Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) will release earnings results for its fourth quarter, after the closing bell on Monday, Feb. 23.

Analysts expect the San Diego, California-based company to report quarterly earnings at 15 cents per share, up from 13 cents per share in the year-ago period. The consensus estimate for Kratos Defense’s quarterly revenue is $327.46 million, versus $283.1 million a year earlier, according to data from Benzinga Pro.

On Feb. 17, Kratos disclosed that it was awarded a contract by Airbus Defence and Space to support the OmanSat-1 software-defined satellite.

Kratos Defense shares dipped 9.1% to close at $96.08 on Friday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

  • UBS analyst Gavin Parsons initiated coverage on the stock with a Neutral rating and a price target of $79 on Feb. 18, 2026. This analyst has an accuracy rate of 72%.
  • Keybanc analyst Michael Leshock maintained the stock with an Overweight rating and increased the price target from $90 to $130 on Jan. 28, 2026. This analyst has an accuracy rate of 79%.
  • Piper Sandler analyst Clarke Jeffries initiated coverage on the stock with a Neutral rating and a price target of $99 on Jan. 22, 2026. This analyst has an accuracy rate of 51%.
  • Goldman Sachs analyst Noah Poponak maintained the stock with a Buy rating and raised the price target from $93 to $125 on Jan. 20, 2026. This analyst has an accuracy rate of 68%.
  • Stifel analyst Jonathan Siegmann maintained the stock with a Buy and boosted the price target from $112 to $134 on Jan. 13, 2026. This analyst has an accuracy rate of 64%.

Considering buying KTOS stock? Here’s what analysts think:

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