[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-kratos-defense-ktos-stock-down-63-percent-all-time-highs-FR":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":265,"suggestedPosts":345},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},129299,"Pourquoi l'action Kratos Defense a-t-elle chuté de 63% par rapport à son plus haut historique ?","2026-09-08T11:20:00","2026-09-08T09:29:57","\u003Cp>L'action Kratos Defense a chuté de 63 % par rapport à son pic de janvier. Voici ce qui motive cette vente massive et ce que révèle un nouvel objectif de cours pour l'action KTOS.\u003C\u002Fp>","\u003Ch2 id=\"h-k-ey-stats-for-kratos-defense-stock\" class=\"wp-block-heading\">Statistiques clés pour l'action Kratos Defense\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Variation du cours de l'action Kratos Defense sur 12 mois :\u003C\u002Fstrong> -26%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Cours de l'action $KTOS au 4 septembre :\u003C\u002Fstrong> $48\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Plus haut sur 52 semaines :\u003C\u002Fstrong> $134\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Objectif de cours pour l'action $KTOS : \u003C\u002Fstrong>$106\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Découvrez dès maintenant le potentiel de hausse de vos actions préférées grâce au nouveau Modèle de Valorisation de TIKR (C'est gratuit)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">Que s'est-il passé ?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Kratos Defense & Security Solutions (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">KTOS\u003C\u002Fa>) a connu une année difficile pour une entreprise qui continue de décrocher de nouveaux contrats avec le Pentagone.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Le cours a atteint un plus haut historique proche de $134 à la mi-janvier 2026. Début septembre, l'action se négocie autour de $48. Cela représente une baisse d'environ 63%, alors même que le fabricant de drones et de systèmes hypersoniques continue d'afficher une croissance du chiffre d'affaires à deux chiffres et d'ajouter de nouveaux contrats presque tous les trimestres.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3027\" height=\"2018\" data-public-id=\"images\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3027,h_2018,c_scale\u002Ff_webp,q_auto\u002Fv1788858628\u002Fimages\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc.png?_i=AA\" alt=\"\" class=\"wp-post-129299 wp-image-129302\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788858628\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788858628\u002Fimages\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc.png?_i=AA 3027w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788858628\u002Fimages\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1788858628\u002Fimages\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1788858628\u002Fimages\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1788858628\u002Fimages\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc\u002FTIKR.com_KTOS-Kratos-Defense-Security-Solutions-Inc.png?_i=AA 300w\" sizes=\"auto, (max-width: 3027px) 100vw, 3027px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Comparaison des estimations de chiffre d'affaires, d'EBITDA et de FCF pour KTOS (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Alors que s'est-il passé ? En bref : Wall Street a été trop optimiste, et la facture arrive maintenant.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Ca style=\"font-weight: bold; font-style: italic;\" href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Consultez les prévisions de croissance et les objectifs de cours des analystes pour l'action KTOS (C'est gratuit) >>>\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-why-ktos-stock-fell-from-its-highs\" class=\"wp-block-heading\">Pourquoi l'action KTOS est-elle tombée de ses sommets\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Kratos fabrique des drones à réaction sans pilote, des systèmes hypersoniques, des moteurs de fusée et des équipements terrestres pour satellites pour le Département de la Guerre et les armées alliées.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Son drone XQ-58 Valkyrie a volé avec l'Air Force et le Marine Corps, et l'entreprise fournit des programmes hypersoniques dont MACH TB, qui bénéficie d'un financement d'environ 7 milliards de dollars sur cinq ans, \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=36652&tid=37117966&e=2012041898&ts=3780077&ref=49x9sy\">selon une retranscription\u003C\u002Fa> de la conférence téléphonique sur les résultats du deuxième trimestre 2026 de Kratos.