Aerospace and defense company Karman (KRMN) has seen a 68% increase since being highlighted by trader Jonathan Rose on September 9, while those who invested earlier in August have gained approximately 135%. Rose emphasizes Karman’s strong growth trajectory, with earnings up over 230% year-on-year, supported by deep government ties and favorable trends in defense spending amid rising global security tensions.
The U.S. Department of Defense’s National Security Strategy marks three key themes: reshoring and re-industrialization, military modernization, and domestic security priorities, which align with Karman’s market position. With a market capitalization under $5 billion, Karman is viewed as an undervalued opportunity in defense.
As government budgets for defense continue to increase, particularly in light of ongoing conflicts, KRMN is well-positioned to benefit from these trends, affirming Rose’s bullish stance on the stock amidst ongoing market rotations towards next-generation defense technology.
