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SASAIC

Science Applications International Corporation

$SAIC·$5.7B·Information Technology Services·Technology
$133.07-0.2%YTD+24.4%1Y+37.4%
Price updated 6h ago·X counts updated 5d ago
SASAIC
$SAICScience Applications International Corporation
$133.07-0.18%36 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SAIC 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.

36X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $SAIC'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 data6 posts analyzed · as of 2026-09-07

Science Applications had a huge Q2 FY27 print. Revenue $1.88B vs $1.76B est (+6.3% YoY), EPS $3.01 vs $2.31 est, and raised FY27 guide to $10.65-10.75. Gapping +8.1% pre-market on the beat/raise plus a $39M FEDSIM Sept 3 contract award. Government-IT tailwind confirmed.

Read what X is saying about $SAIC

  • 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 $SAIC — 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.

Government-IT services with FY27 Q2 revenue +6.3% YoY, EPS $3.01 vs $2.31 estimate, FY27 guide raised to $10.65-10.75 and gapping +8.1% premarket.

SAIC provides IT services and systems integration to US government agencies (DoD, Intelligence Community, Civilian), so revenue depends on contract backlog and new recompete wins against program-of-record cycles.

  • TTM revenue by quarter: Q4 FY26 $1.75B -4.8%, Q3 $1.87B -5.6%, Q2 $1.77B -2.7%, Q1 $1.88B +1.6% — the four quarters recorded here are the declining stretch BEFORE the Q2 FY27 inflection X reports
  • TTM: 12x earnings, 0.66x sales, 27% ROE, 13% gross margin, 7.8% operating margin, FCF yield 13%, debt-to-equity 1.88 — services economics with scaled-contractor leverage
  • FY27 estimate: $7.28B revenue, $10.09 EPS; FY28 $7.30B, $10.81 EPS — modeling modest growth with EPS compounding
  • YTD +25%, trailing-12m +25% at $126.30 against a $5.6B market cap
  • Aug 31: Q2 FY27 earnings posted (details per X attention)
  • Sep 3: $39M FEDSIM contract award; Jul: $742M CBP recompete contract for Traveler and Cargo Security Systems — contract flow intact

The recent operating line (through Q4 FY26) shows revenue decline, but the Q2 FY27 print per the attention changed the trajectory — new contract wins and the raised FY27 guide validate the government-IT recovery thesis.

Agrees with X sentimentX frames Q2 FY27 as revenue $1.88B vs $1.76B estimate (+6.3% YoY), EPS $3.01 vs $2.31, FY27 guide raised to $10.65-10.75, +8.1% premarket on the beat/raise plus the $39M FEDSIM Sept 3 contract award. The attention aligns with the government-IT tailwind reading rather than the historical quarters still in the bundle.

What to watch: Dec 3 Q3 FY27 earnings and new-contract flow — whether revenue growth sustains above 5% YoY or the Q4 FY26 declining-pattern reasserts.

On the calendar: 2026-12-03 Q3 FY27 earnings

Read the AI verdict on $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)
  • 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 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 — 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 $SAIC

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

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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
Q2 2026Aug 31, 2026$3.01$2.31+30.3%
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%
Next earningsThu, Dec 3·consensus EPS $2.33

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$10.01 – $10.243
FY27$7.3B$7.3B – $7.3B$10.81$9.54 – $11.268
FY28$7.4B$7.4B – $7.4B$11.48$10.77 – $12.207
FY29$7.6B$7.5B – $7.7B$13.07$12.15 – $13.976

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.0.7×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.84%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.+3.3%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.+22.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 41.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β0.315-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

BuySep 22Cush C. DavidDirector1.0K sh$133K
+ 15 other (12 awards · 2 inkinds · 1 gift) 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
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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

8-KOfficer or director changeOct 138-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
3New insider — initial holdingsSep 153
AI summary

Jeffrey P. Little, SVP of the Army Navy Group (Acting) at Science Applications International Corp (SAIC), filed an initial Form 3 dated September 15, 2026, reporting 9,531.36 shares of common stock directly owned, including 318.51 shares acquired under SAIC's Employee Stock Purchase Plan. This is a routine administrative insider-ownership disclosure upon becoming a reporting officer; no material business events are implied.

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.

+ 14 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

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

BBAI Secures $225M+ in Federal Contract Awards Across Key Marketszacks.com·3d agoSAIC Announces Key Leadership Appointmentsglobenewswire.com·3d agoComparing TIC Solutions (NYSE:TIC) and Science Applications International (NASDAQ:SAIC)defenseworld.net·5d agoA Look at Science Applications International Corp (SAIC) After 6.2% Gain -- GF Value $131.49 vs Price $129.71gurufocus.com·8d ago4 Dividend Stocks With October Payout Deadlines Right Around the Corner247wallst.com·10d ago

In themes

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

Defense & Drones

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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.

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