KTOS Share Price Performance
US$77.68
50.38 (184.54%)
22.2% undervalued intrinsic discount
US$99.80
Fair Value
Price US$77.68
AnalystConsensusTarget US$99.80
AnalystLowTarget US$37.00
AnalystHighTarget US$78.17
Fair ValueUS$99.80
Share Pricen/a
Kratos Defense & Security Solutions, Inc. Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 139 Fair Values set on narratives written by author
KTOS Community Narratives
AN
Fair Value US$99.8 22.2% undervalued intrinsic discount
Aerospace Modernization And Drone Demand Will Fuel Long-Term Upside Momentum
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AN
Fair Value US$60 29.5% overvalued intrinsic discount
Tightening US Budgets And Fierce Competition Will Limit Contracts
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AN
Fair Value US$78 0.4% undervalued intrinsic discount
Rising Global Defense Spending Will Expand Unmanned Aerial Systems
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Aerospace Modernization And Drone Demand Will Fuel Long-Term Upside Momentum
Key Takeaways Kratos is capitalizing on global defense modernization, with strong contract momentum, first-mover advantage in unmanned systems, and increased demand for proprietary technologies. Investments in production capacity and strategic partnerships are driving revenue visibility, higher margins, and long-term earnings growth across diverse defense platforms.Read more
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75users have followed this narrative
AN
US$99.8
22.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
18.04% p.a.
Profit Margin
5.21%
Future PE
231.85x
Price in 2028
US$123.42
Tightening US Budgets And Fierce Competition Will Limit Contracts
Key Takeaways Debt and deficit concerns may limit defense budgets, restricting Kratos's revenue growth and exposure to international markets amid rising export scrutiny. Heavy dependence on competitive government contracts, industry consolidation, and regulatory compliance could squeeze margins, hinder innovation, and slow profitability improvements.Read more
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AN
US$60
29.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
13.89% p.a.
Profit Margin
4.19%
Future PE
205.28x
Price in 2028
US$74.51
Rising Global Defense Spending Will Expand Unmanned Aerial Systems
Key Takeaways Accelerating demand for affordable, production-ready unmanned and space defense technologies positions Kratos as a key supplier with scalable, high-margin growth prospects. Favorable shifts toward agile procurement and operational systems give Kratos competitive advantages, enhancing recurring revenue and long-term margin quality through strategic partnerships and market focus.Read more
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AN
US$78
0.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
24.07% p.a.
Profit Margin
5.57%
Future PE
138.52x
Price in 2028
US$106.38
Trending Discussion
Recently Updated Narratives
AN
KTOS: Multi-Year Defense Pipeline And Recent Acquisitions Will Drive Future Upside
Fair Value: US$99.8 22.2% undervalued intrinsic discount
75 followersusers have followed this narrative
1 commentusers have commented on this narrative
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AN
Tightening US Budgets And Fierce Competition Will Limit Contracts
Fair Value: US$60 29.5% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Rising Global Defense Spending Will Expand Unmanned Aerial Systems
Fair Value: US$78 0.4% undervalued intrinsic discount
15 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Kratos Defense & Security Solutions, Inc. Key Details
About KTOS
- Founded
- 1994
- Employees
- 4000
- CEO
- WebsiteView website
Kratos Defense & Security Solutions, Inc., a technology company, provides technology, products, and 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 in two segments, Kratos Government Solutions and Unmanned Systems. It offers ground systems for satellites and space vehicles, including software for command and control, telemetry, and tracking and control; jet powered unmanned aerial drone systems, 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 commercial customers. Kratos Defense & Security Solutions, Inc. was incorporated in 1994 and is headquartered in San Diego, California.
