Who mentions $KBR most on Surfaced?

@valuedontlie (Colin King) mentions $KBR most — 6 mentions in the past 12 months.

When was $KBR first mentioned on Surfaced?

The earliest tracked mention of $KBR in the Surfaced archive was on Oct 6, 2025.

How many voices track $KBR?

3 FinTwit voices have mentioned $KBR 8 times in the past 12 months.

What kind of voices mention $KBR most?

$KBR is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$KBR

KBR Inc

$KBR

KBR Inc

Past 12mo:8mentions3voices

All voices8 mentions since Oct 2025calls only

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About this stock

Over the past 12 months, $KBR has been discussed by 3 distinct FinTwit voices with a total of 8 mentions, beginning October 6, 2025. The most active voice discussing the stock is @valuedontlie (Colin King), who accounts for 6 of the 8 mentions, primarily through long research posts. The other voices mentioning $KBR are @ragingventures (Raging Capital Ventures) and @spaceinvestor_d (Space Investor), each with 1 mention. The most recent mention occurred on June 10, 2026.

AI-generated from tracked posts · updated Jul 11, 2026

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Recent mentions

8 mentions

@valuedontlieJun 10, 2026 · 4:12 PM

That's a cool contract award you don't see everyday... $KBR https://t.co/F8Phx0kxLX

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@spaceinvestor_dJun 6, 2026 · 3:00 PM

@attorney I don't see $KBR often in comments, probably due to lagging growth, but interesting business and decent earnings.

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@valuedontlieFeb 27, 2026 · 2:49 PM

Things on my to-do list today: $ZD earnings review $KBR earnings review $STRZ earnings review

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@valuedontlieFeb 16, 2026 · 3:18 AM

Adding to $KBR notes https://t.co/3mGWVgffFx

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@valuedontlieFeb 5, 2026 · 6:53 PM

5) $KBR upcoming spin + trading at a big discount to government contractor peers... solid earnings growth & FCF https://t.co/Ce6ZmFuuNJ

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@valuedontlieFeb 3, 2026 · 8:58 PM

Ideas from Jan 26: 1) $TFX — abandoned spin-off for divestiture + CEO change + buybacks 2) $KBR — value + catalyst: upcoming spin (2H26) 3) $SXP.TO — sale-leaseback, capital returns + resuming M&A, fundamentals inflecting 4) $CNK — beaten down + capital allocation inflection https://t.co/abK2EJT5gm

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@valuedontlieJan 24, 2026 · 2:38 PM

$KBR quick value upcoming spin (2H26) of MTS segment (government contractor) 1) MTS segment (SpinCo) = government contractor; focus on space/logistics (vs. peers heavier into IT, data, cyber, intelligence) 2) STS segment (RemainCo) = consulting services + IP licensing for energy, ammonia plants, chemicals, renewables 3) combined rev & EPS growing >9% and >12% from 2017-2024... $2.1bn cum. FCF -- $2.2bn spent on M&A, $750m buybacks, $467m dividends 4) stock trades at big discount to peers (11x earnings / 8x EBITDA vs. 16-17x / 12x) despite solid growth and reasonable leverage (~2.2x) 5) MTS segment w/ several ops mishaps lately... lost 2 major contracts forcing a reset of multi-year financial targets 6) mgmt set FY27 targets in May '24 = $11.5bn revenue, $1.15bn EBITDA, and $700m op. cash flow... reset in July '25 after contract losses = $9bn rev, $1.15bn EBITDA, $650m op. cash flow 7) STS business growing >DD with >20% EBITDA margins and nil capex... likely worth >10x EBITDA (recent HON acquisition suggests this is true) 8) sell-side estimates at ~$1.02bn EBITDA (vs. $1.15bn FY27 target) = low expectation of success My fair value estimate = $57/share (based on 9x EBITDA for MTS + 11x EBITDA for STS)... alternatively, if they hit $1.15bn FY27 EBITDA target and trade at 10x historic multiple = $70/share Nice combo of cheap + catalyst... Hmm...

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@ragingventuresOct 6, 2025 · 2:02 PM

This podcast with the CEO of Vannevar Labs on "reasoning agents" is worth a listen for those looking to get in the weeds on potential Agentic applications for LLMs. It is super interesting and in-depth. Vannevar says there is an imminent opportunity to use Agents to massively enhance the productivity of workers at DoD, driving significant savings by reducing the usage of outsourced consultants. Based on my work (thanks ChatGPT), this could impact companies like $BAH, $SAIC, $CACI, $LDOS, $AMTM, and $KBR. It is worth keeping an eye on Vannevar, which is an emerging defense tech unicorn with $80mm in ARR. We were seed investors in the company in 2019. https://t.co/CKopj2xUfC

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