Chairman Tom Cole and Senator James Lankford Participate in Roundtable with AIA and Kratos at Valkyrie Production Facility in Oklahoma City to Discuss Supply Chain Policy Priorities | Intellectia.AI
Chairman Tom Cole and Senator James Lankford Participate in Roundtable with AIA and Kratos at Valkyrie Production Facility in Oklahoma City to Discuss Supply Chain Policy Priorities
Written by Emily J. Thompson, Senior Investment Analyst
Roundtable Discussion on Aerospace and Defense: Kratos Defense & Security Solutions and the Aerospace Industries Association hosted a roundtable in Oklahoma City, featuring key policymakers like Chairman Tom Cole and Senator James Lankford, to discuss the future of the aerospace and defense industry and the importance of federal funding.
Kratos' Manufacturing Capabilities: The Oklahoma City facility of Kratos is fully operational, producing multiple unmanned aircraft systems, including the XQ-58A Valkyrie and MQM-178 Firejet, with the capacity to significantly increase production to meet demand, highlighting its role in national defense and economic growth.
KTOS
$73.13+Infinity%1D
Analyst Views on KTOS
Wall Street analysts forecast KTOS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KTOS is 100.69 USD with a low forecast of 80.00 USD and a high forecast of 125.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast KTOS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KTOS is 100.69 USD with a low forecast of 80.00 USD and a high forecast of 125.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Buy
3 Hold
0 Sell
Strong Buy
Current: 74.260
Low
80.00
Averages
100.69
High
125.00
Current: 74.260
Low
80.00
Averages
100.69
High
125.00
B. Riley
Neutral -> Buy
upgrade
$105
2025-11-30
Reason
B. Riley
Price Target
$105
2025-11-30
upgrade
Neutral -> Buy
Reason
B. Riley upgraded Kratos Defense to Buy from Neutral with a $105 price target.
BNP Paribas Exane
Neutral
initiated
$80
2025-11-18
Reason
BNP Paribas Exane
Price Target
$80
2025-11-18
initiated
Neutral
Reason
BNP Paribas Exane initiated coverage of Kratos Defense with a Neutral rating and $80 price target.
BTIG
NULL
to
Buy
upgrade
$80 -> $95
2025-11-06
Reason
BTIG
Price Target
$80 -> $95
2025-11-06
upgrade
NULL
to
Buy
Reason
BTIG raised the firm's price target on Kratos Defense to $95 from $80 and keeps a Buy rating on the shares. The firm is positive in the company's ' investments in tactical drones and hypersonics that have materialized into strong customer orders, the analyst tells investors in a research note. Kratos' recent awards, including MACH TB 2.0, Project Anaconda (AN/SPY-1 radar systems), and Project Helios, were made possible by the company committing capital to emerging opportunities, the firm added.
Noble Capital
Outperform
maintain
$75 -> $95
2025-11-06
Reason
Noble Capital
Price Target
$75 -> $95
2025-11-06
maintain
Outperform
Reason
Noble Capital raised the firm's price target on Kratos Defense to $95 from $75 and keeps an Outperform rating on the shares after the company reported Q3 results, increased full year 2025 revenue guidance and announced an agreement to acquire Orbit Technologies Ltd for $356.3M. The "abundant opportunities" across the business present strong financial upside potential, while the Orbit acquisition should boost growth even higher, the analyst tells investors.
About KTOS
Kratos Defense & Security Solutions, Inc. is a technology, products, system and software company addressing the defense, national security, and commercial markets. It operates through two segments: Kratos Government Solutions (KGS) and Unmanned Systems (US). The KGS segment includes its microwave electronic products, space, satellite and cyber, training solutions, command, control, communication, computing, combat, intelligence surveillance and reconnaissance (C5ISR)/modular systems, turbine technologies, and defense and rocket support services operating segments. The US segment consists of its unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. Its KGS and US segments provide products, solutions and services for mission-critical National Security programs. KGS and US customers primarily include National Security-related agencies, the DoD, intelligence agencies and classified agencies, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
