KRKNF Kraken Robotics Inc Loading... : Bullish and Bearish Analyst Opinions
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23:42
Aug 27
Aug 27
Covelya acquisition adds C$365M combined revenue and 24% adjusted EBITDA margin; Kraken also has a high-moat SeaPower battery product with 46% lighter subsea batteries and Anduril program exposure. The market is still valuing Kraken as a component supplier, but the combined entity can sell complete underwater systems, justifying a re-rating as a defense technology platform. Author bought on the dip after selling earlier; sees a slow, steady compounder with potential C$120–155M EBITDA over the next few years. Covelya integration issues, navy preference for domestic suppliers, lumpy defense orders, and low OTC/TSX liquidity.
HIGH
20:03
Aug 27
Aug 27
Long-term bullish Kraken as Anduril proxy, 2027 catalyst
Author remains long-term bullish on Kraken as an Anduril proxy despite near-term delays. He highlights strong core business, expanded margins, and a long-term multi-bagger setup, though he notes the Anduril ramp may be a 2027 story rather than this year.
MED
14:09
Aug 27
Aug 27
Order book exceeds guidance, scale higher.
Strong order backlog exceeding full-year guidance, new large UUV battery contracts, and inventory build ahead of expected awards make KRKNF a compelling long as Q3 combined results with Covelya should drive a step change.
MED
17:36
Aug 25
Aug 25
Kraken Robotics earnings catalist noted, no view
Flags upcoming earnings for Kraken Robotics as a scheduled catalyst; no directional stance taken by the speaker, though quoted context suggests bullish drivers from Anduril UUV ramp.
LOW
17:09
Aug 25
Aug 25
KRKNF underrated, report ahead.
KRKNF flagged as underrated with improving fundamentals and an upcoming report; speaker says keep an eye out.
MED
00:18
Aug 24
Aug 24
Bipartisan funding could ignite drone stocks
Buy these drone names because bipartisan U.S. drone-security legislation and likely Democratic control could accelerate Ukraine-related defense funding, leave UAS/C-UAS budgets uncontested, and rotate risk capital from data centers into defense.
MED
13:44
Aug 20
Aug 20
Author discloses ongoing long portfolio position.
Author discloses an ongoing portfolio position, advising patience with no recent changes.
MED
12:03
Aug 18
Aug 18
Holds SIVE, ASTS, PL, KRKNF positions
Maintain long exposure in SIVE, ASTS, PL, and KRKNF; the author prefers not to liquidate despite tax pressure and would only sell if needed to raise 10-20% cash for higher-conviction additions.
MED
11:27
Aug 15
Aug 15
The author is compiling a research thread of user-recommended non-AI tickers.
The author is compiling a research thread of user-recommended non-AI tickers, listing them as a factual watchlist
LOW
15:25
Aug 14
Aug 14
Author replies to a drone exposure request with four ticker ideas.
Author replies to a drone exposure request with four ticker ideas, framing them as bullish candidates for the sector.
16:23
Aug 11
Aug 11
Break-and-retest entry setup for KRKNF
Advises entering KRKNF on a break above resistance and a retest as support, mirroring the OPTX setup.
MED
15:36
Aug 11
Aug 11
Short-term trade, bullish and undervalued claim
Author holds KRKNF as a short-term trade, citing bullish technicals and perceived undervaluation; no specific fundamental catalyst provided.
LOW
17:29
Aug 09
Aug 09
Author holds KRKNF in current portfolio
Author discloses KRKNF as a current portfolio holding in response to a direct question about present portfolio composition, implying an ongoing long position.
MED
16:19
Aug 08
Aug 08
KRKNF 60% off ATH, drone spending surge
Buy KRKNF (Kraken Robotics), a drone/defense name ~60% below ATH, as part of author's high-conviction drone defense basket predicated on the DoD's 2027 drone budget request of $74.2B (~350% increase from 2026).
MED
13:35
Aug 03
Aug 03
Author celebrates Substack anniversary and lists past deep dives as portfolio/watchlist.
Author celebrates Substack anniversary and lists past deep dives as portfolio/watchlist coverage, not current positions or forward calls.
17:13
Aug 02
Aug 02
Kongsberg CAMP selection may add Kraken revenue path
Kongsberg, a documented Kraken battery customer (Hugin AUV fleet, 1,300+ kWh delivered), was selected alongside Anduril for the DoD DIU CAMP XLUUV program; if Kongsberg's XLUUV uses Kraken power, it represents a second revenue path within the same program — unconfirmed but structurally plausible given the short qualified supplier list.
