Added to YB: 2026-02-12
Pitch date: 2026-02-10
KRMN [bullish]
Karman Holdings Inc.
-3.85%
current return
Author Info
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Company Info
Karman Holdings Inc., through its subsidiary, engages in designing, testing, manufacturing, and sale of mission-critical systems in the United States.
Market Cap
$10.0B
Pitch Price
$92.00
Price Target
100.00 (+13%)
Dividend
N/A
EV/EBITDA
97.61
P/E
977.22
EV/Sales
24.50
Sector
Aerospace and Defense
Category
growth
KRMN — The Quiet Defense Supplier the Market Expects to Triple in Value
KRMN (update): Raymond James initiated Strong Buy, $100 PT (+87% upside from $53.38). Acquired Five Axis ($83M) & ISP, now controls 3 propulsion layers: energetic core, engine subsystems, thermal structures. Vertical integration rare in aerospace, creates entrenchment & switching costs. RJ sees fastest organic growth through 2027 at 30% annually, expects biz to triple by 2030
Read full article (12 min)