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Lors de cet appel du 4 août, le PDG Eric DeMarco a déclaré aux analystes que l'entreprise est \"actuellement dans une phase d'investissement\" liée à la poussée de réindustrialisation du Pentagone, évoquant de nouveaux contrats hypersoniques, un contrat d'énergie dirigée d'environ 160 millions de dollars, et un accord de surveillance du domaine spatial d'environ 100 millions de dollars.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Kratos a publié un chiffre d'affaires du deuxième trimestre de 458,8 millions de dollars, supérieur à sa propre fourchette de prévisions, avec une croissance organique de 19,1%.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-between-late-2025-and-january-2026-kratos-shares-rocketed-from-around-27-to-134-a-nearly-400-run-driven-by-excitement-around-loyal-wingman-drones-hypersonic-testing-and-collaborative-combat-aircraft-programs-at-its-peak-the-stock-traded-at-more-than-15-times-sales-a-multiple-usually-reserved-for-software-companies-not-defense-hardware-makers-that-typically-run-operating-margins-in-the-low-single-digits\">Entre fin 2025 et janvier 2026, les actions de Kratos ont bondi d'environ $27 à $134, une hausse de près de 400% alimentée par l'enthousiasme autour des drones \"loyal wingman\", des tests hypersoniques et des programmes d'avions de combat collaboratifs.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-between-late-2025-and-january-2026-kratos-shares-rocketed-from-around-27-to-134-a-nearly-400-run-driven-by-excitement-around-loyal-wingman-drones-hypersonic-testing-and-collaborative-combat-aircraft-programs-at-its-peak-the-stock-traded-at-more-than-15-times-sales-a-multiple-usually-reserved-for-software-companies-not-defense-hardware-makers-that-typically-run-operating-margins-in-the-low-single-digits\">À son pic, l'action se négociait à plus de 15 fois le chiffre d'affaires, un multiple généralement réservé aux entreprises de logiciels, et non aux fabricants de matériel de défense qui affichent généralement des marges opérationnelles à un chiffre faible.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Plusieurs facteurs se sont combinés pour inverser cette dynamique :\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Réajustement de la valorisation.\u003C\u002Fstrong> Le multiple cours\u002Fchiffre d'affaires est passé d'environ 15 à 18 fois le chiffre d'affaires au pic à environ 6 fois aujourd'hui, un niveau plus normal pour un sous-traitant de la défense.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Dilution des capitaux propres.\u003C\u002Fstrong> Kratos a levé environ 1 milliard de dollars via une augmentation de capital pour financer de nouvelles installations de drones et hypersoniques, ce qui a augmenté le nombre d'actions et dilué le bénéfice par action.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Calendriers du Pentagone plus lents.\u003C\u002Fstrong> Les investisseurs particuliers ont anticipé des commandes de drones rapides et à grande échelle, mais les grands programmes de défense passent par de longues phases de prototype et de qualification avant que les véritables dollars de production n'apparaissent. Les principales sélections de cellules pour le programme CCA de l'Air Force sont également allées en grande partie à des concurrents majeurs, limitant certains programmes de Kratos à des contrats de conception de propulsion plus modestes.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Marges faibles et flux de trésorerie disponible négatif.\u003C\u002Fstrong> Les dépenses importantes pour les nouvelles lignes de production ont fait passer le flux de trésorerie disponible en territoire négatif malgré la croissance du chiffre d'affaires, et les contrats à prix fixe ainsi que les coûts de la chaîne d'approvisionnement ont pesé sur la rentabilité.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Ventes d'initiés et d'institutions.\u003C\u002Fstrong> Les initiés de l'entreprise et les grands fonds de croissance ont réduit leurs positions après le pic de janvier, ajoutant une pression technique sur l'action.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Estimez la juste valeur d'une entreprise instantanément (Gratuit avec TIKR) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-kratos-defense-stock-price-target-signals-room-to-run\" class=\"wp-block-heading\">L'objectif de cours pour l'action Kratos Defense indique un potentiel de hausse\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Malgré le recul, DeMarco reste optimiste quant à la position de l'entreprise dans la base industrielle de défense. Comparant Kratos à son rival non coté Anduril, il a déclaré aux analystes lors de l'appel : \"À mon avis, je suis le PDG, je bois le Kool Aid. Kratos est l'entreprise de défense la plus précieuse qui soit.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Un modèle de valorisation distinct basé sur les données de TIKR.com, dans un scénario médian, fixe un objectif de cours pour l'action KTOS à $262,03 d'ici fin 2030, contre un cours actuel de $47,82.