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GOVT-CONTRACT ·Filed Aug 31, 2026

SAIC

Science Applications International Corp
NEUTRAL
Impact 2/10
Horizonmonths Processed2mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The modification is a routine option year exercise on an existing task order. Monitor for follow-on task orders or new awards under the TCLOUD vehicle to gauge growth in this Treasury relationship.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled: T+20d ⚠ clustered
SAIC ▲ +0.62% at T+20d
NEUTRAL call +0.62% · α vs SPY +0.50% · entry $126.78 → $127.56
Next anchor: T+60d in 24d
Latest observation: T+40 +11.81% FF3 residual α
Entry = T+0 close
Sep 1, 2026
via day close
T+1d
+0.32%
call +0.32% · α -0.13%
$127.18
settled 2mo ago
T+5d
-0.46%
call -0.46% · α -0.54%
$126.20
settled 8w ago
T+20d
+0.62%
call +0.62% · α +0.50%
$127.56
settled 5w ago
T+60d
Pending
in 24d

Price Chart

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Executive Summary

SAIC received a $28.6 million modification to its TCLOUD task order with the Department of the Treasury, funding Option Year 1A of the contract. The award is small relative to SAIC's annualized revenue of $7.6 billion, representing about 0.37%, and is a routine contract extension.

Key Financial Metrics

Action
Option exercised
Obligated
$28.6M
Agency
Department of the Treasury
Rev Impact
+0.4%

Key Facts

  • Modification P00031 to contract 2032H525F00053 obligates $28,581,052.41
  • Awarding agency: Department of the Treasury
  • Action: TCLOUD Task Order #6 Option Year 1A period of performance extension and full funding
  • Award amount is approximately 0.37% of SAIC's annualized revenue of $7.624 billion
  • SAIC's latest quarterly revenue (Q1 FY2026) was $1.906 billion

Financial Impact

$28.6 million modification, ~0.37% of annualized revenue

revenue

Risk Factors

  • Funding subject to annual appropriations and potential continuing resolutions
  • Modification is small relative to total revenue; no material impact on financials

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-2032H525F00053
27 reports for SAIC
Performance horizon
100% Hit rate @ T+60 4 of 4 directional calls Went positive at some point 4 of 5 best @ T+60▲ +21.73%Apr 20, 2026
Filters
Rows
Reports for SAIC, sortable and filterable
TypeNow
Oct 30, 2026
2d ago
Institutional Cluster
NEUTRAL ★ 2/10
$151.11awaiting T+60awaiting T+60$151.86 (+0.50%)
Oct 13, 2026
18d ago
8-K
NEUTRAL ★ 3/10
$131.57awaiting T+60awaiting T+60$151.86 (+15.42%)
Oct 5, 2026
27d ago
Press Release
NEUTRAL ★ 3/10
$126.90awaiting T+60awaiting T+60$151.86 (+19.67%)
Sep 30, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$126.30awaiting T+60awaiting T+60$151.86 (+20.24%)
Sep 16, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$133.65awaiting T+60awaiting T+60$151.86 (+13.63%)
Sep 3, 2026
8w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$126.75awaiting T+60awaiting T+60$151.86 (+19.81%)
Aug 31, 2026
8w ago
8-K
BULLISH ★ 7/10
$128.22awaiting T+60awaiting T+60$151.86 (+18.44%)
Aug 31, 2026
8w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$126.78awaiting T+60awaiting T+60$151.86 (+19.78%)
Aug 28, 2026
9w ago
Press Release
NEUTRAL ★ 2/10
$125.96awaiting T+60awaiting T+60$151.86 (+20.56%)
Aug 28, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$125.96awaiting T+60awaiting T+60$151.86 (+20.56%)
Showing 10 of 27

US Market Status

Market Closed · Opens Mon (18h 17m)

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Report published Aug 31, 2026