Cathie Wood’s ARK sells AMD stock, buys Kratos Defense
Cathie Wood's ARK ETFs made several strategic trades on Monday, July 6th, 2026. The most significant move was selling 15,576 shares of Advanced Micro Devices Inc (NASDAQ:AMD), while making a notable acquisition of 102,583 shares of Kratos Defense and Security Solutions Inc (NASDAQ:KTOS), reflecting a shift towards the defense sector. ARK also adjusted its holdings in Iridium Communications, Twist Bioscience, Generate Biomedicines, X-Energy, and Strata Critical Medical, demonstrating a dynamic investment approach in technology, defense, and biotechnology.
Top 5 Mid Cap Stocks to Own for Decades According to Hedge Funds
This article highlights Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) as one of the top mid-cap stocks recommended by hedge funds for long-term ownership. Wedbush initiated coverage with an Outperform rating and an $85 price target, citing the company's strong position as a merchant arms supplier to the US defense complex. Kratos' strategy of selling components and solutions to various defense players rather than acting as a prime contractor has resulted in significant revenue growth.
Top 5 Mid Cap Stocks to Own for Decades According to Hedge Funds
This article highlights Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) as one of the top mid-cap stocks recommended by hedge funds for long-term ownership. Wedbush initiated coverage with an Outperform rating and an $85 price target, citing the company's strong position as a merchant arms supplier to the US defense complex. Kratos's strategy of selling solutions to all defense players rather than acting as a prime contractor has led to significant revenue growth.
Kratos Expands Oklahoma City Manufacturing Facility to Accelerate Production of Valkyrie, Firejet and Other Jet Drone Systems
Kratos Defense & Security Solutions announced a major expansion of its Oklahoma City manufacturing campus with over 100,000 square feet of additional space. This expansion aims to accelerate the production of high-performance, affordable jet-powered drone systems, including the Valkyrie and Firejet/Mighty Hornet IV, to meet increasing demand from the U.S. Department of War and allied customers. The facility will boost Kratos's ability to produce these systems at scale, supporting modernization priorities and strengthening the U.S. defense industrial base.
Kratos Defense & Security Solutions Expands Jet Drone Manufacturing Facility in Oklahoma City
Kratos Defense & Security Solutions is expanding its jet drone manufacturing facility in Oklahoma City. This expansion likely indicates increased demand for their drone technology and a strategic move to boost production capabilities. The company is a prominent player in defense and security, specializing in advanced jet drones.
Kratos adds 106,000 sq ft to Oklahoma City jet drone campus
Kratos Defense & Security Solutions announced a major expansion of its Oklahoma City manufacturing campus by over 100,000 square feet to boost production of its jet-powered drone systems. This expansion aims to meet increasing demand from the U.S. Department of War and allied customers for platforms like Valkyrie, Firejet, and Mighty Hornet IV. The company currently produces about 165 high-performance jet drones annually, and this investment reflects its commitment to strengthening the domestic defense industrial base and accelerating the production of affordable, mission-ready autonomous systems.
Y Intercept Hong Kong Ltd Invests $4.51 Million in Kratos Defense & Security Solutions, Inc. $KTOS
Y Intercept Hong Kong Ltd has made a significant investment in Kratos Defense & Security Solutions (NASDAQ:KTOS), acquiring 63,936 shares valued at $4.51 million in the first quarter. This comes after Kratos reported strong quarterly results, exceeding revenue and EPS expectations, with revenue up 22.6% year-over-year. Despite some analyst target adjustments, Wall Street maintains a "Buy" rating for KTOS with an average price target of $100.44.
Stephens Inc. AR Sells 35,635 Shares of Kratos Defense & Security Solutions, Inc. $KTOS
Stephens Inc. AR reduced its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 10.5% in the first quarter, selling 35,635 shares and retaining 304,359 shares valued at $21.46 million. Despite some mixed target price adjustments, analyst sentiment remains bullish with a "Buy" consensus and an average price target of $100.44. Kratos reported strong quarterly results, exceeding earnings and revenue expectations with an EPS of $0.16 and revenue of $371 million, representing a 22.6% year-over-year revenue increase.
Kratos Defense & Security Solutions, Inc. $KTOS Shares Sold by Stephens Investment Management Group LLC
Stephens Investment Management Group LLC reduced its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 24.6% in the first quarter of 2026, selling 290,353 shares. Despite this, other institutions are heavily invested, with hedge funds and institutional investors owning 75.92% of the stock. Analyst sentiment remains positive, with a consensus "Buy" rating and an average price target of $100.44.
