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KTOS Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
91.000
Open
87.200
VWAP
88.87
Vol
1.35M
Mkt Cap
15.15B
Low
86.700
Amount
120.25M
EV/EBITDA(TTM)
215.37
Total Shares
170.33M
EV
16.15B
EV/OCF(TTM)
--
P/S(TTM)
10.91
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.
Show More

Events Timeline

(ET)
2026-03-03
08:10:00
Kratos Secures Approximately $7 Million Counter-UAS Contract
select
2026-03-02 (ET)
2026-03-02
11:50:00
Kratos Partners with BlueHalo to Demonstrate Satellite Communication System
select
2026-03-02
08:20:00
Kratos Defense Deploys OpenSpace Platform for SSC Space Go Service
select
2026-02-26 (ET)
2026-02-26
20:20:00
Deal Size Increased to $1.17B, Priced at $83.00-$85.00 Range
select
2026-02-26
17:20:00
Baird and Others Jointly Manage New Offering
select
2026-02-26
16:40:00
Kratos Plans to Offer $1B of Common Stock
select
2026-02-25 (ET)
2026-02-25
08:10:00
Kratos Awarded $61.07 Million Contract Modification by U.S. Navy
select
2026-02-24 (ET)
2026-02-24
09:00:00
Futures Modestly Higher as Market Sentiment Remains Fragile
select

News

Benzinga
8.5
17:03 PMBenzinga
ARK Invest Redefines Defense Stocks with Focus on Space and AI
  • Redefining Defense Stocks: ARK Invest argues that the modernization opportunity lies in space infrastructure, semiconductors, drones, and AI platforms rather than traditional defense primes, prompting investors to reassess the composition of defense stocks.
  • Importance of Space Infrastructure: ARK highlights that space is becoming the backbone of security, enabling orbital surveillance, secure communications, and real-time battlefield awareness, indicating a shift in defense spending towards space infrastructure as a long-term growth engine.
  • Emerging Defense ETFs: The ARK Space & Defense Innovation ETF (ARKX) focuses on launch technology, sensors, AI, and networks, reflecting a shift in the definition of defense towards space, software, and autonomous systems, showcasing the significance of emerging technologies in national security architectures.
  • Investor Insights: Investors should pay attention to the evolution of the defense concept, particularly how launch capacity, high-performance computing, and next-gen air mobility are integrated into national security strategies, surpassing the limitations of traditional hardware platforms.
Globenewswire
8.5
13:45 PMGlobenewswire
Pentagon Allocates $15.1 Billion to Cybersecurity in 2026 Budget
  • Cybersecurity Budget Increase: The Pentagon's allocation of $15.1 billion for cybersecurity in the 2026 budget, a 4% increase from the previous year, underscores the growing importance of cybersecurity, which is expected to drive demand and innovation in the sector.
  • AI Market Growth: The global defense artificial intelligence market is projected to reach $22.75 billion by 2029, primarily driven by autonomous systems and predictive targeting technologies, presenting significant growth opportunities for companies in this space.
  • Strategic Partnerships and Investments: VisionWave Holdings has formed a joint venture with Boca Jom Ltd. in Israel to advance automated semiconductor design technologies, while also collaborating with PVML and Aiphex to enhance secure AI infrastructure, thereby boosting its competitive edge in the market.
  • Drone Technology Advancements: VisionWave, through its wholly-owned subsidiary Solar Drone Ltd., is advancing multiple UAV initiatives, including participation in Abu Dhabi Sustainability Week, showcasing its ARGUS counter-drone system, which further solidifies its technological leadership in the defense sector.
Newsfilter
8.5
13:40 PMNewsfilter
Rapid Growth in Autonomous AI Defense Market
  • Market Size Projection: The autonomous AI defense market is projected to exceed $29 billion by 2035, reflecting a compound annual growth rate of approximately 12.5%, indicating a strong commitment from nations to invest in military modernization to address emerging security threats.
  • Integration Progress: VisionWave completed Phase One of its strategic transaction with SaverOne, acquiring a 19.99% stake, which activates the RF sensing layer of its autonomous defense platform, enhancing its multi-domain sensing architecture and improving decision-making efficiency.
  • Growing Demand: There is an increasing global demand for advanced sensing platforms, with governments and infrastructure operators investing in integrated technologies to enhance threat detection capabilities, thereby accelerating the adoption of autonomous systems.
  • Industry Leaders' Developments: Industry leaders such as AeroVironment and Palantir are advancing next-generation military technologies through new contracts and collaborations, further solidifying their competitive positions in the defense market.
Fool
2.0
03-10Fool
Hood River Capital Management Sells Tower Semiconductor Shares
  • Share Reduction: Hood River Capital Management sold 1,116,598 shares of Tower Semiconductor in Q4 2025, reducing its stake to 0.5%, reflecting a reassessment of market valuations.
  • Market Value Impact: This sale decreased the value of Hood River's Tower Semiconductor shares by approximately $63 million, with the remaining 393,992 shares valued at $46 million, indicating a high market valuation for the stock.
  • Performance Metrics: Tower Semiconductor's stock surged 167% over the past year, significantly outperforming the S&P 500 by 155.2 percentage points, highlighting strong demand for its power management and image-sensing products.
  • Investment Strategy Shift: Hood River prefers to invest in companies with above-average earnings growth prospects; while Tower's long-term growth potential is recognized, they may seek more attractively priced growth stocks.
Barron's
2.0
03-10Barron's
Defense Stocks Decline: The Impact of the Iran War on Their Performance.
  • Defense Stocks Performance: Defense stocks experienced a decline on Tuesday, continuing a downward trend.
  • Impact of Middle East Conflict: The ongoing fighting in the Middle East has not provided the expected boost to defense stocks, raising questions about the market's response.
Barron's
8.0
03-09Barron's
Key Information on the Shahed Drone Linked to U.S. Service Member Fatalities.
  • Conflict Dynamics: The conflict with Iran is characterized as an uneven fight, highlighting the challenges faced by the American military.
  • Drone Threat: Iran's use of drones presents a significant and complex problem for U.S. military operations.
Wall Street analysts forecast KTOS stock price to rise
13 Analyst Rating
Wall Street analysts forecast KTOS stock price to rise
11 Buy
2 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
80.00
Averages
108.69
High
150.00
Current: 0.000
sliders
Low
80.00
Averages
108.69
High
150.00
BTIG
Buy
maintain
$95 -> $115
AI Analysis
2026-02-24
Reason
BTIG
Price Target
$95 -> $115
AI Analysis
2026-02-24
maintain
Buy
Reason
BTIG raised the firm's price target on Kratos Defense to $115 from $95 and keeps a Buy rating on the shares after its Q4 earnings beat. The firm was "positively surprised" to hear management targeting about $400M in 2026 sales for DRSS, the analyst tells investors in a research note. .The primary driver behind this growth is largely the MACH-TB 2.0 program, with others underway with the Navy/Missile Defense Agency and an undisclosed prime, the firm added.
Canaccord
Austin Moeller
NULL -> Buy
maintain
$120 -> $125
2026-02-24
Reason
Canaccord
Austin Moeller
Price Target
$120 -> $125
2026-02-24
maintain
NULL -> Buy
Reason
Canaccord analyst Austin Moeller raised the firm's price target on Kratos Defense to $125 from $120 and keeps a Buy rating on the shares. The firm said they reported a Q4 beat and management issued formal FY26 guidance ahead of expectations on the top and bottom-line. The results were driven by the Department of War demand for jet drones and hypersonic systems.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for KTOS
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Valuation Metrics

