Kraken Robotics: Undersea Batteries Drive Solid Revenue Growth

Go Finance Intelligence 77 Followers Follow Summary Kraken Robotics is rated 'Buy' due to proven subsea battery strengths and surging order backlog, supported by robust defense and commercial demand. KRKNF's revenue guidance was raised to $290–$320 million for FY2026, reflecting strong order intake and a total addressable UUV market projected to reach $120 billion by 2035. Gross margins have improved to 62% in FY2025, with management guiding a slight decline to 60% in FY2026 as operations scale to fulfill rising orders. Valuation analysis suggests 137% price upside potential by end-2026, with a target of $8.80 per share, despite risks from potential battery unit growth slowdown. M-Production/iStock via Getty Images My Thesis Kraken Robotics Inc. ( KRKNF ) is recording strong underwater battery strengths and capabilities , beginning from underwater communication, navigation, positioning, and image sensors, among others. Kraken is on track to capture a larger undersea market, looking at its approved This article was written by Go Finance Intelligence 77 Followers Follow I am a Certified Public Accountant (CPA) and a seasoned financial analyst with a passion for financial world analytics. I specialize in technology, sustainability, and innovation investment, sectors driven by both short and long-term opportunities. As a former writer for Investingoal and Encyclomedia, among others, with over 5 years of experience, I have developed the ability to combine fundamentals with macro contexts to deliver well-researched investment insights. My idea behind “Go Finance Intelligence” is to go in-depth into an equity to uncover useful insights. With this experience, I am motivated to share my perspectives on Seeking Alpha to evaluate market trends, provide strategic suggestions, and analyze investment opportunities. It is through this line of thought that I believe my perspectives have real value for your portfolio, whether you have a short or long-term horizon. I am also open to learning from fellow analysts to drive positive change in an ever-changing and progressive world. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.