Kratos is a leader in advanced weapon system solutions, including missile launchers, strategic platforms, and ground-based systems. Kratos satellite ground solutions, products and services support more than 85% of U.S. space missions and 75% of all commercial satellite operations. The company differentiates itself through focus on affordability, speed-to-market, and vertical integration to ensure supply chain resilience.
Cyborg Score Rationale
According to 16 analysts, the average rating for KTOS stock is "Strong Buy" with a 12-month stock price target of $97.0, representing a 9.92% increase from the latest price. Kratos demonstrates strong momentum driven by elevated defense spending and geopolitical tensions, though valuation multiples warrant monitoring.
Top Insights
Kratos develops advanced hypersonic systems and is a leader in high-performance unmanned systems with platforms including XQ-58 Valkyrie.
Kratos employs 2,900 people worldwide and specializes in unmanned systems, satellite communications, cyber security/warfare, microwave electronics, missile defense, hypersonic systems and training.
In Q3 2025, Kratos announced earnings per share of 14 cents from sales of $347.6 million, beating Wall Street expectations for 13 cents and $322 million.
Strong analyst consensus with 16 analysts rating KTOS as "Strong Buy", reflecting confidence in Kratos' defensive market positioning and growth prospects.
Named Competitors
L3Harris Technologies — Diversified defense and aerospace contractor with communications and electronic systems
AeroVironment — Unmanned aircraft systems and tactical missile systems provider
Northrop Grumman — Major aerospace and defense contractor with unmanned and autonomous systems capabilities
Lockheed Martin — Leading defense contractor with advanced weapons and space systems
Recent Developments
(February 2026) Kratos initiated for coverage by analysts, focusing on its pivotal role in U.S. defense industrial rebuilding
(February 2026) U.S.-based Kratos and Taiwan's military successfully tested a new jet-powered attack drone for rapid fielding
(November 2025) Q3 2025 earnings exceeded Wall Street expectations with $347.6 million in revenue and 14 cents EPS
Open the full interactive Kratos Defense & Security Solutions, Inc. report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.