PomegraCACI Stock Jumps 6% After Jefferies Upgrade
Why did CACI stock jump 6%?
CACI International (CACI) stock rose about 6% on Monday to near $672 after Jefferies upgraded it to Buy with a $725 price target, as defense stocks rallied beyond Lockheed.
Key numbers
| Jefferies price target | $725from $700 |
|---|---|
| CACI share price (Monday intraday) | $671.92+6% from $633.98 |
| CACI Monday close (per [5]) | +4.9%below the ~6% intraday gain |
| FY2027 revenue forecast | $10.7B–$10.9Braised Oct. 21 |
| Q1 adjusted EPS | $7.66+11.8% YoY; beat $6.57 estimate |
| Q1 revenue | $2.47B+8.2% YoY, 2.1% organic |
What happened
CACI International (CACI) stock rose about 6% on Monday to near $672 after Jefferies upgraded it to Buy with a $725 price target, as defense stocks rallied beyond Lockheed. The price target is the analyst's estimate of where the shares could trade, and it was raised from $700. Jefferies said CACI's profit margins have climbed above the 10% to 12% range typical of rivals. By the close, CACI was up 4.9% (per). Lockheed Martin rose 5.1% and Booz Allen Hamilton 6.4%, each on its own analyst upgrade.
Why it matters
CACI International (CACI) sells technology and intelligence services to U.S. defense agencies, so its shares reflect how investors see government tech spending. The upgrade follows a report on Oct. 21 in which the company raised its yearly sales forecast to $10.7 billion to $10.9 billion. Lockheed and Booz Allen rose too, which suggests the rally is spreading beyond one large weapons maker.
Who this affects
- MarketbullishLow impact
- Defense stocks gained broadly, which is good for sector holders.
- CompanybullishMedium impact
- CACI shareholders gain; analyst sees faster growth, higher margins.
- CompetitorsbullishMedium impact
- Booz Allen and Lockheed also rose on upgrades.
- IndustrybullishLow impact
- Government tech contractors gain investor attention as margins improve.
CACI vs Lockheed Martin, Booz Allen Hamilton
How we got here
CACI reports Q1 results and raises fiscal 2027 revenue outlook to $10.7B–$10.9B
Jefferies upgrades CACI to Buy from Hold, lifting target to $725 from $700
Lockheed gains 5.1% after Morgan Stanley upgrade; Booz Allen gains 6.4% on TD Cowen upgrade
What to watch
- Whether more defense and government-tech stocks draw analyst upgrades after Monday's movesQ4 2026
- CACI's next quarterly results, measured against its $10.7B–$10.9B revenue forecastQ1 2027
Educational content only. Not investment advice.
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