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4974\" height=\"4071\" data-public-id=\"images\u002FKTOS_valuation_model_1293031b55e\u002FKTOS_valuation_model_1293031b55e.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4974,h_4071,c_scale\u002Ff_webp,q_auto\u002Fv1788859073\u002Fimages\u002FKTOS_valuation_model_1293031b55e\u002FKTOS_valuation_model_1293031b55e.png?_i=AA\" alt=\"\" class=\"wp-post-129299 wp-image-129303\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788859073\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788859073\u002Fimages\u002FKTOS_valuation_model_1293031b55e\u002FKTOS_valuation_model_1293031b55e.png?_i=AA 4974w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_982,c_scale\u002Ff_webp,q_auto\u002Fv1788859073\u002Fimages\u002FKTOS_valuation_model_1293031b55e\u002FKTOS_valuation_model_1293031b55e.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1146,c_scale\u002Ff_webp,q_auto\u002Fv1788859073\u002Fimages\u002FKTOS_valuation_model_1293031b55e\u002FKTOS_valuation_model_1293031b55e.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_246,c_scale\u002Ff_webp,q_auto\u002Fv1788859073\u002Fimages\u002FKTOS_valuation_model_1293031b55e\u002FKTOS_valuation_model_1293031b55e.png?_i=AA 300w\" sizes=\"auto, (max-width: 4974px) 100vw, 4974px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Modèle de valorisation de l'action KTOS (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Cela représente un rendement total potentiel d'environ 448% sur environ quatre ans, soit un rendement annualisé proche de 48,2%. Le même modèle montre un objectif bas de $179,24 et un objectif haut de $369,44, ce qui implique des rendements totaux allant d'environ 275% à près de 673% selon l'évolution de la croissance du chiffre d'affaires et des marges.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Pour les investisseurs capables de supporter la volatilité du secteur de la défense, ce modèle suggère un potentiel de hausse significatif par rapport aux niveaux actuels, à condition que Kratos exécute son carnet de commandes hypersoniques, moteurs et drones d'ici 2027 et au-delà.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La direction de Kratos a donné des prévisions de croissance organique du chiffre d'affaires pour l'année 2026 complète de 19% à 23%, son segment hypersonique devant à lui seul passer d'environ 200 millions de dollars en 2025 à au moins 700 millions de dollars en 2027.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-\">L'effondrement de l'action de $134 était moins dû à une détérioration de l'activité sous-jacente qu'à une valorisation qui s'était éloignée de ce qu'une entreprise de matériel de défense peut réalistement offrir.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-\">Le fait que KTOS remonte vers ces sommets dépendra de l'exécution, et non du sentiment du marché, au cours des prochains trimestres.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Créez votre propre Modèle de Valorisation pour évaluer n'importe quelle action (C'est gratuit !) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-how-much-upside-does-kratos-defense-stock-have-from-here\" class=\"wp-block-heading\">Quel est le potentiel de hausse de l'action Kratos Defense à partir d'ici ?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Avec le \u003Cstrong>nouvel outil Modèle de Valorisation\u003C\u002Fstrong> de TIKR, vous pouvez estimer le cours potentiel d'une action en moins d'une minute.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il suffit de trois entrées simples :\u003C\u002Fp>\n\n\n\n\u003Col class=\"wp-block-list\">\n\u003Cli>\u003Cem>Croissance du chiffre d'affaires\u003C\u002Fem>\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cem>Marges opérationnelles\u003C\u002Fem>\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cem>Multiple de sortie P\u002FE\u003C\u002Fem>\u003C\u002Fli>\n\u003C\u002Fol>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Si vous ne savez pas quoi saisir, TIKR remplit automatiquement chaque entrée en utilisant les estimations consensuelles des analystes, vous donnant un point de départ rapide et fiable.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">À partir de là, TIKR calcule le cours potentiel et les rendements totaux dans des \u003Cstrong>scénarios Hausse, Médian et Baisse\u003C\u002Fstrong> afin que vous puissiez rapidement voir si une action semble \u003Cstrong>sous-évaluée ou surévaluée\u003C\u002Fstrong>.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Découvrez la vraie valeur d'une action en moins de 60 secondes (Gratuit avec TIKR) >>>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">À la recherche de nouvelles opportunités ?