Analyst Price Target News: CACI, Deckers - October 25th, 2025

CACI price target news dominated this week’s analyst activity. The analyst moves and target changes are documented below.

This week’s analyst activity centred on two earnings-driven stories. CACI International reported strong Q1 fiscal 2026 results with 11.2% revenue growth and $5 billion in new contract awards, prompting broad analyst price target increases. Deckers Brands beat Q2 FY2026 estimates but trimmed its full-year sales outlook, triggering a round of analyst cuts.

By: Matthew Otto

CACI Reports Q1 2026 Results with 11.2% Revenue Growth and $5B in Contract Awards

CACI International reported fiscal first-quarter 2026 revenue of $2.29 billion, an 11.2% increase from $2.06 billion in the same period last year, and above the consensus estimate of $2.26 billion. Earnings per share came in at $6.85, exceeding analyst expectations of $6.14 by $0.71.

Net income rose to $124.8 million, up 3.9% year-over-year, while operating income grew 18% to $212.3 million. CACI reported EBITDA of $268.6 million, representing a 24.4% increase and an 11.7% margin. Operating cash flow, excluding receivables transactions, reached $160 million, up 162.8% from the prior year, while free cash flow climbed 189.4% to $143 million.

Contract awards for the quarter totaled $5 billion, a 49.7% increase from $3.34 billion in the prior year, with about 60% representing new business. Key awards included a $548 million Department of Defense task order for testing electromagnetic spectrum technologies, a $423 million Intelligence Community contract for software-defined solutions, and a $315 million U.S. Customs and Border Protection extension. Backlog reached $33.9 billion, up 4.6% year-over-year, while funded backlog rose 25.6% to $5.4 billion.

For fiscal year 2026, CACI expects earnings per share between $27.13 and $28.03, compared with analyst expectations of $28.03, and revenue in the range of $9.2 billion to $9.4 billion, in line with the consensus estimate of $9.35 billion.

Analysts Raise Price Targets on CACI, Averaging a 12.4% Increase

Truist Securities analyst Tobey Sommer reiterated a Buy rating and raised the price target from $575 to $600.
TD Cowen analyst Gautam Khanna maintained a Buy stance while lifting the price target from $550 to $620.
UBS analyst Gavin Parsons kept a Buy rating but boosted the price target from $639 to $759.

Which Analyst has the best track record to show on CACI?

Analyst Brian Gesuale (RAYMOND JAMES) currently has the highest performing score on CACI with 7/7 (100%) price target fulfillment ratio. His price targets carry an average of $68.36 (16.21%) potential upside. CACI International stock price reaches these price targets on average within 146 days.

Deckers Brands Q2 FY2026 Earnings Beat Estimates, Full-Year Sales Outlook Trimmed

Deckers Brands reported fiscal second-quarter 2026 revenue of $1.43 billion, an increase of 9% from $1.31 billion a year earlier and slightly ahead of the consensus estimate of $1.42 billion. Quarterly diluted earnings per share (EPS) rose 14% to $1.82, exceeding analyst expectations of $1.58 by $0.24.

Growth was led by the company’s two largest brands—HOKA, which posted an 11.1% sales increase to $634.1 million, and UGG, which grew 10.1% to $759.6 million. Other brands declined 26.5% to $37.2 million, reflecting the wind-down of Koolaburra operations. Wholesale sales increased 13.4% to $1.04 billion, while direct-to-consumer sales slipped 0.8% to $394.6 million.

International sales grew 29.3% to $591.3 million, partially offsetting a 1.7% decline in domestic sales. Gross margin improved slightly to 56.2%, while operating income rose to $326.5 million from $305.1 million in the prior-year quarter.

For the fiscal year ending March 31, 2026, Deckers expects earnings per share in the range of $6.3 to $6.39, compared with the consensus estimate of $6.33. Revenue is projected to reach approximately $5.35 billion, below Wall Street’s forecast of $5.46 billion.

HOKA’s sales are expected to grow by a low-teens percentage, down from 24% last year, while UGG’s growth is forecast at a low-to-mid single-digit rate following a 13% increase in fiscal 2025. The company anticipates a gross margin of roughly 56%, SG&A expenses near 34.5% of sales, and an operating margin around 21.5%. Tariff costs are projected at about $150 million this fiscal year.

Analysts Cut Deckers Price Targets by an Average of 17% Following Q2 FY2026 Results

Goldman Sachs analyst Brooke Roach maintained a Sell rating and cut the price target from $92 to $81.
Truist Securities analyst Joseph Civello maintained a Buy rating yet reduced the price target from $145 to $105.
TD Cowen analyst John Kernan kept a Buy rating but trimmed the price target from $125 to $124.

Which Analyst has the best track record to show on DECK?

Analyst Ike Boruchow (WELLS FARGO) currently has the highest performing score on DECK with 8/10 (80%) price target fulfillment ratio. His price targets carry an average of $-16.85 (-14.42%) potential downside. Deckers Brands stock price reaches these price targets on average within 26 days.

FirstService Reports Revenue Growth and EPS Increase in Q3 2025

FirstService Corporation reported earnings of $1.76 per share for the fourth quarter ended September 30, 2025, matching analyst expectations. Quarterly revenue reached $1.45 billion, slightly below the consensus estimate of $1.47 billion. This represented a 4% increase from the same period last year. Operating income for the quarter was $115.6 million, compared with $125.9 million a year earlier, while net income per share declined to $1.24 from $1.34.

For the nine-month period, total revenue rose 7% year-over-year to $4.11 billion. Operating income stood at $252.2 million, up from $247.9 million in the prior year, while earnings per share increased to $2.32 from $2.26.

By segment, the Residential division continued to perform well, with quarterly revenue of $605.4 million, an 8% increase from last year, supported by roughly 5% organic growth and new client contracts. Operating earnings in this segment rose 13% to $66.4 million, reflecting efficiency gains.

The Brands division reported revenue of $842.1 million, up 1% from the prior year, though organic revenue decreased 4% due to slower restoration and roofing activity. Operating earnings in the Brands division were $102.1 million, compared with $105.8 million a year earlier.

Analysts Upgrade FirstService Despite Lower Price Targets, Reflecting Average 3.4% Cut

TD Securities analyst Daryl Young upgraded from Hold to Buy, though trimmed the price target from $214 to $213.
Scotiabank analyst Himanshu Gupta raised from Sector Perform to Sector Outperform, yet reduced the price target from $220 to $205.

Which Analyst has the best track record to show on FSV?

Analyst Daryl Young (TD SECURITIES) currently has the highest performing score on FSV with 5/7 (71.43%) price target fulfillment ratio. His price targets carry an average of $11.21 (5.61%) potential upside. FirstService Corporation stock price reaches these price targets on average within 192 days.

Daily Stock Analysts Top Price Moves Snapshot

Analyst views on the CACI price target are documented below with each revision, rating, and date.

Track the full CACI price target history and analyst accuracy records on AnaChart.