SAIC stock forecast, quote, news & analysis

Key Takeaways

• SAIC shares traded near $125.96 in late August 2026, up roughly 7.6% over the trailing 30 days from a closing level near $117.01 a month earlier.
• First-quarter fiscal 2027 results (ended May 1, 2026) featured a company-record adjusted EBITDA margin of 11.6% and adjusted diluted EPS of $3.23, topping consensus expectations.
• Management raised full-year adjusted EPS guidance to $9.90–$10.10 and lifted its adjusted EBITDA margin outlook while reiterating revenue guidance of $7.0–$7.2 billion.
• A portfolio reshaping toward higher-margin mission and engineering work, combined with a $22.9 billion backlog, supports the company's profitability-led investment narrative.
• Recompete timing and federal budget uncertainty remain the primary watchpoints heading into the next earnings report.

Current Market Snapshot

Science Applications International Corporation (NASDAQ: SAIC) has moved modestly higher over the past month, reflecting investor confidence in the company's margin expansion rather than top-line growth. The stock's advance of approximately 7.6% in the last 30 days keeps it well within a moderate-movement range, consistent with a steady re-rating following a strong quarterly print. Valuation remains comparatively reasonable for the sector, with the shares trading at a low-teens forward earnings multiple and offering a quarterly dividend of $0.37 per share. Sentiment is constructive but measured: analysts acknowledge improved profitability while flagging flat revenue expectations and ongoing competitive pressures in federal IT contracting.

Science Applications International (SAIC) Business Overview and Competitive Position

Headquartered in Reston, Virginia, Science Applications International is a government services and technology integrator that delivers digital transformation, engineering, and mission support across defense, space, intelligence, and civilian markets. The company operates through two reporting segments: Defense and Intelligence, its largest business, and Civilian. SAIC positions itself as a "mission integrator," combining technical, engineering, and enterprise IT capabilities to support complex federal programs such as weapons systems sustainment, radar and intelligence support, and civilian agency modernization. With annual revenue of roughly $7.3 billion in fiscal 2026 and a total backlog of approximately $22.9 billion, the company competes with other federal IT and defense contractors for long-duration government contracts. Its competitive strengths include deep customer relationships, a diversified contract portfolio, and an increasing emphasis on higher-value digital engineering and mission work.

Recent Developments Driving SAIC

The most significant catalyst of the past month was the company's first-quarter fiscal 2027 report, released on June 1, 2026. Revenue rose about 2% to $1.91 billion, with organic growth of 0.5% adjusted for the SilverEdge acquisition. Net income reached $115 million, and adjusted EBITDA climbed to $222 million, producing a record 11.6% margin. Net bookings of $2.1 billion yielded a book-to-bill ratio of 1.1x. Management subsequently raised its full-year adjusted EPS outlook to $9.90–$10.10 and increased its adjusted EBITDA margin guidance to 10.1%–10.3%, while reaffirming revenue and free cash flow expectations of more than $600 million.

Beyond earnings, SAIC has continued to secure contract awards, including a $400 million recompete with a U.S. intelligence agency and a $70 million U.S. Navy radar task order announced in July 2026. The company repurchased $188 million of stock during the quarter as part of a roughly $400 million buyback plan and continued its quarterly dividend. Internally, SAIC is reshaping its portfolio away from commoditized enterprise IT toward higher-margin mission and engineering capabilities, while the Civilian business group has undergone a leadership transition with CFO Prabu Natarajan serving as interim head. Analyst actions have been mixed, with some firms raising price targets while others trimmed estimates, leaving a generally cautious but stable consensus.

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2026 Outlook and What Investors Should Watch

Looking ahead, investors will focus on SAIC's next quarterly results, expected in early September 2026, for confirmation that margin expansion is sustainable and for updated commentary on organic growth and recompete outcomes. The expected roll-off of a roughly $200 million recompete headwind in the third quarter is a key variable for revenue trajectory. Broader themes include federal appropriations and budget timing, competitive intensity from peers in cyber and digital modernization, and progress on the portfolio shift toward higher-margin mission and engineering work. Management has indicated it may announce further portfolio changes before year-end. Capital allocation remains a supporting factor through buybacks and dividends, while execution on book-to-bill and backlog conversion will determine whether the company can translate profitability gains into renewed revenue growth.

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