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Découvrez quelles actions \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">les investisseurs milliardaires achètent\u003C\u002Fa> \u003C\u002Fstrong>pour suivre l'argent intelligent.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analysez des actions en seulement 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> avec la plateforme tout-en-un et facile à utiliser de TIKR.\u003C\u002Fli>\n\n\n\n\u003Cli>Plus vous retournez de pierres... plus vous découvrirez d'opportunités. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Recherchez 100K+ actions mondiales, les portefeuilles des meilleurs investisseurs mondiaux, et plus encore avec TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Avertissement :\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Veuillez noter que les articles sur TIKR ne sont pas destinés à servir de conseils en investissement ou financiers de la part de TIKR ou de notre équipe éditoriale, ni ne constituent des recommandations d'achat ou de vente d'actions. Nous créons notre contenu à partir des données d'investissement du Terminal TIKR et des estimations des analystes. Notre analyse peut ne pas inclure les actualités récentes des entreprises ou des mises à jour importantes. TIKR n'a aucune position dans les actions mentionnées. Merci de votre lecture et bon investissement !\u003C\u002Fem>\u003C\u002Fp>",1057,"fr","\u002Fblog\u002Fkratos-defense-ktos-stock-down-63-percent-all-time-highs","kratos-defense-ktos-stock-down-63-percent-all-time-highs","images\u002FDAL-stock-1_12930611f7d\u002FDAL-stock-1_12930611f7d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788859323\u002Fimages\u002FDAL-stock-1_12930611f7d\u002FDAL-stock-1_12930611f7d.png?_i=AA",{"altText":237,"imageCredit":238},"Why Is Kratos Defense Stock Down 63% From Its All-Time High","@DancingMan from Getty Images via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Aditya Raghunath","adityatikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"Investissement Général","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Kratos Defense stock has dropped 63% from its January peak. Here is what is driving the selloff and what a new KTOS stock price target shows.",{"title":237,"description":258,"twitterTitle":237,"twitterDescription":258,"author":240,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":261,"twitterData1":262,"ogTitle":237,"ogDescription":258,"ogUrl":232,"ogImage":235,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"TIKR.com","Temps de lecture estimé","8 minutes",1200,630,[266,283,298,315,330],{"id":255,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":273,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":276,"categories":280,"relatedPosts":282},"L'action Asana a chuté de 13 % malgré des résultats du T2 supérieurs aux estimations. C'est le problème des prévisions qui était en cause.","2026-09-08 08:35:00","L'action Asana a chuté de 13 % sur un dépassement, et non un échec. C'est le guide de croissance prudent pour le troisième trimestre, à 8-9 %, qui a vraiment effrayé les investisseurs de Wall Street cette semaine.",1231,"\u002Fblog\u002Fasana-stock-sank-13-despite-beating-q2-estimates-the-guidance-was-the-problem","asana-stock-sank-13-despite-beating-q2-estimates-the-guidance-was-the-problem","images\u002FFEATURED-IMAGE-MAKER-1546\u002FFEATURED-IMAGE-MAKER-1546","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788853395\u002Fimages\u002FFEATURED-IMAGE-MAKER-1546\u002FFEATURED-IMAGE-MAKER-1546.png?_i=AA",{"altText":267},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":279},"Gian Estrada","giantikr",[],[281],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":284,"date":285,"excerpt":286,"wordCount":287,"uri":288,"slug":289,"cloudinaryAssetId":290,"featuredImageOriginalUrl":291,"featuredImageMetadata":292,"author":293,"categories":295,"relatedPosts":297},"L'action d'Astera Labs a bondi de 10% vendredi dernier. Un pari sur le S&P 500 en est la raison.","2026-09-08 08:00:00","L'action d'Astera Labs a bondi de 10 % en une seule séance vendredi alors que les traders parient sur une future entrée dans le S&P 500, prolongeant une hausse qui dépasse déjà les 100 % pour l'année.",1203,"\u002Fblog\u002Fastera-labs-stock-jumped-10-last-friday-an-sp-500-bet-is-why","astera-labs-stock-jumped-10-last-friday-an-sp-500-bet-is-why","images\u002FFEATURED-IMAGE-MAKER-1545\u002FFEATURED-IMAGE-MAKER-1545","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788852305\u002Fimages\u002FFEATURED-IMAGE-MAKER-1545\u002FFEATURED-IMAGE-MAKER-1545.png?