Should I buy Kratos Defense & Security Solutions (KTOS) stock or is it too late?

Kratos Defense & Security Solutions · Industrials · price $40

See the full Kratos Defense & Security Solutions (KTOS) profile

⭐ What the most reliable analysts say · those who beat their sector, targets replayed on real prices

⭐ The most reliable of them, either direction: Guggenheim — 80% of its targets hit on this sector (10 calls tested). It aims for $74 (+83 %), call made on September 16, 2026, maturing on September 16, 2027 (28 d ago).

The 6 reliable analysts $88.50+119 %

The 10 other firms $85+111 %

How to read it: the 6 reliable firms are not filtered by optimism — 6 aim above the price, 0 below, hence their $88.50 median. “The 10 others” are the firms that don't pass our reliability filter on this sector.

Firm-by-firm track record on Kratos Defense & Security Solutions

Here the hit rate is measured <b>on this stock specifically</b> (matured targets replayed against real prices, minimum 5 calls tested) — the green block above measures reliability <b>across the whole sector</b>, which is the criterion behind JPI selections. “Aims for” = the firm's most recent target on this stock; “—” means it hasn't published one recently.

Firm	% right	Gain vs sector	Calls	Aims for
Truist Securities	83 %	+118.1 %	6	$104 +158%
Baird	80 %	+102.0 %	5	$87 +116%
JMP Securities	67 %	+101.2 %	6	$105 +160%
Benchmark	100 %	+69.7 %	13	$50 +24%
RBC Capital	78 %	+51.9 %	9	$80 +98%
Canaccord Genuity	30 %	-4.2 %	10	$135 +235%

In short — Should you invest in Kratos Defense & Security Solutions? Is it too late, still worth it? Analysts are overwhelmingly positive (94% buy, median target $85, i.e. +111%), and the most reliable on KTOS targets even higher. But it pays virtually no dividend. We give you both sides, with the numbers — not advice.

✅ Reasons to believe

94% of analysts rate it a buy (Buy consensus, 16 ratings) — a sign of market conviction.
Median price target $85, i.e. +111% from the current price ($40).
The most reliable firm on KTOS, Goldman Sachs (100% hit rate, 2 scored calls), targets $77 (call made on October 12, 2026, maturing on October 12, 2027) (+91%) in its most recent call, and $125 (call made on January 20, 2026, maturing on January 20, 2027) (+210%) in the one coming due soonest.

⚠️ Reasons to hesitate

The consensus is not unanimous: of 16 ratings, 1 is neutral.
A 12-month target is not a guaranteed path: the price can fall in the meantime.
No dividend: your return depends only on price appreciation.

The analyst consensus on KTOS

Median target $85 (+111%) · 16 ratings · Buy consensus

Strong Buy00%

Buy1594%

Hold16%

Sell00%

Strong Sell00%

⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.

Frequently asked questions

Should you invest in Kratos Defense & Security Solutions now?

We won't decide for you. The facts: 94% of analysts rate it a buy, median target $85 (+111%), and Goldman Sachs (most reliable on KTOS, 100%) targets $77. Weigh that against valuation. This is not personalized advice.

Is it too late to invest in Kratos Defense & Security Solutions?

Not according to analysts: the median target ($85) is still +111% above the current price ($40) (most reliable on KTOS: Goldman Sachs, 100%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.

Is Kratos Defense & Security Solutions still worth investing in?

It depends on the gap between the price ($40) and its estimated value: analysts target $85 on median (+111%), with 94% buys (most reliable on KTOS: Goldman Sachs, 100%). Cross-check with their real reliability on KTOS and the cautions above. Information, not advice.

What's the main risk in buying KTOS?

The consensus is not unanimous: of 16 ratings, 1 is neutral.

→ Go deeper: the full Kratos Defense & Security Solutions profile (consensus, analyst reliability, price target, performance).