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Kratos Defense (KTOS): analyst forecast and price target
Analyst consensus
Strong Buy18 Buy1 Hold0 Sell
Ratings of 19 analysts in the last 3 months12-month forecast
Based on 19 price targets given in the last 3 months, the average target is $92.72, the highest $145, the lowest $60.00. The average is +129.4% from the last price of $40.42.
Analyst ratings 24
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| AI DeepSeek Aerospace and DefenseDeepSeek R1-0528 | TipRanks - DeepSeek | $41.00 → $42.00+2.4% | Hold | +3.9% | Reiterated | 17.10.26on TipRanks Oct 16 23:05 | — | |
| Unknown Analyst | Macquarie | $70.00 | Buy | +73.2% | Initiated | 15.10.26on TipRanks Oct 16 23:05 | +3.3%next day +0.3% | ↗ |
| AI xAi Aerospace and DefensexAI Grok-3 | TipRanks - xAI | $45.00 → $43.00−4.4% | Hold | +6.4% | Reiterated | 15.10.26on TipRanks Oct 14 23:05 | — | |
| AI OpenAI Aerospace and DefenseOpenAI 4o | TipRanks - OpenAI | $44.00 → $42.00−4.5% | Hold | +3.9% | Reiterated | 15.10.26on TipRanks Oct 14 23:05 | — | |
| AI Anthropic Aerospace and DefenseAnthropic Opus-4.1 | TipRanks - Anthropic | $42.00 → $40.00−4.8% | Hold | −1.0% | Reiterated | 15.10.26on TipRanks Oct 14 23:05 | — | |
| AI Google Aerospace and DefenseGemini 2.5Pro | TipRanks - Google | $45.00 → $43.00−4.4% | Hold | +6.4% | Reiterated | 15.10.26on TipRanks Oct 14 23:05 | — | |
| AI PerPlexity Aerospace and DefensePerPlexity SonarPro | TipRanks - PerPlexity | $45.00 → $43.00−4.4% | Hold | +6.4% | Reiterated | 15.10.26on TipRanks Oct 14 23:05 | — | |
| Noah Poponak★★★★★★★★★★#1598 · hits 54% · avg +7.5% | Goldman Sachs | $88.00 → $77.00−12.5% | Buy | +90.5% | Assigned | 12.10.26on TipRanks 06:55 | −1.7%next day −3.0% | ↗ |
| Anthony Valentini★★★★★★★★★★#11664 · hits 14% · avg −19.8% | Goldman Sachs | $90.00 | Buy | +122.7% | Initiated | 08.10.26on TipRanks Oct 9 03:25 | +0.4%next day +0.4% · 5 days −2.6% | ↗ |
| Matthew Akers★★★★★★★★★★#176 · hits 77% · avg +25.7% | Exane BNP Paribas | — | Buy | — | Upgrade | 08.10.26on TipRanks 06:20 | +0.4%next day +0.4% · 5 days −2.6% | ↗ |
| Margaret Schooley★★★★★★★★★★#2491 · hits 79% · avg +24.7% | Rothschild & Co Redburn | $70.00 | Buy | +73.2% | Initiated | 06.10.26on TipRanks 05:45 | +3.5%next day −3.8% · 5 days −7.5% | ↗ |
| Sheila Kahyaoglu★★★★★★★★★★#232 · hits 67% · avg +16.0% | Jefferies | $80.00 → $68.00−15.0% | Buy | +68.2% | Assigned | 30.09.26on TipRanks 16:30 | +0.1%next day −0.2% · 5 days −3.4% | ↗ |
| Michael Ciarmoli★★★★★★★★★★#64 · hits 68% · avg +24.5% | Truist Financial | $74.00 | Buy | +83.1% | Initiated | 14.09.26on TipRanks 23:05 | +0.5%next day +0.4% · 5 days −3.7% | ↗ |
| Joe Gomes★★★★★★★★★★#916 · hits 49% · avg +11.2% | Noble Financial | $145 | Buy | +258.7% | Reiterated | 02.09.26on TipRanks 10:35 | −3.6%next day −0.4% · 5 days −0.7% | ↗ |
| Brian Dobson★★★★★★★★★★#12016 · hits 35% · avg −7.6% | Clear Street | $86.00 | Buy | +112.8% | Reiterated | 18.08.26on TipRanks 07:10 | −1.4%next day −2.5% · 5 days −14.9% | ↗ |
| Michael Leshock★★★★★★★★★★#658 · hits 54% · avg +45.4% | KeyBanc | $130 | Buy | +221.6% | Reiterated | 18.08.26on TipRanks 05:25 | −1.4%next day −2.5% · 5 days −14.9% | ↗ |
| Andre Madrid★★★★★★★★★★#260 · hits 72% · avg +35.7% | BTIG | $104 | Buy | +157.3% | Reiterated | 14.08.26on TipRanks Aug 17 06:46 | +3.0%next day −1.5% · 5 days −10.1% | ↗ |
| Alexandra Mandery★★★★★★★★★★#7430 · hits 46% · avg +2.4% | Truist Financial | $104 | Buy | +157.3% | Reiterated | 13.08.26on TipRanks 22:25 | +3.0%next day −1.5% · 5 days −10.1% | ↗ |
| Colin Canfield★★★★★★★★★★#595 · hits 44% · avg +43.2% | Cantor Fitzgerald | $100 | Buy | +147.4% | Reiterated | 06.08.26on TipRanks Aug 7 14:25 | +3.9%next day +5.2% · 5 days +8.2% | ↗ |
| Seth Seifman★★★★★★★★★★#213 · hits 73% · avg +17.0% | J.P. Morgan | $82.00 → $86.00+4.9% | Buy | +112.8% | Reiterated | 06.08.26on TipRanks Aug 7 08:10 | +3.9%next day +5.2% · 5 days +8.2% | ↗ |