_i=AA",{"altText":284},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":294},[],[296],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":299,"date":300,"excerpt":301,"wordCount":302,"uri":303,"slug":304,"cloudinaryAssetId":305,"featuredImageOriginalUrl":306,"featuredImageMetadata":307,"author":308,"categories":312,"relatedPosts":314},"Spotify augmente son programme de rachat d'actions de 1,5 milliard de dollars. La direction pense que le marché se trompe.","2026-09-07 22:30:00","Spotify a passé toute l'année 2026 à être sanctionné pour ses dépenses en IA et en marketing. Le 20 août, son conseil d'administration a augmenté le programme de rachat d'actions de 1,5 milliard de dollars et a signifié au marché son désaccord.",1223,"\u002Fblog\u002Fspotify-stock-upsized-its-buyback-by-1-5-billion-management-thinks-the-market-has-it-wrong","spotify-stock-upsized-its-buyback-by-1-5-billion-management-thinks-the-market-has-it-wrong","images\u002F9-1_129176fcdb4\u002F9-1_129176fcdb4","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788818004\u002Fimages\u002F9-1_129176fcdb4\u002F9-1_129176fcdb4.png?_i=AA",{"altText":299},{"name":309,"slug":310,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":311},"Wiltone Asuncion","wiltonetikr",[],[313],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":316,"date":317,"excerpt":318,"wordCount":319,"uri":320,"slug":321,"cloudinaryAssetId":322,"featuredImageOriginalUrl":323,"featuredImageMetadata":324,"author":325,"categories":327,"relatedPosts":329},"L'action MercadoLibre croît plus vite que jamais, et le cours continue de baisser. Voici le décalage.","2026-09-07 22:25:00","MercadoLibre acaba de superar los 10 mil millones de dólares en ingresos trimestrales por primera vez, creciendo un 50% interanual, pero la acción se mantiene aproximadamente un 22% por debajo de su máximo porque los márgenes siguen cayendo a propósito.",1286,"\u002Fblog\u002Fmercadolibre-stock-is-growing-faster-than-ever-and-the-stock-keeps-dropping-heres-the-disconnect","mercadolibre-stock-is-growing-faster-than-ever-and-the-stock-keeps-dropping-heres-the-disconnect","images\u002F7-1_12917456943\u002F7-1_12917456943","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788817999\u002Fimages\u002F7-1_12917456943\u002F7-1_12917456943.png?_i=AA",{"altText":316},{"name":309,"slug":310,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":326},[],[328],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":331,"date":332,"excerpt":333,"wordCount":334,"uri":335,"slug":336,"cloudinaryAssetId":337,"featuredImageOriginalUrl":338,"featuredImageMetadata":339,"author":340,"categories":342,"relatedPosts":344},"L'inquiétude commerciale qui a fait chuter l'action Synopsys vient de s'inverser. Le titre reste proche de ses plus bas sur 52 semaines.","2026-09-07 22:20:00","Pendant un an, un seul chiffre a alimenté la vente massive de Synopsys : la contraction de son activité Design IP. Au troisième trimestre, celle-ci est revenue à une croissance à deux chiffres, l'EDA a réaccéléré, et la direction a confirmé la trajectoire vers une croissance à deux chiffres.",1281,"\u002Fblog\u002Fthe-business-worry-that-sank-synopsys-stock-just-reversed-the-stock-is-still-near-52-week-lows","the-business-worry-that-sank-synopsys-stock-just-reversed-the-stock-is-still-near-52-week-lows","images\u002F6-1_129173f630f\u002F6-1_129173f630f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788817993\u002Fimages\u002F6-1_129173f630f\u002F6-1_129173f630f.png?_i=AA",{"altText":331},{"name":309,"slug":310,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":341},[],[343],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[346,364,379,394,409,424,442,457,472,486,501,519,534,549,564],{"id":255,"title":347,"date":348,"excerpt":349,"wordCount":350,"uri":351,"slug":352,"cloudinaryAssetId":353,"featuredImageOriginalUrl":354,"featuredImageMetadata":355,"author":356,"categories":358,"relatedPosts":363},"Pourquoi l'action d'Expedia Group a bondi de 31 % depuis juin","2026-09-08 09:30:00","L'action d'Expedia Group a grimpé de 31 % en trois mois, atteignant 340 $ avant qu'une correction générale du marché ne la ramène à 298 $. Voici ce qui a alimenté cette hausse.",1131,"\u002Fblog\u002Fwhy-expedia-group-stock-jumped-31-since-june","why-expedia-group-stock-jumped-31-since-june","images\u002FFEATURED-IMAGE-MAKER-1547\u002FFEATURED-IMAGE-MAKER-1547","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788857610\u002Fimages\u002FFEATURED-IMAGE-MAKER-1547\u002FFEATURED-IMAGE-MAKER-1547.png?_i=AA",{"altText":347},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":357},[],[359],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},"Examens des Actions","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":365,"date":366,"excerpt":367,"wordCount":368,"uri":369,"slug":370,"cloudinaryAssetId":371,"featuredImageOriginalUrl":372,"featuredImageMetadata":373,"author":374,"categories":376,"relatedPosts":378},"Le prochain catalyseur de Skyrizi d'AbbVie arrive cet automne. Voici ce qui est en jeu pour l'action.","2026-09-07 22:50:00","La plus grande crainte concernant AbbVie était que les nouveaux médicaments oraux finissent par ralentir Skyrizi. Un trimestre après le lancement concurrentiel, la direction indique que les nouvelles prescriptions se sont en fait accélérées. Une décision de la FDA à l'automne concernant une nouvelle option de dosage pour Skyrizi est le prochain élément qui décidera de l'histoire de la croissance.",1180,"\u002Fblog\u002Fabbvies-next-skyrizi-catalyst-lands-this-fall-heres-whats-at-stake-for-the-stock","abbvies-next-skyrizi-catalyst-lands-this-fall-heres-whats-at-stake-for-the-stock","images\u002F13_1291801ae22\u002F13_1291801ae22","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788818023\u002Fimages\u002F13_1291801ae22\u002F13_1291801ae22.png?