How Meet Kevin’s view on $KTOS changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo2 entries
2026-09-01Bearish
“Palantir CEO Investing in NEW Military Tech [Buy THIS Stock?]”
KTOS valuation is rich and not cheap; potential buy only if price drops to ~$24.

So, what's going on here and how could you potentially play this and what is Kratos, the stock Kratos, Ktos, have anything to do with all of this?

Uh uh Whatever, you know what I'm saying. It is uh so, the defenses are growing. Uh and that's where Kratos actually comes into play. And so, we're going to do a fundamental analysis on Kratos to see exactly what they're developing and how this applies to exactly this race that's going on.

2026-09-01Bearish
“Stocks Down, Yields Up, Iran and AI Fears”
KTOS is overvalued at current levels due to low margins; potential buy opportunity exists if price drops to ~$24.

By the way, Cto's defense apparently builds jet power drones as well.

So, you know what would be really interesting is looking at KTOS on this talk about these jet powered drones. Q's dipping. Now, I'm not the biggest fan of uh you know, the uh military contractors just because I think the margins are relatively low.