TickerTalks
Browse all tickers →
TickerTalks›$SAIC
SASAIC

Science Applications International Corporation

$SAIC·$4.8B·Information Technology Services·Technology
$115.28+1.2%YTD+14.5%1Y+3.4%
Mentions · last 7 days
2026-07-09: 4 posts2026-07-10: 1 posts2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 4 posts2026-07-14: 2 posts2026-07-15: 1 posts14-35%
Price updated 15h ago·X counts updated 15h ago
SASAIC
$SAICScience Applications International Corporation
$115.28+1.19%14 posts-35%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersCooling offAI verdict · as of 2026-07-16

Catching its breath after a run — could pick back up or fade from here.

Government-IT contractor stringing together contract wins and a fresh 42% EPS beat while revenue quietly went in reverse.

Science Applications International is a US federal-services and technology contractor whose customer mix spans Air Force digital-infrastructure programmes, NASA AI deployments, and the ABMS command-and-control network — a defensive book of business whose growth requires new-award momentum, not price expansion.

  • The last EPS surprise was a 42% beat at $3.23 versus the $2.28 estimate, extending Q4's 13% beat; consensus models fiscal-27 revenue of $7.19B and $10.18 EPS across seven brokers.
  • Revenue growth has been negative for two consecutive quarters — Q4 fell 4.8% year-on-year and Q3 fell 5.6% — so the earnings beats are running on margin discipline rather than book-to-bill.
  • The stock is up 14.5% year-to-date and sits at the 81st percentile of the 52-week range, trading at a 12.3 TTM P/E — a compressed multiple against typical services-comparable ranges.
  • Recent wins are dated and specific: a $192M Air Force ABMS Digital Infrastructure Network Developer award on 9 June, and the NASA Loft-Orbital selection on 23 June — a pipeline of medium-sized bookings rather than one large anchor.

The 3 September fiscal-Q2 print is the moment where book-to-bill either turns positive against the negative revenue-growth trend or extends the cooling trajectory into a downgrade cycle; the current setup is more mid-cycle plateau than accelerating recovery.

What to watch: The 3 September fiscal-Q2 print — book-to-bill ratio, revenue growth returning to positive, and any large new task-order announcement. Government-shutdown risk into the September appropriations calendar is also a live variable.

On the calendar: Fiscal Q2 earnings 3 September 2026

no sentiment

Read the AI verdict + X sentiment for $SAIC

  • 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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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

Direct beneficiary — Provides IT modernization, engineering, and digital transformation services to US federal government agencies; core operations sit in the path of the DoD AI production contract conversions driving multi-year IT backlog.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-11.8%YTD
-13.8%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$2.71——
Next earningsThu, Sep 3·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$10.02 – $10.598
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.0.6×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.81%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.+9.0%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.+16.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 41.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β0.285-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
+ 42 other (21 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
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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

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.

8-K/AOfficer or director change (amended)Apr 98-K/A — Item 5.02: Officer or director change
AI summary

SAIC disclosed a personnel change (8-K Item 5.02, dated 2026-04-09). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KOfficer or director changeApr 98-K — Item 5.02: Officer or director change
AI summary

SAIC disclosed a personnel change (8-K Item 5.02, dated 2026-04-09). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KOfficer or director changeFeb 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 17 other (6 13Gs · 2 earnings 8-Ks · 2 routine 8-Ks · 2 proxys) in window

Recent news

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

3 Dividend Stocks You Have to Buy Now to Get Paid in July247wallst.com·7d agoSAIC (SAIC) Down 2.6% Since Last Earnings Report: Can It Rebound?zacks.com·15d agoLoft Orbital Selected by NASA's Jet Propulsion Laboratory to Deploy Artificial Intelligence Software for Earth Science Applicationsbusinesswire.com·23d agoU.S. Air Force Awards SAIC Leading Position on $192M ABMS Digital Infrastructure Network Developer Contractglobenewswire.com·37d agoScience Applications International: Solid Quarter But Likely Average Stock Growthseekingalpha.com·39d ago

In themes

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

Defense & Drones

More in Information Technology Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AI$IBM$BBAI$WYFI$APLD$FISV$CTSH$SHAZ
Voices on X · last 7 days

No standout posts about $SAIC 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.

PrivacyTermsSupport