California aerospace firm passes on North Carolina for $67M facility
Kratos Defense & Security Solutions Inc., a California-based aerospace firm, has chosen Florida over North Carolina for a new $67 million facility. The decision means North Carolina missed out on a 100-job expansion, despite having competed for multiple aerospace projects recently. The article is a brief update on this development.
Kratos (NASDAQ: KTOS) director sells 3,000 common shares in market transaction
Kratos Defense & Security Solutions, Inc. director Boyd L. Boyd sold 3,000 shares of common stock on May 15, 2026, at a price of $52.0801 per share in an open-market transaction. This sale, conducted in accordance with the company's trading policies, leaves him with 16,480 shares of Kratos common stock directly. The transaction was a net sell of $156,240 worth of shares, categorized as having a moderate impact and negative sentiment for the stock.
TimesSquare Capital Management LLC Trims Stock Position in Kratos Defense & Security Solutions, Inc. $KTOS
TimesSquare Capital Management LLC reduced its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 17.8% in the fourth quarter, selling 61,969 shares and retaining 286,531 shares valued at approximately $21.75 million. The company reported strong Q4 results with a 22.6% increase in revenue year-over-year and EPS of $0.16, surpassing analyst expectations. Despite positive operational performance, the stock has faced pressure from recent insider selling, though analysts maintain a "Moderate Buy" rating.
Kratos (NASDAQ: KTOS) general counsel sells 1,013 shares under Rule 10b5-1 plan
Kratos Defense & Security Solutions, Inc.'s Senior Vice President and General Counsel, Marie Mendoza, sold 1,013 shares of company common stock on May 15, 2026, at a price of $53.49 per share. This transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 17, 2025. Following the sale, Mendoza directly owns 65,996 shares, which includes shares from the Employee Stock Purchase Plan and 401(k) plan.
Kratos Defense & Security Solutions (NASDAQ:KTOS) Insider Sells $338,845.00 in Stock
Phillip Carrai, an insider at Kratos Defense & Security Solutions (NASDAQ:KTOS), sold 6,500 shares of the company's stock for $338,845 on May 15th, reducing his position by 2.85%. Despite this insider sale, the company delivered strong first-quarter results, beating earnings estimates with revenue up 22.6% year-over-year. Analysts maintain a "Moderate Buy" rating for KTOS with an average price target of $96.28, reflecting constructive sentiment amidst increasing defense spending and demand for unmanned systems.
Kratos Defense SVP Marie Mendoza sells $54,185 in stock
Marie Mendoza, SVP and General Counsel at Kratos Defense & Security Solutions, sold 1,013 shares of company stock for $54,185 on May 15, 2026, as part of a 10b5-1 trading plan. She now directly holds 65,996 shares. This transaction follows Kratos Defense's strong Q1 2026 financial results, which exceeded expectations, although analyst price targets were subsequently adjusted downward.
Insider Selling: Kratos Defense & Security Solutions (NASDAQ:KTOS) Director Sells 3,000 Shares of Stock
Kratos Defense & Security Solutions (NASDAQ:KTOS) Director Bradley Boyd sold 3,000 shares of company stock for $156,240 on May 15th, reducing his stake by 15.4%. The sale occurred while KTOS shares were trading below their 50-day and 200-day moving averages, despite the company reporting strong quarterly earnings with revenue up 22.6% year-over-year. Analysts currently rate KTOS a "Moderate Buy" with a consensus target price of $96.28.
Marie Mendoza Sells 1,013 Shares of Kratos Defense & Security Solutions (NASDAQ:KTOS) Stock
Marie Mendoza, SVP at Kratos Defense & Security Solutions (NASDAQ:KTOS), sold 1,013 shares of the company's stock on May 15th for approximately $54,185. This transaction was part of a pre-arranged Rule 10b5-1 plan, reducing her holdings to 65,996 shares. The company recently reported better-than-expected Q1 results, with strong revenue growth and EPS, and analysts maintain a "Moderate Buy" rating with an average price target of $96.28.
Kratos Defense SVP Marie Mendoza sells $54,185 in stock
Marie Mendoza, SVP and General Counsel at Kratos Defense & Security Solutions (NASDAQ: KTOS), sold 1,013 shares of common stock for $54,185 on May 15, 2026, through a pre-arranged trading plan. Following the sale, Mendoza directly holds 65,996 shares. This transaction follows recent strong financial results for Kratos Defense but also coincides with adjusted price targets from analysts citing a softer Q2 outlook.
