SAIC
Science Applications InternatioSPACEReal policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Investment Thesis
Secured critical $54.9M integration contract for SDA's Tranche 3 space architecture
Positions SAIC as the essential engineering glue for next-gen military satellite networks
Trading 21 percent below its 52-week high provides an attractive risk-on entry point
SAIC offers a compelling asymmetric setup by providing the critical integration layer for the Space Development Agency's rapidly expanding satellite architecture. While the market focuses on hardware manufacturers, SAIC's $54.9M Tranche 3 award cements its recurring role in a major defense policy shift toward proliferated low-earth orbit constellations. With the stock trading 21.6% below its 52-week high and the broader market in a risk-on regime, this under-the-radar space play provides excellent momentum potential with limited downside.
The $54.9M SDA Tranche 3 award directly ties SAIC to the DoD's aggressive policy shift toward the Proliferated Warfighter Space Architecture (PWSA).
Trading 21.6% below its 52-week high, SAIC offers a de-risked entry point that can capitalize on the current risk-on market environment.
Recent Performance History
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | STRL | INFRA | $728.29 | $752.00 | +3.26% | N/A | N/A | N/A |
| 2026-05-18 | ABM | INFRA | $40.17 | $39.55 | -1.54% | N/A | N/A | N/A |
| 2026-05-15 | RDW | DEFENSE | $14.06 | $14.77 | +5.05% | N/A | N/A | N/A |
| 2026-05-14 | PSN | ENERGY | $51.15 | $51.65 | +0.98% | N/A | N/A | N/A |
| 2026-05-13 | RDW | SPACE | $11.46 | $14.77 | +28.88% | +28.88% | N/A | N/A |
| 2026-05-12 | TPC | ENERGY | $82.69 | $76.99 | -6.89% | -9.41% | N/A | N/A |
| 2026-05-11 | RDW | SPACE | $12.16 | $14.77 | +21.46% | +14.80% | N/A | N/A |
| 2026-05-08 | TPC | INFRA | $82.85 | $76.99 | -7.07% | -4.06% | N/A | N/A |
| 2026-05-07 | GVA | INFRA | $141.23 | $130.74 | -7.43% | -0.21% | N/A | N/A |
| 2026-05-06 | LUNR | SPACE | $26.33 | $33.67 | +27.88% | +35.51% | N/A | N/A |
| 2026-05-04 | LUNR | SPACE | $25.35 | $33.67 | +32.82% | +27.89% | N/A | N/A |
| 2026-05-01 | LUNR | SPACE | $25.62 | $33.67 | +31.42% | +13.08% | N/A | N/A |
| 2026-04-30 | DCO | DEFENSE | $141.93 | $143.20 | +0.89% | -2.95% | N/A | N/A |
| 2026-04-29 | TPC | INFRA | $86.04 | $76.99 | -10.52% | +11.66% | N/A | N/A |
| 2026-04-28 | ALMU | SPACE | $18.91 | $20.95 | +10.79% | +44.76% | N/A | N/A |