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KTOS Stock Forecast: Kratos Defense & Security Solutions, Inc. Price Predictions for 2026-2027

Last close, 5 Nov 2026
$33
−7.15% on the day

The 25 Wall Street analysts covering Kratos Defense & Security Solutions, Inc. hold a median 12-month price target of $85 — +154.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 28 of 100 as at 5 Nov 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$6.3B
Ticker Nerd rank
28/ 100
Median analyst target
$85
Analysts covering
25
Revenue$458.8M+30.5% y/y
Operating income−$800K
Net income$4.4M
Free cash flow−$28.2M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−23.4%
1M
−20.5%
YTD
−56.0%
1Y
−56.9%
From 52W high
−74.5%
From 52W low
0.0%
$33
$131
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

KTOS stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Kratos Defense & Security Solutions, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 5 Nov 2026
28/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
71
Growth
62
Issuance
59
Quality
47
Value
38
Volatility
35
Size
20
Accruals
17
Momentum
11

Revisions (71): Analysts have, on balance, been raising their forecasts.

Momentum (11): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

KTOS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on KTOS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$40$60$80$100$120$140$160Jan 26Apr 26Jul 26Oct 26KTOSHigh $150Median $85Low $50

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says25 analysts
24 Buy1 Hold0 Sell
Low $50Median $85High $150

The green dot is the last close — the median target sits +154.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 7 moved it down.

DateFirmActionRatingTarget
2 Nov 2026KeybancMaintainsOverweight$130 → $75
30 Oct 2026B. Riley SecuritiesMaintainsBuy$128 → $91
28 Oct 2026RBC CapitalMaintainsOutperform$80 → $55
23 Oct 2026Piper SandlerMaintainsOverweight—
23 Oct 2026Piper SandlerMaintainsOverweight$75 → $61
22 Oct 2026OppenheimerInitiatesOutperform—
22 Oct 2026OppenheimerInitiatesOutperform$50
19 Oct 2026CitizensMaintainsMarket Outperform—
19 Oct 2026CitizensMaintainsMarket Outperform$105 → $70
16 Oct 2026MacquarieInitiatesOutperform—
16 Oct 2026MacquarieInitiatesOutperform$70
12 Oct 2026Goldman SachsMaintainsBuy$88 → $77
12 Oct 2026Goldman SachsMaintainsBuy—
9 Oct 2026BarclaysInitiatesOverweight$90
9 Oct 2026BarclaysInitiatesOverweight—
6 Oct 2026Rothschild & CoInitiatesBuy—
1 Oct 2026JefferiesMaintainsBuy$80 → $68
1 Oct 2026JefferiesMaintainsBuy—
15 Sept 2026GuggenheimInitiatesBuy—
15 Sept 2026GuggenheimInitiatesBuy$74

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

KTOS appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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    VRTCEGGEVVST

Performance

KTOS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 5 Nov 2026, Kratos Defense & Security Solutions, Inc. returned −56.9% against +9.3% for the S&P 500, dividends included.

KTOS vs S&P 500, last 12 monthsTotal return, rebased to 100
50100150Jan 26Apr 26Jul 26Oct 26KTOSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

KTOS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
+5.8%
Analysts raising
11
Analysts cutting
3
Fundamentals

Kratos Defense & Security Solutions, Inc. (KTOS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
196.4×

Cheaper than 3% of US stocks

Price / sales
4.1×

Cheaper than 28% of US stocks

Price / book
1.8×

Cheaper than 45% of US stocks

EV / EBITDA
63.3×

Cheaper than 3% of US stocks

Growth & margins
Revenue growth (YoY)
30.5%

Higher than 78% of US stocks

Earnings growth (YoY)
51.7%

Higher than 76% of US stocks

Gross margin
21.8%

Higher than 23% of US stocks

Operating margin
−0.2%

Higher than 31% of US stocks

Net margin
2.0%

Higher than 52% of US stocks

Returns & dividend
Return on equity
1.1%

Higher than 45% of US stocks

Return on assets
0.4%

Higher than 46% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Kratos Defense & Security Solutions, Inc. (KTOS) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Kratos Defense & Security Solutions, Inc. has a market value of $6.3B and an enterprise value of $5.5B.

  • Revenue in the twelve months to 30 June 2026: $1.5B. The latest quarter grew 30.5% year on year.

  • Net income over the same four quarters: $30.9M, a 2.0% net margin.

  • Diluted earnings per share, trailing twelve months: $0.17.

  • Free cash flow in the twelve months to 30 June 2026: −$128.9M, after $89.3M of capital spending.

  • Shares outstanding: 187.6M.