Kratos Defense director Bradley Boyd sells $156k in company stock
Kratos Defense & Security Solutions director Bradley L. Boyd sold 3,000 shares of company stock for approximately $156,240 on May 15, 2026. Following this transaction, Mr. Boyd directly holds 16,480 shares. This sale occurred shortly after Kratos reported strong Q1 2026 financial results, exceeding EPS and revenue estimates, although analysts subsequently lowered price targets due to future outlook and valuation adjustments.
The US Army Is Deploying Armed Ground Robots. These Companies Are Building The Autonomous Force.
The US Army is actively deploying armed ground robots and autonomous systems, with key companies like Knightscope, Kratos Defense & Security Solutions, AeroVironment, Palantir Technologies, and Axon Enterprise leading the development. This shift follows combat exercises with armed unmanned ground vehicles and the Army's call for autonomous solutions for "last tactical mile" resupply and casualty evacuation. These companies are innovating in AI-powered security, defense technologies, counter-drone systems, and interoperable software platforms to support the military's push towards an autonomous force.
Here's How Much You Would Have Made Owning Kratos Defense & Security Stock In The Last 5 Years
Kratos Defense & Security (NASDAQ: KTOS) has shown strong performance over the last five years, outperforming the market with an average annual return of 17.81%. An initial investment of $1000 in KTOS five years ago would now be worth $2,261.99, highlighting the significant impact of compounded returns. The company currently has a market capitalization of $10.13 billion.
Stephens Investment Management Group LLC Has $89.52 Million Holdings in Kratos Defense & Security Solutions, Inc. $KTOS
Stephens Investment Management Group LLC maintained a significant stake in Kratos Defense & Security Solutions (NASDAQ:KTOS), holding 1.18 million shares valued at $89.52 million, despite a 12.1% reduction in the fourth quarter. The aerospace company's stock has an average "Moderate Buy" rating from analysts with a consensus price target of $96.28. Kratos recently exceeded first-quarter earnings estimates, reporting $0.16 EPS on $371 million in revenue, a 22.6% year-over-year increase, but the stock subsequently declined by about 5%, and insider selling has been observed.
Kratos Defense & Security stock (US50077B1070): Drops 8.4% amid cash burn concerns
Kratos Defense & Security Solutions stock fell 8.44% to $52.49 on May 14, 2026, due to investor concerns over negative cash flow and potential share dilution, despite the company raising its 2026 guidance. The Q1 update showed strong revenue growth but also negative operating and free cash flow. The company's defense tech portfolio remains aligned with US priorities, but investors are closely monitoring liquidity and dilution risks.
Freemont Management S.A. Invests $2.26 Million in Kratos Defense & Security Solutions, Inc. $KTOS
Freemont Management S.A. has initiated a new position in Kratos Defense & Security Solutions (NASDAQ:KTOS), purchasing 29,700 shares valued at approximately $2.26 million in Q4. Institutional investors hold 75.92% of the stock, reflecting strong interest, with other institutions like Amalgamated Bank and M&T Bank Corp also increasing their stakes. Kratos recently surpassed earnings expectations, reporting an EPS of $0.16 on $371 million in revenue against estimates of $0.13 and $345 million respectively, while analysts maintain a "Moderate Buy" rating with an average target price of $96.28.
Kratos Indiana Facility Deepens Hypersonic Ties While Valuation Raises Questions
Kratos Defense & Security Solutions announced a new hypersonic materials test facility in Odon, Indiana, as part of Project Helios, strengthening its ties to US hypersonic programs. While this move expands Kratos's presence in key defense sectors and aligns with U.S. defense spending, the company's shares are currently trading 33.7% above their estimated fair value, raising questions about valuation despite potential growth prospects. Investors should monitor how this new capacity translates into contracted work and revenue against the current overvalued status and past shareholder dilution.
