CACI International (CACI) Moves 5.8% Higher: Will This Strength Last?

Company Overview - CACI International (CACI) shares increased by 5.8% to close at $391.26, with notable trading volume compared to typical sessions, and a 4.8% gain over the past four weeks [1] - The company derives over 90% of its revenues from U.S. defense, intelligence, and homeland security agencies, providing revenue stability [2] Business Developments - Recent optimism is driven by CACI's new business wins and organic expansions, alongside the U.S. government's DOGE initiative aimed at modernizing government IT and networks, an area where CACI excels [2] Financial Performance Expectations - CACI is expected to report quarterly earnings of $5.50 per share, reflecting a year-over-year decline of 4.2%, while revenues are anticipated to reach $2.13 billion, marking a 10.1% increase from the previous year [3] - The consensus EPS estimate has been revised 1.8% higher in the last 30 days, indicating a positive trend that typically correlates with price appreciation [4] Industry Context - CACI operates within the Zacks Computer - Services industry, where another company, CSG Systems (CSGS), saw a 0.8% increase in its stock price, but has returned -5.1% over the past month [4]