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KTOS Stock Forecast 2025-2026
$77.88
Current Price
$13.22B
Market Cap
Buy 11
Hold 3
Sell 0
Wall St Analyst Ratings
Distance to KTOS Price Targets
+60.5%
To High Target of $125.00
+25.2%
To Median Target of $97.50
+2.7%
To Low Target of $80.00
KTOS Price Momentum
-14.0%
1 Week Change
-21.0%
1 Month Change
+199.9%
1 Year Change
+195.2%
Year-to-Date Change
-30.8%
From 52W High of $112.57
+227.1%
From 52W Low of $23.81
📊 TOP ANALYST CALLS
Did KTOS Make This Month's Elite Buy List?
We don't follow just any analyst — only the top 3% with a proven track record make our cut. See if Kratos is one of their latest high-conviction picks.
Latest KTOS Stock Price Targets & Analyst Predictions
Based on our analysis of 17 Wall Street analysts, KTOS has a bullish consensus with a median price target of $97.50 (ranging from $80.00 to $125.00). The overall analyst rating is Strong Buy (8.9/10). Currently trading at $77.88, the median forecast implies a 25.2% upside. This outlook is supported by 11 Buy, 3 Hold, and 0 Sell ratings.
The most optimistic forecast comes from Michael Ciarmoli at Truist Securities, projecting a 60.5% upside. Conversely, the most conservative target is provided by Andre Madrid at BTIG, suggesting a 2.7% upside.
Please note that analyst price targets are forward-looking estimates subject to substantial market, economic, and company-specific risks. Past performance does not guarantee future results, and actual stock performance may materially differ from these projections. Investors should conduct their own due diligence and consider their investment objectives and risk tolerance before making investment decisions.
KTOS Analyst Ratings
11
Buy
3
Hold
0
Sell
KTOS Price Target Range
Low
$80.00
Average
$97.50
High
$125.00
Current: $77.88
Latest KTOS Stock Forecasts by Analyst
These are the latest 20 analyst ratings and price targets for KTOS.
| Date | Firm | Analyst | Rating | Change | Price Target |
|---|---|---|---|---|---|
| Nov 6, 2025 | BTIG | Andre Madrid | Buy | Maintains | $95.00 |
| Oct 15, 2025 | Stifel | Jonathan Siegmann | Buy | Maintains | $112.00 |
| Oct 15, 2025 | Truist Securities | Michael Ciarmoli | Buy | Maintains | $125.00 |
| Oct 9, 2025 | Canaccord Genuity | Austin Moeller | Buy | Maintains | $120.00 |
| Oct 8, 2025 | B. Riley Securities | Mike Crawford | Neutral | Downgrade | $105.00 |
| Oct 2, 2025 | JMP Securities | Trevor Walsh | Market Outperform | Maintains | $105.00 |
| Sep 26, 2025 | Baird | Peter Arment | Outperform | Maintains | $87.00 |
| Sep 9, 2025 | Canaccord Genuity | Austin Moeller | Buy | Maintains | $74.00 |
| Aug 14, 2025 | BTIG | Andre Madrid | Buy | Upgrade | $80.00 |
| Aug 11, 2025 | B. Riley Securities | Mike Crawford | Buy | Maintains | $72.00 |
| Aug 11, 2025 | Canaccord Genuity | Austin Moeller | Buy | Initiates | $74.00 |
| Aug 8, 2025 | RBC Capital | Ken Herbert | Outperform | Maintains | $65.00 |
| Jul 22, 2025 | JMP Securities | Rustam Kanga | Market Outperform | Maintains | $70.00 |
| Jul 21, 2025 | Stifel | Jonathan Siegmann | Buy | Maintains | $70.00 |
| Jul 8, 2025 | Benchmark | Josh Sullivan | Buy | Maintains | $50.00 |
| Jul 8, 2025 | Cantor Fitzgerald | Colin Canfield | Overweight | Initiates | $60.00 |
| Jul 3, 2025 | RBC Capital | Ken Herbert | Outperform | Maintains | $50.00 |
| Jul 3, 2025 | Stifel | Jonathan Siegmann | Buy | Maintains | $54.00 |
| Jun 30, 2025 | JP Morgan | Seth Seifman | Neutral | Maintains | $48.00 |
| Jun 27, 2025 | Truist Securities | Michael Ciarmoli | Buy | Maintains | $52.00 |
Kratos Defense & Security Solutions, Inc. (KTOS) Competitors
The following stocks are similar to Kratos based on their market capitalization and industry sector. These similar stocks potentially provide investors with alternative investment opportunities within the same market segment.
