Here's What Makes CACI International Inc (CACI) a Compelling Investment
In its fourth quarter 2024 investor letter, River Road Mid Cap Value Fund emphasized stocks such as CACI International Inc (NYSE:CACI). CACI International Inc (NYSE:CACI) provides expertise and technology to enterprise and mission customers in support of national security in the intelligence, defense, and federal civilian sectors. The one-month return of CACI International Inc (NYSE:CACI) was 1.94%, and its shares gained 0.03% of their value over the last 52 weeks. On April 1, 2025, CACI International Inc (NYSE:CACI) stock closed at $369.90 per share with a market capitalization of $8.293 billion.
River Road Mid Cap Value Fund stated the following regarding CACI International Inc (NYSE:CACI) in its Q4 2024 investor letter:
"The largest new position added during the quarter was CACI International Inc (NYSE:CACI). CACI International Inc. (Cl A) (CACI) is a leading provider of expertise and technology services supporting national security missions and government modernization for intelligence, defense, and federal civilian customers. The Department of Defense accounts for 74% of revenues, with Federal Civilian Agencies contributing 21% and commercial customers the remaining 4%. In recent years, CACI has strategically shifted toward addressing complex technology challenges across the federal government while reducing its focus on basic professional services. Michael Daniels, former senior VP of SAIC, has served as chairman since January 2021, while John Mengucci has been president and CEO since June 2019.
An IT technician in an open office with stacks of servers in the background.
CACI International Inc (NYSE:CACI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held CACI International Inc (NYSE:CACI) at the end of the fourth quarter compared to 38 in the third quarter. While we acknowledge the potential of CACI International Inc (NYSE:CACI) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
We covered CACI International Inc (NYSE:CACI) in another article, where we shared the list of worst performing IT services stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q4 2024 page for more investor letters from hedge funds and other leading investors.
READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks.
Disclosure: None. This article is originally published at Insider Monkey.
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Politico
7 minutes ago
- Politico
Playbook PM: Can the US and EU avoid a trade war?
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New York Post
35 minutes ago
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Top GOP campaign committees dominate Dems in 2025 fundraising
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Newsweek
37 minutes ago
- Newsweek
Trump's Approval Rating Has 'Started To Drop More Quickly'—Nate Silver
Based on facts, either observed and verified firsthand by the reporter, or reported and verified from knowledgeable sources. Newsweek AI is in beta. Translations may contain inaccuracies—please refer to the original content. President Donald Trump's approval rating has "started to drop more quickly," pollster Nate Silver said. Writing on his Silver Bulletin website, Silver analyzed Trump's declining ratings and said the president's popularity had neared a low it reached in April. Why It Matters Trump's popularity has fluctuated in the first few months of his second administration and a few key policy issues, including tariff policy and the administration's handling of the Jeffrey Epstein case, have sowed the seeds of discontent among the American electorate. A sustained polling backlash could affect Trump's reputation and the Republican Party more generally ahead of the November 2026 midterms. President Donald Trump speaks during a dinner for Republican senators in the State Dining Room of the White House on July 18, 2025, in Washington. President Donald Trump speaks during a dinner for Republican senators in the State Dining Room of the White House on July 18, 2025, in Washington. AP Photo/Alex Brandon What To Know Silver, who founded 538, a website about opinion poll analysis, said that Trump's approval had declined "slowly [but steadily] since the beginning of July." However, in the last week, he said it "has started to drop more quickly." By aggregating various polls, Silver said Trump's approval rating was -6.9 on July 10 and had since fallen to -8.9, close to the lows of -9.7 it plunged to on April 29. This came around the time the president implemented tariffs on trading partners. Silver noted that Trump's approval rating is currently still around 7 points higher than it was during this point in his first term. His comments come amid other negative polling for the president. A survey conducted by The Economist/YouGov, conducted July 11-14, found that 55 percent of respondents disapprove of Trump's job performance, while 41 percent approve. Meanwhile, a Tyson Group poll, conducted June 25-26 among 1,027 U.S. adults, showed Trump at 45 percent approval and 51 percent disapproval. However, there are also signs of hope among some demographics. According to polling by The Economist/YouGov, the president has a net approval rating of +80 from conservatives. This is similar to the levels at the start of his second term. He has also gained traction among Gen X voters. What People Are Saying Thomas Whalen, an associate professor who teaches U.S. politics at Boston University, told Newsweek: "This is an indication of how the ongoing Epstein scandal is damaging Trump among MAGA voters along with popular frustration over the continued persistence of inflation in the general economy. The latter is showing signs of getting even worse due to Trump's tariff threats on longtime allies and trading partners. "This is particularly bad news for the president due to the unreasonably high expectations of the previous six months when Trump promised to solve most the nation's ills 'from day one' through strong executive action. "That hasn't happened and the day of political reckoning has finally arrived and Americans are apparently not happy with what they see. "Meanwhile, Democrats are licking their lips about probable gains in the 2026 midterms. "Not even John Roberts' Supreme Court will be able to bail out Trump politically this time." What Happens Next Trump's popularity will be tested when voters head to the polls for the midterm elections in November 2026.
