CACI’s ARKA acquisition a strategic fit, says Jefferies

The pending ARKA acquisition strengthens CACI‘s (CACI) space sensors franchise and supports its margin and growth trajectory, though it won’t be accretive until fiscal 2027, limiting near-term buyback potential, Jefferies tells investors in a research note. While the strategic fit is strong, the financial impact may temper the stock’s immediate reaction, Jefferies says. The firm has a Buy rating and $620 price target on CACI shares.