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CACI climbs as upgrade, Navy award, and strong quarterly follow-through lift shares

Investivoq PriceTracker

CACI International (CACI) is up 4.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a combination of a fresh analyst upgrade and a new Navy task order announced on October 26, 2026. The move also appears to be supported by momentum from last week’s better-than-expected fiscal first-quarter results and higher full-year guidance.

Details:

  • CACI announced a five-year U.S. Navy task order worth up to $281 million to support electromagnetic warfare capabilities, adding a new contract catalyst for investors to evaluate.
  • The company reported fiscal first-quarter 2027 revenue of $2.5 billion, up 8.2% year over year, with adjusted diluted EPS of $7.66 and EBITDA margin of 13.3%.
  • Management raised fiscal 2027 guidance for revenue, adjusted net income, and adjusted EPS, which likely reinforced confidence in execution and near-term demand.
  • A Wall Street upgrade on October 26 highlighted sustained organic growth and margin performance, which likely helped amplify the stock’s move higher.

    • Sources:

    CACI Investor Relations, SEC, Investing.com

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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    $CACI Hedge Fund Activity

    We have seen 244 institutional investors add shares of $CACI stock to their portfolio, and 348 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • BARROW HANLEY MEWHINNEY & STRAUSS LLC added 692,255 shares (+262.9%) to their portfolio in Q2 2026, for an estimated $320,694,051
    • VICTORY CAPITAL MANAGEMENT INC added 492,560 shares (+442.3%) to their portfolio in Q2 2026, for an estimated $228,183,345
    • FMR LLC removed 335,553 shares (-42.8%) from their portfolio in Q2 2026, for an estimated $155,448,282
    • JPMORGAN CHASE & CO added 310,102 shares (+inf%) to their portfolio in Q2 2026, for an estimated $143,657,852
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 199,901 shares (+inf%) to their portfolio in Q2 2026, for an estimated $92,606,137
    • D. E. SHAW & CO., INC. added 156,419 shares (+12553.7%) to their portfolio in Q2 2026, for an estimated $72,462,665
    • ROYAL LONDON ASSET MANAGEMENT LTD added 133,496 shares (+160.4%) to their portfolio in Q2 2026, for an estimated $61,843,356

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $CACI Government Contracts

    We have seen $4,342,838,283 of award payments to $CACI over the last year.

    Here are some of the awards which we have have seen pay out the most over the last year:

    • CDM DEFEND GROUP A BRIDGE TASK ORDER: $380,365,443
    • BORDER ENFORCEMENT APPLICATIONS FOR GOVERNMENT LEADING-EDGE INFORMATION TECHNOLOGY: $255,978,000
    • ENTERPRISE LEVEL IT EXPERTISE ELITE: $246,056,617
    • TASK ORDER FOR BACKGROUND INVESTIGATION FIELDWORK SERVICES.: $165,944,536
    • NASA CONSOLIDATED APPLICATION AND PLATFORM SERVICES (NCAPS): $139,497,022

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $CACI Congressional Stock Trading

    Members of Congress have traded $CACI stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $CACI stock by members of Congress over the last 6 months:

    • REPRESENTATIVE LISA C. MCCLAIN purchased up to $50,000 on 09/14.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $CACI Price Targets

    Multiple analysts have issued price targets for $CACI recently. We have seen 4 analysts offer price targets for $CACI in the last 6 months, with a median target of $534.5.

    Here are some recent targets:

    • Gautam Khanna from TD Cowen set a target price of $550.0 on 07/07/2026
    • John Godyn from Citigroup set a target price of $519.0 on 07/01/2026
    • Sheila Kahyaoglu from Jefferies set a target price of $510.0 on 07/01/2026
    • Seth Seifman from JP Morgan set a target price of $645.0 on 06/15/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.