SAIC launches alliance to support state rural healthcare efforts
Science Applications International Corp. (SAIC) has formed the Alliance for Advancing Rural Healthcare to help states implement the $50 billion federal Rural Health Transformation Program, led by the Centers for Medicare and Medicaid Services. The alliance, which includes companies like Arcadia, Walgreens, and Telemedicine.com, aims to support states in modernizing health IT, expanding telehealth, stabilizing rural hospitals, and addressing workforce shortages. Alabama, for example, has received $203 million for the program's first year.
Alliance of companies will help accelerate $50 billion in rural health programs
An alliance of companies including Arcadia, Castlight Health, Covista, Mission Mobile Medical, Telemedicine.com, TruBridge, and Walgreens has formed to help states and local markets spend $50 billion from the federal Rural Health Transformation program. The Alliance for Advancing Rural Healthcare (AARH), formed by Science Applications International Corp. (SAIC), aims to strengthen the rural clinical workforce, modernize health IT systems, and connect patients to care, leveraging AI, data management, and cybersecurity solutions. Each member company brings specialized expertise to address the critical needs of rural communities and support state governments in navigating the complexities of healthcare transformation.
SAIC launches alliance to accelerate state-led execution of $50B rural health care transformation program
Science Applications International Corp. (SAIC) has formed the Alliance for Advancing Rural Healthcare (AARH) to help state governments implement the federal Rural Health Transformation Program, a $50 billion initiative. The alliance, which includes Walgreens, Arcadia, and other healthcare organizations, aims to strengthen rural healthcare systems by improving access to care, modernizing infrastructure, and expanding workforce capacity. AARH will work with states to translate strategy into tangible, sustainable improvements for rural communities across the U.S.
Walgreens, SAIC and partners join $50B bid to fix rural healthcare
SAIC has launched the Alliance for Advancing Rural Healthcare (AARH) with eight other organizations, including Walgreens, to help states implement the $50 billion Centers for Medicare & Medicaid Services (CMS) Rural Health Transformation (RHT) Program. This alliance aims to address challenges in rural healthcare by focusing on workforce expansion, health IT modernization, telehealth, and community-based care solutions. The initiative seeks to transform federal funding into sustainable improvements in rural healthcare access and outcomes.
SAIC Launches Alliance to Accelerate State-Led Execution of $50 Billion Rural Healthcare Transformation Program
SAIC has formed the Alliance for Advancing Rural Healthcare (AARH) with seven other organizations to help state governments implement the $50 billion federal Rural Health Transformation (RHT) Program. This initiative aims to address community healthcare challenges in rural areas by integrating capabilities in IT, data, mobile care, education, and pharmacy services. The alliance seeks to translate financial investments into sustainable improvements in access to care, modernized systems, and expanded healthcare workforce capacity across rural America.
SAIC's board stays with Reagan, names him full-time CEO
Science Applications International Corp.'s board has appointed Jim Reagan as full-time CEO, nearly four months after he became interim CEO. Reagan, who joined the board in January 2023, is tasked with reinvigorating organic growth and adjusting the company's strategy, including a pivot from enterprise IT contracts with defense agencies. This decision follows a thorough search and aims to bring execution-focused leadership to drive shareholder value and portfolio transformation.
SAIC Names Reagan As New CEO
Science Applications International Corp. (SAIC) has appointed James Reagan, 67, as its new CEO, effective immediately. Reagan had been serving as interim CEO since October 2025 following the departure of Toni Townes-Whitley. A former CFO of Leidos, Reagan joined SAIC's board in January 2023 and will receive an annual base salary of $1.2 million, along with eligibility for short-term incentives, as the article primarily consists of subscriber-only content beyond this announcement.
SAIC names interim CEO Jim Reagan as its next leader
SAIC has appointed Jim Reagan, formerly the interim CEO, as its permanent chief executive. This decision follows the resignation of Toni Townes-Whitley last fall. Reagan will now lead the government contracting giant on a permanent basis.
