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KRKNF·IndustrialsBUY

Kraken Robotics Inc.

Gianfranco Cacciola·August 12, 2026

Price Target

$7

Upside

+47.4%

Investment Thesis

Kraken Robotics is not a speculative bet on a technology that might one day find customers. It already has them. USD 234 million in confirmed 2026 product orders in subsea defence and autonomy exceeds the full-year revenue guidance midpoint before the year is half over, a backlog-to-guidance ratio above 1.0x. The transformational Covelya acquisition, closed July 2 for USD 441 million, roughly tripled the revenue base. (OTCQB: KRKNF; TSX-V: PNG.)

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Report Details

AnalystGianfranco Cacciola
PublishedAugust 12, 2026
SectorIndustrials
RatingBUY
Price Target$7
Current Price$4.75

For educational purposes only. Not investment advice. Price targets reflect analyst estimates as of the publication date.