[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-caci-gains-6-on-jefferies-upgrade-and-281-million-navy-win-as-booz-allen-jumps-7-EN":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":186,"relatedPosts":193,"suggestedPosts":273},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":166,"editor":172,"categories":177,"relatedPosts":183,"seo":184},145837,"CACI Gains 6% on Jefferies Upgrade and $281 Million Navy Win as Booz Allen Jumps 7%","2026-10-26T17:35:57","2026-10-26T17:36:05","\u003Cp>It’s all about the margins\u003C\u002Fp>\n","\n\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">\u003Cstrong>Key Takeaways\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>CACI shares rose 6% today after Jefferies upgraded the stock to Buy, and the company re-announced a Navy task order worth up to $281 million. Booz Allen jumped 7% on its own upgrade from TD Cowen.\u003C\u002Fli>\n\n\n\n\u003Cli>The Navy order is small and already in CACI’s bookings, so the upgrade is really a bet on the quarter CACI reported last week.\u003C\u002Fli>\n\n\n\n\u003Cli>CACI’s EBITDA margin hit 13.3% in the September quarter, up from 11.7% a year earlier, though organic revenue growth was just 2.1%.\u003C\u002Fli>\n\n\n\n\u003Cli>The stock already trades above its five-year average forward P\u002FE, so CACI needs to hold its margins and deliver the faster organic growth management expects in the second half.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>CACI International (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=93425&tid=2944997\">CACI\u003C\u002Fa>)\u003C\u002Fstrong> shares are up 6% today after Jefferies analyst Sheila Kahyaoglu \u003Ca href=\"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F10\u002F25\u002Fstock-market-today-live-updates.html\">upgraded the stock to Buy from Hold\u003C\u002Fa> and raised her target to $725 from $700. Her case: CACI’s margins have broken out of the 10% to 12% range typical of defense primes and government IT peers.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Before Monday’s open, CACI also announced a five-year \u003Ca href=\"https:\u002F\u002Fwww.prnewswire.com\u002Fnews-releases\u002Fcaci-secures-us-navy-task-order-to-strengthen-electromagnetic-spectrum-dominance-302918446.html\">U.S. Navy task order\u003C\u002Fa> worth up to $281 million, an award it had already listed in last week’s results.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Booz Allen Hamilton (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=160233&tid=115652299\">BAH\u003C\u002Fa>)\u003C\u002Fstrong> jumped 7% on its own upgrade, to Buy from Hold at TD Cowen, with a $95 target (from $77) on improving funded backlog. On Oct. 23, Booz Allen \u003Ca href=\"https:\u002F\u002Finvestors.boozallen.com\u002Fstatic-files\u002F90958a7c-b90a-478b-92f0-f3d9e8534109\">raised its adjusted EPS outlook\u003C\u002Fa> even though revenue fell 3.9%.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-tracks-17-analysts-on-caci-international-how-many-say-buy\" class=\"wp-block-heading\">\u003Cstrong>TIKR Tracks 17 Analysts on CACI International. How Many Say “Buy”?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">See the full breakdown of Buy, Hold, and Sell ratings on CACI International, along with Wall Street’s revenue and earnings estimates, all in one place. More than 500,000 investors use TIKR to research stocks like this one. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See CACI International’s Analyst Ratings\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">The Navy order is the small part\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Spread over five years, the Navy work comes to about $56 million a year (if it reaches full value), roughly 0.5% of the $10.7 billion to $10.9 billion CACI expects in fiscal 2027 revenue.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The bigger story is the \u003Ca href=\"https:\u002F\u002Finvestor.caci.com\u002F2026-10-21-CACI-Reports-Results-for-Its-Fiscal-2027-First-Quarter\" target=\"_blank\" rel=\"noopener\">fiscal first-quarter report\u003C\u002Fa> from Oct. 21. Revenue rose 8.2% to $2.47 billion, with organic growth of just 2.1%. EBITDA margin reached 13.3%, up from 11.7% a year earlier.