 2026: David Benson and David Cush, each for an initial term expiring at the 2027 annual meeting. Committee assignments were not disclosed in the excerpt.

8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary

Science Applications International Corporation (SAIC) held its 2026 Annual Meeting on June 3, 2026, with ~83.5% of shares represented. All nine director nominees were elected for one-year terms, with Paul Eremenko leading at 32.0M votes for; Katharina McFarland received the most opposition (2.9M against). The proposal to ratify Ernst & Young as auditor and an advisory vote on executive compensation were also on the agenda (results truncated in excerpt). This is a routine annual meeting governance filing with no material financial impact.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change
AI summary

SAIC's EVP of Civilian Business Group, Srinivas Attili, stepped down May 29, 2026 as part of an internal reorganization and will depart June 12, 2026; will receive severance under the Executive Severance Policy with a 2-year non-compete obligation. Executive departure tied to organizational restructuring.

3New insider — initial holdingsApr 163
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SAIC on 2026-04-16, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsApr 103
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SAIC on 2026-04-10, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 19 other (5 13Gs · 3 routine 8-Ks · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Science Applications International Corporation (SAIC) Hits Fresh High: Is There Still Room to Run?zacks.com·2d agoSAIC Board of Directors Declares Cash Dividendglobenewswire.com·2d agoHow to Earn $500 a Month From SAIC Stock Ahead of Q2 Earningsbenzinga.com·2d agoSAIC Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analystsbenzinga.com·2d agoThe Week Ahead: August Jobs Report Takes Center Stageschaeffersresearch.com·3d ago

In themes

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

Defense & Drones

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