CACI

CACI International, Inc.BORDER

Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.

Current Price

$613.22

Market Cap

N/A

Scanner Status

Prioritypolicy-driven, not technical

Status

VerifiedTIER_1_14DCONTRACT

Winner Score

45 /100

Policy-catalyst strength, 0–100

Investment Thesis

Secured $500M SkyValor drone defense contract for Southern Border deployment

Expands beyond legacy IT into high-growth, full-rate production border security

Multiple technical signals firing in a RISK_ON regime favoring momentum

CACI offers the best asymmetric setup by combining a material $500M border security contract with an exceptionally strong technical setup. Its specialized drone defense pivot provides a high-growth tailwind that is distinct from its legacy IT business, perfectly aligning with our active thesis favoring government services.

Policy Rationale

The $500M SkyValor award represents a direct, high-growth border security tailwind that provides verifiable, accretive cash flow.

Technical Setup

CACI is flashing multiple bullish signals including a Golden Cross and sits just 10% below its 52w high, indicating strong momentum.

Key Risks

–Broader market rotation out of government IT

–Delays in border security funding or deployment

Competitive Field — considered, not selected

WLDN

The catalyst is an industry article rather than a direct, verifiable company award announcement.

STRL

The catalyst is a backward-looking earnings report rather than a net-new policy or contract announcement.

DCO

The $35M award is too small at just 1.4% of market cap to drive momentum.

Recent Performance History

145 total picks · 46% win (7d) · 51% win (30d) · 42% beat SPY (7d) · Full history →

Date	Ticker	Theme	Entry	Last	Gain/Loss	7d	30d	60d
2026-09-21	GEO	BORDER	$30.25	$31.76	+4.99%	N/A	N/A	N/A
2026-09-18	LEU	ENERGY	$145.23	$152.31	+4.88%	N/A	N/A	N/A
2026-09-17	BKSY	SPACE	$22.76	$23.19	+1.89%	N/A	N/A	N/A
2026-09-16	RGTI	RESHORING	$14.79	$16.52	+11.70%	N/A	N/A	N/A
2026-09-15	GEO	BORDER	$31.26	$31.76	+1.60%	+1.60%	N/A	N/A
2026-09-14	DRS	DEFENSE	$35.91	$37.06	+3.20%	+3.20%	N/A	N/A
2026-09-11	RGTI	RESHORING	$15.27	$16.52	+8.19%	+3.21%	N/A	N/A
2026-09-10	GEO	BORDER	$31.38	$31.76	+1.21%	-1.69%	N/A	N/A
2026-09-09	CACI	BORDER	$606.85	$613.22	+1.05%	+4.01%	N/A	N/A
2026-09-08	AGX	ENERGY	$436.78	$371.25	-15.00%	-11.00%	N/A	N/A
2026-09-04	BWXT	ENERGY	$157.59	$144.51	-8.30%	-4.74%	N/A	N/A
2026-09-03	BWXT	ENERGY	$160.25	$144.51	-9.82%	-4.84%	N/A	N/A
2026-09-02	BWXT	ENERGY	$155.67	$144.51	-7.17%	+0.67%	N/A	N/A
2026-09-01	BWXT	ENERGY	$161.54	$144.51	-10.54%	-0.70%	N/A	N/A
2026-08-31	BWXT	ENERGY	$152.29	$144.51	-5.11%	+5.33%	N/A	N/A

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