• In early January 2026, Science Applications International Corporation drew attention after a peer, Parsons, announced a US$392 million federal contract win and an Executive Vice President at SAIC bought company shares, boosting interest in the government IT and defense technology space.
• Taken together, the external contract momentum at a competitor and insider buying at SAIC highlighted how sector sentiment and internal confidence can quickly reshape investor focus on a usually steady government IT services provider.
• We’ll now examine how insider buying at SAIC may influence the company’s existing investment narrative around cash flow, modernization, and federal demand.

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Science Applications International Investment Narrative Recap

To own SAIC, you generally need to believe that steady federal IT and defense demand, plus modernization work, can support resilient cash generation despite budget and competitive pressures. The recent sector-driven share move and EVP share purchase are interesting sentiment signals but do not appear to materially change the near term catalyst around contract wins or the key risk of funding delays and on contract softness.

One recent development that ties closely to this is SAIC’s announced restructuring of its business groups into three segments effective January 2026. For investors focused on modernization and book to bill catalysts, this reorganization frames how SAIC may pursue future awards and manage execution risk at a time when government efficiency efforts and budget uncertainty remain front of mind.

Yet against this steadier story, the risk that budget scrutiny and delayed awards could quietly pressure revenue and cash flow is something investors should be aware of...

Science Applications International's narrative projects $7.7 billion revenue and $344.8 million earnings by 2028. This implies 1.0% yearly revenue growth and an earnings decrease of $54.2 million from $399.0 million today.

Uncover how Science Applications International's forecasts yield a $113.38 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community place SAIC’s fair value between US$94.71 and US$198.96, underlining how far apart individual views can be. Set against this, current concerns about slower on contract growth and delayed federal awards may weigh on how reliably those fair value paths translate into future business performance, so it is worth comparing several of these perspectives side by side.

Explore 4 other fair value estimates on Science Applications International - why the stock might be worth 11% less than the current price!

Build Your Own Science Applications International Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Science Applications International research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Science Applications International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Science Applications International's overall financial health at a glance.

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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.