DASHBOARDCONTRACTORSSAIC
SAICDefence IT

Science Applications International

Technology integrator focused on enterprise IT modernization, digital transformation, and mission support for DoD, IC, and federal civilian agencies. Major Navy, Army, and Air Force IT contracts.

$218.40
$1.68 (+0.78%)

◆ KEY PROGRAMS

Navy Marine Corps Intranet (NMCI)Army vHUB CloudUSAF Digital EngineeringDHS Enterprise ITDARPA SBIR ProgramsGSA Multiple Award Schedules

◆ RECENT CONTRACTS

NMCI Follow-On Contract

US Navy · 2026-02-20
$7.7B

Army vHUB Phase 2

US Army · 2026-01-05
$1.2B

DHS Enterprise IT Support

DHS · 2025-12-08
$680M

◆ RELATED SIGNALS (14)

Better Defense Stock: Lockheed Martin vs. RTX

With global tensions rising, rising defense spending should provide a strong tailwind for these two companies.

Better Defense Stock: Lockheed Martin vs. RTX

With global tensions rising, rising defense spending should provide a strong tailwind for these two companies.

Should Boeing's Safety and Quality Issues Scare Away Investors?

Investors can't ignore Boeing's quality and safety track record. Some market observers say it merits scrutiny, while others believe the worst is behind the company.

Why Firefly Aerospace (FLY) Is Up 38.9% After Rapid VICTUS DIEM Launch Simulation Success

In March 2026, Firefly Aerospace supported Lockheed Martin and the U.S. Space Force’s VICTUS DIEM mission, helping complete a rapid payload processing exercise in under 12 hours and a full responsive launch simulation within 36 hours, alongside partners Space Safari and Space Launch Delta 30. This rapid-turnaround work reinforces Firefly’s role in tactically responsive space and defense missions, complementing its growing backlog and high-margin software contracts such as the US$372 million...

Pete Buttigieg Criticizes Trump Budget For Prioritizing Foreign Wars Over Domestic Needs, 'Making Life In America Even More Unaffordable'

Pete Buttigieg slams Trump's $500 Billion war budget, warns Americans face $3,700 per household while health, housing and education face cuts.

Jim Cramer on Boeing: “This Thing Is Going Up Much Higher, It’s Refreshed and Ready”

The Boeing Company (NYSE:BA) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. During the lightning round, a caller asked if they should add to their position in the stock, and Cramer replied: Yes, I think Boeing is going to be… one of […]

Pentagon Taps Boeing, Lockheed To Triple Critical Missile Output

Lockheed Martin Corp. shares moved higher on Wednesday after announcing a major defense production framework with the U.S. Defense Department. The Pentagon has outlined a long-term plan to ramp up Patriot Advanced Capability-3 (PAC-3) missile supply-chain capacity. The multi-year framework highlights increasing demand for defense technologies amid evolving geopolitical risks. Details The Department said it reached a "landmark framework agreement" with Boeing Company and Lockheed Martin to triple

Pentagon Taps Boeing, Lockheed To Triple Critical Missile Output

Lockheed Martin Corp. shares moved higher on Wednesday after announcing a major defense production framework with the U.S. Defense Department. The Pentagon has outlined a long-term plan to ramp up Patriot Advanced Capability-3 (PAC-3) missile supply-chain capacity. The multi-year framework highlights increasing demand for defense technologies amid evolving geopolitical risks. Details The Department said it reached a "landmark framework agreement" with Boeing Company and Lockheed Martin to triple

Boeing faces new threat as Iran war raises pressure

For Boeing, the current timing is painful. The plane maker is finally starting to put together something that is missing for a while now, momentum. Korean Air said on March 26 that it plans to buy 103 Boeing aircraft through 2039 in a deal valued at about $36.2 billion based on Boeing’s 2025 list ...

Assessing Northrop Grumman (NOC) Valuation After Artemis II Role And New Autonomous Systems Progress

Recent operational milestones at Northrop Grumman (NOC), from solid rocket booster support on NASA’s Artemis II mission to new autonomous aircraft trials and expanded weapons contracts, have pushed the stock further into focus for defense oriented investors. See our latest analysis for Northrop Grumman. Those Artemis II and autonomous systems headlines arrive at a time when Northrop Grumman’s share price has climbed to $702.50, with a 90 day share price return of 19.95% and a 1 year total...

RTX Expands F-35 Engine Role While Advancing Open Source Cyber Defense

RTX subsidiary BBN Technologies released Maude-HCS, an open-source toolkit for modeling and validating covert communication networks to support cyber defense efforts. Pratt & Whitney, another RTX unit, received a multibillion-dollar contract for F135 engine production tied to the F-35 Joint Strike Fighter program. For investors looking at NYSE:RTX, these updates add fresh context to a stock that last closed at $196.21 and has returned 69.9% over the past year and 180.3% over the past five...

Analysts See a 32% Upside in Boeing. Here's What Has to Go Right.

After a tough several years, at least all the pieces of the puzzle are on the table. Now the company just needs to put them together.

Is It Too Late To Consider Northrop Grumman (NOC) After Its 47% One Year Rally

Wondering if Northrop Grumman at around US$702.50 a share still offers value, or if most of the opportunity has already been priced in. The stock has returned 3.5% over the past week, while the 30 day return is a 5.1% decline, and the year-to-date return sits at 20.0% with a 47.0% return over 1 year, 57.0% over 3 years, and 124.0% over 5 years. Recent headlines have focused on Northrop Grumman's role as a large defense contractor, with investors paying close attention to contract activity...

Trump warns Iran '48 hours before all Hell will reign down,' while search for missing crew member intensifies

The U.S. military continued to search for a missing American airman on Saturday after an F-15E fighter jet was shot down over southwestern Iran.

◆ GEOPOLITICAL HEADWINDS (5)

Taiwan Strait: PLA Navy Conducts Largest Exercise Since 2024

SEV 9

Satellite imagery confirms 47-vessel PLA Navy exercise in Taiwan Strait with live-fire components. Japan raises alert level. US 7th Fleet repositions.

EU Expands Russia Sanctions — 14th Package Targets Defence Supply Chains

SEV 7

New EU sanctions package targets Russian microelectronics procurement networks. Secondary sanctions on third-country intermediaries.

Middle East: Houthi Anti-Ship Missile Hits Commercial Vessel

SEV 8

Greek-flagged tanker struck in Red Sea. USN Destroyer USS Laboon intercepts 2 additional missiles. Oil futures spike 2.1%.

DPRK Tests Hypersonic Glide Vehicle — 8th Launch This Year

SEV 7

North Korea launches HGV variant from mobile TEL. Trajectory indicates Mach 10+ terminal speed. Japan activates J-Alert.

US-China Chip Export Controls Tightened — ASML Restrictions Expanded

SEV 6

Commerce Dept expands entity list. ASML barred from servicing DUV systems in China. Beijing retaliates with rare earth export controls.

◆ FINANCIALS

Revenue$7.4B
Ebitda$640M
Backlog$22.1B
P/E Ratio14.8
Div Yield1.84%

◆ RISK FACTORS

Contract re-compete risk on NMCI
Fixed-price contract exposure
Cleared workforce hiring constraints
Revenue concentration in Navy

◆ MACRO CONTEXT

FOMC Holds Rates at 4.25-4.50% — Unanimous Decision

RATE DECISIONHAWKISH

Powell Press Conference: "Patient Approach Remains Appropriate"

SPEECHHAWKISH

Fed Governor Waller: Data Supports Holding Through Q3

SPEECHHAWKISH
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