Target
$124.38 → $124.41
Current stock research snapshot · 8/10/26 16 days old
SAICScience Applications International Corporation
Investment conviction●●○○○2 of 5 · current snapshot
Research target$124.41Current stock price target
Investment thesis statusINTACTLast reviewed 8/10/26
Market cap$5.30BSnapshot value · 8/10/26
Research history
See all SAIC changes ↗What changed
$400M recompete win = trust signal. Mature services contractor limits asymmetry. Research-only per DS rules.
$400M US intelligence agency recompete win (Aug 2026, ground-based IC programs); next earnings catalyst needs primary source validation
1) Recompete loss at next renewal cycle; 2) Margin compression in IT services; 3) Federal defense/intelligence budget cuts; 4) Key program protest or contract overturn; 5) Revenue multiple expansion stalls — services comps trade at discount.
Research-only digital_sovereignty. Mature defense IT services with 90% institutional ownership. Low retail chatter — limited asymmetry. X/Reddit signal not accumulated overnight. Panel-added 2026-08-10.
Snapshot · 8/10/26🟢 Lean-Bull · ins+$0.0M(1buy) · 13F 15+/10-×0.5 · short↓0.29
Snapshot · 8/10/26