KTOS - Kratos Defense & Security Solutions Inc Options
This article provides a detailed financial overview of Kratos Defense & Security Solutions Inc (KTOS), including its stock performance, key financial metrics, and valuation ratios. It lists various operational and financial statistics such as market cap, income, sales, EPS, insider and institutional ownership, and profitability margins. The data covers recent performance, long-term trends, and analyst recommendations, offering a comprehensive snapshot for potential investors.
What Makes Kratos (KTOS) an Attractive Industrial Stock
Kratos Defense & Security Solutions Inc. (KTOS) is highlighted as an attractive industrial stock due to its plans to significantly increase manufacturing capacity for its Spartan turbojet engines to meet rising demand from missile and loitering munition programs. The company's proactive steps address national security priorities for affordable precision-strike capabilities. Wedbush initiated coverage with an Outperform rating and an $85 target price, suggesting substantial upside potential.
KTOS
This page provides a comprehensive overview of Kratos Defense & Security Solutions Inc (KTOS), including its stock performance, financial metrics, and key statistics. It covers details such as market capitalization, P/E ratio, EPS, sales growth, insider and institutional ownership, and various performance indicators. The data highlights the company's financial health and market position as of July 2nd.
Kratos Defense’s Stacey G. Rock sells $233,750 in common stock
Stacey G. Rock, President of the KTT Division at Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), sold 4,675 shares of company stock for $233,750 on June 30, 2026, as part of a 10b5-1 trading plan. Following the sale, her directly held shares total 9,600, including those from an Employee Stock Purchase Plan and a 401(k) Plan. This transaction comes amidst other significant company news, including a $36 million sole-source contract for an air defense missile system and a new "Outperform" rating from Wedbush.
Insider Sell: Deanna Lund Sells 5,000 Shares of Kratos Defense & Security Solutions Inc (KTOS)
Deanna Lund, Executive Vice President & CFO of Kratos Defense & Rocket Support Services, sold 5,000 shares of Kratos Defense & Security Solutions Inc (KTOS) on July 1, 2026. This transaction reduces her holdings to 285,405 shares. The stock is considered significantly overvalued based on its GF Value of $28.20 compared to its trading price of $52.85, and its P/E ratio of 325.59 is much higher than the industry median.
Insider Selling: Kratos Defense & Security Solutions (NASDAQ:KTOS) Insider Sells 4,675 Shares
Kratos Defense & Security Solutions insider Stacey Rock sold 4,675 shares of NASDAQ:KTOS stock for $233,750 on June 30th, under a pre-arranged Rule 10b5-1 plan. Despite the insider sale, KTOS shares rose 4.4% in midday trading, and analysts maintain a positive outlook with an average "Buy" rating and a consensus price target of $100.44. The company recently beat quarterly earnings and revenue estimates, and institutional investors have been actively adjusting their holdings.
CFO of Kratos (NASDAQ: KTOS) sells 5,000 shares via trading plan
Kratos Defense & Security Solutions EVP & CFO Deanna H. Lund reported open-market sales of 5,000 shares of common stock on July 1, 2026. These transactions, executed under a pre-arranged Rule 10b5-1 trading plan, occurred at weighted average prices between $50.54 and $53.90 per share. Following these sales, Lund still holds a significant stake of 285,405 shares, including holdings from employee plans.
Kratos (NASDAQ: KTOS) division president logs pre-planned sale of 4,675 shares
Stacey G. Rock, President of the KTT Division at Kratos Defense & Security Solutions (NASDAQ: KTOS), sold 4,675 shares of common stock at $50.00 per share on June 30, 2026. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan adopted in June 2025. After the sale, Rock directly holds 9,600 shares, with additional shares held through the company's Employee Stock Purchase Plan and 401(k) Plan.
Kratos Defense & Security Solutions (NASDAQ:KTOS) Trading 4.4% Higher - Here's Why
Kratos Defense & Security Solutions (NASDAQ:KTOS) saw its shares climb 4.4% due to a surge in trading volume and positive defense-sector news. The company secured a $36 million sole-source air defense missile system contract and Wedbush initiated coverage with an Outperform rating and an $85 price target. Kratos also expanded its market reach through new partnerships, reinforcing its growth opportunities in defense and unmanned systems.
Kratos Receives Approximate $36M Air Defense System Single Award Contract
Kratos Defense & Security Solutions has been awarded an approximate $36 million sole-source contract for a new air defense missile system. The contract highlights Kratos's expertise in rapid engineering and production of affordable military-grade hardware, with the company president emphasizing increased demand for its air defense systems. Work will be performed at a secure Kratos manufacturing facility, with no further details provided due to security considerations.
