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KTOS

KTOS Stock Forecast & Price Target

KTOS Analyst Ratings

Based on 19 analyst ratings
Buy
Strong Buy 47%
Buy 42%
Hold 11%
Sell 0%
Strong Sell 0%

Bulls say

Kratos Defense & Security is viewed favorably because its merchant-supplier model is embedded across unmanned systems, hypersonics, engines, space, and C5ISR, giving it durable content regardless of which prime wins and aligning it with the Department of War’s push for affordable, production-ready capabilities. Its record pipeline and backlog support a multi-year growth profile, with revenue growth expected to stay above 20% and FY1Q26 revenue of about $371M up 22.6% year over year, while hypersonic revenue is guided to roughly $400M in FY26 and $700M in FY27. Although 2026 requires heavy investment, including $125M-$135M of capex and total outlays of $250M-$275M, those funds build capacity for a 2027-2028 ramp and should drive margin expansion, cash flow inflection, and rising market share.

Bears say

Kratos Defense & Security is a smaller, highly concentrated defense contractor that derived roughly 68% of 2025 revenue from U.S. Government customers, leaving it exposed to continuing resolutions, delayed appropriations, and weaker contract flow than larger primes. Its revenue base of $1.35B in 2025 is heavily tied to 69% fixed-price work and several transition-stage programs, so any learning-curve miss, cost overrun, or adverse EAC revision can quickly pressure margins and cash generation. Execution risk is amplified by supply-chain bottlenecks, labor shortages, and opaque classified backlog quality, while front-loaded capex for new capacity may keep free cash flow under strain longer than expected.

KTOS has been analyzed by 19 analysts, with a consensus rating of Buy. 47% of analysts recommend a Strong Buy, 42% recommend Buy, 11% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Kratos Defense & Security Solutions and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Kratos Defense & Security Solutions (KTOS) Forecast

Analysts have given KTOS a Buy based on their latest research and market trends.

According to 19 analysts, KTOS has a Buy consensus rating as of Oct 10, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $94.63, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $94.63, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Kratos Defense & Security Solutions (KTOS)


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