
KTOS Stock Forecast & Price Target
KTOS Analyst Ratings
Bulls say
Kratos Defense & Security Solutions Inc has demonstrated a remarkable stock performance, with an increase of approximately 234% year to date, significantly outperforming the S&P Aerospace & Defense ETF and the Russell 3000. The company's Unmanned Systems segment has reported a year-over-year sales growth of 35.8%, supported by increased deliveries of the Valkyrie to Airbus, which highlights strong demand and attractive margins for its innovative products. Additionally, Kratos has raised its organic revenue growth outlook for 2026 to between 15-20%, indicating confidence in future performance and the potential for continued margin expansion.
Bears say
Kratos Defense & Security Solutions Inc faces a negative outlook primarily due to significant investment risks, including budgetary uncertainties within the federal government and large customer concentration, which could impact revenue stability. Additionally, classified contracts limit transparency for investors, while competitive dynamics and geopolitical uncertainties pose further challenges, raising concerns about the company's long-term growth potential. Despite a relatively favorable valuation, with an 8x multiple on 2027 sales, these risk factors may hinder the stock's performance compared to its peers.
This aggregate rating is based on analysts' research of Kratos Defense & Security Solutions and is not a guaranteed prediction by Public.com or investment advice.
KTOS Analyst Forecast & Price Prediction
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