The current forward P/E ratio for Kratos Defense and Security Solutions Inc (KTOS.O) is 112.25, compared to its 5-year average forward P/E of 55.33. For a more detailed relative valuation and DCF analysis to assess Kratos Defense and Security Solutions Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
55.33
Current PE
112.25
Overvalued PE
79.37
Undervalued PE
31.29

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
34.46
Current EV/EBITDA
88.74
Overvalued EV/EBITDA
53.74
Undervalued EV/EBITDA
15.19

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
3.21
Current PS
8.92
Overvalued PS
5.27
Undervalued PS
1.16

Financials

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Whales Holding KTOS

F
FengHe Fund Management Pte. Ltd.
Holding
KTOS
+17.35%
3M Return
A
ARS Investment Partners, LLC
Holding
KTOS
+13.19%
3M Return
H
Hood River Capital Management LLC
Holding
KTOS
+11.67%
3M Return
S
Stephens Investment Management Group, LLC
Holding
KTOS
+6.12%
3M Return
P
Paradigm Capital Management, Inc.
Holding
KTOS
+5.10%
3M Return
P
Portolan Capital Management, LLC
Holding
KTOS
+2.11%
3M Return

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Frequently Asked Questions

What is Kratos Defense and Security Solutions Inc (KTOS) stock price today?

The current price of KTOS is 88.9 USD — it has decreased -0.07

What is Kratos Defense and Security Solutions Inc (KTOS)'s business?

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.

What is the price predicton of KTOS Stock?

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 is108.69 USD with a low forecast of 80.00 USD and a high forecast of 150.00 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.

What is Kratos Defense and Security Solutions Inc (KTOS)'s revenue for the last quarter?

Kratos Defense and Security Solutions Inc revenue for the last quarter amounts to 345.10M USD, increased 21.90

What is Kratos Defense and Security Solutions Inc (KTOS)'s earnings per share (EPS) for the last quarter?

Kratos Defense and Security Solutions Inc. EPS for the last quarter amounts to 0.03 USD, increased 50.00

How many employees does Kratos Defense and Security Solutions Inc (KTOS). have?

Kratos Defense and Security Solutions Inc (KTOS) has 4300 emplpoyees as of March 11 2026.

What is Kratos Defense and Security Solutions Inc (KTOS) market cap?

Today KTOS has the market capitalization of 15.15B USD.