_i=AA",{"altText":365},{"name":309,"slug":310,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":375},[],[377],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":380,"date":381,"excerpt":382,"wordCount":383,"uri":384,"slug":385,"cloudinaryAssetId":386,"featuredImageOriginalUrl":387,"featuredImageMetadata":388,"author":389,"categories":391,"relatedPosts":393},"Starbucks a gagné en justice. Il fait toujours face à un boycott. Voici ce que cela signifie pour l'action.","2026-09-07 22:45:00","Starbucks a obtenu gain de cause face au conseil du travail sur une décision étroite concernant les vêtements, mais Starbucks Workers United poursuit toujours un boycott à l'échelle nationale et les investisseurs cherchent à destituer Brian Niccol de son titre de président du conseil d'administration, le tout alors que la chaîne enregistre son plus grand lancement automnal de tous les temps.",1187,"\u002Fblog\u002Fstarbucks-won-in-court-it-still-faces-a-boycott-heres-what-it-means-for-the-stock","starbucks-won-in-court-it-still-faces-a-boycott-heres-what-it-means-for-the-stock","images\u002F12_129179ee156\u002F12_129179ee156","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788818018\u002Fimages\u002F12_129179ee156\u002F12_129179ee156.png?_i=AA",{"altText":380},{"name":309,"slug":310,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":390},[],[392],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":395,"date":396,"excerpt":397,"wordCount":398,"uri":399,"slug":400,"cloudinaryAssetId":401,"featuredImageOriginalUrl":402,"featuredImageMetadata":403,"author":404,"categories":406,"relatedPosts":408},"L'action Qualcomm a progressé de 15 % en un mois. L'histoire des centres de données explique pourquoi elle peut continuer.","2026-09-07 22:40:00","Le premier silicium de centre de données de Qualcomm est en cours de validation en laboratoire, et Meta et Microsoft se sont engagés. Pourtant, l'action se négocie toujours près de 18 fois les bénéfices anticipés, comme si rien de tout cela ne se concrétisera. Un échange informel fin août suggère que le marché évalue le mauvais risque.",1216,"\u002Fblog\u002Fqualcomm-stock-is-up-15-in-a-month-the-data-center-story-is-why-it-can-keep-going","qualcomm-stock-is-up-15-in-a-month-the-data-center-story-is-why-it-can-keep-going","images\u002F11_129178781b0\u002F11_129178781b0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788818013\u002Fimages\u002F11_129178781b0\u002F11_129178781b0.png?_i=AA",{"altText":395},{"name":309,"slug":310,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":405},[],[407],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":410,"date":411,"excerpt":412,"wordCount":413,"uri":414,"slug":415,"cloudinaryAssetId":416,"featuredImageOriginalUrl":417,"featuredImageMetadata":418,"author":419,"categories":421,"relatedPosts":423},"L'action Alibaba a chuté de 41 % par rapport à son plus haut. Les dépenses en IA créent-elles une opportunité ou un piège ?","2026-09-07 22:35:00","Le cloud affiche un taux de capitalisation composé à son plus haut niveau depuis 22 trimestres, tandis que le bénéfice du groupe a chuté de 75 % et qu'Alibaba vient de diluer les actionnaires pour financer davantage de dépenses d'investissement. L'action se négocie 41 % en dessous de son plus haut.",1528,"\u002Fblog\u002Falibaba-stock-has-fallen-41-from-its-high-is-the-ai-spend-creating-a-bargain-or-a-trap","alibaba-stock-has-fallen-41-from-its-high-is-the-ai-spend-creating-a-bargain-or-a-trap","images\u002F10-1_129177a4eb1\u002F10-1_129177a4eb1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788818008\u002Fimages\u002F10-1_129177a4eb1\u002F10-1_129177a4eb1.png?_i=AA",{"altText":410},{"name":309,"slug":310,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":420},[],[422],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":425,"date":426,"excerpt":427,"wordCount":428,"uri":429,"slug":430,"cloudinaryAssetId":431,"featuredImageOriginalUrl":432,"featuredImageMetadata":433,"author":434,"categories":436,"relatedPosts":441},"En baisse de 57 % par rapport à son pic de 2025, l'action AppLovin peut-elle se redresser d'ici 2028 ?","2026-09-08 08:18:55","APP se négocie près de 321 $ après un écart par rapport aux prévisions. Consultez le modèle d'évaluation de TIKR, les hypothèses clés et les scénarios haussier, de base et baissier pour l'action AppLovin.",1068,"\u002Fblog\u002Fapplovin-app-stock-valuation-2028-forecast","applovin-app-stock-valuation-2028-forecast","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788850588\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva.png?