Kratos Defense & Security Solutions, Inc. (KTOS) Financial Data
Kratos Defense & Security Solutions, Inc. has a market capitalization of $13.22B with a P/E ratio of 599.1x. The company generates $1.28B in trailing twelve-month revenue with a 1.6% profit margin.
Revenue growth is +26.0% quarter-over-quarter, while maintaining an operating margin of +2.1% and return on equity of +1.2%.
Valuation Metrics
Market Cap
$13.22B
Enterprise Value
$12.72B
P/E Ratio
599.1x
PEG Ratio
-10.0x
Price/Sales
10.2x
Growth & Margins
Revenue Growth (YoY)
+26.0%
Gross Margin
+21.0%
Operating Margin
+2.1%
Net Margin
+1.6%
EPS Growth
+171.9%
Financial Health
Cash/Price Ratio
+4.3%
Current Ratio
4.3x
Debt/Equity
6.8x
ROE
+1.2%
ROA
+0.7%
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Kratos Defense & Security Solutions, Inc. (KTOS) Business Model
About Kratos Defense & Security Solutions, Inc.
What They Do
Provides technology for national security and defense.
Business Model
The company generates revenue by offering advanced systems and solutions for defense, communications, information technology, and cybersecurity operations. Its diverse product lineup includes unmanned aerial systems, missile defense capabilities, satellite communications, and electronic warfare technologies, primarily serving government agencies and commercial markets.
Additional Information
Headquartered in San Diego, Kratos focuses on delivering high-performance, cost-effective technology solutions that meet the needs of critical national security missions. The firm's commitment to innovation positions it to address modern geopolitical challenges effectively.
Company Information
Sector
Industrials
Industry
Aerospace & Defense
Employees
4,000
CEO
Mr. Eric M. DeMarco
Country
United States
IPO Year
1999
Website
www.kratosdefense.comKratos Defense & Security Solutions, Inc. (KTOS) Latest News & Analysis
Featured Analysis
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Zacks Investment Research
Axon's Q3 Earnings Miss Estimates & Revenues Beat, 2025 View Up
AXON posts mixed Q3 results as revenues surge on TASER and software demand, but higher costs pressure earnings; raises full-year 2025 outlook.
Nov 05, 2025
By Zacks Equity Research
Analyst Blog
Kratos (KTOS) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for Kratos (KTOS) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Nov 04, 2025
By Zacks Equity Research
Fundamental Analysis
Kratos (KTOS) Q3 Earnings and Revenues Surpass Estimates
Kratos (KTOS) delivered earnings and revenue surprises of +16.67% and +7.12%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?
Nov 04, 2025
By Zacks Equity Research
Tale of the Tape
Latest News
Why Kratos Stock Dropped Today
3 days ago
Quick Summary
Kratos' unmanned aircraft are experiencing high demand, but the company's growth investments are impacting its profit margins.
Why It Matters
High demand for Kratos' unmanned aircraft indicates strong market potential, but growth investments impacting profits could affect short-term earnings and investor sentiment.
Source: The Motley Fool
Market Sentiment:
Neutral
Quick Summary
Kratos Defense & Security Solutions, Inc. (KTOS) will hold its Q3 2025 earnings call on November 4, 2025, at 5:00 PM EST, featuring key executives and analysts from major firms.
Why It Matters
The earnings call details reveal financial performance and strategic direction, influencing market sentiment and investment decisions for Kratos Defense & Security Solutions.