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">That’s also above the 12.3% CACI reported for the year ended June 2026. TIKR’s longer series, which calculates EBITDA slightly differently, shows the margin climbing from 8.5% in fiscal 2017.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793030987\u002Fimages\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026.png?_i=AA\" alt=\"Line chart from TIKR of CACI International's EBITDA margin (%), fiscal 2017–2026 (years to June).\" class=\"wp-post-145837 wp-image-145833\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793030987\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793030987\u002Fimages\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793030987\u002Fimages\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793030987\u002Fimages\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793030987\u002Fimages\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793030987\u002Fimages\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026\u002FCACI-2026-10-26_CACI_ebitda_margin_2017-2026.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CACI EBITDA Margin: 2017-2026 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Mix explains much of it. Technology revenue grew 11.4% and now makes up 58.6% of sales.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Part of the margin was bought, though. Acquisitions supplied about 6 points of the 8.2% growth, and their costs land below EBITDA: interest rose 59% to $73.2 million and intangible amortization rose 51%, so net income grew just 4.5%.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Pricier than usual, but well short of its peak\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">At Friday’s close, CACI traded at about 18x forward earnings, above its five-year average of 17x but below its 23.5x peak in November 2024.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FCACI-2026-10-26_CACI_ntm_pe_5y\u002FCACI-2026-10-26_CACI_ntm_pe_5y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793030984\u002Fimages\u002FCACI-2026-10-26_CACI_ntm_pe_5y\u002FCACI-2026-10-26_CACI_ntm_pe_5y.png?_i=AA\" alt=\"Line chart from TIKR of CACI International's forward (NTM) P\u002FE, last 5 years.\" class=\"wp-post-145837 wp-image-145836\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793030984\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793030984\u002Fimages\u002FCACI-2026-10-26_CACI_ntm_pe_5y\u002FCACI-2026-10-26_CACI_ntm_pe_5y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793030984\u002Fimages\u002FCACI-2026-10-26_CACI_ntm_pe_5y\u002FCACI-2026-10-26_CACI_ntm_pe_5y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793030984\u002Fimages\u002FCACI-2026-10-26_CACI_ntm_pe_5y\u002FCACI-2026-10-26_CACI_ntm_pe_5y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793030984\u002Fimages\u002FCACI-2026-10-26_CACI_ntm_pe_5y\u002FCACI-2026-10-26_CACI_ntm_pe_5y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793030984\u002Fimages\u002FCACI-2026-10-26_CACI_ntm_pe_5y\u002FCACI-2026-10-26_CACI_ntm_pe_5y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CACI Stock NTM P\u002FE: 2021-2026 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">After today’s jump, it’s closer to 19x. Jefferies’ $725 target works out to roughly 21x.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The margin gains are real and earn CACI a premium. I’d be more careful about 21x. With organic growth at 2.1% and acquisition-related expenses weighing on net income, the premium depends on sustaining strong margins and delivering the organic growth acceleration management expects in the second half.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The December-quarter report in February is the test. With full-year margin guided to the high-12% range, a softer quarter there wouldn’t break the story. Organic growth stuck near 2% would.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-caci-stock-actually-worth\" class=\"wp-block-heading\">So what is CACI stock actually worth?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR lets you forecast the future price of any stock in less than a minute. Just enter a few assumptions into TIKR’s valuation model and see what CACI could be worth. Start from Wall Street consensus estimates, or adjust the inputs to reflect your own view of the business. It’s free to use.