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KTOS - Kratos Defense & Security Solutions, Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$109.58
DETAILS
HIGH:
$135.00
LOW:
$80.00
MEDIAN:
$110.00
CONSENSUS:
$109.58
UPSIDE:
95.05%
Stock News
How Is KTOS Strengthening Revenue Visibility Through Its Backlog?
Kratos Defense's $2.01 billion backlog, $1.46 billion funded, boosts revenue visibility, with 37% slated for fiscal 2026 and 25% for fiscal 2027.
The Pentagon's AI Pivot Supercharges Defense Stocks
The Department of Defense is aggressively reallocating capital away from legacy manned platforms in favor of autonomous artificial intelligence-driven tactical networks and high-altitude hypersonic tracking systems. Multi-hundred-million-dollar contract awards for next-generation uncrewed assets, combined with immediate software and hardware integration between legacy defense contractors and disruptive venture-backed defense technology firms, signal the onset of a structural procurement supercycle.
The Pentagon Has Decided It Has a Hypersonic Problem -- and the Process Discipline to Solve It Is Coming Out of the Commercial Sector
/PRNewswire/ -- Equity-Insider.com News Commentary - The Q1 2026 earnings cycle in defense and aerospace has been remarkably consistent on one point: demand
Ondas Pulls Forward OAS EBITDA Profitability Target: Can it Deliver?
ONDS compresses OAS adjusted EBITDA profitability timeline to Q1 2027 as margins improve, but rising costs and near-term losses raise questions on execution.
Is Kratos Defense & Security Solutions Inc (KTOS) Overvalued After 4.1% Rally? GF Value Says Overvalued
On May 18, 2026, Kratos Defense and Security Solutions Inc (KTOS) shares rose 4.1% to a current price of $54.22. Despite today's gain, the stock has faced signifi
Can Draganfly Capitalize on Surging Demand for Unmanned Systems?
DPRO expands its presence in defense drones through U.S. Army and Air Force deals as demand grows for mission-ready unmanned systems.
A Look at Kratos Defense & Security Solutions Inc (KTOS) After 5.0% Decline -- GF Value $27.31 vs Price $52.09
On May 15, 2026, Kratos Defense and Security Solutions Inc (KTOS) shares fell 5.0% to a current price of $52.09. This decline comes amid a broader downturn, with
How Is Kratos Defense Expanding Its Space Communications Business?
KTOS pushes deeper into space communications with software-based ground systems like OpenSpace, aiming for flexible, scalable control of complex satellite networks.
Kratos: Tough Reality For Modern Warfare
Kratos Defense & Security Solutions has experienced a 50% selloff despite strong demand signals and a robust bookings pipeline. The modern defense company reported Q1 '26 revenue of $371 million, up 22.6%, with a 1.6:1 book-to-bill ratio and a record $2 billion backlog. Despite a $14 billion opportunity pipeline and satellite business strength, Q2 '26 guidance predicts limited organic growth.
Kratos Defense Stock Slips 24.9% YTD: Should You Buy the Dip?
KTOS gains traction with major defense contracts and drone demand, but supply-chain pressures and weak ROE may keep new investors cautious.
Ondas to Report Q1 Earnings: How Should Investors Play the Stock?
ONDS heads into Q1 earnings with explosive revenue growth expectations, but mounting losses, execution risks and heavy M&A activity keep uncertainty high.
Kratos Defense: The Rise Of A Next-Gen Defense Prime
Kratos Defense & Security Solutions (KTOS) is upgraded to strong buy after a 50% stock decline despite Q1 earnings beat and raised guidance. KTOS's backlog reached $2 billion with a 1.6:1 book-to-bill ratio, and management projects double-digit organic growth for the next two years. Key growth drivers include hypersonics, Valkyrie drones, directed energy weapons, and a potential gas turbine contract.
Why Kratos Stock Dropped Again Today
Kratos beat earnings last week, but five analysts cut their price targets on the stock anyway. A sixth price target cut just dropped this morning.
Kratos Names Odon, Indiana as Home of New Hypersonic Test Facility
Once Complete, Kratos' Arc Jet and Laser Facility's Multi-Domain Test Capability is Expected to Accelerate Hypersonic Materials Development for Decades, Advancing U.S. Defense Infrastructure Once Complete, Kratos' Arc Jet and Laser Facility's Multi-Domain Test Capability is Expected to Accelerate Hypersonic Materials Development for Decades, Advancing U.S. Defense Infrastructure
Kratos Defense Q1 Earnings and Revenues Surpass Estimates
KTOS beats Q1 estimates as adjusted EPS rises to 16 cents, and revenues jump 22.6% to $371 million, with the backlog climbing to $1.635 billion.
Why Kratos Stock Just Dropped
Kratos keeps growing, keeps burning cash.
Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2026 Earnings Call Transcript
Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2026 Earnings Call Transcript
Kratos (KTOS) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Kratos (KTOS) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Kratos (KTOS) Beats Q1 Earnings and Revenue Estimates
Kratos (KTOS) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.12 per share a year ago.
Price Targets
Kratos Defense price target lowered to $80 from $85 at Jefferies
$80.00
(was $57.89)
Jefferies
Kratos Defense price target lowered to $80 from $100 at RBC Capital
$80.00
(was $59.42)
RBC Capital
Kratos Defense price target lowered to $82 from $95 at UBS
$82.00
(was $58.99)
Gavin Parsons
·
UBS
Kratos Defense price target lowered to $100 from $115 at BTIG
$100.00
(was $58.53)
Andre Madrid
·
BTIG
Kratos Defense price target raised to $130 from $125 at Canaccord
$130.00
(was $61.52)
Austin Moeller
·
Canaccord Genuity
Kratos Defense & Security (KTOS) Stock: Investors Should Be More Constructive, Says Analyst
$115.00
(was $90.03)
Colin Canfield
·
Cantor Fitzgerald
Kratos Defense price target raised to $115 from $95 at BTIG
$115.00
(was $94.31)
BTIG
Kratos Defense price target raised to $125 from $120 at Canaccord
$125.00
(was $94.31)
Austin Moeller
·
Canaccord Genuity
Kratos Defense initiated with a Neutral at UBS
$79.00
(was $91.97)
UBS
Kratos Defense price target raised to $130 from $90 at KeyBanc
$130.00
(was $118.06)
KeyBanc
Kratos Defense initiated with a Neutral at Piper Sandler
$99.00
(was $120.59)
Piper Sandler
Kratos Defense price target raised to $125 from $93 at Goldman Sachs
$125.00
(was $130.72)
Anthony Valentini
·
Goldman Sachs
Kratos Defense price target raised to $134 from $112 at Stifel
$134.00
(was $117.86)
Jonathan Siegmann
·
Stifel Nicolaus
Kratos Defense price target raised to $135 from $125 at Truist
$135.00
(was $104.04)
Truist Financial
Kratos Defense initiated with an Overweight at KeyBanc
$90.00
(was $71.40)
KeyBanc
B.Riley Upgrades Kratos Defense & Security (KTOS) to Buy
$105.00
(was $76.10)
Mike Crawford
·
B.Riley Financial
Kratos Defense initiated with a Neutral at BNP Paribas Exane
$80.00
(was $70.36)
BNP Paribas
Kratos Defense & Security (KTOS) PT Lowered to $85 at Jefferies
$85.00
(was $71.04)
Sheila Kahyaoglu
·
Jefferies
Kratos Defense price target raised to $125 from $78 at Truist
$125.00
(was $92.94)
Truist Financial
Kratos Defense price target raised to $112 from $70 at Stifel
$112.00
(was $95.30)
Stifel Nicolaus