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

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 Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative 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 Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative 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 Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative 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 Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.