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CACI downgraded to Hold at Jefferies on decelerating growth

As previously reported, Jefferies downgraded CACI (CACI) to Hold from Buy with a price target of $535, down from $570. The firm forecasts 5% revenue growth for FY26, decelerating sharply from 9% organic growth in FY25, with further deceleration risk on EITaaS, the analyst tells investors. The firm cites both potential earnings pressure and what it sees as an “unlikely further re-rating” given the stock’s current valuation.

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