Truist Financial Has Lowered Expectations for Science Applications International (NASDAQ:SAIC) Stock Price

Key Points

• Truist lowered its price target on Science Applications International to $95 (from $110) and kept a "hold" rating, implying only about a 0.9% upside from the current share price.
• Q4 results were mixed: SAIC beat EPS expectations ($2.62 vs. $1.79) but revenue fell ~4.8% YoY to $1.75B and slightly missed estimates, while management set a FY‑27 revenue target of $7.0–$7.2B and emphasized margin expansion.
• Analyst and market view remains neutral: The consensus rating is "Hold" (3 Buys, 7 Holds, 1 Sell) with an average price target of $113.89, and the stock trades near $94 with a $4.25B market cap.

Science Applications International (NASDAQ:SAIC - Get Free Report) had its target price decreased by analysts at Truist Financial from $110.00 to $95.00 in a research note issued on Tuesday,Benzinga reports. The brokerage presently has a "hold" rating on the stock. Truist Financial's price objective would suggest a potential upside of 0.90% from the company's current price.

Other research analysts have also issued reports about the stock. Zacks Research lowered shares of Science Applications International from a "strong-buy" rating to a "hold" rating in a research note on Monday, February 2nd. The Goldman Sachs Group lowered their target price on shares of Science Applications International from $94.00 to $82.00 and set a "sell" rating for the company in a report on Thursday, February 12th. JPMorgan Chase & Co. lifted their price target on shares of Science Applications International from $115.00 to $125.00 and gave the stock a "neutral" rating in a research note on Friday, December 5th. UBS Group upped their price target on shares of Science Applications International from $110.00 to $113.00 and gave the company a "neutral" rating in a report on Monday, December 8th. Finally, Citigroup increased their price objective on shares of Science Applications International from $122.00 to $133.00 and gave the stock a "buy" rating in a research report on Tuesday, January 13th. Three analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and an average price target of $113.89.

Science Applications International Trading Up 1.2%

Shares of NASDAQ:SAIC traded up $1.11 during trading on Tuesday, hitting $94.16. The company had a trading volume of 100,135 shares, compared to its average volume of 652,960. The stock has a market cap of $4.25 billion, a price-to-earnings ratio of 12.05 and a beta of 0.31. Science Applications International has a one year low of $81.08 and a one year high of $124.11. The company has a fifty day simple moving average of $98.17 and a two-hundred day simple moving average of $98.07. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.20 and a quick ratio of 1.20.

Science Applications International (NASDAQ:SAIC - Get Free Report) last released its earnings results on Monday, March 16th. The company reported $2.62 earnings per share for the quarter, beating the consensus estimate of $1.79 by $0.83. Science Applications International had a return on equity of 33.19% and a net margin of 5.05%.The firm had revenue of $1.75 billion for the quarter, compared to the consensus estimate of $1.78 billion. During the same quarter in the previous year, the company posted $2.57 EPS. The company's revenue for the quarter was down 4.8% compared to the same quarter last year.

Hedge Funds Weigh In On Science Applications International

A number of hedge funds have recently added to or reduced their stakes in the stock. Rockefeller Capital Management L.P. raised its stake in shares of Science Applications International by 4.2% during the fourth quarter. Rockefeller Capital Management L.P. now owns 4,659 shares of the company's stock valued at $469,000 after acquiring an additional 187 shares in the last quarter. River Road Asset Management LLC grew its stake in Science Applications International by 44.4% in the fourth quarter. River Road Asset Management LLC now owns 479,677 shares of the company's stock worth $48,284,000 after purchasing an additional 147,438 shares in the last quarter. Fuller & Thaler Asset Management Inc. increased its holdings in Science Applications International by 20.2% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 2,626,951 shares of the company's stock worth $264,429,000 after purchasing an additional 441,296 shares during the period. Empowered Funds LLC raised its position in Science Applications International by 6.1% during the 4th quarter. Empowered Funds LLC now owns 6,358 shares of the company's stock valued at $640,000 after purchasing an additional 368 shares in the last quarter. Finally, XTX Topco Ltd bought a new stake in Science Applications International during the 4th quarter valued at $914,000. 76.00% of the stock is currently owned by institutional investors.

Key Stories Impacting Science Applications International

Here are the key news stories impacting Science Applications International this week:

• Positive Sentiment: Q4 EPS materially beat expectations — SAIC reported $2.62/share, comfortably above Street consensus, supporting upside to near‑term stock sentiment. Read More.
• Positive Sentiment: Management set a FY‑27 revenue target of $7.0B–$7.2B and reiterated actions to sharpen the portfolio and expand margins, giving investors a clear growth/efficiency roadmap. Read More.
• Positive Sentiment: Management emphasized margin stability and profitability metrics (ROE ~33%) despite revenue headwinds, which helps justify valuation on earnings strength. Read More.
• Positive Sentiment: Market reacted favorably to the print and commentary — multiple outlets report the stock trading higher after the release, reflecting investor focus on the beat and guidance. Read More.
• Neutral Sentiment: Full earnings materials and the Q&A transcript are available for deeper read — useful for investors wanting details on contract timing, backlog and margin drivers. Read More.
• Negative Sentiment: Revenue missed/was pressured — Q4 sales were ~$1.75B, down ~4.8% YoY and slightly below some analyst estimates, highlighting near‑term top‑line weakness. Read More.
• Negative Sentiment: Operational headwinds: management cited a government shutdown impact and weakness in enterprise IT as contributors to the sales decline — risks to near‑term growth and visibility. Read More.

About Science Applications International

Science Applications International Corp. (SAIC) is a leading provider of technical, engineering, and enterprise IT services to the U.S. government, including the Department of Defense, the intelligence community, and civilian agencies. The company's core offerings encompass systems engineering and integration, mission support, cybersecurity, data analytics, and cloud solutions. SAIC's work spans the full program lifecycle, from research and development to deployment and sustainment, addressing complex defense, space, and national security challenges.

Founded in 1969 by J.

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