KTOSIndustrials · Aerospace & DefenseThe 21 Wall Street analysts covering Kratos Defense & Security Solutions, Inc. hold a median 12-month price target of $104 — +118.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 36 of 100 as at 17 Sept 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 (83): 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 +118.2% from it.
Of the 20 most recent actions, 2 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 Aug 2026 | Truist Securities | Maintains | Buy | $135 → $104 |
| 6 Aug 2026 | Canaccord Genuity | Maintains | Buy | $130 → $135 |
| 6 Aug 2026 | Stifel | Maintains | Buy | $134 → $115 |
| 5 Aug 2026 | BTIG | Maintains | Buy | — |
| 5 Aug 2026 | BTIG | Maintains | Buy | $100 → $104 |
| 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 | — |
| 1 July 2026 | Wedbush | Initiates | Outperform | — |
| 12 June 2026 | JP Morgan | Upgrade | Overweight | — |
| 8 May 2026 | Citizens | Maintains | Market Outperform | — |
| 7 May 2026 | BNP Paribas | Maintains | Neutral | — |
| 7 May 2026 | BTIG | Maintains | Buy | — |
| 7 May 2026 | Canaccord Genuity | Maintains | Buy | — |
| 7 May 2026 | Piper Sandler | Maintains | Neutral | — |
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 17 Sept 2026, Kratos Defense & Security Solutions, Inc. returned −37.1% against +17.0% 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 21% of US stocks
Cheaper than 36% of US stocks
Cheaper than 2% 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 45% of US stocks
Higher than 45% of US stocks
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 $8.9B and an enterprise value of $7.7B.
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: 279.9×; forward P/E: 43.2× — the forward figure prices analyst consensus estimates, not reported 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 →
Kratos is scaling its manufacturing footprint across propulsion, hypersonics, and unmanned systems to support affordable defense production, according to Zacks Investment Research.
Why it matters — A KTOS watcher would care because expanded manufacturing capacity across key defense segments could support broader affordable production efforts.
Advancements in high-energy laser technology for military and defense applications, including gains in fiber laser technology, tracking, optics, and thermal management, are making these tools a practical option as counter-drone measures, with other applications on the way. The article highlights defense stocks positioned in this growing laser-focused space.
Why it matters — A KTOS watcher would care because the company operates in the defense sector, and the article points to growing military demand for high-energy laser applications.
Project Anaconda, valued at $175 million, is expected to expand Kratos' role in U.S. Navy radar sustainment and position the company for additional work in later phases of the program.
Why it matters — This deal could broaden Kratos' presence in the naval radar sustainment market and open the door to further contract opportunities.
Kratos announced the successful mission of its Aegis Readiness Assessment Vehicle Type B (ARAV-B) ballistic missile target, launched from the Pacific Missile Range Facility in Hawaii during the multinational Pacific Dragon 2026 exercise.
Why it matters — The successful use of Kratos's ARAV-B target in a multinational exercise highlights the company's role in supporting allied missile defense testing.
Seeking Alpha rated Kratos Defense a BUY, citing its fast-to-market, affordable defense model that extends beyond drones into hypersonics, missile components, and satellite command-and-control. The company's backlog has reached $2.08B on strong government and peer demand, though it still operates with thin margins, negative free cash flow, and high capital expenditures.
Why it matters — KTOS watchers would note that the company's growth engines extend beyond drones into hypersonics, missile components, and satellite C2, with a $2.08B backlog signaling strong demand despite its early-stage operating challenges.
The 21 Wall Street analysts covering Kratos Defense & Security Solutions, Inc. have a median 12-month price target of $104, with estimates ranging from $60 to $150. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 21 analysts covering Kratos Defense & Security Solutions, Inc., 19 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Kratos Defense & Security Solutions, Inc. 36 out of 100 across roughly 4,600 US stocks as at 17 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 17 Sept 2026, Kratos Defense & Security Solutions, Inc. ranks 36 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 (83 of 100).
No one can know that. What the data says: the median 12-month target from 21 analysts implies +118.2% from the last close, and Ticker Nerd's factor model ranks Kratos Defense & Security Solutions, Inc. 36 out of 100 as at 17 Sept 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 -37.1% over the 12 months to 17 Sept 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 (Zacks Investment Research, 17 Sept 2026): "Can Kratos' Manufacturing Expansion Support Affordable Defense Growth?". Kratos is scaling its manufacturing footprint across propulsion, hypersonics, and unmanned systems to support affordable defense production, according to Zacks Investment Research.
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
