KTOSIndustrials · Aerospace & DefenseThe 21 Wall Street analysts covering Kratos Defense & Security Solutions, Inc. hold a median 12-month price target of $104 — +81.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 35 of 100 as at 22 Aug 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 (82): 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 (15): 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.
The green dot is the last close — the median target sits +81.9% 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.
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 2% of US stocks
Cheaper than 19% of US stocks
Cheaper than 33% of US stocks
Cheaper than 2% of US stocks
Higher than 79% of US stocks
Higher than 75% of US stocks
Higher than 24% 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
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
The article reports that drone-related stocks, including Kratos Defense & Security Solutions, experienced a rebound on Thursday, with Kratos rising 3% alongside gains in Unusual Machines and Ondas.
Why it matters — A bounce in the drone trade could signal renewed market interest in Kratos' defense and unmanned systems business.
Kratos Defense is ramping production in response to growing defense demand, supported by a $2.08 billion backlog and plans for major capacity expansion through 2028, according to Zacks Investment Research.
Why it matters — A KTOS watcher would care because the company's production ramp-up and capacity expansion plans signal how it is positioning to meet growing defense demand.
The article compares Kratos Defense and Nokia as potential stock investments for 2026. It notes that Kratos is a leader in high-growth defense niches such as unmanned aerial systems and hypersonic flight technology, while Nokia offers a stable global infrastructure business with significant positive free cash flow generation.
Why it matters — The comparison highlights Kratos's leadership in high-growth defense niches, giving KTOS watchers context on its competitive positioning relative to a large, financially stable telecom infrastructure company.
The Motley Fool published a comparison of AppLovin and Kratos Defense & Security Solutions as potential technology stock picks for 2026. The article notes AppLovin's profitability and growth through its AI-powered advertising platform, while highlighting Kratos's role in unmanned systems and satellite communications for the military.
Why it matters — KTOS watchers would care because the piece reinforces Kratos's positioned role in defense-focused unmanned systems and satellite communications, which it presents as central to the company's value proposition.
Kratos reported a strong Q2 2026, with revenue up 30.5% year-over-year to $458.8M and an EPS beat of $0.06. Consolidated organic growth reached 19.1%, led by 22% in KGS and 8.1% in Unmanned Systems, with defense rocket support, turbine tech, and microwave products posting standout organic growth of 50.2%, 43.3%, and 29.5%.
Why it matters — A KTOS watcher would care because the broad-based, high organic growth across key segments signals the company's transition from speculative to a more established production-focused business.
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. 35 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Kratos Defense & Security Solutions, Inc. ranks 35 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 (82 of 100).
No one can know that. What the data says: the median 12-month target from 21 analysts implies +81.9% from the last close, and Ticker Nerd's factor model ranks Kratos Defense & Security Solutions, Inc. 35 out of 100 as at 22 Aug 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 -11.7% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Kratos Defense & Security Solutions, Inc. is a defense and national security technology company that develops and fields mission-critical products, systems, and software for government and commercial customers.
The most recent item we track (24/7 Wall Street, 21 Aug 2026): "Unusual Machines Jumps 7%, Ondas Climbs 4%, Kratos Defense Rises 3% as the Drone Trade Snaps Back". The article reports that drone-related stocks, including Kratos Defense & Security Solutions, experienced a rebound on Thursday, with Kratos rising 3% alongside gains in Unusual Machines and Ondas.
Kratos Defense & Security Solutions, Inc. is a defense and national security technology company that develops and fields mission-critical products, systems, and software for government and commercial customers. Kratos Defense & Security Solutions, Inc. focuses on unmanned aerial, ground, and seaborne systems, as well as satellite communications, space ground systems, microwave electronics, cybersecurity, training solutions, and propulsion technologies. Its business is organized around Kratos Government Solutions and Unmanned Systems, which support programs across defense, intelligence, space, and communications markets. The company is known for delivering affordable, specialized capabilities that serve U.S. and allied security missions, with offerings that span command-and-control software, electronic warfare support, and advanced drone and target systems. Kratos Defense & Security Solutions, Inc. plays a notable role in the aerospace and defense sector by supplying technologies used in modern mission readiness, surveillance, and multi-domain operations.
CEO Mr. Eric M. DeMarco · 4,300 employees · United States · https://www.kratosdefense.com