Jefferies upgrades CACI to Buy, adds $725 target as company reports Q1 results and a $281 million Navy contract
Jefferies lifted CACI International to a Buy rating from Hold and raised its price target to $725. The upgrade came after CACI posted first‑quarter fiscal 2027 earnings of $7.66 adjusted EPS and $2.47 billion revenue, and announced a Navy electronic‑warfare task order worth up to $281 million. The firm also noted an EBITDA margin of 13.3%, up from 11.7% a year earlier.
Why it matters
Jefferies expects margin expansion of more than 200 basis points, which could support higher earnings and justify the new $725 target. The Navy award adds a new revenue stream and reinforces the company’s growth outlook, potentially driving the stock higher.
Key facts
- 1Jefferies upgraded CACI to Buy and set a price target of $725. investing.com
- 2Adjusted EPS for Q1 fiscal 2027 was $7.66, beating expectations. investing.com
- 3Q1 revenue was $2.47 billion, an 8.2% year‑over‑year increase. investing.com
- 4EBITDA margin in the September quarter reached 13.3%, up from 11.7% a year earlier. finance.yahoo.com
- 5CACI announced a Navy task order valued at up to $281 million. investing.com
- 6Jefferies expects margin expansion of more than 200 basis points to about 13%. investing.com
Summary written by AlphAI AI Desk from 6 of 6 sources. Not investment advice. Figures are as stated by the linked sources.