A Look At Kratos Defense (KTOS) Valuation After Strong Q1 Results And Raised 2026 Revenue Guidance
Kratos Defense & Security Solutions (KTOS) has seen its stock under pressure despite strong Q1 results, raised 2026 revenue guidance, and a record backlog, with a 28.63% drop in the last 30 days. While a popular valuation narrative suggests the company is 55.3% undervalued at $117.35 due to growth in drones, hypersonics, and space contracts, a different perspective from its current P/S ratio of 7.6x points to potential valuation risk. Investors need to weigh these mixed signals and consider the balance of rewards and warning signs before making investment decisions.
Kratos Defense stock slips 24.9% YTD: Should you buy the dip?
This article is a placeholder with no content, posing the question of whether investors should "buy the dip" in Kratos Defense stock, which has fallen 24.9% year-to-date. Given the lack of information, it's impossible to provide an informed opinion on the stock.
Kratos Defense slides as investors focus on cash burn and dilution risk despite raised 2026 outlook
Kratos Defense & Security Solutions (KTOS) saw an 8.8% stock drop due to investor concerns about cash usage, margin timing, and dilution risk from a recent equity offering, despite strong Q1 revenue growth and a raised full-year 2026 outlook. The market appears to be discounting the company's backlog and book-to-bill metrics, focusing more on the near-term financial challenges. Insider selling and institutional investment shifts also reflect varied sentiment.
Kratos Defense & Security Solutions (NASDAQ:KTOS) Stock Price Down 9.2% - Here's What Happened
Kratos Defense & Security Solutions (NASDAQ:KTOS) saw its stock price drop by 9.2% on Wednesday, trading at $52.0670 on lighter-than-average volume. Despite this decline, the company reported strong first-quarter results with earnings topping estimates at $0.16 per share and revenue increasing by 22.6% year-over-year to $371 million. Analysts maintain an overall "Moderate Buy" rating with an average price target of $96.28.
Kratos Defense Diversifies Its Firejet Aircraft Line
Kratos Defense & Security Solutions Inc. is diversifying its Firejet aircraft line by powering its Mark 1 Firejet target drone with a company-built J85 jet engine. This move marks a shift from using German-made engines and allows Kratos to offer an affordable, high-performance tactical jet unmanned aircraft system. The company is also expanding production of its Spartan engines and has collaborated with Taiwan to convert the target drone into an attack aircraft, aiming for large-scale operational deployment.
Kratos Defense & Security Solutions, Inc. $KTOS Shares Sold by First Eagle Investment Management LLC
First Eagle Investment Management LLC reduced its stake in Kratos Defense & Security Solutions ($KTOS) by 21.8% in the fourth quarter of the previous year, selling 37,000 shares. This transaction leaves the fund with 133,063 shares valued at approximately $10.1 million. Additionally, insider selling continued, with CFO Deanna H. Lund and Director Scot B. Jarvis selling shares under 10b5-1 plans, contributing to a total of 173,027 shares sold by insiders over the last 90 days. Despite the insider selling, Kratos reported strong quarterly earnings, beating analyst estimates with $0.16 EPS on $371 million in revenue, and maintains a "Moderate Buy" consensus rating with an average target price of $96.28.
Kratos Defense Stock Slips 24.9% YTD: Should You Buy the Dip?
Kratos Defense & Security Solutions (KTOS) shares have dropped 24.9% year-to-date, contrasting with the overall aerospace-defense equipment industry's growth. Despite this underperformance, the company continues to secure significant contracts and expand its unmanned and missile defense technologies. While Kratos faces supply-chain challenges, its strong earnings growth outlook and current valuation suggest it could be an attractive investment, though new investors might wait for a better entry point.
Scot B. Jarvis sells shares of Charles Schwab (KTOS) in open‑market trades
Scot B. Jarvis filed a Form 144, reporting multiple open-market sales of Charles Schwab Corp. (KTOS) common stock. These dispositions include sales of 5,417 shares on April 16, 2026, for $410,978.26, and four prior sales of 5,000 shares each in 2026, with reported proceeds. The filing indicates these are routine Rule 144 dispositions by an individual shareholder, not strategic corporate actions, and are executed as open-market trades.
Kratos Defense Stock Slips 24.9% YTD: Should You Buy the Dip?
Kratos Defense & Security Solutions (KTOS) stock has underperformed its industry, falling 24.9% year-to-date, despite strong contract wins and growing demand for its unmanned and defense technologies. While the company faces headwinds like supply-chain disruptions and increased costs, its significant contract awards, international partnerships, and positive earnings outlook suggest strong long-term growth. Investors should weigh its discounted valuation and strong earnings growth prospects against its lower return on equity and recent share price underperformance.
