These Analysts Raise Their Forecasts On Kratos After Upbeat Q4 Results

Core Insights - Kratos reported revenue of $345.1 million, exceeding estimates of $327.79 million, with adjusted EPS of 18 cents compared to estimates of 16 cents [1] - The company is on track to meet its financial targets for 2026 and 2027, expecting revenue growth to accelerate throughout 2026 as new programs and contracts ramp up [1] - Kratos anticipates first-quarter revenue between $335 million and $345 million, slightly below estimates of $347.64 million, and projects full-year 2026 revenue of approximately $1.60 billion to $1.68 billion [2] Revenue Projections - For 2026, Kratos expects revenue in the range of $1.60 billion to $1.68 billion, aligning with estimates of $1.60 billion [2] - The company forecasts revenue growth of 18% to 23% for 2027 in its base case outlook [2] Stock Performance and Analyst Ratings - Following the earnings announcement, Kratos Defense shares fell by 6.2% to $88.49 [2] - BTIG analyst Andre Madrid maintained a Buy rating and raised the price target from $95 to $115, while Canaccord Genuity analyst Austin Moeller also maintained a Buy rating and increased the price target from $120 to $125 [4]