CACI International (NYSE:CACI) Hits New 52-Week High on Better-Than-Expected Earnings

CACI International, Inc. (NYSE:CACI)’s share price hit a new 52-week high on Thursday after the company announced better than expected quarterly earnings. The stock traded as high as $663.63 and last traded at $633.1350, with a volume of 218158 shares. The stock had previously closed at $632.56.

The information technology services provider reported $6.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.41 by $0.40. The company had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.28 billion. CACI International had a return on equity of 15.92% and a net margin of 5.70%.The firm’s revenue was up 5.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $5.95 earnings per share. CACI International has set its FY 2026 guidance at 28.250-28.920 EPS.

Key CACI International News

Here are the key news stories impacting CACI International this week:

• Positive Sentiment: Q2 earnings beat: CACI reported $6.81 EPS vs. consensus $6.41, driven by margin strength and operating performance that exceeded expectations. CACI International (CACI) Q2 Earnings Beat Estimates
• Positive Sentiment: Raised FY‑2026 EPS guidance: management updated full‑year EPS to $28.25–$28.92, above the prior consensus (~$28.12), signaling confidence in margins and contract performance for the year (supportive for valuation multiples).
• Positive Sentiment: Analyst positioning: some of the most accurate analysts revised forecasts upward ahead of the release, reflecting higher-than-expected profitability and improving near‑term estimates. CACI International Likely To Report Higher Q4 Earnings
• Neutral Sentiment: FY‑2026 revenue guidance centered: management guided to ~$9.3–$9.5B (Street ~$9.4B), so top‑line expectations are essentially in line with consensus — reduces surprise risk on revenue but limits incremental upside.
• Neutral Sentiment: Top-line growth and profitability metrics: revenue rose ~5.7% year‑over‑year and management showed a net margin of ~5.7% and ROE ~15.9%, indicating steady growth and healthy returns even as revenue comps remain moderate.
• Neutral Sentiment: Corporate/PR activity: CACI hosted the Secretary of War Executive Fellows for Company Day (branding / government relations exposure) — unlikely to move stock near term but supportive for long‑term government ties. CACI Hosts Secretary of War Executive Fellows for 2025 Company Day
• Negative Sentiment: Revenue slightly missed quarterly estimates: Q2 revenue of $2.22B fell short of the Street ~$2.28B, which may concern investors focused on top‑line momentum and contract timing (a potential near‑term headwind). Press Release

Analysts Set New Price Targets

A number of equities analysts recently weighed in on CACI shares. Cantor Fitzgerald lifted their price target on CACI International from $535.00 to $675.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 22nd. Citigroup raised their target price on shares of CACI International from $642.00 to $683.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. The Goldman Sachs Group lifted their target price on shares of CACI International from $567.00 to $624.00 and gave the stock a “buy” rating in a research report on Monday, October 27th. TD Cowen restated a “buy” rating on shares of CACI International in a report on Friday, October 24th. Finally, UBS Group decreased their price objective on shares of CACI International from $759.00 to $752.00 and set a “buy” rating for the company in a research note on Thursday, January 15th. Eleven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $621.00.

Institutional Trading of CACI International

A number of hedge funds have recently made changes to their positions in CACI. Farther Finance Advisors LLC boosted its holdings in shares of CACI International by 2.3% during the third quarter. Farther Finance Advisors LLC now owns 1,090 shares of the information technology services provider’s stock worth $544,000 after purchasing an additional 25 shares during the period. Jones Financial Companies Lllp lifted its position in CACI International by 3.6% in the 3rd quarter. Jones Financial Companies Lllp now owns 739 shares of the information technology services provider’s stock worth $359,000 after buying an additional 26 shares in the last quarter. Wedbush Securities Inc. boosted its stake in shares of CACI International by 0.8% during the 3rd quarter. Wedbush Securities Inc. now owns 3,474 shares of the information technology services provider’s stock valued at $1,733,000 after buying an additional 28 shares during the period. Hilltop Holdings Inc. grew its holdings in shares of CACI International by 5.8% during the 3rd quarter. Hilltop Holdings Inc. now owns 545 shares of the information technology services provider’s stock valued at $272,000 after acquiring an additional 30 shares in the last quarter. Finally, Cornerstone Investment Partners LLC increased its stake in shares of CACI International by 1.6% in the third quarter. Cornerstone Investment Partners LLC now owns 2,085 shares of the information technology services provider’s stock worth $1,040,000 after acquiring an additional 32 shares during the last quarter. 86.43% of the stock is owned by hedge funds and other institutional investors.

CACI International Trading Up 1.6%

The firm has a market capitalization of $14.19 billion, a PE ratio of 28.49, a price-to-earnings-growth ratio of 2.29 and a beta of 0.58. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.54 and a quick ratio of 1.54. The company has a fifty day moving average of $584.80 and a 200-day moving average of $532.95.

CACI International Company Profile

CACI International Inc is a leading provider of information solutions and services to the U.S. federal government, with a primary focus on defense, intelligence, homeland security and federal civilian agencies. The company delivers advanced technology and domain expertise to support mission-critical operations, offering capabilities in areas such as data analytics, cyber security, network integration, enterprise IT modernization and logistics support. By integrating software, hardware and professional services, CACI helps clients enhance situational awareness, improve decision making and maintain critical infrastructure resilience.

Founded in 1962 and headquartered in Arlington, Virginia, CACI has evolved from a small consulting operation into a global enterprise.