Added to YB: 2026-02-09
Pitch date: 2026-02-06
KTOS [neutral]
Kratos Defense & Security Solutions, Inc.
+11.7%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$15.2B
Pitch Price
$94.60
Price Target
130.00 (+23%)
Dividend
N/A
EV/EBITDA
174.41
P/E
704.58
EV/Sales
11.47
Sector
Aerospace and Defense
Category
growth
Kratos Defense & Security Solutions (KTOS) Comprehensive Analysis
KTOS (overview): Unmanned systems leader at intersection of defense megatrends (autonomy, hypersonics, CCAs). Q3 revenue +26% to $348M, unmanned systems +36%. Marine Corps selected Valkyrie as program of record. Pentagon allocated $13.4B for autonomy in FY26. However, extreme 842x P/E, negative FCF, 1.2% margins present risks.
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