Key Takeaways
- • SAIC Q1 FY2027 earnings release scheduled for June 1, 2026 before market open, with analyst expectations for revenue of approximately $1.9 billion and earnings per share of $2.28.
- • Insider buying signals confidence: four executives purchased $330,023 in aggregate SAIC stock over the past six months, with no insider sales recorded, including CFO Prabu Natarajan's 2,000-share purchase and Interim CEO James Reagan's 1,000-share acquisition.
- • Institutional investor sentiment remains mixed: 168 hedge funds and institutional investors added SAIC shares in the most recent quarter while 279 decreased positions, signaling divided conviction among large asset managers.
- • Revenue declined 5.57% year-over-year in Q3 2026 to $1.9 billion, indicating near-term operational headwinds despite the company's $7.3 billion annual revenue base.
- • FMR LLC (Fidelity) executed a significant position reduction, removing 860,151 shares, representing one of the largest institutional moves in recent trading activity.
Summary
Science Applications International Corporation (SAIC), the Reston, Virginia-based defense and IT contractor, is preparing to report first quarter fiscal year 2027 earnings on June 1, 2026. Sell-side analysts have established consensus expectations for quarterly revenue of approximately $1.9 billion and earnings per share of $2.28, according to Finnhub data cited by Quiver Quantitative.
Recent insider trading activity demonstrates noteworthy accumulation by senior management. Over the past six months, SAIC insiders have executed five open-market transactions—all purchases, with zero sales. CFO Prabu Natarajan acquired 2,000 shares for an estimated $200,976, while Interim CEO James Reagan purchased 1,000 shares valued at approximately $100,165. Additional purchases by EVP of Civilian Operations Srinivas Attili (200 shares, $19,861) and EVP General Counsel Hilary Hageman (100 shares, $10,021) collectively indicate management confidence in the equity at current valuations, totaling approximately $330,023 in insider accumulation.
Institutional investor positioning reflects mixed conviction. In the most recent quarter, 168 institutional investors increased their SAIC holdings while 279 reduced positions, suggesting divergent views on near-term prospects. Notably, FMR LLC (Fidelity Investments) executed a substantial position reduction, removing 860,151 shares, marking one of the most significant institutional moves in recent periods.
Financial performance has softened in recent quarters. SAIC reported Q3 2026 revenues of $1.9 billion, representing a 5.57% decline from the equivalent period in the prior year. This contraction occurs against the company's broader $7.3 billion annual revenue base, indicating sector-specific or execution-related pressures that warrant investor scrutiny ahead of the June 1 earnings announcement.
Recent insider trading activity demonstrates noteworthy accumulation by senior management. Over the past six months, SAIC insiders have executed five open-market transactions—all purchases, with zero sales. CFO Prabu Natarajan acquired 2,000 shares for an estimated $200,976, while Interim CEO James Reagan purchased 1,000 shares valued at approximately $100,165. Additional purchases by EVP of Civilian Operations Srinivas Attili (200 shares, $19,861) and EVP General Counsel Hilary Hageman (100 shares, $10,021) collectively indicate management confidence in the equity at current valuations, totaling approximately $330,023 in insider accumulation.
Institutional investor positioning reflects mixed conviction. In the most recent quarter, 168 institutional investors increased their SAIC holdings while 279 reduced positions, suggesting divergent views on near-term prospects. Notably, FMR LLC (Fidelity Investments) executed a substantial position reduction, removing 860,151 shares, marking one of the most significant institutional moves in recent periods.
Financial performance has softened in recent quarters. SAIC reported Q3 2026 revenues of $1.9 billion, representing a 5.57% decline from the equivalent period in the prior year. This contraction occurs against the company's broader $7.3 billion annual revenue base, indicating sector-specific or execution-related pressures that warrant investor scrutiny ahead of the June 1 earnings announcement.
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