Added to YB: 2026-02-03
Pitch date: 2026-01-31
KTOS [neutral]
Kratos Defense & Security Solutions, Inc.
+5.77%
current return
Author Info
No bio for this author
Company Info
Kratos Defense & Security Solutions, Inc., a technology company, provides technology, products, and system and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally.
Market Cap
$15.2B
Pitch Price
$99.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
174.41
P/E
704.58
EV/Sales
11.47
Sector
Aerospace and Defense
Category
growth
Unmanned Ground Vehicles (UGV): An Underappreciated Defense Investment Opportunity - High-Growth Unmanned Systems Specialists (Variable UGV Exposure) - Kratos Defense & Security Solutions, Inc.
KTOS (quick overview): Defense drone specialist up 253% past year but trades at 866x P/E. Q3 beat w/ $347.6M rev (+26% YoY), $0.14 EPS, yet stock fell 4.57% on valuation concerns. Focus on aerial targets, XQ-58 Valkyrie, hypersonics vs ground vehicles. High-growth, high-volatility speculative play.
Read full article (1 min)