Goldman Sachs double upgrades this 'best positioned' defense stock
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最新报道：Goldman Sachs upgraded CACI International from sell to buy, raising its price target to $544 from $407, citing 14% upside potential. Analyst Noah Poponak highlighted CACI as the "best positioned company" in IT under the Trump administration, noting its cheaper valuation and expected medium-term growth outpacing peers. The firm has shifted focus to advanced tech products in signals intelligence, electronic warfare, and space, which Goldman believes will drive business wins and reduce contract cancellation risks. CACI shares have risen over 18% in 2025.
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