Kratos国防与安全解决方案公司周二早盘下跌3.8%。该股周一盘中一度上涨10%。此前该股在获得分析师积极评估后已有一轮涨势，此次涨幅进一步扩大。
杰富瑞将这家国防承包商的评级从“持有”上调至“买入”。报告显示，分析师希拉·卡亚奥格鲁表示，该公司政府解决方案部门到2028年的复合年营收增长率可能达到约31%。
杰富瑞将该股目标价维持在85美元。这一水平意味着较Kratos上周四收盘价约有26%的上涨空间。
对高超音速系统的需求似乎正在加速增长，而Kratos一直在这一领域加强布局。该分析师表示，该公司的涡轮技术业务也可能受益于导弹推进领域支出的增加，包括其在Prometheus合资企业中所扮演的角色。
卡亚奥格鲁还指出，Kratos的Valkyrie无人机项目的产量预计将增加。报告显示，该项目很可能在更长的时间范围内支撑该公司的增长。
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