A Look At CACI International (CACI) Valuation After Earnings Beat Guidance Hike And New Defense Contracts

CACI International (CACI) shares are in focus after the company reported third quarter earnings with higher sales and net income year on year and raised its full year 2026 revenue and earnings guidance.

See our latest analysis for CACI International.

Despite strong quarterly results, higher full year guidance, recent defense contract wins, and AWS MSP recognition, CACI’s 30 day share price return of 10.96% and 90 day return of 21.97% decline contrast with a 1 year total shareholder return of 11.83% and a 5 year total shareholder return of 91.50%. This suggests that longer term momentum remains stronger than the recent pullback.

If this kind of contract driven story interests you, it might be a good time to scan for other defense focused technology names using our 18 top founder-led companies

With CACI shares down over the past month and quarter but still ahead over 1 and 5 years, and with the stock trading below some intrinsic and analyst value estimates, is this a reset that opens a buying window, or is the market already pricing in future growth?

Most Popular Narrative: 29.2% Undervalued

At a last close of $501.90 versus a narrative fair value of $709.23, the most followed view sees meaningful upside potential, anchored to detailed contract and earnings assumptions.

Robust and growing government funding in national security, border protection, and defense technology, particularly from recent legislative acts (like the $150B+ for defense and $170B for border security), is providing a favorable backdrop and increasing CACI's addressable market, supporting sustained revenue growth and backlog expansion.

Read the complete narrative.

Want to see what revenue pace, margin path, and future P/E level that fair value leans on? The narrative builds a detailed earnings glidepath that ties directly to contract wins, ARKA integration, and longer term federal tech spending.

Result: Fair Value of $709.23 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this view could be challenged if federal budgets tighten or if ARKA integration and recent contract ramp up introduce more margin pressure than analysts currently assume.

Find out about the key risks to this CACI International narrative.

Next Steps

The mixed sentiment in this article reflects both optimism and concern, so it makes sense to check the details quickly and decide where you land by reviewing the 4 key rewards and 2 important warning signs.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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