KTOS: All proposals passed; focus remains on defense investment, growth, and global expansion
Kratos Defense & Security Solutions, Inc. (KTOS) recently held its AGM, where all board proposals, including director elections and auditor ratification, were approved. The company's strategic focus will be on investing in defense capacity, expanding internationally, and driving strong financial growth. Dividends and buybacks are not currently planned.
Grok AI Says Kratos Defense & Security (KTOS) a Top Defense Stock Pick for 2026
Grok AI has identified Kratos Defense & Security Solutions (NASDAQ:KTOS) as a top defense stock for 2026, ranking it highly in its stock portfolio. The company, which specializes in military drones like the XQ-58A Valkyrie, missile systems, and hypersonics, recently reported a 23% year-over-year revenue increase in Q1 and raised its FY2026 revenue guidance. Kratos Defense & Security also ended Q1 2026 with a record backlog of $2.01 billion, reinforcing its strong market position in affordable unmanned systems and defense technology.
Kratos Defense Stock Slips 24.9% YTD: Should You Buy the Dip?
Kratos Defense & Security Solutions (KTOS) shares have dropped 24.9% year-to-date, contrasting with the industry's growth, despite strong demand for its drone and defense technologies and recent contract wins. While the company faces supply-chain challenges and increased costs, its earnings per share are projected to grow significantly in 2026 and 2027, and its stock trades at a discount compared to its industry. Investors who own the stock might hold due to the strong growth outlook, but new investors may consider waiting for a better entry point.
Why Kratos Stock Dropped Again Today
Kratos Defense & Security stock dropped 3.2% today, continuing a trend of analyst price target cuts despite the company reporting an earnings beat. Investment bank Jefferies reiterated a "buy" rating but still lowered its price target, citing the stock's high valuation (340 times earnings) and continued cash burn. Despite strong sales growth and a booming order book due to increased drone prominence, the article suggests the stock remains too expensive to buy.
Kratos satellilte/space business posts book to bill of 3:1 in Q1 with Space Force MEO constellation ground network contract
Kratos Defense and Security Solutions' satellite business is showing strong growth, with a book-to-bill ratio of 1.8:1 in the first quarter, as reported by CEO Eric M. DeMarco. The company anticipates further expansion, especially with its OpenSpace virtual ground system and a new Space Force MEO constellation ground network contract, indicating a significant upturn in its space and satellite operations.
Kratos selects Odon for second hypersonic test facility
Kratos Defense & Security Solutions Inc. plans to build a second hypersonics-related facility in Odon, Indiana, creating over 50 jobs. This new facility will focus on aerothermal testing for hypersonic systems, addressing critical gaps in U.S. test infrastructure. It complements Kratos's $50 million Indiana Payload Integration Facility, which is expected to be completed by the end of this year.
Kratos Defense KTOS Q1 EPS Beat Tests Bullish High Valuation Narrative
Kratos Defense & Security Solutions (KTOS) reported strong Q1 2026 results with revenue of US$371 million and EPS of US$0.07, demonstrating positive earnings momentum with a 51% trailing earnings growth. Despite this, the company's valuation is considered high, with a P/S ratio of 7.6x significantly above peers and its share price exceeding DCF fair value, leading to concerns about a thin cushion if growth expectations are not met. The article highlights both the bullish narrative of scaling investments in unmanned systems and hypersonics, and the cautious view that current profitability and potential future share dilution may not fully support the high valuation.
Kratos Defense & Security Solutions (NASDAQ:KTOS) Insider David Carter Sells 4,000 Shares
Kratos Defense & Security Solutions (NASDAQ:KTOS) insider David Carter sold 4,000 shares of the company's stock for $232,000. This transaction, executed under a pre-arranged Rule 10b5-1 plan, reduced his ownership by 5.12%. Despite this insider sale and some analyst target price adjustments, Kratos recently reported strong Q1 results, beating EPS and revenue estimates, and maintains a "Moderate Buy" consensus rating from analysts with a target price of $96.56.
