Professional
Added to YB: 2025-04-04
Pitch date: 2025-02-18
CACI [bullish]
CACI International Inc
+14.81%
current return
Author Info
No bio for this author
Company Info
CACI International Inc, through its subsidiaries, engages in the provision of expertise and technology to enterprise and mission customers in support of national security in the intelligence, defense, and federal civilian sectors.
Market Cap
$8.8B
Pitch Price
$336.31
Price Target
N/A
Dividend
N/A
Sector
Professional Services
Category
growth
AMG River Road Mid Cap Value Fund New Position: CACI International Inc
CACI (new position): Leading tech provider for nat'l security. DoD 74% rev. Strong growth: 11.2% Q1 rev, 10.5% EBITDA margin. $32.4B backlog (4.1x TTM rev, +21% YoY). Targeting high single-digit rev growth, mid-11% EBITDA margin thru FY27. Risks: DOGE rec's on contracts. Oversold on DOGE news; critical services likely unaffected.
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