Karman: Why I'm Upgrading To Buy After A 68% Drop

Karman Holdings is upgraded to Buy after a 68% stock decline, strong Q2 results, and improved 2027 revenue visibility. KRMN delivered 24% organic growth, a record $1.3B backlog, and raised 2026 revenue and EBITDA guidance, supporting a robust multi-year demand outlook. Execution risks remain: weak free cash flow, elevated leverage, unresolved internal control issues, and a recent CFO transition heighten investment complexity.

Seeking Alpha • Sep 19, 2026

Karman Holdings Inc. (KRMN) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Karman Holdings Inc. (KRMN) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Seeking Alpha • Sep 16, 2026

Why Karman Holdings Stock Was Wilting Again This Week

The short-seller firm accused it of having weak internal controls. It also came under fire for its acquisition policy.

The Motley Fool • Sep 4, 2026

Drone Stocks Fly As Trump's 100% Tariff On Imports Takes Effect

Unusual Machines, AeroVironment other drone stocks advance as Trump's tariffs on drones and parts formally go into effect.

Investors Business Daily • Sep 3, 2026

Baron Small Cap Fund Q2 2026 Portfolio Activity

Baron Small Cap Fund (the Fund) was up 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index (the Index) by 13.14%, as the Index was up 25.71%. Shares increased during the quarter as Vertiv reported strong Q1 financial results (adjusted earnings per share increased 83% year-over-year) and increased fiscal year guidance fueled by organic sales growth of around 30%. Planet Fitness, Inc. , the leading high-value, low-cost gym operator, detracted from performance in the second quarter after the company lowered full-year guidance following weaker-than-expected member additions in the first quarter.

Seeking Alpha • Sep 2, 2026

Karman Space & Defense Completes Walker Acquisition, Establishing a Platform for Growth in European Defense Market

HUNTINGTON BEACH, Calif.--(BUSINESS WIRE)---- $KRMN #AUV--Karman Space & Defense Completes Walker Acquisition, Establishing a Platform for Growth in European Defense Market.

Business Wire • Sep 1, 2026

Karman Space & Defense to Participate in Upcoming Investor Conferences

HUNTINGTON BEACH, Calif.--(BUSINESS WIRE)---- $KRMN #AUV--Karman Space & Defense to Participate in Upcoming Investor Conferences.

Business Wire • Aug 31, 2026

Why Karman Holdings Stock Was Sliding This Week

The switch will take effect in mid-September. The move caught investors off guard.

The Motley Fool • Aug 28, 2026

Karman Holdings: A Much More Constructive Situation

Karman Holdings has seen its share price halve, driving revenue multiples down from 30x to 10x amid continued 50% topline growth. Karman's backlog has surged to $1.3 billion, excluding potential long-term defense agreements worth over $1 billion, supporting robust future visibility. Recent M&A, including the $94 million Walker Precision deal, and strong bookings have driven constructive sentiment despite leverage at 3.7x and high earnings multiples.

Seeking Alpha • Aug 27, 2026

Karman Space & Defense Announces Planned CFO Transition

HUNTINGTON BEACH, Calif.--(BUSINESS WIRE)---- $KRMN #AUV--Karman Space & Defense Announces Planned CFO Transition.

Business Wire • Aug 26, 2026