CACI International Inc, a Reston, Virginia-based technology and professional services provider to government clients, is scheduled to report its fourth-quarter earnings after the market closes on Wednesday, January 21. Market analysts anticipate that the company will showcase a notable year-over-year increase in its earnings per share (EPS) and revenue figures.
Consensus estimates for the quarter project CACI to deliver $6.49 in earnings per share, surpassing the $5.95 EPS reported during the equivalent period last year. Concurrently, revenue is expected to climb to approximately $2.28 billion, up from $2.1 billion in the prior year according to Benzinga Pro data.
Recent business developments further underscore CACI International's positioning within its core markets. On January 12, the company secured a $416 million task order aimed at sustaining and modernizing systems for the U.S. Navy, an indication of ongoing trust and engagement in defense-related contracts.
Despite positive operational momentum, CACI's stock experienced a slight pullback, closing down 1% at $629.14 on the trading session immediately preceding the earnings report.
Analyst Updates Leading into Earnings
As the earnings announcement approaches, prominent equity analysts have revisited their price targets and ratings based on the company’s recent performance and contract awards. These evaluations provide insight into market expectations and investor sentiment.
- UBS: Analyst Gavin Parsons upheld a Buy rating for CACI, though he reduced the price target marginally from $759 to $752 as of January 15, 2026. Parsons carries an accuracy record of 72% within his sector coverage.
- Citigroup: John Godyn maintained a Neutral stance on the stock, increasing his price target from $642 to $683 on January 13, 2026. Godyn's forecast accuracy stands at 62%, reflecting moderate conviction in his anticipations.
- Truist Securities: Tobey Sommer preserved a Buy rating while raising his price target from $600 to $735 as of November 14, 2025. Sommer’s track record shows 72% accuracy, highlighting a favorable view toward CACI's prospects.
- Goldman Sachs: Noah Poponak sustained a Buy recommendation and elevated the price target from $567 to $624 on October 27, 2025, holding a 68% accuracy ratio in his forecasts.
- JP Morgan: Seth Seifman reiterated an Overweight rating, adjusting his price target upward from $575 to $645 on October 27, 2025. With an impressive 86% accuracy rate, Seifman signals strong confidence in CACI's growth trajectory.
Overview of Market and Stock Metrics
The prevailing market data captures an overall positive analysts’ outlook, though individual price targets vary, reflecting differing perspectives on valuation and potential upside. Current stock pricing reflects this mixed sentiment, with shares recently closing at $634.02, marking a slight increase of 0.78%.
Additional quantitative assessments capture key performance and valuation metrics, such as momentum scores, growth analysis, quality measures, and value ratings. These comprehensive indicators offer investors a nuanced view of CACI’s operational robustness and market positioning amid competitive forces.
Key Points
- Projected Q4 EPS stands at $6.49, up from $5.95 in the same quarter last year.
- Expected quarterly revenue of $2.28 billion reflects growth from $2.1 billion previously.
- Recent $416 million Navy contract signals ongoing defense sector engagement and government reliance.
- Leading analysts maintain predominantly positive ratings with adjusted price targets, highlighting optimism tempered by market dynamics.
Risks and Uncertainties
- Stock price volatility evidenced by a 1% decline preceding earnings suggests susceptibility to short-term market fluctuations.
- Variability in analyst price targets and ratings indicates divergent views on valuation and future growth prospects.
- Reliance on government contracts may expose the company to budgetary or policy risks inherent in public sector engagements.