_i=AA",{"altText":425},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":435},[],[437],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},"Évaluation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":443,"date":444,"excerpt":445,"wordCount":446,"uri":447,"slug":448,"cloudinaryAssetId":449,"featuredImageOriginalUrl":450,"featuredImageMetadata":451,"author":452,"categories":454,"relatedPosts":456},"En baisse de 26% sur les 12 derniers mois, l'action Workday peut-elle rebondir d'ici 2029 ?","2026-09-08 08:18:02","WDAY se négocie près de 196 $ alors que le chiffre d'affaires récurrent lié à l'IA s'envole. Consultez le modèle d'évaluation, les hypothèses clés et les scénarios haussier\u002Fcentral\u002Fbaissier pour l'action Workday sur TIKR.",1078,"\u002Fblog\u002Fworkday-wday-stock-valuation-2029-forecast","workday-wday-stock-valuation-2029-forecast","images\u002FWDAY-stock-@putilich-from-Getty-Images-via-Canva-@levoncigol-from-Getty-Images-via-Canva\u002FWDAY-stock-@putilich-from-Getty-Images-via-Canva-@levoncigol-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788788833\u002Fimages\u002FWDAY-stock-@putilich-from-Getty-Images-via-Canva-@levoncigol-from-Getty-Images-via-Canva\u002FWDAY-stock-@putilich-from-Getty-Images-via-Canva-@levoncigol-from-Getty-Images-via-Canva.png?_i=AA",{"altText":443},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":453},[],[455],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":458,"date":459,"excerpt":460,"wordCount":461,"uri":462,"slug":463,"cloudinaryAssetId":464,"featuredImageOriginalUrl":465,"featuredImageMetadata":466,"author":467,"categories":469,"relatedPosts":471},"En hausse de 199% sur l'année écoulée, l'action Teradyne a-t-elle encore de la marge de progression jusqu'en 2028 ?","2026-09-07 13:48:44","TER cotise près de 357 $ après un trimestre exceptionnel porté par l'IA. Consultez le modèle de valorisation de TIKR, ses hypothèses clés et les scénarios haussier, de base et baissier.",1081,"\u002Fblog\u002Fteradyne-ter-stock-valuation-2028-forecast","teradyne-ter-stock-valuation-2028-forecast","images\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788787091\u002Fimages\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva.png?_i=AA",{"altText":458},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":468},[],[470],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":473,"date":474,"excerpt":475,"wordCount":230,"uri":476,"slug":477,"cloudinaryAssetId":478,"featuredImageOriginalUrl":479,"featuredImageMetadata":480,"author":481,"categories":483,"relatedPosts":485},"En baisse de 52 % sur les 12 derniers mois, l'action Monday.com peut-elle redresser la situation d'ici 2028 ?","2026-09-07 13:48:05","MNDY cotise près de 91 $ après une année difficile. Consultez le modèle d'évaluation de TIKR, les hypothèses clés et les scénarios haussier\u002Fbase\u002Fbaissier pour l'action monday.com.","\u002Fblog\u002Fmonday-com-mndy-stock-valuation-2028-forecast","monday-com-mndy-stock-valuation-2028-forecast","images\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788785282\u002Fimages\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva.png?_i=AA",{"altText":473},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":482},[],[484],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":487,"date":488,"excerpt":489,"wordCount":490,"uri":491,"slug":492,"cloudinaryAssetId":493,"featuredImageOriginalUrl":494,"featuredImageMetadata":495,"author":496,"categories":498,"relatedPosts":500},"En baisse de près de 3 % sur les 12 derniers mois, l'action Moody's peut-elle rebondir d'ici 2028 ?","2026-09-07 12:51:18","MCO se négocie près de 494 $ après un solide T2. Consultez le modèle d'évaluation de TIKR, les hypothèses clés et les scénarios haussier\u002Fcentral\u002Fbaissier pour l'action Moody's.",1051,"\u002Fblog\u002Fmoodys-mco-stock-valuation-2028-forecast","moodys-mco-stock-valuation-2028-forecast","images\u002FMCO-stock_12907910dc1\u002FMCO-stock_12907910dc1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788777469\u002Fimages\u002FMCO-stock_12907910dc1\u002FMCO-stock_12907910dc1.png?