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SAIC Cuts Revenue Outlook But Boosts Profitability Guidance

Story Highlights
  • SAIC’s preliminary fiscal 2026 results show slightly lower revenue but stronger margins, earnings and cash flow amid procurement delays and external disruptions.
  • Revised fiscal 2027 guidance points to organic revenue decline but higher margins, as SAIC pivots away from commoditized IT toward higher‑value technology transformation work.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
SAIC Cuts Revenue Outlook But Boosts Profitability Guidance

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Science Applications ( (SAIC) ) has provided an update.

On February 11, 2026, SAIC issued preliminary unaudited results for its fiscal fourth quarter and full year 2026, alongside revised guidance for fiscal 2027, citing procurement delays, a 2025 U.S. government shutdown, adverse weather and unfavorable customer award decisions that are weighing on revenue. For fiscal 2026 it now expects about $7.26 billion in revenue, modestly below prior guidance, but stronger profitability with adjusted EBITDA of roughly $705 million, a margin of 9.7%, higher adjusted EPS and free cash flow above earlier expectations.

Management acknowledged that recent revenue pressures are concentrated in larger, commoditized enterprise IT programs and said the company will shift toward opportunities with greater technology transformation and execution upside. Updated fiscal 2027 guidance now calls for revenue of $7.0–$7.2 billion and an organic decline of 2–4%, down from a prior outlook of flat to modest growth, while adjusted EBITDA of $705–$715 million and margin of 9.9–10.1% reflect improved efficiency and mix, suggesting SAIC aims to defend profitability and cash generation despite a weaker top line.

The most recent analyst rating on (SAIC) stock is a Buy with a $122.00 price target. To see the full list of analyst forecasts on Science Applications stock, see the SAIC Stock Forecast page.

Spark’s Take on SAIC Stock

According to Spark, TipRanks’ AI Analyst, SAIC is a Outperform.

SAIC’s overall stock score reflects a solid financial foundation with strong profitability and improving leverage. Positive technical indicators and attractive valuation metrics further support the stock’s potential. Recent corporate actions and earnings call insights highlight strategic growth initiatives, though revenue challenges remain a concern.

To see Spark’s full report on SAIC stock, click here.

More about Science Applications

Science Applications International Corp. (SAIC) is a Fortune 500 mission integrator serving U.S. defense, space, intelligence and civilian agencies with secure, high‑end mission IT, enterprise IT, engineering and professional services. Headquartered in Reston, Va., the company employs about 24,000 people and generates roughly $7.5 billion in annual revenue by integrating emerging technologies into mission‑critical government operations.

SAIC focuses on modernizing and enabling national security and broader government transformation, concentrating on technology‑driven programs rather than commoditized enterprise IT. Its portfolio targets complex, high‑impact projects where secure digital solutions, systems engineering and advanced IT services can deliver differentiated value to federal customers and support critical national imperatives.

Average Trading Volume: 590,172

Technical Sentiment Signal: Sell

Current Market Cap: $4.44B

For detailed information about SAIC stock, go to TipRanks’ Stock Analysis page.

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