Kratos Names Odon, Indiana as Home of New Hypersonic Test Facility
Kratos Defense & Security Solutions announced Odon, Indiana, as the location for its new mid-tier coupled arc jet and laser facility, Project Helios. This facility aims to bridge the gap between laboratory material development and fielded hypersonic system applications, expanding aerothermal testing capabilities for national defense. Kratos highlighted Indiana's leadership support and utility collaboration as key factors in their decision, emphasizing their commitment to strengthening national defense infrastructure.
Kratos Defense & Security Solutions, Inc. Stock 12‑Month Price Target Cut to $112.38, Implies 83% Upside
The average 12-month price target for Kratos Defense & Security Solutions, Inc. (KTOS) stock has been lowered from $115.71 to $112.62 by 21 analysts, with a range of $75 to $150 per share. This updated target suggests an approximately 83% potential upside from the May 6 closing price. The consensus rating among 23 analysts remains a "Buy," with 19 Buys and 4 Holds.
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Q1 2026 Earnings Call Transcript
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) reported strong Q1 2026 results, exceeding revenue and EBITDA expectations, driven by solid performance in Unmanned Systems, Turbine Technologies, and Microwave Electronics. The company highlighted a 1.6:1 book-to-bill ratio, a record $2 billion backlog, and a growing $14 billion opportunity pipeline. Kratos anticipates continued growth and margin expansion through 2027 and beyond, fueled by increasing national security spending and its strategic alignment with Department of War objectives in areas like hypersonics, unmanned systems, and space technologies.
Canal Insurance CO Sells 63,800 Shares of Kratos Defense & Security Solutions, Inc. $KTOS
Canal Insurance CO reduced its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 36.7% in the fourth quarter, selling 63,800 shares and retaining 110,000 shares valued at approximately $8.35 million. Despite Kratos beating Q1 earnings expectations and raising its full-year 2026 guidance, the stock fell by about 7.3% due to investor concerns over continued cash burn and a disappointing Q2 revenue forecast, alongside recent insider selling. Analysts currently have a "Moderate Buy" consensus rating for KTOS with an average target price of $97.67.
Kratos Defense & Security Solutions, Inc. Stock 12‑Month Price Target Cut to $112.62, Implies 83% Upside
Kratos Defense & Security Solutions, Inc. (KTOS) has seen its average 12-month price target cut to $112.62 from $115.71 by 21 analysts, with forecasts ranging from $75 to $150. Based on the closing price of May 6, this new target implies an 83% potential upside. The consensus rating among 23 analysts remains a "Buy," with 19 recommending Buy, 4 Hold, and 0 Sell.
Kratos Defense & Security Solutions (NASDAQ:KTOS) Given New $85.00 Price Target at BNP Paribas Exane
BNP Paribas Exane has raised its price target for Kratos Defense & Security Solutions (NASDAQ:KTOS) to $85.00 from $80.00, maintaining a "neutral" rating. This new target implies a potential upside of nearly 50% from the stock's previous closing price. The adjustment comes after Kratos reported strong Q1 results, exceeding EPS and revenue expectations, and also increased its full-year 2026 guidance following an acquisition.
UBS Maintains Kratos Defense & Security Solutions(KTOS.US) With Hold Rating, Cuts Target Price to $82
UBS analyst Gavin Parsons maintained a Hold rating on Kratos Defense & Security Solutions (KTOS.US) but reduced the target price from $95 to $82. The analyst has a 58.1% success rate and an 8.9% average return over the past year, according to TipRanks data. This information is for educational purposes and does not constitute an investment recommendation.
Kratos Defense & Security Solutions (NASDAQ:KTOS) Price Target Lowered to $75.00 at Piper Sandler
Piper Sandler has lowered its price target for Kratos Defense & Security Solutions (NASDAQ:KTOS) from $99.00 to $75.00, maintaining a "neutral" rating on the stock despite recent positive analyst revisions and strong Q1 earnings. The company reported EPS of $0.16 and revenue of $371.00 million, exceeding analyst estimates, and raised its FY26 revenue guidance. Insider selling and concerns about valuation and technical risk are also noted.
Clear Street Maintains Kratos Defense & Security Solutions(KTOS.US) With Buy Rating, Raises Target Price to $84
Clear Street has reiterated its Buy rating on Kratos Defense & Security Solutions (KTOS.US) and has increased its target price for the stock to $84. This adjustment reflects the firm's continued positive outlook on the company's performance and future prospects.
