
KTOS Stock Forecast & Price Target
KTOS Analyst Ratings
Bulls say
Kratos Defense & Security Solutions Inc has demonstrated substantial financial growth, with its stock appreciating approximately 234% year-to-date, significantly outperforming both the S&P Aerospace & Defense ETF and the Russell 3000. The Unmanned Systems segment has exhibited impressive sales growth of 35.8% year-over-year, largely driven by increased Valkyrie deliveries to commercial customers, indicating a strong demand for its innovative offerings. Additionally, the company has raised its organic topline growth outlook for 2026 to between 15-20%, supported by anticipated increases in Valkyrie revenue, positioning it well for sustained growth and improved margins in the coming years.
Bears say
Kratos Defense & Security Solutions Inc faces several significant investment risks contributing to a negative outlook on its stock, including budget uncertainties within the federal government and a concerning large customer concentration risk. Investor insight is further limited by classified contracts, while competitive dynamics and geopolitical uncertainties pose additional challenges to the company’s market position. The assessment of the company’s valuation reveals that an 8x multiple on 2027 sales, although slightly above the peer average, may not sufficiently reflect the unproven market potential and the associated risks identified.
This aggregate rating is based on analysts' research of Kratos Defense & Security Solutions and is not a guaranteed prediction by Public.com or investment advice.
KTOS Analyst Forecast & Price Prediction
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