Karman Holdings jumps as investors refocus on pipeline, contract value and post-offering technicals

Karman Holdings (KRMN) is up 7.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks tied to investors re-pricing Karman on updated operational metrics and a stronger multi-year demand narrative highlighted in recent company materials, with additional support from post-secondary-offering “overhang” fading. Index-related positioning after updated shareholder/float data could also be contributing to incremental demand.

Details:

Karman disclosed an operational update in connection with its secondary offering process, including commentary on the size and mix of its active opportunity pipeline across end markets.

Company presentation materials highlighted being positioned for more than $1 billion of potential contract value on priority programs and referenced an expanded opportunity pipeline versus prior periods.

Karman’s investor presentation also emphasized broad customer and program exposure (merchant-supplier model across many programs), which can support “multiple program” upside when defense/space funding is strong.

FTSE index documentation noted an investability weight change tied to updated shareholder information following an equity offering, which can create mechanical buying/selling around effective dates.

Sources:

SEC, Karman Space & Defense Investor Relations, FTSE Russell

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

EARLY ACCESS

Receive KRMN Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$KRMN Hedge Fund Activity

We have seen 233 institutional investors add shares of $KRMN stock to their portfolio, and 152 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

VANGUARD GROUP INC added 5,621,556 shares (+151.1%) to their portfolio in Q4 2025, for an estimated $411,329,252
FALCON WEALTH PLANNING added 2,569,446 shares (+inf%) to their portfolio in Q1 2026, for an estimated $205,684,152
FMR LLC added 2,525,033 shares (+43.2%) to their portfolio in Q1 2026, for an estimated $202,128,891
CASTLE HOOK PARTNERS LP added 2,493,778 shares (+inf%) to their portfolio in Q1 2026, for an estimated $199,626,928
AMERIPRISE FINANCIAL INC added 2,207,224 shares (+352.8%) to their portfolio in Q1 2026, for an estimated $176,688,281
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,268,355 shares (-97.8%) from their portfolio in Q4 2025, for an estimated $92,805,535
CAPITAL WORLD INVESTORS removed 1,087,978 shares (-53.4%) from their portfolio in Q1 2026, for an estimated $87,092,638

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$KRMN Analyst Ratings

Wall Street analysts have issued reports on $KRMN in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

BWS Financial issued a "Sell" rating on 03/27/2026
Citigroup issued a "Buy" rating on 01/13/2026
Keybanc issued a "Overweight" rating on 12/19/2025

To track analyst ratings and price targets for $KRMN, check out Quiver Quantitative's $KRMN forecast page.

$KRMN Price Targets

Multiple analysts have issued price targets for $KRMN recently. We have seen 9 analysts offer price targets for $KRMN in the last 6 months, with a median target of $100.0.

Here are some recent targets:

Michael Leshock from Keybanc set a target price of $100.0 on 05/20/2026
Clarke Jeffries from Piper Sandler set a target price of $114.0 on 05/19/2026
John Godyn from Citigroup set a target price of $97.0 on 05/18/2026
Hamed Khorsand from BWS Financial set a target price of $37.0 on 05/18/2026
Amit Daryanani from Evercore ISI Group set a target price of $100.0 on 05/13/2026
Austin Bohlig from Needham set a target price of $125.0 on 04/09/2026
Peter Arment from Baird set a target price of $135.0 on 03/20/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.