SAIC
Science Applications International Corporation

Science Applications International CorporationSAIC

Technology · Information Technology Services
146.30USD
-0.38%
Nov 08, 2026
SAIC overview ready
Federal IT Modernization and Systems Integration for Defense and Intelligence
Federal mission integrator and technology-services provider delivering systems engineering, enterprise IT modernization, digital engineering, cyber/AI-enabled mission support, training and lifecycle operations.
Primary theme is lagging
Defense / Drones is lagging (+0.2pp vs SPY over 21 sessions; 13 of 25 members ahead of SPY).
Price action is under distribution
Longer-term context reads early trend, with a near-term setup of daily advance.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Dependence on U.S. Federal government budget and contract renewals.
Market Nov 6Filing Jul 31Price action Nov 7Research Nov 1

Conviction Level

PriceAction7.1BusinessPerformance5.0BusinessQuality7.9Valuation6.4ThemeMomentum1.0Mixed — Revenue growth has accelerated across 4 consecutive quarters, rising from -5.6% to +6.3% year over year. Diluted EPS fell 12% year over year to $2.38. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
vs SPY
+0.2pp
Theme return
−4.8%
Beating SPY
13 of 25
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Price action is under distribution
Longer-term context reads early trend, with a near-term setup of daily advance.
EntryEarly recovery

The structure is repairing early: weekly fast averages are being reclaimed and the daily chart is recovering constructively — an early-recovery entry profile.

Key Financials

Market Cap
$6.1B
Avg Volume (60D)
432.8K
60 sessions
Revenue Growth YoY
-2.9%
FY2026 vs FY2025
Gross Margin
+12.7%
Operating Margin
+8.0%
Trailing twelve months
Free Cash Flow Yield
+10.1%
Distance from 200DMA
+31.5%
Next Earnings
2026-12-03
EV / Sales
1.1x
Market metrics as of Nov 6, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026

Business Performance

Mixed

Revenue growth has accelerated across 4 consecutive quarters, rising from -5.6% to +6.3% year over year. Diluted EPS fell 12% year over year to $2.38.

Latest reported: Q2 FY2027, ended Jul 31
Revenue growthAccelerating
+6.3%
$1.88B in Q2 FY2027 · YoY
YoY growth, last 4 quarters
  1. -5.6%
  2. -4.8%
  3. +1.5%
  4. +6.3%
Earnings growthDeclining
-12%
Diluted EPS $2.38 vs $2.71 a year earlier · GAAP
Diluted EPS YoY (GAAP), last 4 quarters
  1. -21%
  2. -6.5%
  3. +84%
  4. -12%
Operating marginStable
8.1%
+0.2 pp YoY

Business Quality

7.9 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Two of the three valuation perspectives say fair; intrinsic is the dissenting view.
Science Applications International Corporation has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

Company Research

Thesis
Federal mission integrator and technology-services provider delivering systems engineering, enterprise IT modernization, digital engineering, cyber/AI-enabled mission support, training and lifecycle operations.
Opportunity
Moderate opportunity
Federal defense, intelligence, homeland-security and civilian-agency spending to replace legacy mission systems, integrate cloud, data, AI and cyber capabilities, and operate secure digital environments for mission-critical workloads.
Key risk
Dependence on U.S. Federal government budget and contract renewals.

Economic classification

Loading the economic classification…

Business & Markets

Technology · Information Technology Services
What they do

SAIC provides technical, engineering, and mission and enterprise IT services primarily to U.S. Federal government agencies, operating through Defense and Intelligence and Civilian segments.

How it earns

Project-based contracts and service agreements with federal government agencies.

Products & services
IT modernization services
Digital engineering services
Artificial intelligence solutions
Mission systems support and advisory
Training and simulation
Ground vehicle support services
Customers & end markets
U.S. Department of Defense
Intelligence agencies
Civilian federal agencies
Market position

Leader in federal IT services and systems integration for defense and intelligence agencies.

Demand drivers
Low cyclicality

Revenues are largely driven by stable federal government contracts with multi-year terms.