Kratos (KTOS) Q1 2026 Earnings Call Transcript
Kratos (KTOS) reported strong Q1 2026 earnings, exceeding revenue and adjusted EBITDA guidance, driven by significant organic growth across its Defense & Rocket Support, Unmanned Systems, Turbine Technologies, and Microwave Products segments. The company highlighted a record $2 billion backlog and a $14 billion opportunity pipeline, fueled by increasing U.S. national security spending and multi-year framework agreements with the DoD. Kratos is investing heavily in production capacity for Valkyrie drones, jet engines, and hypersonics, projecting continued strong growth and expanding profit margins through 2027 and beyond.
Kratos Reports First Quarter 2026 Financial Results and Increases Fiscal FY26 Financial Guidance
Kratos Defense & Security Solutions, Inc. reported strong first-quarter 2026 financial results, with revenues jumping to $371.0 million, a 22.6% increase (15.8% organic growth) over the previous year. The Unmanned Systems and Government Solutions segments both saw significant organic revenue growth, contributing to a consolidated book-to-bill ratio of 1.6 to 1. The company also raised its fiscal year 2026 financial guidance, anticipating higher revenues and Adjusted EBITDA, while continuing strategic investments in key defense technologies.
(KTOS) Kratos Defense & Security Solutions, Inc. Expects Q2 Revenue Range $400.0M - $410.0M
Kratos Defense & Security Solutions, Inc. (KTOS) anticipates its second-quarter revenue to fall within the range of $400.0 million to $410.0 million. This announcement follows their recent Q1 2026 earnings report, where the company reported revenue of $371.0 million and an adjusted EPS of $0.16 per share, surpassing FactSet estimates.
Kratos lands $605M in Q1 bookings, backlog reaches $2.01B
Kratos (NASDAQ: KTOS) reported strong Q1 2026 financial results, with total revenue up 22.6% year-over-year to $371.0 million and organic growth of 15.8%. The company secured $605.2 million in bookings, leading to a consolidated book-to-bill ratio of 1.6 to 1 and growing its backlog to $2.01 billion. Kratos also raised its full-year 2026 guidance, anticipating revenues between $1.700 billion and $1.760 billion and adjusted EBITDA of $170 million to $176 million, despite significant planned investments in the defense industrial base.
Deanna Lund sells $310k in Kratos Defense (NASDAQ:KTOS) stock
Deanna H. Lund, EVP and CFO at Kratos Defense & Security Solutions, sold 5,000 shares of company stock for $310,478 on May 1, 2026, through a pre-arranged 10b5-1 trading plan. Despite a 24% decline in KTOS stock over the past six months, shares show a 65% annual gain, though InvestingPro analysis suggests overvaluation. Kratos has also secured a significant contract with the U.S. Space Force and received upgraded ratings from Jefferies and Clear Street, highlighting its strong position in the defense sector.
Deanna Lund sells $310k in Kratos Defense (NASDAQ:KTOS) stock
Deanna H. Lund, CFO of Kratos Defense & Security Solutions, sold 5,000 shares of KTOS stock for over $310,000 on May 1, 2026, under a pre-arranged trading plan. This sale occurred despite a 24% decline in KTOS stock over six months, though shares are up 65% annually. The company recently secured a significant U.S. Space Force contract and received upgraded analyst ratings due to a large opportunity pipeline in defense.
Kratos Defense & Security Solutions (NASDAQ:KTOS) CFO Deanna Lund Sells 5,000 Shares
Kratos Defense & Security Solutions CFO Deanna Lund sold 5,000 shares of the company's stock on May 1st for $310,500, reducing her stake by 1.67%. The sale was conducted under a pre-arranged Rule 10b5-1 trading plan. Despite the insider sale, Kratos recently beat quarterly earnings expectations with strong revenue growth, and analysts maintain a "Moderate Buy" rating for the stock.
Oppenheimer & Co. Inc. Acquires 21,306 Shares of Kratos Defense & Security Solutions, Inc. $KTOS
Oppenheimer & Co. Inc. significantly increased its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 167.3% in the fourth quarter, now holding 34,039 shares valued at approximately $2.58 million. Institutional ownership is robust at 75.92%, despite recent insider selling totaling $13.56 million. Analysts generally maintain a "Moderate Buy" rating with an average price target of $98.28, reflecting a positive outlook on the aerospace and defense company.
