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KTOS logo

Kratos Defense & Security Solutions, Inc. Stock Price

NasdaqGS:KTOS Community·US$9.0b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 282 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

KTOS Share Price Performance

US$46.74
-18.92 (-28.82%)
​
US$105.62
Fair Value
US$46.74
-18.92 (-28.82%)
55.7% undervalued intrinsic discount
US$105.62
Fair Value
Price US$46.74
AnalystConsensusTarget US$105.62
AnalystHighTarget US$150.00
AnalystLowTarget US$60.00
Wed, 19 Aug 26
Fair ValueUS$105.62
Share Pricen/a

KTOS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$105.62 55.7% 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
134users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$150 68.8% 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
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$60 22.1% undervalued 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
KTOS logo
Kratos Defense & Security Solutions
55.7% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 19 Aug
Read Narrative
KTOS logo
Kratos Defense & Security Solutions
22.1% undervalued intrinsic discount

Tightening US Budgets And Fierce Competition Will Limit Contracts

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 13 Jul
Read Narrative
KTOS logo
Kratos Defense & Security Solutions
68.8% undervalued intrinsic discount

Rising Global Defense Spending Will Expand Unmanned Aerial Systems

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 14 May
Read Narrative

Trending Discussion

KE
KTOS logo

Has anyone determined why many of the KTOS insiders are selling so much of their stock holdings. It gives me a lot of hesitation.

0
|
0

Recently Updated Narratives

AN
AnalystConsensusTarget
KTOS logo

KTOS: Hypersonics And Subsystems Scale Will Drive Future Defense Contract Upside

Fair Value: US$105.62 55.7% undervalued intrinsic discount
134 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
KTOS logo

KTOS: High Priority Defense Contracts Will Drive Future Upside Potential

Fair Value: US$60 22.1% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
KTOS logo

KTOS: Missile And Hypersonic Demand Will Support 2026 Guidance Execution

Fair Value: US$150 68.8% undervalued intrinsic discount
28 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with solid track record.

1 Risk
2 Rewards
View Full Analysis

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

Seeking Alpha • Sep 09

Kratos Defense: Betting On Affordable Warfare, Not Just Drones

Summary Kratos Defense & Security Solutions is rated a BUY, leveraging a fast-to-market, affordable defense model beyond drones. KTOS’s growth engines include hypersonics, missile components, and satellite C2, with strong government and peer demand driving the backlog to $2.08B. Despite robust revenue growth and expanding backlog, KTOS operates with thin margins, negative free cash flow, and high CapEx, reflecting early-stage operating leverage. I see KTOS as a high-risk, high-reward opportunity, best suited for modest portfolio allocation at current $45–$47 support, with further adds near $35. Read the full article on Seeking Alpha

Recent updates

No updates

Kratos Defense & Security Solutions, Inc. Competitors

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