CACI (CACI) Stock Forecast & Price Target

CACI International is viewed positively because F1Q27 showed a powerful combination of margin outperformance and stronger-than-expected earnings, with revenue up 8.2% y/y to $2.47b, EBITDA margin expanding 160 bps to 13.3%, and adjusted EPS of $7.66 beating estimates. Its investment case is reinforced by a 2.0x book-to-bill, 15% y/y funded backlog growth, at least $900m of FCF guidance, and management’s raised FY27 revenue and EPS outlook alongside a maintained high-12% EBITDA margin target. The company’s ~90% exposure to national security customers, resilient contract repricing, and gains from the ARKA acquisition support durable growth, while expected deleveraging toward the low-3x range by March 2027 adds financial flexibility.

CACI International is facing a negative setup because growth is being disrupted by Civil-exposed businesses and the ramp of new program starts, while its newer expertise-focused programs appear to have limited room for meaningful margin expansion. Execution risk is also elevated in the company’s growing Technology business, where fixed-price contracts can magnify cost overruns and compress profitability if delivery slips or assumptions prove too aggressive. In addition, supply-chain constraints tied to IT and other hardware, along with sentiment risk from deficit reduction measures under the new Administration, could pressure demand visibility and investor confidence.