Science Applications International Corporation Appoints James Reagan as Chief Executive Officer, Effective February 17, 2026
Science Applications International Corporation (SAIC) has announced the appointment of James Reagan as its Chief Executive Officer, effective February 17, 2026. Reagan, who previously served as Interim CEO and a Board Member, brings nearly 40 years of experience, including two decades in senior leadership roles within the defense and government services industry. His extensive background includes instrumental work in accelerating growth at Leidos Holdings and leadership positions at Vencore Inc. and PAE, along with deep expertise in cybersecurity, intelligence, IT, healthcare, and national security.
SAIC Announces CEO Appointment
SAIC, Inc. announced the appointment of James ("Jim") Reagan as its new Chief Executive Officer, effective immediately. Reagan, who previously served as Interim CEO and a board member, brings nearly 40 years of experience in the government services industry. His appointment was a unanimous decision by the Board, recognizing his leadership in driving innovation and growth for the company.
Qualcomm, SAIC Win FMCSA Trailer Tracking Test Contract
Qualcomm Inc. and Science Applications International Corp. (SAIC) have been awarded a $2 million contract by the Federal Motor Carrier Safety Administration (FMCSA) to develop and field-test an untethered trailer asset management system. This system aims to track high-value or high-security-risk loads when trailers are not attached to a tractor. The field test, scheduled for summer 2004, will evaluate the system's costs and benefits, utilizing Qualcomm's TrailerTRACS technology, with participation from trucking companies like Super Service Inc., R&R Trucking, and Paschall Truck Lines Inc.
Has The Pullback In Science Applications International (SAIC) Opened A Valuation Opportunity?
Science Applications International (SAIC) has experienced a significant stock price pullback, declining 11.9% in 7 days and 19.9% in 30 days. Despite this, a valuation analysis using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratios suggests the stock is currently undervalued. The DCF model indicates SAIC is trading at a 55.7% discount to its estimated intrinsic value, while its P/E ratio is substantially below both industry averages and its calculated fair ratio.
SAIC plans partial pivot away from enterprise IT
SAIC is shifting its focus away from certain enterprise IT contracts, especially those with the Department of Defense that are cost-plus, as these have often led to recompete losses. The company aims to be more selective, prioritizing enterprise IT opportunities in civilian agencies where firm-fixed-price or time-and-materials contracts are more common. SAIC also plans to reallocate capital towards mission IT and engineering to reinvigorate organic growth, while also searching for a new CEO focused on execution and portfolio transformation.
Science Applications Intl (NYSE:SAIC) Hits Yearly Low, Russell 1000
Science Applications International (NYSE:SAIC) has reached a yearly low within the Russell 1000 framework. The company specializes in providing engineering, systems integration, digital modernization, and mission support services primarily to government agencies. Recent stock movements are linked to an earnings release and updated fiscal guidance, which often trigger market adjustments, especially for technology integrators operating in long-cycle government program environments.
Goldman Sachs Lowers Price Target for SAIC to $82, Maintains Sell Rating
Goldman Sachs has lowered its price target for Science Applications International Corp (SAIC) from $94 to $82, while maintaining a "Sell" rating, reflecting a 12.77% decrease. This adjustment signals a bearish outlook on SAIC's near-term stock performance. Despite this, the average target price from 10 analysts is $120.01, implying a 44.92% upside from the current price, and GuruFocus estimates a one-year GF Value of $129.35, suggesting a 56.2% upside.
Science Applications International Co. $SAIC Shares Acquired by LSV Asset Management
LSV Asset Management increased its stake in Science Applications International (SAIC) by 20.2% in Q3, now owning 3.4% of the company. SAIC surpassed EPS expectations with $2.58 but saw revenue decline 5.6% year-over-year, while also announcing a quarterly dividend of $0.37 and reporting an insider share acquisition by CEO James Reagan. Analyst ratings for SAIC are mixed, with a consensus "Hold" rating and a target price of $117.44.
SAIC shares fall to 4-year low after company slashes revenue forecast
SAIC's shares have dropped to a four-year low after the company reduced its revenue forecast for the current fiscal year by up to $500 million. This significant cut is attributed to the loss of a major Army Corps of Engineers contract and inefficiencies in funding distribution within the system. The news highlights challenges faced by government contractors in the current economic climate.
