Added to YB: 2026-08-17
Pitch date: 2026-08-13
KTOS [bullish]
Kratos Defense & Security Solutions, Inc.
-2.15%
current return
Author Info
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Company Info
Kratos Defense & Security Solutions, Inc., a technology company, provides technology, hardware, products, 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
$12.1B
Pitch Price
$66.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
104.81
P/E
382.30
EV/Sales
7.15
Sector
Aerospace and Defense
Category
growth
Drone Thesis (I) – 5 Stocks with Realistic Mid-term 10x Potential - Kratos Defense & Security Solutions, Inc.
KTOS: Maker of XQ-58 Valkyrie attritable/CCA jet drones, plus defense electronics, engines, hypersonics. Valkyrie a leading CCA candidate w/ USMC MUX (Northrop) & USAF Increment work. Prod rate rising to 1.5+/mo. ~$12B cap. 10x thesis on serial production ramp. Risks: down-select losses, capex, Anduril competition, valuation.
Read full article (1 min)