Monitor for additional task orders under the COBRA program and any follow-on awards that could expand SAIC's defense-related revenue stream. The modification is incremental but consistent with the company's growth trajectory.
Price Chart
Executive Summary
SAIC received a $70.7M contract modification from the GSA for the Collaborative Operations for Battlespace Resilient Architecture (COBRA) program. The award represents approximately 0.94% of annualized revenue, a notable but not transformative addition to the company's backlog.
Key Financial Metrics
Key Facts
- Modification P00014 to contract 47QFCA25F0032 valued at $70,687,271.6
- Awarded by the General Services Administration (GSA)
- Program: Collaborative Operations for Battlespace Resilient Architecture (COBRA)
- Represents ~0.94% of SAIC's annualized revenue of $7.52B
- Action date: September 16, 2026
- SAIC recently reported strong Q2 FY2027 earnings with raised guidance
Financial Impact
$70.7M modification, approximately 0.94% of annualized revenue
Risk Factors
- Government contract modifications are subject to funding availability and potential budget sequestration
- Execution risk on complex defense architecture programs
- Modification size is modest relative to total revenue — limited standalone impact
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-47QFCA25F0032 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 8-K | $131.57 | awaiting T+60 | — | $145.73 (+10.76%) |
Oct 5, 2026 21d ago | Press Release | $126.90 | awaiting T+60 | — | $145.73 (+14.84%) |
Sep 30, 2026 27d ago | GOVT-CONTRACT | $126.30 | awaiting T+60 | — | $145.73 (+15.38%) |
Sep 16, 2026 5w ago | GOVT-CONTRACT | $133.65 | awaiting T+60 | — | $145.73 (+9.04%) |
Sep 3, 2026 7w ago | GOVT-CONTRACT | $126.75 | awaiting T+60 | — | $145.73 (+14.97%) |
Aug 31, 2026 8w ago | 8-K | $128.22 | awaiting T+60 | — | $145.73 (+13.66%) |
Aug 31, 2026 8w ago | GOVT-CONTRACT | $126.78 | awaiting T+60 | — | $145.73 (+14.95%) |
Aug 28, 2026 8w ago | Press Release | $125.96 | awaiting T+60 | — | $145.73 (+15.70%) |
Aug 28, 2026 8w ago | 8-K | $125.96 | awaiting T+60 | — | $145.73 (+15.70%) |
Aug 10, 2026 11w ago | 8-K | $125.46 | awaiting T+60 | — | $145.73 (+16.16%) |
US Market Status
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