Innovation district backed by Amazon and SAIC launches in National Landing
National Landing has launched a new business district called the National Innovation Quarter, with support from major companies including Amazon.com Inc., JBG Smith Properties, and SAIC. This initiative is backed by nearly 30 companies and aims to foster innovation in the area. The announcement was made by the Washington Business Journal.
SAIC Lowers Fiscal Year 2026, 2027 Outlook On Softness In IT Market
Science Applications International Corp. (SAIC) announced a lowered financial outlook for its fourth quarter 2026 sales and fiscal year 2027 sales and earnings. The company attributes this downgrade to a soft market for large enterprise information technology programs, procurement delays, unfavorable customer award decisions, a federal government shutdown, and adverse weather. SAIC's interim CEO, Jim Reagan, explained that these factors resulted in a reduction of expected sales and earnings for the specified periods.
Saic stock hits 52-week low at $84.08 amid market challenges
SAIC stock has reached a 52-week low of $84.08, reflecting an 18.28% decline over the past year due to broad market volatility and economic uncertainties. This comes despite SAIC exceeding analyst expectations in its Q3 FY2026 earnings, reporting an adjusted diluted EPS of $2.58. However, the company has lowered its fiscal 2027 revenue guidance due to procurement delays and unfavorable customer award decisions.
SAIC Reports Preliminary Q4 and FY 2026 Financial Results, Updates FY 2027 Guidance Amid Procurement Delays
Science Applications International Corp. (SAIC) released preliminary unaudited financial results for Q4 and full year 2026, slightly below revenue expectations due to procurement delays and unfavorable award decisions. Despite this, adjusted EBITDA and free cash flow exceeded forecasts, driven by strong operational execution. For fiscal year 2027, SAIC updated its guidance, anticipating an organic revenue decline but projecting higher margins due to improved efficiencies, as the company shifts focus to more selective, technology-transforming opportunities.
SAIC (NASDAQ: SAIC) trims 2027 sales outlook but targets higher margins and cash
Science Applications International Corporation (SAIC) has revised its fiscal year 2027 revenue guidance downward to $7.0B–$7.2B from $7.35B–$7.55B, citing unfavorable recompete losses and market disruptions. Despite this, the company raised its adjusted EBITDA margin target for 2027 to 9.9%–10.1% and expects free cash flow above $600M, driven by cost efficiencies and a strategic shift towards Mission IT and Engineering. For fiscal year 2026, SAIC reported preliminary results showing stronger-than-expected profitability and cash flow, with adjusted EBITDA around $705M and free cash flow of $570M–$575M, even as revenue was slightly below guidance due to procurement delays and other disruptions.
SAIC pushes back on $1.4B award that went to Accenture
Science Applications International Corp. (SAIC) is challenging the U.S. Army Corps of Engineers' $1.4 billion contract award to Accenture Federal Services for the Castle-Net cybersecurity system. The five-year task order, awarded in mid-January through the Alliant 2 vehicle, is intended to modernize the corps' IT and cyber systems. SAIC filed its protest with the Government Accountability Office after participating in the Defense Department’s enhanced debriefing process, with a ruling expected by May 20.
SAIC pushes back on $1.4B award that went to Accenture
Science Applications International Corp. (SAIC) is challenging a $1.4 billion task order awarded to Accenture Federal Services for modernizing the Army Corps of Engineers' Castle-Net cybersecurity system. The five-year task order was issued through the Alliant 2 vehicle in mid-January, and SAIC filed its protest with the Government Accountability Office after receiving an enhanced debriefing from the Defense Department. The GAO is expected to issue a ruling on the challenge by May 20.
New York State Common Retirement Fund Sells 21,950 Shares of Science Applications International Co. $SAIC
The New York State Common Retirement Fund significantly reduced its stake in Science Applications International Co. (SAIC) by selling 21,950 shares, now holding 30,317 shares valued at approximately $3.01 million. This comes as other large institutional investors, like LSV Asset Management and Norges Bank, increased their positions. The company recently reported beats on quarterly EPS but saw a revenue decline, with analysts maintaining a "Hold" rating.
