Aerospace and Defense

Karman

FactSet Survey Shows Analysts Lower Karman Holdings 2026 EPS Median Estimate to $0.62

RBC Capital's Herbert Maintains Buy Rating on Karman Holdings with $100 Target Price

Karman released FY2026 Q1 earnings on May 12 After-Market EST, actual revenue USD 151.21 M (forecast USD 150.19 M), actual EPS USD 0.0588 (forecast USD 0.0866)

Karman Holdings Inc. Announces Q1 2026 Financial Report, Revenue Surpasses Expectations but EPS Falls Short

Karman Holdings Inc. Reports Strong Q1 Earnings and Raises 2026 Outlook

Karman to Release FY2026 Q1 Earnings on May 12 After-Market EST, Forecast Revenue USD 150.19 M, EPS USD 0.0866

RBC Capital Maintains Buy Rating on Karman Holdings

Karman Holdings Delays Submission of 2025 Fiscal Year Annual Report

Karman Holdings Raises Revenue Guidance But Shares Fall

FactSet Raises 2026 EPS Forecast for Karman Holdings Inc. to $0.63

Karman released FY2025 Annual Earnings on March 25 After-Market (EST), actual revenue USD 471.5 M (forecast USD 469.4 M), actual EPS USD 0.13 (forecast USD 0.1716)

Karman released FY2025 Q4 earnings on March 25 After-Market EST, actual revenue USD 134.49 M (forecast USD 132.54 M), actual EPS USD 0.0582 (forecast USD 0.0983)

Karman Holdings reports 36.6% net income growth in FY2025 and hikes FY2026 revenue forecast

Congress Asset Management Increased Holdings of Karman Holdings Inc. in Q4

Karman to Release FY2025 Q4 Earnings on March 25 After-Market EST, Forecast Revenue USD 132.54 M, EPS USD 0.0983

Analysts See Growth Opportunity for Karman in Defense Spending 'Super Cycle'

Karman Holdings Inc. to Open Manufacturing Facility in Salt Lake City to Expand Production

Karman Holdings Inc Increases Revolving Credit Facility to $150 Million

Kaman Holdings' New Factory in Utah Expected to be Production Ready by Q4 2026

Piper Sandler Upgrades Karman Holdings Rating to Overweight

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

KRMN

Karman, a defense stock, has seen a significant correction after a 230% rise in 2025, now trading over 40% below its January 2026 peak. The company reported Q1 2026 revenue of $151.2 million, a 51% YOY increase, and raised its full-year guidance. With a backlog of $1 billion and a new CEO, Karman's outlook appears strong, despite a forward P/E ratio of 109x. Analysts remain optimistic, with a consensus price target suggesting over 65% upside.

Market Beat

Kratos Defense & Security

Rocket Lab

L3Harris Tech

Lockheed Martin

Karman: Defense Darling's Outlook Strengthens After 40% Drop

Earnings Watch

Karman | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 151.21 B

Kenneth Herbert from RBC Capital has maintained a Buy rating on Karman Holdings Inc. (KRMN) with a price target of $100.00, while the shares closed at $67.28. The analyst consensus is a Strong Buy with an average price target of $110.11. Herbert has an average return of 25.5% and a 66.60% success rate on his recommendations.

Tip Ranks

ROYAL BANK OF CANADA

Airbus

Boeing

Ducommun

Boeing Company

Karman Holdings Inc. (KRMN) Receives a Rating Update from a Top Analyst

Karman Holdings Inc.'s 12-month stock price target has been reduced from $117 to $111.44, indicating a potential upside of 78% based on the May 12 closing price. The consensus rating remains a "Buy" from 10 analysts, with 9 recommending buys and 1 sell. Price forecasts range from $37 to $135 per share.

TradingView

Factset Research

Karman Holdings Inc. Stock 12‑Month Price Target Cut to $111.44, Implies 78% Upside

Karman Space stock is not cheap, but improving profits make it cheaper than it once was.

Why did Karman Space stock drop today?

