What Happened?
Shares of defense, intelligence, and IT solutions provider CACI International (NYSE: CACI) jumped 2.6% in the morning session after a report from investment bank UBS highlighted the company as one of its top picks for 2026 in the U.S. aerospace and defense sector.
The bank's analysts noted that CACI was well positioned to benefit from government budgets focused on defense and national security. This endorsement signaled confidence in the company's future, suggesting it was in a strong position to secure important contracts and grow its business. The positive commentary from a major financial institution appeared to boost investor optimism about the company's prospects.
After the initial pop the shares cooled down to $577.94, up 2.7% from previous close.
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What Is The Market Telling Us
CACI’s shares are somewhat volatile and have had 10 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was 9 months ago when the stock gained 9.8% on the news that the company reported a "beat and raise" first quarter 2025 results which beat analysts' expectations on revenue, backlog, EPS, and EBITDA. Backlog climbed nearly 10% to a record $31.4 billion, and the company reported a healthy 1.2x book-to-bill ratio, reflecting ongoing demand for its secure communications, intelligence, and electronic warfare solutions. It also raised its full-year revenue and EPS guidance. Zooming out, we think this was a good quarter with some key areas of upside.
CACI is up 7.5% since the beginning of the year, and at $577.94 per share, it is trading close to its 52-week high of $617.97 from November 2025. Investors who bought $1,000 worth of CACI’s shares 5 years ago would now be looking at an investment worth $2,424.
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