GOVT-CONTRACT ·Filed Sep 30, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
Monitor for follow-on task orders under the same BPA to gauge the full contract ceiling utilization. The award is too small to materially move SAIC's financials.
Latest settled — T+5d
SAIC ▲ +2.70% at T+5d
NEUTRAL call +2.70% · α vs SPY +1.40% · entry $126.30 → $129.71
Latest observation: T+16 +10.95% FF3 residual α
T+1d
-0.82%
call -0.82% · α -1.56%
$125.26
settled 25d ago
T+5d
+2.70%
call +2.70% · α +1.40%
$129.71
settled 19d ago
T+20d
Pending
in 2d
T+60d
Pending
in 2mo
Price Chart
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Executive Summary
SAIC received a $39.3M task order from the IRS under an existing BPA, representing a routine option-period exercise. The award is approximately 0.5% of annualized revenue and is consistent with SAIC's core IT services business.
Key Financial Metrics
Award Amount
$39.3M
Agency
Department of the Treasury
Contract Type
task_order
Rev Impact
+0.5%
Key Facts
- Award amount: $39,265,223.69
- Awarding agency: Department of the Treasury (IRS)
- Task order under existing single-award BPA No. 2032H5-23-A-00010
- Option period exercise, not a new contract
- Annualized revenue: $7.52B; award is ~0.5% of annual revenue
Financial Impact
$39.3M task order, approximately 0.5% of annualized revenue
revenue
Risk Factors
- Option period exercise implies no new competitive win; revenue visibility is limited to the option period
- Government funding risk under continuing resolutions could affect future task orders
Investment Themes
Software & IT
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-2099AC26F00075 |
26 reports for SAIC
100% Hit rate @ T+60 Went positive at some point 5 of 6 best @ T+60▲ +21.73%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 8-K | $131.57 | awaiting T+60 | — | $148.51 (+12.88%) |
Oct 5, 2026 21d ago | Press Release | $126.90 | awaiting T+60 | — | $148.51 (+17.03%) |
Sep 30, 2026 27d ago | GOVT-CONTRACT | $126.30 | awaiting T+60 | — | $148.51 (+17.59%) |
Sep 16, 2026 5w ago | GOVT-CONTRACT | $133.65 | awaiting T+60 | — | $148.51 (+11.12%) |
Sep 3, 2026 7w ago | GOVT-CONTRACT | $126.75 | awaiting T+60 | — | $148.51 (+17.17%) |
Aug 31, 2026 8w ago | 8-K | $128.22 | awaiting T+60 | — | $148.51 (+15.82%) |
Aug 31, 2026 8w ago | GOVT-CONTRACT | $126.78 | awaiting T+60 | — | $148.51 (+17.14%) |
Aug 28, 2026 8w ago | Press Release | $125.96 | awaiting T+60 | — | $148.51 (+17.90%) |
Aug 28, 2026 8w ago | 8-K | $125.96 | awaiting T+60 | — | $148.51 (+17.90%) |
Aug 10, 2026 11w ago | 8-K | $125.46 | awaiting T+60 | — | $148.51 (+18.37%) |
Showing 10 of 26
US Market Status
Market Closed — Opens Wed (10h 27m)
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