CACI International, Inc. (CACI) Stock Price & How to Invest

CACI International provides expertise and technology to US government and allied customers, concentrated in national security, defense, and intelligence. Its work spans signals and geospatial intelligence, electronic warfare, secure communications, software and systems engineering, cyber, and enterprise IT modernization, and roughly the large majority of revenue comes from federal agencies (Department of Defense and the intelligence community). The March 2026 completion of the ~$2.6 billion all-cash ARKA Group acquisition pushed CACI further into space-based sensing, geospatial intelligence, and agentic AI software, adding about 1,100 employees including a large specialized software-engineering base.

The investment picture is one of a mature, defensive government-services compounder rather than a hypergrowth name. Revenue grew about 13% in fiscal 2025 (year ended June 2025) to roughly $8.6 billion and trailing revenue reached about $9.2 billion by the March 2026 quarter, supported by a total backlog near $33 billion that represents close to four years of revenue. Bulls point to margin mix shifting toward proprietary technology and software, a book-to-bill above 1x, and durable demand; skeptics point to reliance on federal budget cycles, contract recompete risk, and leverage taken on to fund deals like ARKA.

CACI derives the large majority of revenue from the US government, so budget delays, continuing resolutions, shutdowns, or shifts in defense and intelligence priorities can directly pressure growth. A meaningful share of revenue rides on competitively recompeted contracts, and lost recompetes or protests can create lumpy results. The company uses debt to fund sizable acquisitions such as ARKA, so leverage, integration execution, and interest costs are real considerations. Margins can be affected by contract mix, transaction expenses, and labor cost inflation for cleared technical talent. Finally, the stock trades at a premium to some defense-services peers, so multiple compression is possible if growth or margins disappoint.

14 analysts publish price targets on CACI, averaging $644.00 against a $497.75 price as of August 2026, or +29.4%. The published targets run from $510.00 to $800.00, a moderate spread, and the ratings split 12 buy, 4 hold, 0 sell. Over the last six months there has been 1 raise and 9 cuts among the published actions. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full CACI forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on CACI International, Inc.. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. Long backlog and recurring government demand. CACI reported total backlog of roughly $33.4 billion as of March 2026, equal to nearly four years of revenue, with about 92% of revenue tied to existing programs. The most optimistic published target, $800.00, assumes this works close to its best case.

The case against. CACI derives the large majority of revenue from the US government, so budget delays, continuing resolutions, shutdowns, or shifts in defense and intelligence priorities can directly pressure growth. The most pessimistic target, $510.00, is roughly what CACI is worth if this bites instead.

Read the full bull and bear case on CACI, including what would have to change to break either one. Walnut is not an investment adviser.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see CACI International, Inc.'s investor relations page or your broker.

• Revenue (TTM): ~$9.2B
• FY2026 revenue guidance: ~$9.5B to $9.6B
• Net income (FY2025): ~$500M
• Market cap: ~$11.1B
• P/E (trailing): ~25x
• Total backlog: ~$33.4B

Trailing revenue was about $9.2 billion as of the March 2026 quarter, up from roughly $8.6 billion in fiscal 2025 (year ended June 2025), and management guided fiscal 2026 revenue toward $9.5 billion to $9.6 billion. As of early July 2026 the market capitalization was near $11 billion at a share price around $500, a trailing P/E near 25x and a forward P/E closer to 20x, reflecting a premium typical of scaled, backlog-rich defense-technology contractors.

Other names that sit close to CACI: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get CACI exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it, which spreads the position across many companies. Or build it into a focused thematic portfolio, so CACI sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where CACI fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

CACI is a scaled, backlog-rich government-technology contractor whose story hinges on continued defense and intelligence spending, margin expansion toward higher-value software and space work, and disciplined integration of large acquisitions.

Whether CACI is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is CACI a buy or a sell?, and where the stock could go from here in the CACI stock forecast.

For income investors, whether CACI pays a dividend and how the payout looks is covered in does CACI pay a dividend? And to weigh CACI against a peer, read the full side-by-side comparisons: CACI vs LDOS and CACI vs SAIC.