Allianz Asset Management GmbH Raises Stock Holdings in Science Applications International Co. $SAIC
Allianz Asset Management GmbH significantly increased its stake in Science Applications International (SAIC) by 76.2% in Q3 2025, bringing its total holdings to 219,655 shares valued at $21.83 million. This increase follows SAIC's strong quarterly earnings, which surpassed analyst expectations, and a positive FY2026 EPS guidance. The article also highlights insider buying by CEO James Reagan and affirms the company's dividend payout.
Is SAIC’s Contract Protest And ‘Mission Integration’ Pivot Altering The Investment Case For Science Applications International (SAIC)?
Science Applications International Corp (SAIC) recently protested a major U.S. Air Force contract award and is simultaneously realigning its operations around a "Mission Integration" approach. The article examines how these actions might influence SAIC's investment narrative, emphasizing that the core investment case remains tied to steady, contract-driven earnings and dividends rather than rapid growth. While the contract protest is seen as a tactical defense, the company's execution on new structures, leadership changes, and reliance on debt are identified as bigger factors impacting future contract wins and overall investment outlook.
Science Applications International (NASDAQ:SAIC) Lowered to "Hold" Rating by Zacks Research
Zacks Research has downgraded Science Applications International (NASDAQ:SAIC) from a "strong-buy" to a "hold" rating, contributing to a consensus "Moderate Buy" rating among analysts. The company's shares opened at $97.00 with a market capitalization of $4.38 billion and a P/E ratio of 12.40. SAIC recently reported strong quarterly earnings, beating estimates with an EPS of $2.58 and revenue of $1.87 billion.
Legal Challenge and Strategic Shift at Science Applications International Corp
Science Applications International Corp (SAIC) has initiated a legal challenge against the U.S. Air Force's decision to award a $450 million cloud computing contract to competitor Leidos Inc., alleging inadequate evaluation of performance risk. Concurrently, SAIC is implementing a "Mission Integration" strategy to accelerate the adoption of commercial technology for military applications. The outcome of the lawsuit and the company's strategic realignment are significant for its future growth, with financial results expected on March 16, 2026.
SAIC Drops Challenge to $450 Million Air Force Cloud Contract
Science Applications International Corp. (SAIC) has voluntarily dismissed its federal protest against the US Air Force's decision to award Leidos Inc. a $450 million cloud computing contract. SAIC indicated that its decision followed a review of the administrative record and was made out of consideration for the Air Force's mission. The protest, originally filed under seal, had claimed that Leidos' performance posed "significant performance risk."
Science Applications International (NASDAQ:SAIC) Stock Price Down 6.8% - What's Next?
Science Applications International (SAIC) saw its stock price drop 6.8% during mid-day trading to $102.65, with trading volume significantly below average. Despite this intraday decline, analysts maintain a "Buy" consensus rating for SAIC, with two "Strong Buy" and one "Hold" recommendation. The company recently reported strong earnings per share, exceeding analyst estimates, and has a market capitalization of $4.71 billion.
Zacks.com featured highlights include IPG Photonics, Ironwood and Science Applications
This article identifies four stocks, IPG Photonics (IPGP), Dollar General (DG), Ironwood Pharmaceuticals (IRWD), and Science Applications International (SAIC), that are trading near 52-week highs and are expected to continue their upward momentum. It argues against the common fear that stocks at 52-week highs are overpriced and highlights company-specific drivers such as strategic expansion, product innovation, strong operational momentum, and significant contract wins as reasons for their continued growth potential. The piece encourages investors to look beyond the high price and consider fundamental strengths and earnings growth prospects.
Y Intercept Hong Kong Ltd Purchases 48,359 Shares of Science Applications International Co. $SAIC
Y Intercept Hong Kong Ltd significantly increased its stake in Science Applications International Co. (SAIC) by 229.3%, acquiring an additional 48,359 shares to bring its total to 69,447 shares valued at approximately $6.90 million. This increase makes their holding about 0.15% of the company. Analysts generally maintain a "Hold" rating on SAIC, with an average price target of $117.70, although some, like Citigroup and JPMorgan, have recently raised their targets.
