12:40 AM EDT, 07/08/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We raise our target price to $570 from $510, 20.4x our FY 26 (Jun.) EPS estimate, above its historical (17.6x) and peer averages (15.2x) given its shift toward technology-based solutions, and execution on winning larger and longer-duration contracts. We keep our FY 25 EPS view at $24.86 and raise FY 26's by $0.40 to $27.99. While government budget uncertainty and procurement delays create near-term challenges across the defense contractor space, we believe CACI ( CACI ) stands out as a compelling outperformer among its peers. We think its specialization in cyber and intelligence aligns with escalating geopolitical tensions and heightened national security priorities, driving sustained demand for CACI's ( CACI ) mission-critical services. CACI ( CACI ) has better visibility into future revenue growth with a large pipeline of $17B in submitted bids (80% in new business) and expects to submit another $10B (75% in new business) in the next two quarters. CACI ( CACI ) has a healthy 1.5x TTM book-to-bill ratio and $31.4B in total backlog as of Mar-Q.