Science Applications International Corp. (SAIC)

Over the past six months, SAIC's stock price has seen minor fluctuations. As of March 26, 2026, the share price was $99.40, representing a decline of 10.74% from March 27, 2025. The stock decreased by 5.82% since the beginning of the year (as of March 31, 2026) and increased by 2.75% in the past month. On March 16, 2026, SAIC reported its Q4 FY2026 earnings, with quarterly EPS of $2.62, beating estimates of $1.79, though revenue of $1.75 billion missed the consensus and was down 4.8% year-over-year. The company announced a quarterly dividend of $0.37. Analysts' consensus on the stock is generally a "Hold" with an average target price of $113.89.

SAIC's demand seasonality is primarily influenced by government budget cycles, funding allocations for defense, intelligence, and civilian agencies, and the timing of contract awards, rather than consumer-based seasonal swings. The company's backlog of $22.62 billion in the latest quarter, which has grown year-on-year, suggests elevated demand for its products and services, potentially raising concerns about capacity constraints.

SAIC is a Fortune 500 mission integrator that provides technical, engineering, and enterprise IT services, predominantly to the U.S. government. Its core offerings encompass secure high-end solutions in mission IT, enterprise IT, engineering services, and professional services. The company's services span the entire lifecycle of complex government projects, including design, development, integration, deployment, management, operations, sustainment, and security of IT infrastructure. SAIC's major clients include the Department of Defense (DoD), the Intelligence Community, National Aeronautics and Space Administration (NASA), the U.S. Department of State, Department of Justice, and Department of Homeland Security. Key products and services include cybersecurity, data analytics, cloud solutions, systems engineering and integration, mission support, and Counter Unmanned Aerial Systems (CUAS). Approximately 52% of its total revenue as of February 2024 was derived from contracts with the Department of Defense.

SAIC's primary geographic footprint is within the United States, operating 95 locations across 30 states. The largest concentrations of its facilities are in Virginia, Florida, and California, with Virginia alone accounting for 22.1% of its total U.S. locations. While its main client is the U.S. Government, SAIC's services support critical government operations worldwide.

SAIC maintains a strong brand reputation as a premier technology integrator for the U.S. government. In the past year, SAIC has been recognized as a worldwide leader in AI services for national civilian government and a leader in AI services for U.S. defense and intelligence agencies by IDC MarketScape in their 2025 Vendor Assessments. The company emphasizes its commitment to ethics and compliance.

SAIC has a significant institutional ownership base, with 406 institutional owners and shareholders holding a total of 36,687,429 shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Fuller & Thaler Asset Management, Inc., Fmr Llc, First Trust Advisors Lp, Lsv Asset Management, State Street Corp, Dimensional Fund Advisors Lp, Geode Capital Management, Llc, and Aqr Capital Management Llc. Other notable institutional investors include JPMorgan Chase & Co., which increased its stake by 43.9% in Q3 to 175,961 shares.