Science Applications stock rating reiterated at Buy by Stifel

Published 08/10/2025, 13:28
Science Applications stock rating reiterated at Buy by Stifel

Investing.com - Stifel has reiterated its Buy rating on Science Applications (NASDAQ:SAIC) with a price target of $128.00, according to a note published by the investment firm. The stock, currently trading at $101.22, appears undervalued according to InvestingPro analysis, with shares trading near their 52-week low of $94.68.

The firm maintained its positive outlook following meetings with SAIC’s CEO Toni Townes-Whitley, CFO Prabu Natarajan, and Investor Relations representative Joe Denardi in Boston.

Stifel noted that while SAIC management lacks "perfect clairvoyance in predicting the next act of the Washington circus," they are effectively managing controllable factors and expressed confidence in long-term business improvements.

The investment firm acknowledged that Science Applications might not benefit from near-term catalysts but suggested market expectations are low at "greater than 9x FCF," potentially underestimating the company’s value. For deeper insights into SAIC’s valuation and financial health metrics, InvestingPro subscribers have access to over 30 additional key indicators and exclusive analysis.

Stifel also expressed positive sentiment about SAIC’s recently announced $205 million acquisition of SilverEdge, concluding that they felt reassured about the company’s current outlook following the meetings.

In other recent news, Science Applications International Corp announced the closure of a $500 million senior notes offering, which will be used to repay outstanding indebtedness under its revolving credit facility. The company reported net proceeds of approximately $493 million from this offering. Additionally, Science Applications International Corp entered into an Eighth Amendment to its Third Amended and Restated Credit Agreement, establishing a new senior secured term loan A facility totaling $1.1 billion, with Citibank, N.A. acting as the administrative agent.

In analyst actions, JPMorgan downgraded Science Applications International from Overweight to Neutral, citing concerns over a weakening revenue outlook. The firm also reduced its price target for the company from $140.00 to $115.00. Meanwhile, Stifel maintained a Buy rating on the stock but lowered its price target slightly to $128.00, attributing the adjustment to ongoing market challenges. These developments reflect a period of strategic financial restructuring and adjustments in response to current market conditions.

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