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Value CACI for free\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any of the stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",722,"en","\u002Fblog\u002Fcaci-gains-6-on-jefferies-upgrade-and-281-million-navy-win-as-booz-allen-jumps-7","caci-gains-6-on-jefferies-upgrade-and-281-million-navy-win-as-booz-allen-jumps-7","images\u002FRTO-stock-vkstudio-via-Canva_1438100cb89\u002FRTO-stock-vkstudio-via-Canva_1438100cb89","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699147\u002Fimages\u002FRTO-stock-vkstudio-via-Canva_1438100cb89\u002FRTO-stock-vkstudio-via-Canva_1438100cb89.png?_i=AA",{"altText":153,"imageCredit":165},"vkstudio via Canva",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Gian Estrada","giantikr","author","",[],{"name":173,"slug":174,"role":175,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":176},"David Hanson","davidtikr","editor",[],[178],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":153,"metaDesc":185,"opengraphDescription":185,"twitterTitle":153,"twitterDescription":185},"It’s all about the margins",{"title":153,"description":187,"twitterTitle":153,"twitterDescription":187,"author":167,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":153,"ogDescription":187,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":153,"twitterImage":163},"It’s all about the margins","TIKR.com","Est. reading time","5 minutes",1200,630,[194,209,226,243,258],{"id":182,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"Booz Allen Jumped 7% as TD Cowen Upgrades to Buy on Improving Backlog","2026-10-26 17:20:44","Revenue fell, and Wall Street got more bullish anyway",720,"\u002Fblog\u002Fbooz-allen-jumped-7-as-td-cowen-upgrades-to-buy-on-improving-backlog","booz-allen-jumped-7-as-td-cowen-upgrades-to-buy-on-improving-backlog","images\u002FAWK-stock-vkstudio-via-Canva_14392591a7c\u002FAWK-stock-vkstudio-via-Canva_14392591a7c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700169\u002Fimages\u002FAWK-stock-vkstudio-via-Canva_14392591a7c\u002FAWK-stock-vkstudio-via-Canva_14392591a7c.png?_i=AA",{"altText":195},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":205},[],[207],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":223,"relatedPosts":225},"FICO Sinks 16% as It Holds Mortgage Score Price at $10 With \"Flat Year-Over-Year Pricing\"","2026-10-26 17:17:37","The price hikes had to end sometime",780,"\u002Fblog\u002Ffico-sinks-16-as-it-holds-mortgage-score-price-at-10-with-flat-year-over-year-pricing","fico-sinks-16-as-it-holds-mortgage-score-price-at-10-with-flat-year-over-year-pricing","images\u002Fdistraught-woman-falling-red-chart\u002Fdistraught-woman-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793020020\u002Fimages\u002Fdistraught-woman-falling-red-chart\u002Fdistraught-woman-falling-red-chart.png?_i=AA",{"altText":210},{"name":220,"slug":221,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":222},"Cate Ciplak","catetikr",[],[224],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":227,"date":228,"excerpt":229,"wordCount":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":236,"categories":240,"relatedPosts":242},"Hedge Fund Veteran: SpaceX Is the \"Most Egregiously Overpriced Company\" in Market History","2026-10-26 17:12:43","A blowout quarter bought SpaceX exactly one good day",1007,"\u002Fblog\u002Fhedge-fund-veteran-spacex-is-the-most-egregiously-overpriced-company-in-market-history","hedge-fund-veteran-spacex-is-the-most-egregiously-overpriced-company-in-market-history","images\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699248\u002Fimages\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva.png?