TubeRank

KTOS

Kratos Defense & Security Solutions$46.97live · 9h ago

Total predictions

1

Hit rate

N/A

0 hits, 0 misses, 0 partial

Pending

1

Bull / Bear

0 / 1

direction split

YouTubers covered

1

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Predictions (1)

Meet Kevin1 callMixed
Most recent thesis· Sep 1, 2026Source video →

Kevin views Kratos as a fast-growing but currently overvalued defense player, with major upside from drone interceptor technology, jet engines (Spartan), hypersonics, and the recent Orbit Technologies satcom acquisition. However, he flags that the stock is trading at rich 'software multiples' relative to thin net margins, and a valuation tool he uses shows a negative forecast return, though he'd consider it attractive again near $24.