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Kratos Defense & Security Solutions, Inc. Stock Price

NasdaqGS:KTOS Community·US$10.8b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 245 Fair Values set on narratives written by author

KTOS Share Price Performance

US$62.42
-2.99 (-4.57%)
US$108.62
Fair Value
US$62.42
-2.99 (-4.57%)
42.5% undervalued intrinsic discount
US$108.62
Fair Value
Price US$62.42
AnalystConsensusTarget US$108.62
AnalystLowTarget US$60.00
AnalystHighTarget US$150.00

KTOS Community Narratives

·
Fair Value US$108.62 42.5% undervalued intrinsic discount

Aerospace Modernization And Drone Demand Will Fuel Long-Term Upside Momentum

2users have liked this narrative
1users have commented on this narrative
112users have followed this narrative
·
Fair Value US$60 4.0% overvalued intrinsic discount

Tightening US Budgets And Fierce Competition Will Limit Contracts

0users have liked this narrative
1users have commented on this narrative
10users have followed this narrative
·
Fair Value US$150 58.4% undervalued intrinsic discount

Rising Global Defense Spending Will Expand Unmanned Aerial Systems

0users have liked this narrative
0users have commented on this narrative
28users have followed this narrative
US$60
4.0% overvalued intrinsic discount
Revenue
21.77% p.a.
Profit Margin
4.73%
Future PE
142.65x
Price in 2029
US$75.05
US$150
58.4% undervalued intrinsic discount
Revenue
30.78% p.a.
Profit Margin
7.08%
Future PE
192.5x
Price in 2029
US$187.74

Updated Narratives

KTOS logo

KTOS: Hypersonic And Subsystems Platform Will Drive Future Defense Contract Upside

Fair Value: US$108.62 42.5% undervalued intrinsic discount
112 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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KTOS: High Priority Defense Contracts Will Drive Future Upside Potential

Fair Value: US$60 4.0% overvalued intrinsic discount
10 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
KTOS logo

KTOS: Missile And Hypersonic Demand Will Support 2026 Guidance Execution

Fair Value: US$150 58.4% undervalued intrinsic discount
28 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with solid track record.

1 Risk
2 Rewards

Kratos Defense & Security Solutions, Inc. Key Details

US$1.5b

Revenue

US$1.2b

Cost of Revenue

US$350.2m

Gross Profit

US$319.3m

Other Expenses

US$30.9m

Earnings

Last Reported Earnings
Jun 28, 2026
Next Reporting Earnings
n/a
0.16
23.00%
2.03%
0%
View Full Analysis

About KTOS

Founded
1994
Employees
4300
CEO
Eric DeMarco
WebsiteView website
www.kratosdefense.com

Kratos Defense & Security Solutions, Inc., a technology company, provides technology, hardware, products, system, and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally. The company operates through Kratos Government Solutions and Unmanned Systems segments. It offers virtualized ground systems for satellites and space vehicles, including software for command and control, telemetry, and tracking and control; jet powered unmanned aerial drone systems and hypersonic vehicles and rocket systems; propulsion systems for drones, missiles, loitering munitions, supersonic systems, spacecraft and launch systems, command, control, communication, computing, combat, and intelligence surveillance and reconnaissance; and microwave electronic products for missile, radar, missile defense, space, and satellite; and counter unmanned aircraft systems, directed energy, communication and other systems, and virtual and augmented reality training systems for the warfighter. The company primarily serves national security-related agencies, the U.S. Department of Defense, intelligence and classified agencies, international government agencies, and domestic and international commercial customers. Kratos Defense & Security Solutions, Inc. was formerly known as Wireless Facilities, Inc. and changed its name to Kratos Defense & Security Solutions, Inc. in August 1999. Kratos Defense & Security Solutions, Inc. was incorporated in 1994 and is headquartered in San Diego, California.

Recent KTOS News & Updates

Narrative Update Aug 05

KTOS: Hypersonic And Subsystems Platform Will Drive Future Defense Contract Upside

Kratos Defense & Security Solutions now carries a slightly lower implied fair value of about $108.62. This reflects a series of reduced but still supportive analyst price targets in the $82 to $100 range, as they highlight the stock's role as a broad defense subsystems and software supplier rather than just a drone platform play.

Recent updates

No updates