Science Applications International

SAIC · NASDAQ

$135.10+$1.97 (+1.48%)TodayMarket closed · Oct 20, 7:40 PM ET

Prev close $133.13

SAIC analyst rating

HoldConsensus of 7 analysts over the last 12 months. 29% rate it a buy.

Strong buy0
Buy2
Hold4
Underperform0
Sell1

12-month price target · 12 analysts

Average $135.76 (+0.5% upside)

Low: $104.03
Now: $135.10
High: $161.70

Upgrades and downgrades

The latest rating actions, newest first

SAIC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Goldman Sachs	Sep 8, 2026	Maintains	Sell	$93.00 → $103.00	49%
Jefferies	Sep 1, 2026	Maintains	Hold	$130.00 → $140.00	55%
Stifel	Sep 1, 2026	Maintains	Buy	$137.00 → $154.00	33%
Truist Securities	Sep 1, 2026	Maintains	Hold	$110.00 → $130.00	61%
UBS	Sep 1, 2026	Maintains	Neutral	$108.00 → $123.00	49%
Jefferies	Aug 19, 2026	Maintains	Hold	$115.00 → $130.00	55%
TD Cowen	Jul 7, 2026	Maintains	Hold	$130.00 → $125.00	63%
Goldman Sachs	Jun 12, 2026	Maintains	Sell	$85.00 → $96.00	49%
UBS	Jun 3, 2026	Maintains	Neutral	$113.00 → $119.00	49%
Truist Securities	Jun 2, 2026	Maintains	Hold	$95.00 → $110.00	61%

The case for and against

Updated Oct 14, 2026

Bull case

Science Applications Intl is benefiting from a tangible operating inflection, with FQ2 revenue of $1.88 billion, 5% organic growth, and the strongest organic growth in 6 quarters, while adjusted EPS of $2.38 and $131 million of free cash flow underscored better-than-expected execution. Its Defense and Intelligence and Civilian segments both grew, margins held up despite higher SG&A, and management’s raised FY27 revenue, EBITDA, and EPS guidance plus the $150 million Project ORBIT savings plan support a credible multi-year margin expansion path toward ~11% by FY30. The outlook is further strengthened by normalized on-contract growth, a still-strong RPO coverage profile, and improving procurement conditions, which together suggest that award delays are becoming less of a structural issue and more of a timing headwind.

Bear case

Science Applications Intl is facing a weaker fundamental setup because its next-twelve-month remaining performance obligations were only flat year over year at $4.8 billion and slipped sequentially, suggesting less near-term momentum even after a large recompete. Although FY27 coverage still looks strong, the company is relying on roughly 5 points more contingency in its revenue outlook, which implies management sees elevated execution risk and is protecting against a miss. Its dependence on U.S. government demand, combined with exposure to budget disruptions, contract delays, compliance penalties, and intensifying pricing pressure, leaves revenues, cash flow, and margins vulnerable.

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