So, Kratos Defense. [NASDAQ: KTOS]. Down twelve percent this week. Twelve! You know what’s infuriating? It’s not even the drop itself, it’s why. Greenland. Greenland! Apparently, there was some…disagreement about who owns it. The U.S. wanted to buy it, Europe didn’t want to sell. It’s like trying to return something to a store without a receipt. Just…no. And then, because of this international kerfuffle, Kratos stock takes a hit. It’s a perfectly good drone company! Why should they suffer because of some geopolitical posturing? It’s illogical. Completely illogical.
And get this – the stock was up 234% in the last year. Two hundred and thirty-four percent! People were actually excited about this company. And now? Now it’s just…less up. Which, fine, it’s a market. But it’s the principle of the thing!
A Greenland Scare & An Analyst’s…Opinion
This whole Greenland thing…it’s just…a mess. Apparently, it’s strategically important for missile defense and…the Arctic. The Arctic! Like we need another place to have conflicts. And then Trump threatens to buy it. Buy it! Like it’s a used car. And Europe gets upset. Honestly, who wouldn’t be? It’s like someone offering you five dollars for your house. You’d be a little offended, wouldn’t you? And Kratos gets dragged into this because…reasons. It’s all connected, you see? Everything is connected, and it’s all very irritating.
But the Greenland thing, while absurd, wasn’t even the worst of it. Piper Sandler – these are analysts, mind you, supposed experts – they gave Kratos a $99 price target. Ninety-nine dollars! The stock was trading at $115! It’s not a downgrade, it’s just…disrespectful. It’s like saying, “Yeah, you’ve done okay, but not that okay.” And the market reacts. Of course, the market reacts. It’s a sheep. A very expensive, easily spooked sheep.
Time to Buy the Dip? Are You Kidding Me?
So, now Kratos has a market cap of $19 billion. Nineteen billion! For a company that makes drones! It’s…a lot. Look, I get it, people are excited about drone technology, unmanned aircraft, hypersonic missiles. But this valuation? It’s insane. It’s like paying $50 for a hot dog. You could do it, but why would you? It’s just…wasteful.
The price-to-sales ratio is over 14. Fourteen! The long-term average is what? Seven? Eight? And other defense stocks? They’re practically giving themselves away! Kratos is growing faster, sure, 24% organic revenue growth last quarter. But it’s still wildly expensive. It’s like buying a house in San Francisco. You’re paying for the location, not the actual house. Stay away from this stock. Just…stay away. It’s a trap. A very expensive, technologically advanced trap.
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2026-01-23 19:24