MED
14:46
Aug 02
Aug 02
Author endorses another trader's long-term stock picks but provides no explicit position.
Author endorses another trader's long-term stock picks but provides no explicit position or forward catalyst of his own, so all tickers are indexed as watch.
14:39
Jul 26
Jul 26
Author questions the contradiction of paused wars due to weapons shortages while defense stocks.
Author questions the contradiction of paused wars due to weapons shortages while defense stocks are in a bear market, but does not state a position or forward catalyst.
LOW
16:26
Jul 24
Jul 24
The author maintains a high-conviction long position in Soitec as a critical AI infrastructure.
The author maintains a high-conviction long position in Soitec as a critical AI infrastructure play while noting its strategic importance to photonics suppliers like AAOI and COHR.
04:39
Jul 24
Jul 24
Buy KRKNF as an alternative to AI trade skeptics.
Buy KRKNF as an alternative to AI trade skeptics; company offers pressure-tolerant subsea batteries, synthetic aperture sonar, and Covelya autonomy software acquisition, with combined orders of $327M running nearly 2x standalone guidance of $165-175M amid accelerating undersea defense/autonomy demand.
MED
14:47
Jul 23
Jul 23
Buy Kraken Robotics as orders nearly 2x standalone guidance.
Buy Kraken Robotics as orders nearly 2x standalone guidance, driven by NAVSEA-certified pressure-tolerant batteries, synthetic aperture sonar, and the Covelya autonomy software acquisition — all benefiting from accelerating Western naval unmanned underwater vehicle programs.
MED
14:41
Jul 23
Jul 23
Author discloses KRKNF as one of their top current holdings/conviction positions.
Author discloses KRKNF as one of their top current holdings/conviction positions, framing it as a personal portfolio pick in a favorites/conviction context.
MED
21:47
Jul 22
Jul 22
Author declares defense bottom is in with a huge rotation starting tomorrow.
Author declares defense bottom is in with a huge rotation starting tomorrow, citing the NDAA passage as a catalyst, but lists tickers as beneficiaries without explicit position language or forward catalyst.
LOW
16:42
Jul 22
Jul 22
Author calls KRKNF a no-brainer all-in hold for over a decade citing asymmetric risk/reward.
Author calls KRKNF a no-brainer all-in hold for over a decade citing asymmetric risk/reward with Anduril as top customer, high barriers, record NATO spending, and no AI bubble exposure.
LOW
16:12
Jul 20
Jul 20
Author holds concentrated position in KRKNF
Author discloses KRKNF as one of only six current holdings, implying high conviction concentration in a focused portfolio.
MED
14:31
Jul 20
Jul 20
Buy KRKNF because the market ignores strong order cadence ($327M YTD vs $165-175M guidance).
Buy KRKNF because the market ignores strong order cadence ($327M YTD vs $165-175M guidance) while the stock is down 50% from highs; orders keep stacking.
MED
12:27
Jul 20
Jul 20
Buy KRKNF as $327M in YTD orders vs $165-175M revenue guidance signals massive revenue upside.
Buy KRKNF as $327M in YTD orders vs $165-175M revenue guidance signals massive revenue upside; order cadence accelerating while stock remains depressed post-highs.
HIGH
12:20
Jul 20
Jul 20
Kraken Robotics announced $35 million in new orders and business update.
Kraken Robotics announced $35 million in new orders and business update; author responds with excitement but states no explicit position or reasoning.
LOW
10:49
Jul 20
Jul 20
Buy Kraken Robotics on large orders and direct benefit from Strait of Hormuz conflict.
Buy Kraken Robotics on large orders and direct benefit from Strait of Hormuz conflict, with stock cheap after ATH decline.
MED
10:46
Jul 20
Jul 20
Buy Kraken Robotics on $35M new order announcement (~11% of full-year 2026 revenue guidance).
Buy Kraken Robotics on $35M new order announcement (~11% of full-year 2026 revenue guidance), with SeaPower batteries winning competitive displacement and major KATFISH contract awards expected to begin H2 2026, creating a catalyst-rich second half.
MED
About KRKNF Analyst Coverage
Buzzberg tracks KRKNF (Kraken Robotics Inc) across 24 sources. 247 bullish vs 0 bearish calls from 24 analysts. Sentiment: predominantly bullish (69%). 358 total trade ideas tracked. Latest voices: u/easymoneyboi, michaelsikand, ckcapitalxx.