9984

US equity futures, oil, and yields are rising as optimism around AI earnings potential outweighs inflation concerns. S&P futures are up 0.2% and Nasdaq futures 0.7%, driven by gains in semiconductor stocks. Trump's China trip is expected to focus on trade deals, particularly in semiconductors. In corporate news, Arteris Inc. shares rose 24% after strong revenue results, while Karman Holdings fell 5.6%. AI company Anthropic is seeking $30 billion in new capital, and SoftBank reported a surge in profits from its OpenAI investment. Higher oil prices are impacting consumer prices and bond yields.

- US equity futures have risen, reversing modest losses from yesterday as optimism over AI earnings potential continues.  
- Traders are hopeful for favorable outcomes from the Trump-Xi summit in Beijing while anticipating today's PPI data following recent inflation readings.  
- Key stocks, particularly in technology and semiconductors, have benefitted from this renewed sentiment amid geopolitical tensions and ongoing supply chain concerns.

ZeroHedge

SoftBank Group Corp.

Arteris

SoftBank

Occidental Petroleum

HSPC

BP p.l.c.

China Merchants CSI Semiconductor Industry ETF

Guotai CES Semiconductor Chip Industry ETF

United States Oil Fund LP

SPDR O&G Ex & Prd

Harvest CSI All Share Integrated Circuit ETF

ISHRS S&P Glb Engy

Harvest SSE STAR Chip ETF

Dacheng NASDAQ 100 ETF (QDII)

China Southern CSI Semiconductor Industry Custom ETF

Direxion Semicon Bull 3X

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

SPDR O&G Equip

ProShares Ultra QQQ

VanEck Oil Services ETF

iShares US Oil & Gas Expl & Prod

F GX OIL

China Universal NASDAQ 100 ETF(QDII)

First Trust NASDAQ-100 Equal Weighted

VanEck Semiconductor ETF

iShares Semiconductor ETF

Direxion Semicon Bear 3X

GTJA Allianz SSE STAR Chip Design Thematic ETF

VG Energy

Fidelity Nasdaq Composite Index ETF

ChinaAMC Guozheng Semiconductor Chip ETF

ProShares Ultra Energy

Invesco Nasdaq 100 ETF

VanEck Oil Refiners ETF

Invesco QQQ Trust

Guotai CSI Semiconductor Material Equipment Theme ETF

Pro Ultr Bloomberg Crude Oil

SPDR Energy Select

Bosera S&P 500 ETF

Guotai S&P 500 ETF(QDII)

S&P 500

Nasdaq

NASDAQ Composite Index

Mitsubishi UFJ Financial Group, Inc.

Pacer Cash COWZ 100-Nasdaq100RotatorETF

NASDAQ-100

SPDR S&P 500

iShares Core S&P 500

NVIDIA

Tesla

Alphabet

Alphabet - C

Amazon

Meta Platforms

Microsoft

Apple

Phaos Tech

Nano Labs

Nextpower

GZ6G Technologies Corp.

Daishinku Corp.,

Iczoom

祥峰控股

OneApex

iShares U.S. Power Infrastructure ETF

GO2 People Ltd.

Go-Ahead Group plc

LTC Properties

Invesco Ultra Short Duration ETF

Advanced Human Imaging Ltd.

Industrial Human Capital, Inc.

Ceribell

System1

Cirrus Logic

OpenAI

State Street

NVIDIA Corporation

SYSTEM1 INC C/WTS 27/01/2027 (TO PUR COM)

State Street® US Equity Premium Inc ETF

Futures, Yields And Oil All Rise As Trump Arrives In China

Shares in Karman plunge even though the drone maker reports a surge in sales and raises its full-year guidance.

Why this drone maker’s stock is sliding after 50% revenue surge

Karman Holdings Inc.'s average stock price target has been reduced from $117 to $114.22, indicating an 83% potential upside based on the May 12 closing price. The forecasts from 9 analysts range from $37 to $135 per share. The consensus rating remains a 'Buy' with 9 Buy ratings, 0 Holds, and 1 Sell. This information is sourced from FactSet and does not constitute investment advice.

Karman Holdings Inc. Stock 12‑Month Price Target Cut to $114.22, Implies 83% Upside

Karman(KRMN.US)