_i=AA",{"altText":227},{"name":237,"slug":238,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":239},"Roxanna Maglangit","roxtikr",[],[241],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":244,"date":245,"excerpt":246,"wordCount":247,"uri":248,"slug":249,"cloudinaryAssetId":250,"featuredImageOriginalUrl":251,"featuredImageMetadata":252,"author":253,"categories":255,"relatedPosts":257},"Microsoft Offers Buyouts to 60,000 Employees. What Could It Mean for Margins?","2026-10-26 17:06:32","Microsoft just offered buyouts to a quarter of its staff. The margin math behind the move is smaller, and stranger, than the 60,000 headline implies.",864,"\u002Fblog\u002Fmicrosoft-offers-buyouts-to-60000-employees-what-could-it-mean-for-margins","microsoft-offers-buyouts-to-60000-employees-what-could-it-mean-for-margins","images\u002FFEATURED-IMAGE-MAKER-1901_14586534969\u002FFEATURED-IMAGE-MAKER-1901_14586534969","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793033681\u002Fimages\u002FFEATURED-IMAGE-MAKER-1901_14586534969\u002FFEATURED-IMAGE-MAKER-1901_14586534969.png?_i=AA",{"altText":244},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":254},[],[256],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":259,"date":260,"excerpt":261,"wordCount":262,"uri":263,"slug":264,"cloudinaryAssetId":265,"featuredImageOriginalUrl":266,"featuredImageMetadata":267,"author":268,"categories":270,"relatedPosts":272},"Netflix Sinks 3% as Bloomberg Report Shows Users Watching Less: \"We Know That We Can Do Better\"","2026-10-26 16:46:59","Not exactly news to management",703,"\u002Fblog\u002Fnetflix-sinks-3-as-bloomberg-report-shows-users-watching-less-we-know-that-we-can-do-better","netflix-sinks-3-as-bloomberg-report-shows-users-watching-less-we-know-that-we-can-do-better","images\u002Fglum-woman-falling-red-arrow\u002Fglum-woman-falling-red-arrow","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793029777\u002Fimages\u002Fglum-woman-falling-red-arrow\u002Fglum-woman-falling-red-arrow.png?_i=AA",{"altText":259},{"name":237,"slug":238,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":269},[],[271],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],[274,294,309,323,338,358,373,388,403],{"id":182,"title":275,"date":276,"excerpt":277,"wordCount":278,"uri":279,"slug":280,"cloudinaryAssetId":281,"featuredImageOriginalUrl":282,"featuredImageMetadata":283,"author":284,"categories":288,"relatedPosts":293},"Up 13% In Last 12 Months, Can Arista Networks Stock Give Better Returns in 2026?","2026-10-26 12:57:00","Arista stock is up 10% in a year. See what TIKR’s Valuation Model says about ANET’s upside, with a $275 price target by December 2028.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":275},{"name":285,"slug":286,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":287},"Aditya Raghunath","adityatikr",[],[289],{"name":290,"slug":291,"uri":292,"description":170,"postsCount":182},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":182,"title":295,"date":296,"excerpt":297,"wordCount":298,"uri":299,"slug":300,"cloudinaryAssetId":301,"featuredImageOriginalUrl":302,"featuredImageMetadata":303,"author":304,"categories":306,"relatedPosts":308},"Down 48% In Last 12 Months, Can SoFi Stock Give Better Results in 2026?","2026-10-26 12:45:00","SoFi stock is down 51% in a year. See what TIKR’s Valuation Model says about SOFI’s upside, with a $22 price target by December 2028.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":295},{"name":285,"slug":286,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":305},[],[307],{"name":290,"slug":291,"uri":292,"description":170,"postsCount":182},[],{"id":182,"title":310,"date":296,"excerpt":311,"wordCount":312,"uri":313,"slug":314,"cloudinaryAssetId":315,"featuredImageOriginalUrl":316,"featuredImageMetadata":317,"author":318,"categories":320,"relatedPosts":322},"Up Just 9% in the Last 12 Months, Can Palantir Stock Give Better Returns in 2026?","Palantir stock is up just 4% in a year. See what TIKR’s Valuation Model says about PLTR’s upside, with a $529 target by December 2028.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":310},{"name":285,"slug":286,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":319},[],[321],{"name":290,"slug":291,"uri":292,"description":170,"postsCount":182},[],{"id":182,"title":324,"date":325,"excerpt":326,"wordCount":327,"uri":328,"slug":329,"cloudinaryAssetId":330,"featuredImageOriginalUrl":331,"featuredImageMetadata":332,"author":333,"categories":335,"relatedPosts":337},"Down 56% In Last 12 Months, Can AppLovin Stock Give Better Returns in 2026?","2026-10-26 12:33:00","AppLovin stock is down 60% in a year. See what TIKR’s Valuation Model says about APP’s upside, with a $366 price target by December 2028.