CACI (CACI) Stock Forecast & Price Target

CACI International is supported by strong execution, as F1Q27 revenue rose 8.2% y/y to $2.47b, adjusted EPS reached $7.66 versus Street estimates of $6.57, and EBITDA margin expanded to 13.3%, reflecting disciplined mix and pricing. Its outlook is further strengthened by robust demand visibility, with book-to-bill at 2.0x, funded backlog up 14.8% y/y to $6.2b, and management raising FY27 revenue and adjusted EPS guidance while keeping its high-12% EBITDA margin and at least $900m of FCF outlook intact. The company’s roughly 90% exposure to national security customers, improving organic growth guidance, and faster deleveraging toward the low-3x range by March 2027 make its cash generation and resilience compelling, while the early-2027 Investor Day and potential reclassification into Aerospace & Defense could unlock a higher valuation.

CACI International is facing a negative fundamental backdrop because growth is being disrupted by Civil-exposed businesses and new program starts, limiting near-term revenue consistency and execution visibility. Margin expansion also appears constrained, particularly in newer expertise-focused programs, while the company’s growing Technology business raises fixed-price execution risk that can pressure profitability if costs overrun. On top of that, supply-chain exposure to IT and other hardware, combined with sentiment risk tied to deficit reduction measures from the new Administration, creates a tougher operating environment for its domestic-heavy business mix.