Added to YB: 2025-01-22
Pitch date: 2025-01-22
CACI [bullish]
CACI International Inc
+29.06%
current return
Author Info
@smantel is an ex-sell side analyst with a focus on fundamental research. Follow him on Twitter.
Company Info
CACI International Inc, through its subsidiaries, provides expertise and technology solutions in the United States, the United Kingdom, rest of Europe, and internationally.
Market Cap
$13.2B
Pitch Price
$443.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.58
P/E
26.40
EV/Sales
1.84
Sector
Professional Services
Category
growth
CACI International: Earnings Catalyst and Long-Term Growth in AI, ISR, and Cybersecurity
$CACI: Defense IT leader, 94% revenue from homeland security. Key areas: AI, cybersecurity, ISR. D.O.G.E. selloff misplaced; likely to see increased spending. Q4 earnings tomorrow, expect beat & guidance raise. Trading at discount vs peers. 11 analysts avg $576 PT (+29%). Record $32.4B backlog +21.3% YoY. Recent $805M Naval X contract.
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