Source: Seeking Alpha
Market Sentiment:
Neutral
Quick Summary
KTOS reported Q3 revenues up 26% year-over-year and exceeded earnings estimates, leading to an increase in full-year guidance.
Why It Matters
Strong Q3 results and raised guidance indicate robust growth and profitability for KTOS, potentially enhancing investor confidence and driving stock performance.
Source: Zacks Investment Research
Market Sentiment:
Positive
Quick Summary
Kratos reported Q3 earnings of 14 cents per share on sales of $347.6 million, surpassing Wall Street expectations of 13 cents and $322 million.
Why It Matters
Kratos exceeded earnings and sales expectations, indicating strong performance and potential growth, which may boost investor confidence and positively impact stock price.
Source: Barrons
Market Sentiment:
Neutral
Quick Summary
Kratos Defense reported Q3 2025 revenues of $347.6M, up 26% YoY, with a book-to-bill ratio of 1.2. Full-year 2026 organic growth forecast raised to 15-20%. Net income was $8.7M.
Why It Matters
Kratos Defense's strong revenue growth and improved forecasts signal robust demand in defense sectors, boosting investor confidence in future profitability and market position.
Source: GlobeNewsWire
Market Sentiment:
Neutral
Quick Summary
Kratos Defense & Security Solutions will acquire Orbit Technologies for $356.3 million, funded with cash from its balance sheet.
Why It Matters
Kratos' acquisition of Orbit Technologies for $356.3 million could enhance its market position and growth potential, impacting future revenue and shareholder value positively.
Source: GlobeNewsWire
Market Sentiment:
Neutral
Frequently Asked Questions About KTOS Stock
What is Kratos Defense & Security Solutions, Inc.'s (KTOS) stock forecast for 2026?
Based on our analysis of 17 Wall Street analysts, Kratos Defense & Security Solutions, Inc. (KTOS) has a median price target of $97.50. The highest price target is $125.00 and the lowest is $80.00.
Is KTOS stock a good investment in 2026?
According to current analyst ratings, KTOS has 11 Buy ratings, 3 Hold ratings, and 0 Sell ratings. The stock is currently trading at $77.88. Always conduct your own research and consider your investment goals before making investment decisions.
What is the long-term price prediction for KTOS stock?
Wall Street analysts predict KTOS stock could reach $97.50 in the next 12 months. This represents a 25.2% increase from the current price of $77.88. Please note that this is a projection by Wall Street analysts and not a guarantee.
What is Kratos Defense & Security Solutions, Inc.'s business model?
The company generates revenue by offering advanced systems and solutions for defense, communications, information technology, and cybersecurity operations. Its diverse product lineup includes unmanned aerial systems, missile defense capabilities, satellite communications, and electronic warfare technologies, primarily serving government agencies and commercial markets.
What is the highest forecasted price for KTOS Kratos Defense & Security Solutions, Inc.?
The highest price target for KTOS is $125.00 from Michael Ciarmoli at Truist Securities, which represents a 60.5% increase from the current price of $77.88.
What is the lowest forecasted price for KTOS Kratos Defense & Security Solutions, Inc.?
The lowest price target for KTOS is $80.00 from Andre Madrid at BTIG, which represents a 2.7% increase from the current price of $77.88.
What is the overall KTOS consensus from analysts for Kratos Defense & Security Solutions, Inc.?
The overall analyst consensus for KTOS is bullish. Out of 17 Wall Street analysts, 11 rate it as Buy, 3 as Hold, and 0 as Sell, with a median price target of $97.50.
How accurate are KTOS stock price projections?
Stock price projections, including those for Kratos Defense & Security Solutions, Inc., are based on various factors including financial models, market conditions, and analyst forecasts. While these predictions provide valuable insights, they should be considered alongside your own research and risk tolerance.
Important Disclaimer
The information provided by Ticker Nerd is for educational and informational purposes only. It should not be considered financial or investment advice. Past performance is not indicative of future results. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions. Analyst ratings and price forecasts are sourced from Wall St analysts and other experts. These projections are speculative and do not guarantee future stock performance.
Last updated: November 9, 2025 5:03 AM UTC