KTOS, US50077B2079

Goldman Sachs cuts Kratos Defense & Security Solutions stock target to USD 77.00

Published on 10/15/2026 at 19:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Kratos reported second-quarter revenue of USD 458.80 million on August 4, 2026. Kratos stock costs EUR 35.74 on October 15, 2026 at 7:46 p.m. CEST.

Analyst target and company metrics

Goldman Sachs lowered its Kratos target to USD 77.00 on October 12, 2026.
Second-quarter revenue reached USD 458.80 million, up 30.50 percent year over year.
Kratos stock costs EUR 35.74 at Lang & Schwarz on October 15, 2026 at 7:46 p.m. CEST.
Kratos had a USD 7.5 billion market capitalization on October 15, 2026.

KTOS, US50077B2079, Illustration mit AI erstellt.

Goldman Sachs lowered its price target for Kratos Defense & Security Solutions from USD 88.00 to USD 77.00 on October 12, 2026, while keeping a Buy rating, as Markets Insider reported. The new target stands 92.17 percent above the Nasdaq price of USD 40.07 on October 15, 2026. Kratos stock was trading at EUR 35.74 at Lang & Schwarz on October 15, 2026 at 7:46 p.m. CEST.

Revenue growth remains substantial

Kratos generated USD 458.80 million in second-quarter 2026 revenue, up 30.50 percent from the year-earlier quarter, according to MarketBeat. The same report put earnings per share at USD 0.21, versus USD 0.14 expected. Standardized financial data place net income attributable to common shareholders at USD 4.40 million for the quarter ended June 28, 2026.

Stock stays near its yearly low

The Nasdaq price of USD 40.07 on October 15, 2026 was USD 2.23 above the 52-week low of USD 37.84, a 5.89 percent gap. The 52-week high was USD 134.00. Trading volume reached 2,964,674 shares, against an average of 3,958,148 shares.

Valuation and reporting dates

Kratos had a market capitalization of USD 7.5 billion and a price-to-earnings ratio of 234.80 on October 15, 2026. The company describes its activities as unmanned systems, satellite communications, missile defense, hypersonic systems and related national-security technologies on its Kratos investor-relations page. Its second-quarter earnings release was dated August 4, 2026.

Comparison with peers

Kratos Defense: P/E 234.80, market capitalization USD 7.5 billion
AeroVironment (Nasdaq, USD): P/E minus 20.81, market capitalization USD 6.2 billion
Rocket Lab (Nasdaq, USD): P/E minus 192.78, market capitalization USD 32.1 billion

Price and market position

The analyst target cut contrasts with Kratos' strong second-quarter revenue growth and a valuation well above the two selected aerospace and defense peers. Kratos' operating profile spans government solutions and unmanned systems, giving the company exposure to several defense technology programs. The further course of trading is shown by the continuously updated real-time quote of Kratos Defense & Security Solutions stock.