Kratos Defense & Security Solutions, Inc. (KTOS) Price Target Analysis
Updated Jun 18, 2026
Analyst Rating: Buy
Based on 24 analysts102.9% Below Target
KTOS trades 102.9% below Wall Street's consensus target of $110.00.
Current Price$54.21
Average Target$110.00
Target
Current
Low$80.00
Median$115.00
High$135.00
Analyst Target Range
Forward P/E70.9x
(High Premium)
PEG Ratio—
Implied Growth+366.3%
(High Growth)
Analyst Spread50.0%
(Moderate)
Price Forecast (1 Year)
Last 12 months price action with 12-month analyst target path
Consensus Scenario Assumptions
The base valuation assumes KTOS achieves its forward estimates and maintains a stable P/E multiple of 70.9x. This scenario reflects the blended consensus of 24 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
KTOS Price Target Analysis
Updated June 19, 2026As of June 19, 2026, Kratos Defense & Security Solutions, Inc. (KTOS) has a Wall Street consensus price target of $110.00, based on estimates from 24 covering analysts. With the stock currently trading at $54.21, this represents a potential upside of +102.9%. The company has a market capitalization of $10.17B.
Analyst price targets range from a low of $80.00 to a high of $135.00, representing a 50% spread in expectations. The median target of $115.00 aligns closely with the consensus average.
The current analyst consensus rating is Buy, with 20 analysts rating the stock as a Buy or Strong Buy,4 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, KTOS trades at a trailing P/E of 417.0x and forward P/E of 70.9x. Analysts expect EPS to grow +366.3% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $18.17, with bear and bull scenarios of $11.45 and $23.94 respectively. Model confidence stands at 52/100, reflecting moderate uncertainty in projections.
Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Industrials stocks.
Analyst Sentiment Comparison
Industry Peer AnalysisAvg Peer Upside
+55.2%
Industry Consensus
Avg Forward P/E
33.3x
(Growth Premium)
Peers with Coverage
10 / 10
Active Analyst Tracking
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 AVAVAeroVironment, Inc. | $8.5B | $169.61 | $292.20 | +72.3% | Buy | 58.9x | 28 |
 RCATRed Cat Holdings, Inc. | $1.2B | $11.44 | $22.33 | +95.2% | Buy | 104.0x | 2 |
 JOBYJoby Aviation, Inc. | $9.8B | $10.00 | $16.50 | +65.0% | Hold | — | 8 |
 ACHRArcher Aviation Inc. | $4.2B | $5.57 | $12.00 | +115.4% | Buy | — | 9 |
 CACICACI International Inc | $10.3B | $466.42 | $690.40 | +48.0% | Buy | 16.5x | 29 |
 SAICScience Applications International Corporation | $4.3B | $102.39 | $111.75 | +9.1% | Hold | 10.1x | 18 |
 LHXL3Harris Technologies, Inc. | $55.1B | $294.82 | $347.33 | +17.8% | Buy | 25.4x | 32 |
 HIIHuntington Ingalls Industries, Inc. | $11.2B | $285.43 | $420.00 | +47.1% | Hold | 16.5x | 27 |
 TDYTeledyne Technologies Incorporated | $28.7B | $619.58 | $713.00 | +15.1% | Buy | 25.6x | 18 |
 LDOSLeidos Holdings, Inc. | $13.5B | $107.07 | $178.43 | +66.6% | Buy | 9.0x | 27 |
KTOS — Frequently Asked Questions
Quick answers to the most common questions about buying KTOS stock.
What is the KTOS stock price target for 2026?
The consensus Wall Street price target for KTOS is $110, representing 102.9% upside from the current price of $54.21. With 24 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
Is KTOS a buy, sell, or hold?
KTOS has a consensus rating of "Buy" based on 24 Wall Street analysts. The rating breakdown is predominantly bullish, with 20 Buy/Strong Buy ratings. The consensus 12-month price target of $110 implies 102.9% upside from current levels.
Is KTOS stock overvalued or undervalued?
At a forward P/E of 70.9276x, KTOS trades at a premium valuation. The consensus price target of $110 (102.9% upside) suggests analysts still see growth justifying the multiple.
How high can KTOS stock go?
The most bullish Wall Street analyst has a price target of $135 for KTOS, while the most conservative target is $80. The consensus of $110 represents the median expectation. Our quantitative valuation model projects a bull case target of $24 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
How many analysts cover KTOS stock?
KTOS is well covered by analysts, with 24 analysts providing price targets and ratings. Of these, 1 have Strong Buy ratings, 19 have Buy ratings, 4 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
What is the KTOS stock forecast?
The 12-month KTOS stock forecast based on 24 Wall Street analysts shows a consensus price target of $110, with estimates ranging from $80 (bear case) to $135 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $18, with bear/bull scenarios of $11/$24.
What is KTOS's fair value based on fundamentals?
Our quantitative valuation model calculates KTOS's fair value at $18 (base case), with a bear case of $11 and bull case of $24. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 52/100.
What is KTOS's forward P/E ratio?
KTOS trades at a forward P/E ratio of 70.9x based on next-twelve-months earnings estimates compared to a trailing P/E of 417.0x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Should I buy KTOS stock?
Wall Street analysts are very optimistic on KTOS, with a "Buy" consensus rating and $110 price target (102.9% upside). 20 of 24 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
Why do KTOS price targets vary so much?
KTOS analyst price targets range from $80 to $135, a 50% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $110 consensus represents the middle ground. Our model's $11-$24 range provides an independent fundamental perspective.
Consensus-Based Analysis Tools
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