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

Name: KRATOS DEFENSE & SECURITY (KTOS) Analyst Consensus Rating
Brand: KRATOS DEFENSE & SECURITY
Rating: 8 (27 reviews)

NASDAQ:KTOS • US50077B2079

75.86 USD

-4.12 (-5.15%)

At close: Mar 26, 2026

75.7911 USD

-0.07 (-0.09%)

After Hours: 3/26/2026, 8:00:02 PM

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).

Consensus Price Target

Price Target

$118.93

+ 56.78% Upside

→ Price target details

Next Earnings Forecast

Earnings Estimate

Release Date: May 5, 2026
Period: Q1 / 2026
EPS Estimate: $0.14
Revenue Estimate: 350.58M

→ 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

$118.93

Upside

+ 56.78%

From current price of $75.86 to mean target of $118.93, Based on 27 analyst forecasts

Low

$83.83

Median

$122.40

High

$157.50

Price Target Revisions

1 Month

0.00%

3 Months

18.71%

Price Target Summary

27 Wall Street analysts provided a forecast for the next 12 months for KTOS. The average price target is 118.93 USD. This implies a price increase of 56.78% is expected in the next year compared to the current price of 75.86.

The average price target has been revised upward by 18.71% in the past 3 months.

→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

Analyst Ratings History

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

Date	Firm	Action	From → To
2026-02-24	BTIG	Maintains	Buy -> Buy
2026-02-24	Canaccord Genuity	Maintains	Buy -> Buy
2026-02-18	UBS	Initiate	Neutral
2026-01-28	Keybanc	Maintains	Overweight -> Overweight
2026-01-22	Piper Sandler	Initiate	Neutral
2026-01-20	Goldman Sachs	Maintains	Buy -> Buy
2026-01-13	Stifel	Maintains	Buy -> Buy
2026-01-12	Citizens	Maintains	Market Outperform -> Market Outperform
2026-01-09	B. Riley Securities	Maintains	Buy -> Buy
2026-01-05	Jones Trading	Initiate	Buy
2025-12-19	Keybanc	Initiate	Overweight
2025-12-01	B. Riley Securities	Upgrade	Neutral -> Buy
2025-11-06	BTIG	Maintains	Buy -> Buy
2025-10-15	Stifel	Maintains	Buy -> Buy
2025-10-15	Truist Securities	Maintains	Buy -> Buy
2025-10-09	Canaccord Genuity	Maintains	Buy -> Buy
2025-10-08	B. Riley Securities	Downgrade	Buy -> Neutral
2025-10-02	JMP Securities	Maintains	Market Outperform -> Market Outperform
2025-09-26	Baird	Maintains	Outperform -> Outperform
2025-09-09	Canaccord Genuity	Maintains	Buy -> Buy
2025-08-14	BTIG	Upgrade	Neutral -> Buy
2025-08-11	B. Riley Securities	Maintains	Buy -> Buy
2025-08-11	Canaccord Genuity	Initiate	Buy
2025-08-08	RBC Capital	Maintains	Outperform -> Outperform
2025-07-22	JMP Securities	Maintains	Market Outperform -> Market Outperform

Next Earnings Forecast Details

Next Earnings Details

Release Date: May 5, 2026
Period: Q1 / 2026
EPS Estimate: $0.14
Revenue Estimate: 350.58M
Revenue Q2Q: 15.86%
EPS Q2Q: 13.90%
Number of Analysts: 20

Next Earnings Revisions

Revenue (1 Month)

-1.35%

Revenue (3 Months)

-0.93%

EPS (1 Month)

-11.53%

EPS (3 Months)

-8.59%

Next Earnings Summary

KTOS is expected to report earnings on 5/5/2026. The consensus EPS estimate for the next earnings is 0.14 USD and the consensus revenue estimate is 350.58M USD.

The next earnings revenue estimate has been revised downward by 0.93% 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	1.037B 15.45%	1.136B 9.57%	1.347B 18.53%	1.692B 25.63%	2.086B 23.29%	2.468B 18.31%	2.899B 17.46%	3.251B 12.14%
EBITDA YoY % growth	65.6M 85.31%	73.2M 11.59%	74.8M 2.19%	167.85M 124.40%	229.69M 36.84%	283.84M 23.58%	371.28M 30.81%	434.62M 17.06%
EBIT YoY % growth	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	3.12%	2.90%	2.06%	4.09%	6.07%	6.67%	7.17%	7.74%
EPS YoY % growth	0.39 44.44%	0.49 25.64%	0.55 12.24%	0.80 45.00%	1.10 37.32%	1.40 27.74%	2.04 45.83%	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
EPS Q2Q % growth	0.14 13.90%	0.19 69.76%	0.21 52.14%	0.23 25.05%	0.21 56.72%	0.28 50.22%	0.31 43.66%	0.31 38.22%
Revenue Q2Q % growth	350.58M 15.86%	416.31M 18.44%	437.73M 25.93%	434.39M 25.87%	425.15M 21.27%	488.7M 17.39%	524.61M 19.85%	518.05M 19.26%
EBITDA Q2Q % growth	29.027M 70.75%	40.814M 57.58%	45.001M 8.70%	47.089M -17.96%	45.774M 57.69%	58.225M 42.66%	64.734M 43.85%	64.663M 37.32%
EBIT Q2Q % growth	8.28M 25.45%	16.771M 353.27%	22.269M 205.05%	24.381M 136.71%	28.586M 245.24%	40.232M 139.89%	51.635M 131.87%	53.427M 119.13%

All data in USD

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

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year

36.50%

EPS Next 5 Year

34.52%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year

22.12%

Revenue Next 5 Year

19.13%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year

115.70%

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 118.93 USD. This implies a price increase of 56.78% is expected in the next year compared to the current price of 75.86.

What is the next earnings date for KTOS stock?

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

Can you provide the consensus estimates for KRATOS DEFENSE & SECURITY 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 350.58M USD.

Can you provide the analyst count for KRATOS DEFENSE & SECURITY stock?

The number of analysts covering KRATOS DEFENSE & SECURITY (KTOS) is 27.

Analyst forecast overview

Forecast Snapshot