KRATOS DEFENSE & SECURITY (KTOS) Forecast, Price Target & Analyst Ratings

NASDAQ:KTOS • US50077B2079

Current stock price

61.66 USD
-1.5 (-2.37%)
At close:
61.66 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for KRATOS DEFENSE & SECURITY (KTOS).

Forecast Snapshot

Consensus Price Target

Price Target
$120.82
+ 95.94% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$0.14
Revenue Estimate
345.99M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
81.48%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$120.82
Upside
+ 95.94%
From current price of $61.66 to mean target of $120.82, Based on 27 analyst forecasts
Low
$80.80
Median
$123.42
High
$157.50

Price Target Revisions

1 Month
1.58%
3 Months
9.48%

Price Target Summary

27 Wall Street analysts provided a forecast for the next 12 months for KTOS. The average price target is 120.82 USD. This implies a price increase of 95.94% is expected in the next year compared to the current price of 61.66.
The average price target has been revised upward by 9.48% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

KTOS Current Analyst RatingKTOS Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

KTOS Historical Analyst RatingsKTOS Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20 25

Analyst Ratings Consensus

ChartMill Buy Consensus
81.48%
KTOS was analyzed by 27 analysts. The buy percentage consensus is at 81. So analysts seem to be very confident about KTOS.
In the previous month the buy percentage consensus was at a similar level.
KTOS was analyzed by 27 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-06JefferiesUpgrade Hold -> Buy
2026-02-24BTIGMaintains Buy -> Buy
2026-02-24Canaccord GenuityMaintains Buy -> Buy
2026-02-18UBSInitiate Neutral
2026-01-28KeybancMaintains Overweight -> Overweight
2026-01-22Piper SandlerInitiate Neutral
2026-01-20Goldman SachsMaintains Buy -> Buy
2026-01-13StifelMaintains Buy -> Buy
2026-01-12CitizensMaintains Market Outperform -> Market Outperform
2026-01-09B. Riley SecuritiesMaintains Buy -> Buy
2026-01-05Jones TradingInitiate Buy
2025-12-19KeybancInitiate Overweight
2025-12-01B. Riley SecuritiesUpgrade Neutral -> Buy
2025-11-06BTIGMaintains Buy -> Buy
2025-10-15StifelMaintains Buy -> Buy
2025-10-15Truist SecuritiesMaintains Buy -> Buy
2025-10-09Canaccord GenuityMaintains Buy -> Buy
2025-10-08B. Riley SecuritiesDowngrade Buy -> Neutral
2025-10-02JMP SecuritiesMaintains Market Outperform -> Market Outperform
2025-09-26BairdMaintains Outperform -> Outperform
2025-09-09Canaccord GenuityMaintains Buy -> Buy
2025-08-14BTIGUpgrade Neutral -> Buy
2025-08-11B. Riley SecuritiesMaintains Buy -> Buy
2025-08-11Canaccord GenuityInitiate Buy
2025-08-08RBC CapitalMaintains Outperform -> Outperform

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$0.14
Revenue Estimate
345.99M
Revenue Q2Q
14.34%
EPS Q2Q
13.70%
Number of Analysts
21

Next Earnings Revisions

Revenue (1 Month)
-1.31%
Revenue (3 Months)
-2.64%
EPS (1 Month)
-0.17%
EPS (3 Months)
-11.68%

Next Earnings Summary

KTOS is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is 0.14 USD and the consensus revenue estimate is 345.99M USD.
The next earnings revenue estimate has been revised downward by 2.64% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2030

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
KTOS revenue by date.KTOS revenue by date.
1.037B
15.45%		1.136B
9.57%		1.347B
18.53%		1.699B
26.15%		2.097B
23.43%		2.505B
19.46%		2.899B
15.73%		3.251B
12.14%
EBITDA
YoY % growth
KTOS ebitda by date.KTOS ebitda by date.
65.6M
85.31%		73.2M
11.59%		74.8M
2.19%		164.72M
120.21%		226.67M
37.61%		278.65M
22.93%		371.28M
33.24%		434.62M
17.06%
EBIT
YoY % growth
KTOS ebit by date.KTOS ebit by date.
32.4M
561.22%		32.9M
1.54%		27.7M
-15.81%		69.22M
149.89%		126.71M
83.05%		164.68M
29.97%		207.88M
26.23%		251.74M
21.10%
Operating Margin
KTOS operating margin by date.KTOS operating margin by date.
3.12%2.90%2.06%4.07%6.04%6.57%7.17%7.74%
EPS
YoY % growth
KTOS eps by date.KTOS eps by date.
0.39
44.44%		0.49
25.64%		0.55
12.24%		0.79
44.40%		1.08
35.93%		1.41
30.39%		2.04
44.93%		2.42
18.75%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		0.14
13.70%		0.18
66.09%		0.22
54.01%		0.26
44.11%		0.20
48.02%		0.26
42.02%		0.28
31.16%		0.30
17.57%		0.30
46.46%		0.34
29.73%		0.34
19.03%		0.38
23.75%
Revenue
Q2Q % growth		345.99M
14.34%		416.2M
18.41%		450.73M
29.67%		482.79M
39.90%		443.65M
28.23%		525.22M
26.19%		553.28M
22.75%		574.6M
19.02%		580.92M
30.94%		673.36M
28.21%		652.93M
18.01%		697.52M
21.39%
EBITDA
Q2Q % growth		29.255M
72.09%		39.637M
53.04%		46.907M
13.30%		54.034M
-5.86%		46.007M
57.26%		56.659M
42.94%		61.871M
31.90%		66.161M
22.44%		67.932M
47.66%		76.99M
35.88%		77.836M
25.80%		86.006M
30.00%
EBIT
Q2Q % growth		7.942M
20.33%		15.706M
324.49%		21.206M
190.49%		28.929M
180.86%		22.995M
189.54%		31.783M
102.36%		37.551M
77.08%		42.034M
45.30%		38.882M
69.09%		43.319M
36.30%		45.186M
20.33%		51.133M
21.65%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

KTOS Yearly Revenue VS EstimatesKTOS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1B 2B 3B
KTOS Yearly EPS VS EstimatesKTOS Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 0 1 2

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
36.79%
EPS Next 5 Year
34.52%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
22.73%
Revenue Next 5 Year
19.13%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
114.37%
EBIT Next 5 Year
72.71%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

KRATOS DEFENSE & SECURITY / KTOS Forecast FAQ

What do analysts expect the price target to be for KRATOS DEFENSE & SECURITY (KTOS)?

27 analysts have analysed KTOS and the average price target is 120.82 USD. This implies a price increase of 95.94% is expected in the next year compared to the current price of 61.66.

What is the next earnings date for KTOS stock?

KRATOS DEFENSE & SECURITY (KTOS) will report earnings on 2026-05-06.

What are the consensus estimates for KTOS stock next earnings?

The consensus EPS estimate for the next earnings of KRATOS DEFENSE & SECURITY (KTOS) is 0.14 USD and the consensus revenue estimate is 345.99M USD.

What is the consensus rating for KTOS stock?

The consensus rating for KRATOS DEFENSE & SECURITY (KTOS) is 81.4815 / 100 . This indicates that analysts generally have a positive outlook on the stock.