A Look At Science Applications International (SAIC) Valuation After Q3 2026 Earnings Beat And Undervalued Tech Label
Science Applications International (SAIC) reported Q3 2026 earnings that surpassed EPS estimates despite lower revenue, attributed to a government shutdown. The company is being considered an undervalued tech stock with a fair value of $113.38, slightly above its current trading price of $110.14. Its strategic focus on mission integration and digital transformation, along with a robust pipeline, positions it for long-term growth, though federal IT budgets and contract timing remain key factors.
How Backlog Growth Amid Flat Sales At Science Applications International (SAIC) Has Changed Its Investment Story
Science Applications International (SAIC) is facing mixed investor sentiment due to two years of sales declines and flat near-term revenue projections. Despite these demand concerns, a 6% increase in backlog and a 1.2x book-to-bill ratio suggest underlying contract momentum. This growth in backlog amidst cautious revenue trends is significantly altering SAIC's investment narrative, with analysts split on its fair value, and the company undergoing a major business reorganization and CEO search.
Interesting SAIC Put And Call Options For March 20th
New put and call options for Science Applications International Corp (SAIC) with a March 20th expiration have become available. BNK Invest highlights a $105.00 strike price put contract offering a potential 2.43% return if it expires worthless, and a $115.00 strike price call contract that could yield 7.61% if the stock is called away. Both options are out-of-the-money, with analytical data suggesting odds of expiring worthless at 65% for the put and 57% for the call.
Here’s What Wall Street Thinks About Science Applications International Corporation (SAIC)
Science Applications International Corporation (NASDAQ: SAIC) recently received a reaffirmed "Buy" rating from Citi with a raised price target of $133, while UBS reiterated a "Hold" rating with a $113 price target. Analysts noted SAIC's robust fiscal Q3 2026 backlog growth, despite a year-over-year revenue contraction attributed to a government shutdown. The company, a technology integrator for US government clients, delivered an EPS of $2.58, exceeding estimates.
Here's What Wall Street Thinks About Science Applications International Corporation (SAIC)
Wall Street analysts have mixed views on Science Applications International Corporation (SAIC). Citi maintained a Buy rating and raised its price target to $133 due to a positive outlook for the aerospace and defense sector, while UBS reiterated a Hold rating with a $113 target, acknowledging SAIC's performance improvement but noting a decline in funded backlog. The company surpassed EPS estimates in Q3 2026, though revenue fell year-over-year, partially attributed to a government shutdown.
Assessing Science Applications International (SAIC) Valuation After Recent Share Price Momentum Shift
Science Applications International (SAIC) has seen recent share price momentum with a 6.38% return over the past month, contrasting a 5.63% decline over the last year. Despite modest revenue and net income growth, a common valuation narrative suggests SAIC is undervalued by 4.7%, with a fair value of $113.38 against its current $108.06. This is driven by the company's strategic focus on high-growth capabilities and a strong project pipeline, though federal budget pressures pose potential risks to its valuation.
Science Applications International Co. $SAIC Shares Purchased by SG Americas Securities LLC
SG Americas Securities LLC significantly increased its stake in Science Applications International Co. (NYSE:SAIC) by 197.1% in the third quarter, bringing its total holdings to 20,768 shares worth $2.064 million. Several other hedge funds also adjusted their positions in SAIC, indicating institutional interest. The article also details SAIC's recent financial performance, including beating earnings estimates, announcing a quarterly dividend of $0.37 per share, and an insider stock purchase by CEO James Reagan.
Science Applications International (NASDAQ:SAIC) Shares Down 4.7% - What's Next?
Science Applications International (NASDAQ:SAIC) shares dropped 4.7% in mid-day trading with significantly lower than average volume. Despite the stock's downturn, analysts maintain a positive outlook, with two firms upgrading SAIC to "Strong Buy" and the company holding an average MarketBeat rating of "Buy." SAIC recently exceeded EPS estimates and reported $1.87 billion in revenue, boasting a market cap of $4.83 billion and a PE ratio of 13.7.