_i=AA",{"altText":487},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":497},[],[499],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":502,"date":503,"excerpt":504,"wordCount":505,"uri":506,"slug":507,"cloudinaryAssetId":508,"featuredImageOriginalUrl":509,"featuredImageMetadata":510,"author":511,"categories":513,"relatedPosts":518},"L'action Ambarella progresse alors qu'une demande record d'IA de périphérie stimule un dépassement des revenus du deuxième trimestre fiscal","2026-09-04 13:48:46","L'action Ambarella a progressé après que les revenus du deuxième trimestre fiscal ont dépassé les prévisions, portés par une demande record pour l'IA de périphérie, accompagnée d'une révision à la hausse des prévisions de marché sur cinq ans.",810,"\u002Fblog\u002Fambarella-stock-rallies-record-edge-ai-revenue-beat","ambarella-stock-rallies-record-edge-ai-revenue-beat","images\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788526155\u002Fimages\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518.png?_i=AA",{"altText":502},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":512},[],[514],{"name":515,"slug":516,"uri":517,"description":243,"postsCount":255},"Mises à Jour des Résultats","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":255,"title":520,"date":521,"excerpt":522,"wordCount":523,"uri":524,"slug":525,"cloudinaryAssetId":526,"featuredImageOriginalUrl":527,"featuredImageMetadata":528,"author":529,"categories":531,"relatedPosts":533},"Les résultats du deuxième trimestre de Lululemon dépassent les attentes sur l'EBIT. La réduction des prévisions a effacé la bonne nouvelle.","2026-09-04 09:30:00","Le bénéfice par action (BPA) GAAP de Lululemon a atteint 2,92 $ grâce à un remboursement tarifaire ponctuel de 134,5 millions de dollars, mais le BPA ajusté a chuté de 34 % pour s'établir à 2,06 $, les prévisions ayant été fortement réduites.",1020,"\u002Fblog\u002Flululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","lululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","images\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788505347\u002Fimages\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521.png?_i=AA",{"altText":520},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":530},[],[532],{"name":515,"slug":516,"uri":517,"description":243,"postsCount":255},[],{"id":255,"title":535,"date":536,"excerpt":537,"wordCount":538,"uri":539,"slug":540,"cloudinaryAssetId":541,"featuredImageOriginalUrl":542,"featuredImageMetadata":543,"author":544,"categories":546,"relatedPosts":548},"Samsara 2026 : Les résultats du T2 confirment un quatrième trimestre consécutif de bénéfice GAAP","2026-09-04 09:00:00","Samsara a ajouté 242 nouveaux clients à plus de 100 000 dollars en un seul trimestre. Le chiffre d'affaires annuel récurrent vient de franchir les 2,1 milliards de dollars.",1045,"\u002Fblog\u002Fsamsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","samsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","images\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788503322\u002Fimages\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520.png?_i=AA",{"altText":535},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":545},[],[547],{"name":515,"slug":516,"uri":517,"description":243,"postsCount":255},[],{"id":255,"title":550,"date":551,"excerpt":552,"wordCount":553,"uri":554,"slug":555,"cloudinaryAssetId":556,"featuredImageOriginalUrl":557,"featuredImageMetadata":558,"author":559,"categories":561,"relatedPosts":563},"Les résultats du quatrième trimestre de Zscaler dépassent les attentes sur tous les indicateurs. Les prévisions pour l'exercice 2027 ne sont pas à la hauteur.","2026-09-04 08:30:00","Le chiffre d'affaires du quatrième trimestre de Zscaler a atteint 898 millions de dollars, en hausse de 25 %, dépassant les prévisions de la place sur tous les indicateurs.",982,"\u002Fblog\u002Fzscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","zscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","images\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501841\u002Fimages\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519.png?_i=AA",{"altText":550},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":560},[],[562],{"name":515,"slug":516,"uri":517,"description":243,"postsCount":255},[],{"id":255,"title":565,"date":566,"excerpt":567,"wordCount":568,"uri":569,"slug":570,"cloudinaryAssetId":571,"featuredImageOriginalUrl":572,"featuredImageMetadata":573,"author":574,"categories":576,"relatedPosts":578},"Les résultats du deuxième trimestre de DocuSign surpassent les attentes sur tous les indicateurs. La plateforme IAM en est la raison.","2026-09-04 08:00:00","La plateforme IAM de DocuSign a bondi à 15,1 % du chiffre d'affaires annuel récurrent en un seul trimestre, finançant des prévisions relevées et 307 millions de dollars de rachats d'actions.",956,"\u002Fblog\u002Fdocusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","docusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","images\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501374\u002Fimages\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518.png?_i=AA",{"altText":565},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":575},[],[577],{"name":515,"slug":516,"uri":517,"description":243,"postsCount":255},[]]