Kratos Defense & Security Solutions

Rising Global Defense Spending Will Expand Unmanned Aerial Systems

AnalystHighTarget

Not Invested

Consensus Narrative from 13 Analysts

Published

30 Apr 25

Updated

23 Jul 25

AnalystHighTarget's Fair Value

US$70.00

15.6% undervalued

23 Jul

US$59.08

199.1%

0.6%

Author's Valuation

US$70.0

15.6% undervalued

AnalystHighTarget Fair Value

Narrative

Updates1

Shared on07 May 25
Fair value Increased 75%

AnalystHighTarget Fair Value

US$70.0

15.6% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

13.32%

Aerospace & Defense revenue growth rate

0.40%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.66%

Calculation

US$111.74m

Earnings '28

123.97x

PE Ratio '28

US$13.85b

Market Cap '28

US$13.85b

Market Cap '28

161.02m

No. shares '28

US$86.04

Share Price '28

US$86.04 Share Price '28

Discounted to 2025 @ 7.12% p.a.

US$70.00

Fair Value '25

Rising Global Defense Spending Will Expand Unmanned Aerial Systems

Shared on07 May 25Fair value Increased 75%

Shared on07 May 25
Fair value Increased 75%