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":324},{"name":285,"slug":286,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":334},[],[336],{"name":290,"slug":291,"uri":292,"description":170,"postsCount":182},[],{"id":182,"title":339,"date":340,"excerpt":341,"wordCount":342,"uri":343,"slug":344,"cloudinaryAssetId":345,"featuredImageOriginalUrl":346,"featuredImageMetadata":347,"author":348,"categories":352,"relatedPosts":357},"ExxonMobil Stock Hit a Record Close as Brent Topped $116. Here’s Where the Stock Could Go by 2030","2026-10-26 07:55:00","ExxonMobil closed at a record $183.21 on October 23 as Brent topped $116, and now trades above the Street’s mean target. Its CFO says Pioneer synergies doubled and Exxon aims to double Permian recovery with fewer wells, a cost lever the company controls.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":339},{"name":349,"slug":350,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":351},"Wiltone Asuncion","wiltonetikr",[],[353],{"name":354,"slug":355,"uri":356,"description":170,"postsCount":182},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":182,"title":359,"date":360,"excerpt":361,"wordCount":362,"uri":363,"slug":364,"cloudinaryAssetId":365,"featuredImageOriginalUrl":366,"featuredImageMetadata":367,"author":368,"categories":370,"relatedPosts":372},"Rivian Hit a 52-Week Low the Day After Buying an AI Simulation Startup. Here’s What October 29 Has to Show","2026-10-26 07:50:00","Rivian touched a 52-week low the day after buying an AI simulation startup, extending a 19% slide that began weeks earlier. The October 29 report now has to show the cost line can carry the autonomy spending.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":359},{"name":349,"slug":350,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":369},[],[371],{"name":354,"slug":355,"uri":356,"description":170,"postsCount":182},[],{"id":182,"title":374,"date":375,"excerpt":376,"wordCount":377,"uri":378,"slug":379,"cloudinaryAssetId":380,"featuredImageOriginalUrl":381,"featuredImageMetadata":382,"author":383,"categories":385,"relatedPosts":387},"Robinhood Stock Fell 15% in October Before Its Q3 Report. Here’s Where It Could Go by 2030","2026-10-26 07:45:00","Robinhood fell 6.73% in two sessions, in step with Coinbase, before its October 27 report. Two October 22 developments point to crypto activity that may not show up in its crypto revenue line: bitcoin price contracts and Morpho’s first lending markets for its stock tokens.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":374},{"name":349,"slug":350,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":384},[],[386],{"name":354,"slug":355,"uri":356,"description":170,"postsCount":182},[],{"id":182,"title":389,"date":390,"excerpt":391,"wordCount":392,"uri":393,"slug":394,"cloudinaryAssetId":395,"featuredImageOriginalUrl":396,"featuredImageMetadata":397,"author":398,"categories":400,"relatedPosts":402},"Walmart Stock Rose 15% in October Without a Higher Earnings Forecast. Here’s Where It Could Go by 2031","2026-10-26 07:40:00","Walmart rose 15.4% from September 30 to October 23, yet analysts’ next-12-months EPS estimate stayed at $3.00 a share. Almost all of the gain came from a higher multiple, ahead of a November 19 report guided to 0% to 3% EPS growth.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":389},{"name":349,"slug":350,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":399},[],[401],{"name":354,"slug":355,"uri":356,"description":170,"postsCount":182},[],{"id":182,"title":404,"date":405,"excerpt":406,"wordCount":407,"uri":408,"slug":409,"cloudinaryAssetId":410,"featuredImageOriginalUrl":411,"featuredImageMetadata":412,"author":413,"categories":415,"relatedPosts":417},"Apple Briefly Topped Nvidia as Nvidia’s Slide Reached 12%. Here’s Where Apple Stock Could Go by 2030","2026-10-26 07:35:00","Apple briefly passed Nvidia as the world’s most valuable company on October 23, hitting a record $351.73. Its AI strategy needs little capex, but at 38 times earnings, the November 2 margin print carries the multiple.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":404},{"name":349,"slug":350,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":414},[],[416],{"name":354,"slug":355,"uri":356,"description":170,"postsCount":182},[]]