KTOSIndustrials · Aerospace & DefenseThe 22 Wall Street analysts covering Kratos Defense & Security Solutions, Inc. hold a median 12-month price target of $102 — +143.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 6 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (88): Analysts have, on balance, been raising their forecasts.
Accruals (17): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (17): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on KTOS, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +143.2% from it.
Of the 20 most recent actions, 2 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Oct 2026 | Rothschild & Co | Initiates | Buy | $70 |
| 1 Oct 2026 | Jefferies | Maintains | Buy | $80 → $68 |
| 15 Sept 2026 | Guggenheim | Initiates | Buy | — |
| 15 Sept 2026 | Guggenheim | Initiates | Buy | $74 |
| 13 Aug 2026 | Truist Securities | Maintains | Buy | $135 → $104 |
| 13 Aug 2026 | Truist Securities | Maintains | Buy | — |
| 6 Aug 2026 | Canaccord Genuity | Maintains | Buy | $130 → $135 |
| 6 Aug 2026 | Canaccord Genuity | Maintains | Buy | — |
| 6 Aug 2026 | Stifel | Maintains | Buy | $134 → $115 |
| 6 Aug 2026 | Stifel | Maintains | Buy | — |
| 5 Aug 2026 | BTIG | Maintains | Buy | $100 → $104 |
| 5 Aug 2026 | BTIG | Maintains | Buy | — |
| 5 Aug 2026 | Piper Sandler | Upgrade | Overweight | $75 |
| 5 Aug 2026 | Piper Sandler | Upgrade | Overweight | — |
| 4 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | $115 → $100 |
| 4 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 14 July 2026 | Goldman Sachs | Maintains | Buy | — |
| 14 July 2026 | Goldman Sachs | Maintains | Buy | $100 → $89 |
| 8 July 2026 | Jefferies | Reiterates | Buy | $80 |
| 8 July 2026 | Jefferies | Reiterates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. KTOS appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 7 Oct 2026, Kratos Defense & Security Solutions, Inc. returned −59.6% against +17.7% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 3% of US stocks
Cheaper than 23% of US stocks
Cheaper than 39% of US stocks
Cheaper than 3% of US stocks
Higher than 78% of US stocks
Higher than 75% of US stocks
Higher than 23% of US stocks
Higher than 32% of US stocks
Higher than 52% of US stocks
Higher than 46% of US stocks
Higher than 45% of US stocks
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.
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 $8.2B and an enterprise value of $7.0B.
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.
Trailing P/E: 257.1×; forward P/E: 39.6× — 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.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
AeroVironment is down 43% this year, with a restatement cited as the clearest explanation for its difficult year. The excerpt says two drone and defense peers that did not restate have also fallen alongside it.
Why it matters — The declines among peers make this relevant to KTOS watchers tracking performance across drone and defense companies.
Zacks Investment Research reports that KTOS has advanced in space, cyber, communications and propulsion, while supply-chain risks and lower ROE temper its growth prospects. The headline notes that the stock dropped 21.2% over three months.
Why it matters — KTOS watchers may weigh the company's activity across several business areas against the cited supply-chain risks and lower ROE.
A Redburn analyst sees opportunities for Lockheed Martin, Northrop Grumman, and Kratos as militaries invest in advanced weapons and lower-cost technology.
Why it matters — The analyst’s view directly identifies Kratos as a company that could benefit from these defense investment trends.
Kratos announced it secured multiple contract awards totaling over $100 million to develop prototype mission applications and cyber capabilities that provide space intelligence data in support of joint operations across space and cyberspace domains.
Why it matters — The awards signal growing demand for Kratos' space and cyber mission capabilities, strengthening its position in these areas of national security and defense.
Kratos plans to begin solid rocket motor production at its new Prometheus campus in 2027, backed by up to $175 million in committed capital. The announcement highlights the company's expansion of propulsion capacity.
Why it matters — A KTOS watcher would care because the new campus signals growth in the company's propulsion manufacturing capability, potentially strengthening its position in solid rocket motor production.
The 22 Wall Street analysts covering Kratos Defense & Security Solutions, Inc. have a median 12-month price target of $102, with estimates ranging from $60 to $150. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 22 analysts covering Kratos Defense & Security Solutions, Inc., 20 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Kratos Defense & Security Solutions, Inc. 37 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 2026, Kratos Defense & Security Solutions, Inc. ranks 37 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 (88 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +143.2% from the last close, and Ticker Nerd's factor model ranks Kratos Defense & Security Solutions, Inc. 37 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $60 to $150 over the next 12 months.
Kratos Defense & Security Solutions, Inc. returned -59.6% over the 12 months to 7 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
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 most recent item we track (24/7 Wall Street, 7 Oct 2026): "AeroVironment Is Now Down 43% This Year. Is It Time to Sell This Dropping Drone Stock?". AeroVironment is down 43% this year, with a restatement cited as the clearest explanation for its difficult year. The excerpt says two drone and defense peers that did not restate have also fallen alongside it.
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
