Shared on10 Aug 25Fair value Increased 23%
The upward revision in Kratos Defense & Security Solutions’ price target reflects improved fundamentals, notably a rising net profit margin and stronger revenue growth forecasts, driving the consensus fair value from $57.46 to $64.46. What's in the News Kratos issued Q3 2025 revenue guidance of $315–325 million and operating income of $3–7 million; full-year 2025 revenue expected at $1.29–1.31 billion and operating income $29–34 million.
Shared on31 Jul 25
Kratos Defense & Security Solutions saw its Future P/E decline from 156.58x to 143.21x, indicating improved earnings expectations, while the consensus analyst price target was unchanged at $57.46. What's in the News Kratos Defense & Security Solutions demonstrated advanced dual-use autonomous trucking technology in collaboration with Champion Tire & Wheel at the Brickyard 400, marking the first use of automated truck platooning in motorsports logistics and further contributing to Midwest freight automation programs (Key Developments).
Shared on30 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25Fair value Increased 2.40%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Decreased 30%
AnalystConsensusTarget has increased profit margin from 2.9% to 3.2% and decreased future PE multiple from 137.4x to 121.7x.
Shared on26 Mar 25Fair value Increased 3.04%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on11 Mar 25Fair value Decreased 11%
AnalystConsensusTarget has decreased profit margin from 3.6% to 2.9% and increased future PE multiple from 97.4x to 133.4x.