Science Applications International (NYSE:SAIC) Trading Down 5.4% - Here's Why
Science Applications International (NYSE:SAIC) saw its stock drop 5.4% in mid-day trading to $106.62, with trading volume significantly below average. This dip occurred despite the company beating EPS estimates for the last quarter and offering positive FY 2026 guidance. Analyst ratings are mixed, with a consensus "Hold" rating and a target price of $117.70, though some firms recently raised their targets.
SAIC: Citigroup Maintains 'Buy' Rating and Raises Price Target
Citigroup has reaffirmed its 'Buy' rating for Science Applications International (SAIC) and increased its price target from $122.00 to $133.00, reflecting continued confidence in the company. SAIC, a provider of technical, engineering, and IT services primarily to the U.S. government, has an average analyst price target of $119.61. Despite Citigroup's optimistic view, the consensus brokerage recommendation for SAIC remains "Hold" with an average of 2.8 from 11 firms.
SAIC: Citigroup Maintains 'Buy' Rating and Raises Price Target | SAIC Stock News
Citigroup has reaffirmed its 'Buy' rating for Science Applications International (SAIC) and increased its price target from $122.00 to $133.00, representing a 9.02% rise. This adjustment reflects Citigroup's sustained confidence in SAIC. The company, which primarily offers technical, engineering, and IT services to the U.S. government, has an average analyst target price of $119.61, indicating a 5.71% upside from its current price, while GuruFocus estimates a fair value of $129.56.
Science Applications International (NYSE:SAIC) Price Target Raised to $133.00
Citigroup has raised its price target for Science Applications International (SAIC) to $133.00, maintaining a "buy" rating, indicating a potential 17.4% upside. This follows SAIC's strong quarterly earnings, where it reported $2.58 EPS, significantly beating estimates, despite a slight revenue decline. The company has also issued optimistic FY2026 guidance, and CEO James Reagan recently demonstrated confidence through a 1,000-share purchase.
GovCIO loses GAO IT services recompete to SAIC
GovCIO lost its incumbent Technology Information Services (TIS) contract after the Government Accountability Office (GAO) upheld SAIC's lower-priced bid. Despite GovCIO's protests concerning technical evaluation and price realism, GAO found SAIC's proposal technically acceptable and that price realism evaluation was not required by the solicitation. This decision clears the way for SAIC to begin supporting GAO's IT services.
Ex-Dividend Reminder: Science Applications International, MSC Industrial Direct and ABM Industries
Science Applications International Corp (SAIC), MSC Industrial Direct Co Inc (MSM), and ABM Industries, Inc. (ABM) are scheduled to trade ex-dividend on January 14, 2026. This article details their upcoming quarterly dividend payouts and provides historical dividend charts for each company. It also highlights the estimated impact on their stock prices and their current annualized dividend yields.
GovCIO loses GAO IT services recompete to SAIC
GovCIO lost an incumbent IT services contract with the Government Accountability Office (GAO) after its protests against the award to Science Applications International Corp. (SAIC) were denied. GovCIO argued its proposal was improperly evaluated and SAIC's lower price was unrealistic, but GAO upheld its decision, clearing the way for SAIC to begin supporting the contract.
Science Applications International Corp’s financial stability threatened by heavy reliance on government contracts
This article reports on Science Applications International Corp (SAIC), highlighting that its significant dependence on U.S. government contracts poses a risk to its financial stability. The company's revenue is heavily tied to government spending and policy changes, making it vulnerable to budget cuts or shifts in strategic priorities. This reliance could impact SAIC's future financial performance and operational resilience.
Does Insider Buying at SAIC (SAIC) Quietly Reframe Its Cash Flow and Federal Demand Narrative?
An executive at Science Applications International Corporation (SAIC) recently purchased company shares, following a significant contract win by a competitor. This insider buying, alongside external contract momentum, is re-shaping the investment narrative for SAIC, focusing on its steady federal IT and defense demand, modernization efforts, and cash generation despite ongoing budget and competitive pressures. The article also touches on SAIC's recent business group restructuring and analyst forecasts for its revenue and earnings.
