Why Is CACI INTL INC A (CACI) Stock Up Today?

CACI stock surged 23.99% to $642.33 in a single session driven by a combination of strong earnings results and upgraded guidance for fiscal 2027. The company reported record fourth-quarter revenue and free cash flow, and raised its full-year outlook, signaling confidence in its ARKA integration and growth in the space and electronic warfare sectors. A price target increase from Stifel further supported the stock’s momentum.

What Happened

CACI International Inc reported Q4 FY2026 results that exceeded both top-line and bottom-line estimates. Revenue came in at $2.71 billion, up 17.8% year over year, and non-GAAP earnings per share reached $8.91, beating estimates by $1.68. The company also announced free cash flow of $735.4 million for fiscal 2026 and provided guidance for fiscal 2027, including adjusted EPS of $32.96 to $33.86 and at least $900 million in free cash flow. These results were accompanied by a forecast of FY2027 revenue between $10.65 billion and $10.85 billion, reflecting strong momentum in key areas such as space and electronic warfare.

Stifel raised its price target for CACI from $765 to $892, reinforcing positive sentiment. The company also highlighted its expanding backlog and strategic wins through the ARKA integration, which are expected to drive future performance.

What The Data Shows

The stock opened at $538.00, a 3.9% gap up from the previous close, and climbed steadily throughout the session, reaching a high of $642.33 at 2:25 PM ET. Trading volume was 0.3 million shares, 1.2 times the 3-month average. The stock’s 52-week range is $434.70 to $683.50, and it closed near the upper end of that range. CACI has a market cap of $11.6 billion, a P/E ratio of 21.4, and a beta of 0.54, indicating lower volatility than the broader market.

What To Watch

The company’s FY2027 guidance and ongoing ARKA integration will be key to watch in the coming months. Investors should monitor the performance of its space and electronic warfare segments, as well as any further updates on free cash flow and revenue growth.