| Jonathan Siegmann CFA★★★★★★★★★★#3419 · hits 59% · avg +6.3% | Stifel Nicolaus | $134 → $115−14.2% | Buy | +184.5% | Reiterated | 06.08.26on TipRanks 07:55 | +3.9%next day +5.2% · 5 days +8.2% | ↗ |
| Austin Moeller★★★★★★★★★★#2724 · hits 42% · avg +6.3% | Canaccord Genuity | $130 → $135+3.8% | Buy | +234.0% | Reiterated | 06.08.26on TipRanks 07:06 | +3.9%next day +5.2% · 5 days +8.2% | ↗ |
| Gavin Parsons★★★★★★★★★★#1936 · hits 62% · avg +9.2% | UBS | $60.00 | Hold | +48.4% | Reiterated | 06.08.26on TipRanks 07:06 | +3.9%next day +5.2% · 5 days +8.2% | ↗ |
| Kenneth Herbert★★★★★★★★★★#23 · hits 74% · avg +27.9% | RBC Capital | $80.00 | Buy | +97.9% | Reiterated | 05.08.26on TipRanks Aug 6 21:45 | +6.9%next day +3.9% · 5 days +15.0% | ↗ |
| Clarke Jeffries★★★★★★★★★★#10894 · hits 43% · avg −2.5% | Piper Sandler | $75.00 | Buy | +85.6% | Upgrade | 05.08.26on TipRanks 05:01 | +6.9%next day +3.9% · 5 days +15.0% | ↗ |
| Sam Brandeis★★★★★★★★★★#11294 · hits 0% · avg −24.8% | Wedbush | $85.00 | Buy | +110.3% | Initiated | 30.06.26on TipRanks Jul 1 23:06 | +5.4%next day +6.5% · 5 days +1.2% | ↗ |
| Trevor J. Walsh★★★★★★★★★★#171 · hits 68% · avg +29.6% | Citizens JMP | $125 → $105−16.0% | Buy | +159.8% | Reiterated | 07.05.26on TipRanks 15:55 | −7.0%next day +0.7% · 5 days −6.0% | ↗ |
| Mike Crawford★★★★★★★★★★#296 · hits 55% · avg +21.4% | B. Riley Securities | $105 → $128+21.9% | Buy | +216.7% | Reiterated | 09.01.26on TipRanks 08:05 | +8.6%next day +3.5% · 5 days +15.3% | ↗ |
| Josh Sullivan★★★★★★★★★★#21 · hits 70% · avg +43.7% | JonesTrading | $150 | Buy | +271.1% | Initiated | 05.01.26on TipRanks Jan 6 02:40 | +12.8%next day +1.6% · 5 days +30.0% | ↗ |
| Unknown Analyst | Exane BNP Paribas | $80.00 | Hold | +97.9% | Initiated | 18.11.25on TipRanks 09:20 | +1.0%next day +0.1% · 5 days +4.4% | ↗ |
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The latest rating of each analyst in the last 12 months, as TipRanks lists them. Every rating kept, earlier ones included
Best analysts covering Kratos Defense
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $96.67 at a price of $42.69 (+126.4%); now: $92.72 at $40.42 (+129.4%).
PriceAverage targetTop analysts’ target
Recommendation trend
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 6 | 5 | 10 | 16 | 18 | 17 |
| Buy | 9 | 8 | 6 | 10 | 8 | 9 |
| Hold | 3 | 3 | 3 | 2 | 1 | 1 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 29.10.26 (Q3 2026, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $0.21 (from $0.15 to $0.31). Last quarter: $0.21.
Sales
Next quarter’s sales estimate — $471M (from $447M to $489M). Last quarter: $459M.
Best top-analyst consensus in the sector · Industrials
About Kratos Defense
- CEO: Eric DeMarco
- Employees: 4,300
- 10680 Treena Street, San Diego, CA, 92131, US
- www.kratosdefense.com
Kratos Defense & Security Solutions, Inc. primarily functions as a contractor for the United States Department of Defense. Its business operations are organized into two distinct divisions: Kratos Government Solutions and Unmanned Systems. The Kratos Government Solutions segment delivers a comprehensive suite of products and services, including advanced microwave electronics, solutions for space and satellite communications, specialized training and cybersecurity/warfare capabilities, C5ISR (Command, Control, Communications, Computers, Combat Systems, Intelligence, Surveillance, and Reconnaissance) and modular systems, cutting-edge turbine technologies, and essential defense and rocket support services. Meanwhile, the Unmanned Systems division is dedicated to developing and supplying autonomous platforms, specifically unmanned aerial, ground, and maritime systems. Kratos caters to an extensive client base, which includes various national security organizations, the DoD, intelligence and classified agencies, international government bodies, and both domestic and global commercial enterprises. The company was established in 1994 and its corporate headquarters are located in San Diego, California.
Data from the stock’s TipRanks forecast page, read 26 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