Should I Buy KRMN? KRMN 2026 Analysis

Should You Buy Karman Holdings Inc (KRMN) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

110.930

1 Day change

-3.78%

52 Week Range

118.380

Analysis Updated At

2026/01/26

Karman Holdings Inc. (KRMN) is a good buy for a beginner investor with a long-term strategy and $50,000-$100,000 to invest. The company is experiencing strong growth in revenue, net income, and EPS, supported by strategic acquisitions and positive industry trends in defense, space, and missile sectors. Analysts have significantly raised price targets, and the stock has bullish technical indicators. Despite a recent pullback in price, the long-term growth trajectory and strong fundamentals make this a solid investment opportunity.

Technical Analysis

The technical indicators for KRMN are bullish. The MACD histogram is positive at 0.548, indicating upward momentum. The RSI is neutral at 63.355, and the moving averages are bullish (SMA_5 > SMA_20 > SMA_200). Key support is at 100.243, and resistance is at 114.797. This suggests the stock has room for upward movement.

Options Data

Bearish

Open Interest Put-Call Ratio

Bearish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Strategic acquisitions, including Seemann & MSC, expanding Karman's exposure to high-priority defense programs.
Raised FY2025 revenue guidance to $470M-$471M, reflecting strong growth expectations.
Analysts have raised price targets significantly, with multiple firms setting targets at $
Strong financial performance in Q3 2025, with revenue up 41.67% YoY and net income up 78.10% YoY.

Neutral/Negative Catalysts

Piper Sandler's Neutral rating highlights concerns about the stock's recent rally (up 37% YTD) and elevated valuation.
No significant hedge fund or insider trading activity to indicate strong institutional conviction.

Financial Performance

In Q3 2025, Karman Holdings reported a 41.67% YoY increase in revenue to $121.79M, a 78.10% YoY increase in net income to $7.64M, and a 100% YoY increase in EPS to $0.06. Gross margin improved to 34.33%, up 3.22% YoY, showcasing strong operational efficiency.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts are overwhelmingly positive on Karman Holdings. Evercore ISI, RBC Capital, and Citi have raised price targets to $125, citing strategic acquisitions and strong growth potential. Piper Sandler initiated coverage with a Neutral rating, citing valuation concerns after a 37% YTD rally. Overall, the consensus is bullish, with most analysts maintaining Buy or Outperform ratings.

7 Analyst Rating

Wall Street analysts forecast KRMN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for KRMN is 80.5 USD with a low forecast of 70 USD and a high forecast of 89 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.

7 Buy

0 Hold

0 Sell

Strong Buy

Current: 115.290

Low

Averages

80.5

High

Current: 115.290

Low

Averages

80.5

High

KeyBanc

Michael Leshock

Overweight

upgrade

$80 -> $122

AI Analysis

2026-01-28

New

Reason

KeyBanc

Michael Leshock

Price Target

$80 -> $122

AI Analysis

2026-01-28

New

upgrade

Overweight

Reason

KeyBanc analyst Michael Leshock raised the firm's price target on Karman to $122 from $80 and keeps an Overweight rating on the shares. Post the swath of recent events and headlines directly impacting the space and defense technology industries, the firm is updating view on the sector. KeyBanc sees an ideal macro environment persisting through 2026, driving significant growth opportunities and potential re-ratings of space and defense tech equities.

Evercore ISI

Outperform

maintain

$110 -> $125

2026-01-22

Reason

Evercore ISI

Price Target

$110 -> $125

2026-01-22

maintain

Outperform

Reason

Evercore ISI raised the firm's price target on Karman to $125 from $110 and keeps an Outperform rating on the shares. The acquisition of Seemann & MSC is "a strategic win" that offers expansion into Maritime Defense and enhances exposure to high-priority Department of War programs, says the analyst, who views the deal boosting Karman's growth trajectory "significantly." Karman's has raised its calendar 2025 and 2026 guidance significantly above Street estimates, reflecting the positive impact of the acquisition, the analyst noted.

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KRMN Should I Buy

KRMN Should I Buy

Should You Buy Karman Holdings Inc (KRMN) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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