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KRMNKarman Holdings Inc.Sell5.5·$47.30-1.11%
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Karman Holdings Inc. (KRMN) Stock Analysis

Falling Knife setup

SellVALUE-TRAP 2/5Moderate Confidence

Industrials · Aerospace & Defense

Sell if holding. Momentum 1.3/10 is below the 5.0 floor at $47.30 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.1): -1.5; Concentration risk — Customer: top three customers (51.5%).

Karman Holdings designs, tests, and manufactures mission-critical payload protection, aerodynamic interstage, and propulsion systems for US defense and space programs across three end markets: Hypersonics & Strategic Missile Defense (32%), Tactical Missiles & IDS (32%), and... Read more

$47.30+93.8% A.UpsideScore 5.5/10#16 of 47 Aerospace & Defense
QualityF-score6 / 9FCF yield-0.63%
Stop $44.14Target $91.87(analyst − 13%)A.R:R 6.3:1
Analyst target$105.60+123.3%10 analysts
$91.87our TP
$47.30price
$105.60mean
$37
$135

Sell if holding. Momentum 1.3/10 is below the 5.0 floor at $47.30 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.1): -1.5; Concentration risk — Customer: top three customers (51.5%). Chart setup: Death cross, below all MAs, RSI 33, MACD bearish. Score 5.5/10, moderate confidence.

Passes 6/8 gates (favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 52d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-15
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 6, 202652d to earnings· next earnings call

Thesis

Rewards
Strong growth profile
Analyst upside: 94%
Risks
Concentration risk — Customer: top three customers (51.5%)
Leverage penalty (D/E 2.1): -1.5
Negative momentum

Key Metrics

P/E (TTM)208.0
P/E (Fwd)51.9
Mkt Cap$6.3B
EV/EBITDA52.3
Profit Mgn5.7%
ROE7.9%
Rev Growth51.0%
Beta
DividendNone
Rating analysts17

Quality Signals

Piotroski F6/9MoatNarrow

Options Flow

P/C0.17bullish
IV101%elevated
Max Pain$170+259.4% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomertop three customers52%
    10-K Item 1A: 'Our three largest customers accounted for approximately 51.5% of revenue during the year ended December 31, 2025.'

Material Events(8-K, last 90d)

  • 2026-03-12Item 5.02MEDIUM
    CEO Anthony Koblinski retiring effective March 23, 2026; will remain a Board member. Board appointed Jonathan Rambeau (former President of L3Harris Communications & Spectrum Dominance segment) as CEO effective March 23, 2026. Clean handoff with named successor.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Obv
1.0
Ma Position
2.2
Rsi
3.5
Volume distribution (falling OBV)Below 200-MA but MA still rising (+1.4%/30d) — pullback in uptrend, not confirmed weakness

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Value Rank
0.9
Quality Rank
4.0
Growth Rank
8.4
Industry growth leader
GatesMomentum 1.3<4.5Executive change: officer departure/appointmentA.R:R 6.2 ≥ 1.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 52d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Moderate
RSI
33 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $45.51Resistance $67.50

Price Targets

$44
$92
A.Upside+94.2%
A.R:R6.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 1.3 (below the engine's 4.5 threshold)

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-06 (52d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is KRMN stock a buy right now?

Sell if holding. Momentum 1.3/10 is below the 5.0 floor at $47.30 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.1): -1.5; Concentration risk — Customer: top three customers (51.5%). Chart setup: Death cross, below all MAs, RSI 33, MACD bearish. Prior stop was $44.14. Score 5.5/10, moderate confidence.

What is the KRMN stock price target?

Take-profit target: $91.87 (+93.8% upside). Prior stop was $44.14. Stop-loss: $44.14.

What are the risks of investing in KRMN?

Concentration risk — Customer: top three customers (51.5%); Leverage penalty (D/E 2.1): -1.5; Negative momentum.

Is KRMN overvalued or undervalued?

Karman Holdings Inc. trades at a P/E of 208.0 (forward 51.9). TrendMatrix value score: 5.0/10. Verdict: Sell.

What do analysts say about KRMN?

17 analysts cover KRMN with a consensus score of 4.2/5. Average price target: $106.

What does Karman Holdings Inc. do?Karman Holdings designs, tests, and manufactures mission-critical payload protection, aerodynamic interstage, and...

Karman Holdings designs, tests, and manufactures mission-critical payload protection, aerodynamic interstage, and propulsion systems for US defense and space programs across three end markets: Hypersonics & Strategic Missile Defense (32%), Tactical Missiles & IDS (32%), and Space & Launch (36%). The company generated $471.5M in revenue in 2025 (+36.6% YoY) with ~80 customers and over 130 programs; the three largest customers accounted for ~51.5% of revenue.

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