CACI Contract Win And INSA Role Highlight Positioning And Valuation Upside

CACI International Inc Class A -0.87%

CACI International Inc Class A

CACI

586.03

-0.87%

  • CACI International (NYSE:CACI) executive VP Meisha Lutsey has been appointed to the INSA Board of Directors.
  • CACI has received a US$416 million contract from the U.S. Navy to modernize maritime maintenance systems.

For anyone following government contractors, these updates put fresh attention on where CACI International, ticker NYSE:CACI, sits in the broader defense and intelligence ecosystem. The company focuses on technology and services for national security customers, and both the Navy contract and the INSA board role connect directly to those core areas. Investors watching U.S. federal spending on defense, cyber, and data driven capabilities may see these developments as part of that wider backdrop.

The INSA appointment brings one of CACI's senior leaders into closer contact with decision makers across intelligence and defense, while the Navy award ties the company to a large, long term modernization effort. Together, they add new information for anyone assessing CACI's positioning in key government markets beyond what is typically covered in regular earnings materials.

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NYSE:CACI Earnings & Revenue Growth as at Jan 2026
NYSE:CACI Earnings & Revenue Growth as at Jan 2026

Quick Assessment

  • ✅ Price vs Analyst Target: At US$642.78, the share price sits below the US$713.50 analyst target, leaving around 11% headroom to that consensus level.
  • ✅ Simply Wall St Valuation: Shares are described as trading 14.8% below estimated fair value, which flags an undervalued status in that model.
  • ✅ Recent Momentum: The 30 day return of 18.6% shows strong recent price momentum following a period that includes this Navy contract win.

Check out Simply Wall St's in depth valuation analysis for CACI International.

Key Considerations

  • 📊 The US$416m Navy contract and the INSA board role both tie CACI more closely to core defense and intelligence spending, which some investors view as important for long term contract visibility.
  • 📊 It may be useful to monitor how this contract flows into backlog, margins and future revenue, as well as whether similar awards follow from other branches or agencies.
  • ⚠️ One flagged risk is CACI's high level of debt, so some investors may focus on leverage and interest coverage as new work ramps up.

Dig Deeper

For the full picture including more risks and rewards, check out the complete CACI International analysis.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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