Kratos Defense & Security Solutions, Inc.KTOSNASDAQ

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Overview Charts News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts lean bullish — 86% recommend buying.

Consensus Rating

Buy

21 analysts·High coverage

86%

Rating Distribution

Strong Buy

15%

Buy

1781%

Hold

314%

Sell

00%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see modest upside — consensus target 14% higher.

Bear Case

$80.00

-17%

Consensus

$109.55

+14%

Bull Case

$135.00

+40%

Price Range21 analysts

Low

Consensus

High

$80.00

$135.00

Current Target

Current Price

$96.16

Upside to Target

$13.39

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$0.78(12 analysts)

P/E837x

Current: 836.6x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+21.47%

EPS+36.06%

FY2028

Rev+14.82%

EPS+48.40%

FY2029

Rev+18.74%

EPS+19.05%

Earnings Surprises

Beat rate:100%(12/12 quarters)

Avg surprise:+45.6%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 28, 2026KeyBanc

Kratos Defense price target raised to $130 from $90 at KeyBanc

Target:$130.00

+10.1%from $118.06

Jan 21, 2026Piper Sandler

Kratos Defense initiated with a Neutral at Piper Sandler

Target:$99.00

-17.9%from $120.59

Jan 20, 2026Goldman Sachs

Kratos Defense price target raised to $125 from $93 at Goldman Sachs

Target:$125.00

-4.4%from $130.72

Jan 13, 2026Stifel Nicolaus

Kratos Defense price target raised to $134 from $112 at Stifel

Target:$134.00

+13.7%from $117.86

Jan 9, 2026Truist Financial

Kratos Defense price target raised to $135 from $125 at Truist

Target:$135.00

+29.8%from $104.04

Dec 18, 2025KeyBanc

Kratos Defense initiated with an Overweight at KeyBanc

Target:$90.00

+26.1%from $71.40

Dec 1, 2025B.Riley Financial

B.Riley Upgrades Kratos Defense & Security (KTOS) to Buy

Target:$105.00

+38.0%from $76.10

Nov 18, 2025BNP Paribas

Kratos Defense initiated with a Neutral at BNP Paribas Exane

Target:$80.00

+13.7%from $70.36

Nov 6, 2025Jefferies

Kratos Defense & Security (KTOS) PT Lowered to $85 at Jefferies

Target:$85.00

+19.7%from $71.04

Oct 15, 2025Truist Financial

Kratos Defense price target raised to $125 from $78 at Truist

Target:$125.00

+34.5%from $92.94

Oct 15, 2025Stifel Nicolaus

Kratos Defense price target raised to $112 from $70 at Stifel

Target:$112.00

+17.5%from $95.30

Oct 9, 2025Canaccord Genuity

Kratos Defense price target raised to $120 from $74 at Canaccord

Target:$120.00

+13.6%from $105.67

Oct 2, 2025JMP Securities

Kratos Defense price target raised to $105 from $70 at Citizens JMP

Target:$105.00

+13.0%from $92.96

Sep 26, 2025Robert W. Baird

Kratos Defense price target raised to $87 from $70 at Baird

Target:$87.00

+3.3%from $84.20

Aug 11, 2025Canaccord Genuity

Kratos Defense initiated with a Buy at Canaccord

Target:$74.00

+8.0%from $68.51

Jul 22, 2025JMP Securities

Kratos Defense & Security (KTOS) PT Raised to $70 at Citizens JMP

Target:$70.00

+19.1%from $58.78

Jul 3, 2025Stifel Nicolaus

Kratos Defense & Security (KTOS) PT Raised to $54 at Stifel

Target:$54.00

+21.2%from $44.57

Jun 23, 2025Stifel Nicolaus

Kratos Defense initiated with a Buy at Stifel

Target:$52.00

+19.2%from $43.63

Jan 6, 2025RBC Capital

Kratos Defense 'very well positioned' under Trump 2.0, says RBC Capital

Target:$27.00

-8.8%from $29.62

Oct 30, 2024B.Riley Financial

B.Riley Downgrades Kratos Defense & Security (KTOS) to Neutral

Target:$26.00

+7.5%from $24.19

Sep 23, 2024Robert W. Baird

Kratos Defense & Security (KTOS) PT Raised to $35 at Baird

Target:$35.00

+46.9%from $23.82

Jun 3, 2024RBC Capital

Kratos Defense & Security (KTOS) PT Raised to $24 at RBC Capital

Target:$24.00

+10.4%from $21.74

May 28, 2024JMP Securities

Kratos Defense initiated with an Outperform at JMP Securities

Target:$27.00

+25.3%from $21.54

Apr 26, 2024Raymond James

Raymond James Upgrades Kratos Defense & Security (KTOS) to Strong Buy

Target:$27.00

+56.2%from $17.28

Jul 25, 2021B.Riley Financial

Kratos Defense upgraded to Buy from Neutral at B. Riley

Target:$32.00

+17.2%from $27.30

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