Stifel lifts CACI price target to $925 after Q1 fiscal 2027 earnings beat and guidance raise

Stifel increased its price target on CACI International to $925, up from $892, while keeping a Buy rating. The broker cited the company's first‑quarter fiscal 2027 adjusted earnings per share of $7.66, which beat both its own and Street estimates. Revenue for the quarter was $2.47 billion, up 8.2% year‑over‑year, but slightly below forecasts. CACI also raised its full‑year fiscal 2027 revenue and EPS guidance and reaffirmed its 12% EBITDA margin outlook.

The higher price target suggests a near‑term upside of about 49% from the current share price, according to Stifel. The raised fiscal 2027 guidance may support a stronger earnings outlook and could influence analyst models and investor expectations.

  • 1Stifel raised its price target on CACI to $925 from $892.
  • 2CACI reported adjusted earnings per share of $7.66 for the first quarter of fiscal 2027.
  • 3Revenue for the quarter was $2.47 billion, up 8.2% year‑over‑year and 2.1% organically.
  • 4EBITDA margin expanded 160 basis points year‑over‑year to 13.3%.
  • 5CACI raised its fiscal 2027 revenue and adjusted EPS guidance while maintaining a high‑12% EBITDA margin outlook.
  • 6Book‑to‑bill ratio rebounded to 2.0x and funded backlog increased 15% year‑over‑year.

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