CACI International (CACI) Could Be 15% Undervalued Following Raised Guidance And Contract Wins

What happened: CACI International ($CACI) reported first quarter sales of US$2.47b, higher net income than a year ago, and updated guidance alongside sizeable new contract awards. Key numbers: Q1 sales US$2.47b. Stock up 2.57% over the last day and 29.71% across 90 days. 1-year total shareholder return 19.84%, 5-year 129.05%. Why it matters: The stock trades below its analyst target and one intrinsic value estimate, but the recent jump raises the question of whether that gap is closing. The bullish narrative depends on double digit revenue expansion and higher EBITDA margins materializing. Market: -2.7% today ($613.18), +14.1% YTD, 1.1x vol — as of 16:47 UTC Verified: Q3_2026 (Oct 21) EPS $7.66 vs $6.57 est, +16.7% beat; next print ~Jan 20

CACI International ($CACI) reported first quarter sales of US$2.47b, higher net income than a year ago, and updated guidance alongside sizeable new contract awards.

The stock trades below its analyst target and one intrinsic value estimate, but the recent jump raises the question of whether that gap is closing. The bullish narrative depends on double digit revenue expansion and higher EBITDA margins materializing. Market: -2.7% today ($613.18), +14.1% YTD, 1.1x vol — as of 16:47 UTC Verified: Q3_2026 (Oct 21) EPS $7.66 vs $6.57 est, +16.7% beat; next print ~Jan 20