Honestly, if you’ve been watching the defense sector lately, you know it’s a bit of a mixed bag. But CACI International Inc (NYSE: CACI) is doing something interesting. As of today, January 14, 2026, the caci stock price today is hovering around $605.92, showing a steady little climb of about 0.22% during the session. It’s not a massive "moon" mission, but when you look at the volatility in the broader market, CACI is acting like a rock.
The stock opened today at $605.49. Since then, it’s bounced between a low of $594.43 and a high of $607.92. This kind of movement is basically par for the course for a company that just hit a 52-week high of $632.77 not too long ago. Investors seem to be holding their breath for the Q2 2026 earnings report coming out in just a few days on January 21.
What’s Driving the CACI Stock Price Today?
It isn't just luck. CACI is sitting on a mountain of work. We are talking about a total backlog of roughly $33.9 billion. To put that in perspective, that’s years of guaranteed revenue from the U.S. government. Just this week, they locked in a $416 million task order with the Navy to modernize systems.
Most people think of "defense" and imagine tanks or fighter jets. That’s not CACI. They do the "invisible" stuff—cybersecurity, electronic warfare, and intelligence tech.
UBS recently named CACI one of its top picks for 2026. Why? Because while the government might argue over how many ships to build, they almost never cut the budget for national security intelligence and "spectrum dominance." It's the high-tech backbone that nobody wants to lose.
The Acquisition Game: ARKA Group
A big part of why the caci stock price today feels so resilient is their recent move to acquire ARKA Group. This deal, announced late last year, pulls CACI deeper into space-based sensing.
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Space is the new frontier for defense spending. By grabbing ARKA from Blackstone, CACI isn't just a service provider anymore; they are becoming a hardware-and-software powerhouse for satellite intelligence.
Analysts at Citigroup just bumped their price target to $683. They are staying "Neutral" for now, likely because the stock has already run up so much, but that higher target says they see the intrinsic value growing.
Breaking Down the Financials
Let's look at the raw numbers for a second.
- Market Cap: $13.35 Billion
- P/E Ratio: 26.7x
- 52-Week Range: $318.59 – $632.77
- Projected EPS for FY2026: $27.13 – $28.03
A P/E of 26 might look a little rich compared to some old-school industrials, but for a tech-heavy defense contractor with double-digit growth, it’s actually somewhat discounted. Some analysts, like those at Simply Wall St, suggest the "fair value" based on future cash flows might be as high as $750. That’s a lot of headroom.
Why Investors are Bracing for January 21
The upcoming earnings call is the real catalyst. Everyone is looking at the "book-to-bill" ratio. Last quarter, it was a massive 2.2x. That basically means for every dollar they billed, they signed two dollars in new contracts.
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If John Mengucci, the CEO, comes out next week and says that trend is holding, we could see CACI challenge that $632 high very quickly. They’ve already signaled that they expect to generate at least **$710 million in free cash flow** this fiscal year.
The "Electronic Warfare" Edge
One thing most casual traders miss about CACI is their lead in Counter-Unmanned Aircraft Systems (C-UAS). You've seen the news—drones are everywhere in modern conflict.
CACI’s tech detects and "defeats" these drones without always having to shoot them down. They use signals. They jam them. They hijack the frequencies. In a world where $500 drones can take out $5 million tanks, CACI’s electronic "shield" is the most valuable product in the room.
The Risks: What Could Go Wrong?
It's not all sunshine. The biggest risk for CACI is always the "Stroke of the Pen." If the U.S. Congress goes into a massive budget-cutting frenzy or a "Continuing Resolution" that lasts too long, new contract starts can get delayed.
There's also the talent war. CACI needs people with top-secret clearances who also know how to code AI and manage complex networks. Those people are expensive and hard to find. If compensation costs spike too fast, it eats the margins. Right now, their EBITDA margin is around 11.7%, which is healthy, but they don't have a ton of room for error.
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Strategic Moves for the Portfolio
If you are looking at the caci stock price today and wondering if you missed the boat, look at the moving averages. The 50-day moving average is sitting around $580. The stock is trading above that, which is a bullish sign.
Institutional ownership is high—about 86%. This means the "big money" like Vanguard and BlackRock are parked here. They aren't day-trading it; they are holding it for the long-term secular trend of "digitizing the battlefield."
Actionable Insights for Investors
- Watch the $600 Level: This is a psychological floor. As long as the caci stock price today stays above $600, the momentum is clearly with the bulls.
- Review the Q2 Earnings Call: Pay attention to the "Organic Growth" percentage. Last quarter it was 5.5%. If that ticks up, it means they are winning on their own merit, not just through buying other companies.
- Monitor the Space Segment: The integration of ARKA Group will be the "tell" for how well CACI can move into higher-margin hardware products.
- Tax Tailwinds: Remember, the company is expecting about $90 million in tax benefits and refunds this year thanks to the "One Big Beautiful Bill Act of 2025." That’s pure cash that goes straight to the balance sheet.
CACI is no longer just a "boring" government contractor. It's a high-stakes tech company dressed in a suit and tie. Whether you’re a long-term holder or just looking for a stable place to park cash during market swings, keeping an eye on the daily price action is key to timing your entry.
For the most effective strategy, consider waiting for the post-earnings volatility to settle before making a major move. If the company hits its $28 EPS guidance, the current price might look like a bargain by the time summer 2026 rolls around.
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