FY2026 Earnings Estimate for KTOS Issued By Noble Financial

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) – Equities research analysts at Noble Financial lifted their FY2026 EPS estimates for shares of Kratos Defense & Security Solutions in a research note issued on Tuesday, January 20th. Noble Financial analyst J. Gomes now expects that the aerospace company will earn $0.54 per share for the year, up from their previous estimate of $0.43. Noble Financial currently has a “Outperform” rating on the stock. The consensus estimate for Kratos Defense & Security Solutions’ current full-year earnings is $0.31 per share.

Several other analysts have also recently commented on KTOS. The Goldman Sachs Group increased their price target on shares of Kratos Defense & Security Solutions from $93.00 to $125.00 and gave the company a “buy” rating in a research note on Tuesday. Jefferies Financial Group restated a “hold” rating and set a $85.00 target price on shares of Kratos Defense & Security Solutions in a research report on Thursday, November 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Kratos Defense & Security Solutions in a report on Wednesday, October 8th. Citizens Jmp lifted their price objective on Kratos Defense & Security Solutions from $105.00 to $125.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. Finally, Piper Sandler initiated coverage on shares of Kratos Defense & Security Solutions in a research report on Wednesday. They set a “neutral” rating and a $99.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $93.06.

Kratos Defense & Security Solutions Price Performance

Kratos Defense & Security Solutions stock opened at $120.59 on Thursday. Kratos Defense & Security Solutions has a 52 week low of $23.90 and a 52 week high of $134.00. The firm has a market cap of $20.36 billion, a P/E ratio of 927.69 and a beta of 1.09. The company has a debt-to-equity ratio of 0.04, a quick ratio of 3.68 and a current ratio of 4.30. The business’s fifty day moving average is $85.20 and its two-hundred day moving average is $77.40.

Kratos Defense & Security Solutions (NASDAQ:KTOS) last released its quarterly earnings results on Tuesday, November 4th. The aerospace company reported $0.14 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.02. The firm had revenue of $347.60 million for the quarter, compared to analyst estimates of $323.01 million. Kratos Defense & Security Solutions had a net margin of 1.56% and a return on equity of 3.14%. The company’s revenue for the quarter was up 26.0% compared to the same quarter last year. During the same period in the previous year, the business earned $0.11 earnings per share.

Insiders Place Their Bets

In other Kratos Defense & Security Solutions news, SVP Marie Mendoza sold 1,676 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $120.18, for a total value of $201,421.68. Following the sale, the senior vice president owned 63,393 shares in the company, valued at approximately $7,618,570.74. The trade was a 2.58% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider David M. Carter sold 8,123 shares of Kratos Defense & Security Solutions stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $105.40, for a total transaction of $856,164.20. Following the completion of the sale, the insider owned 81,816 shares in the company, valued at $8,623,406.40. This trade represents a 9.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 911,815 shares of company stock worth $74,226,491 in the last ninety days. 2.37% of the stock is owned by insiders.

Hedge Funds Weigh In On Kratos Defense & Security Solutions

Large investors have recently modified their holdings of the business. TD Waterhouse Canada Inc. bought a new stake in shares of Kratos Defense & Security Solutions during the 2nd quarter worth approximately $30,000. Rakuten Securities Inc. acquired a new position in Kratos Defense & Security Solutions during the second quarter worth $31,000. Bayforest Capital Ltd bought a new stake in Kratos Defense & Security Solutions during the third quarter worth $32,000. Caitlin John LLC acquired a new stake in Kratos Defense & Security Solutions in the third quarter valued at $32,000. Finally, Accredited Wealth Management LLC increased its stake in shares of Kratos Defense & Security Solutions by 193.5% during the 3rd quarter. Accredited Wealth Management LLC now owns 408 shares of the aerospace company’s stock worth $37,000 after purchasing an additional 269 shares during the last quarter. 75.92% of the stock is currently owned by institutional investors and hedge funds.

Kratos Defense & Security Solutions Company Profile

Kratos Defense & Security Solutions, Inc (NASDAQ: KTOS) is a technology-driven company that specializes in national security and defense solutions for government and military customers. The firm’s core capabilities span unmanned systems, satellite communications, missile defense, cyber security, and directed-energy weapons. Through its integrated approach, Kratos delivers mission-critical products and services designed to enhance operational readiness and support force modernization initiatives.

In the unmanned systems arena, Kratos develops high-performance aerial platforms used as target drones, low-cost attritable aircraft and experimental stealth demonstrators.