  • Trailing P/E: 196.4×; forward P/E: 29.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • Kratos Defense & Security Solutions, Inc. employs 4,300 people — $354K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 6 Nov 2026

Data provided by Twelve Data

Peers

KTOS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAerospace & Defense
CompanyMarket capTKN rank
KTOSKratos Defense & Security Solutions, Inc.$6.3B28
HXLHexcel Corp.$6.1B77
LOARLoar Holdings, Inc.$6.8B40
BETABETA Technologies, Inc.$5.7B7
AVAVAeroVironment, Inc.$5.2B33
VSECVSE Corp.$4.7B35
SAROStandardAero, Inc.$8.4B59

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Kratos Defense & Security Solutions, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest KTOS news & analysis

Kratos Sales Up 36%, Free Cash Flow Negative: Rapid Earnings Reaction

The Motley Fool · 6 Nov 2026neutral

Kratos reported sales growth of 36%, with orders exceeding sales by more than two times and backlog rising to $2.65 billion. GAAP operating income turned to a loss, while adjusted EBITDA increased and free cash flow was negative.

Why it matters — The report highlights strong order and backlog growth alongside losses and negative free cash flow, offering KTOS watchers a mixed view of performance.

Kratos Defense & Security Solutions Q3 Earnings Call Highlights

MarketBeat · 6 Nov 2026positive

Kratos Defense & Security Solutions reported third-quarter 2026 revenue growth of 35.7% and issued an initial 2027 revenue forecast of $2.1 billion to $2.2 billion. The company said demand increased across its defense technology businesses.

Why it matters — The results and forecast provide KTOS watchers with updates on recent revenue growth, expected 2027 revenue, and demand across its businesses.

Kratos (KTOS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Zacks Investment Research · 6 Nov 2026neutral

Zacks Investment Research says Kratos’s Q3 revenue and EPS provide a view of its performance for the quarter ended September 2026, and highlights comparing key metrics with Wall Street estimates and year-ago figures.

Why it matters — Those comparisons offer KTOS watchers additional context on quarterly performance beyond revenue and EPS.

Kratos (KTOS) Q3 Earnings Beat Estimates

Zacks Investment Research · 5 Nov 2026positive

Kratos reported third-quarter earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.21. Earnings were $0.14 per share in the year-ago quarter.

Why it matters — KTOS watchers may note the earnings beat and the increase from the prior-year quarter.

Kratos Defense Beats Q3 Expectations, Lifts 2026 Outlook

Benzinga · 5 Nov 2026positive

Kratos Defense reported third-quarter financial results after Thursday’s market close. The headline says the company beat Q3 expectations and raised its 2026 outlook, but the excerpt provides no further details.

Why it matters — KTOS watchers may want to note the reported quarterly beat and higher 2026 outlook.

FAQ

Frequently asked questions about KTOS stock

What is the KTOS stock price forecast for 2026-2027?

The 25 Wall Street analysts covering Kratos Defense & Security Solutions, Inc. have a median 12-month price target of $85, with estimates ranging from $50 to $150. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is KTOS stock a buy right now?

Of the 25 analysts covering Kratos Defense & Security Solutions, Inc., 24 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Kratos Defense & Security Solutions, Inc. 28 out of 100 across roughly 4,600 US stocks as at 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank KTOS?

As at 5 Nov 2026, Kratos Defense & Security Solutions, Inc. ranks 28 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (71 of 100).

Will KTOS stock go up?

No one can know that. What the data says: the median 12-month target from 25 analysts implies +154.6% from the last close, and Ticker Nerd's factor model ranks Kratos Defense & Security Solutions, Inc. 28 out of 100 as at 5 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the KTOS stock forecast for 2030?

No analyst covering Kratos Defense & Security Solutions, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KTOS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $50 to $150 over the next 12 months.

How has KTOS stock performed over the past year?

Kratos Defense & Security Solutions, Inc. returned -56.9% over the 12 months to 5 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Kratos Defense & Security Solutions, Inc. do?

Kratos Defense & Security Solutions, Inc. is a technology and defense company that develops and delivers mission-critical products, systems, and software for national security, defense, and select commercial markets.

What is the latest news on KTOS?

The most recent item we track (The Motley Fool, 6 Nov 2026): "Kratos Sales Up 36%, Free Cash Flow Negative: Rapid Earnings Reaction". Kratos reported sales growth of 36%, with orders exceeding sales by more than two times and backlog rising to $2.65 billion. GAAP operating income turned to a loss, while adjusted EBITDA increased and free cash flow was negative.

Company

About Kratos Defense & Security Solutions, Inc.

Kratos Defense & Security Solutions, Inc. is a technology and defense company that develops and delivers mission-critical products, systems, and software for national security, defense, and select commercial markets. The company focuses on advanced unmanned systems, satellite and space communications, microwave electronics, cyber, training, propulsion, and hypersonic-related technologies. Its business is organized around Kratos Government Solutions and Unmanned Systems, serving customers that require specialized capabilities in command and control, electronic warfare support, and autonomous platforms. Kratos Defense & Security Solutions, Inc. plays a notable role in the aerospace and defense market by supplying differentiated technologies designed for military, government, and allied applications.

CEO Mr. Eric M. DeMarco · 4,300 employees · United States · https://www.kratosdefense.com