KTOS Stock Rips Higher As Wall Street Backs Autonomy Growth Story
Kratos Defense & Security Solutions Inc. (KTOS) stock significantly rose following bullish coverage from Wall Street firms, including Wedbush and JPMorgan. Analysts highlighted the company's strong position in autonomous systems, space defense, and recent contract wins, shifting the perception of KTOS beyond just a pure-play drone company. The company also raised its 2026 revenue guidance, signaling robust growth in demand for its defense technologies.
Kratos Defense & Security Solutions, Inc. Receives Approximate $36 Million Air Defense System Single Award Contract
Kratos Defense & Security Solutions, Inc. has been awarded an approximately $36 million sole-source contract for a new air defense missile system. The work for this contract will be carried out at a secure Kratos manufacturing facility. Due to security and competitive reasons, no further details about the program will be disclosed.
Kratos Receives Approximate $36 Million Air Defense System Single Award Contract
Kratos Defense & Security Solutions, Inc. secured an approximate $36 million sole-source contract for a new air defense missile system. This award highlights Kratos' capability in rapidly engineering and producing affordable military-grade hardware. The company is experiencing increased demand for its air defense-related products both domestically and internationally, focusing on supporting the US Department of War and rebuilding the nation's defense industrial base.
Kratos lands $36M sole-source air defense missile system award
Kratos Defense & Security Solutions, Inc. (Nasdaq:KTOS) has secured an approximate $36 million sole-source contract for a new air defense missile system. This award supports a critical national security program and highlights increased demand for Kratos' air defense hardware both domestically and internationally. The company will perform the work at a secure facility but will provide no further details due to security and competitive considerations.
Wedbush Upgrades Kratos Defense & Security Solutions (NASDAQ:KTOS) to Strong-Buy
Wedbush has upgraded Kratos Defense & Security Solutions (NASDAQ:KTOS) to a "Strong-Buy" rating, contributing to a generally bullish analyst outlook for the company. The stock now holds a consensus "Buy" rating and an average price target of $100.44 after a 6.4% gain in the recent session. Despite insider selling, the aerospace firm recently exceeded quarterly earnings expectations with $371 million in revenue, a 22.6% increase year over year.
Kratos Defense (KTOS) exec sells 7,000 shares under 10b5-1 plan
Kratos Defense & Security Solutions executive Steven S. Fendley sold 7,000 shares of common stock on June 29, 2026, for a weighted average price of $48.3652 per share. This transaction, totaling approximately $338,556, was conducted under a pre-arranged Rule 10b5-1 trading plan adopted in May 2025. After the sale, Fendley directly holds 302,126 shares, including those in his 401(k) plan.
Insider Selling: Kratos Defense & Security Solutions (NASDAQ:KTOS) Insider Sells $338,590.00 in Stock
Kratos Defense & Security Solutions (NASDAQ:KTOS) insider Steven Fendley sold 7,000 shares of the company's stock, valued at $338,590.00, under a pre-arranged Rule 10b5-1 trading plan. Despite the sale, the company shows strong performance with recent quarterly EPS beating estimates and revenue up 22.6% year over year. Analysts maintain a "Moderate Buy" rating with a target price around $100.44, supported by positive news like a Wedbush Outperform call and a manufacturing deal with Elroy Air.
Form 4 Kratos Defense & Security Solutions For: 1 July By Investing.com
This article reports on a Form 4 filing for Kratos Defense & Security Solutions (KTOS) on July 1st. It briefly notes the company's stock performance and provides a list of various market data, including indices, commodities, and other stocks. The primary content is the announcement of the Form 4 filing.
Kratos Defense jumps as fresh bullish coverage adds to sector momentum
Kratos Defense & Security Solutions (KTOS) saw a 6.5% jump in its stock price due to new bullish analyst coverage, which re-framed the company as a broad supplier to U.S. defense programs rather than just a drone-platform provider. This momentum was further supported by Kratos' raised 2026 outlook and improving investor sentiment in the autonomous defense sector. A new "Outperform" rating and an $85 price target from an analyst, coupled with strong Q1 2026 results and a substantial backlog, contributed to the positive movement.
KTOS - Kratos Defense & Security Solutions Inc Latest SEC Filings
This article provides a detailed financial overview of Kratos Defense & Security Solutions Inc (KTOS), detailing its stock performance, key financial ratios, and insider/institutional ownership. It includes critical data points such as market capitalization, P/E ratio, EPS, sales growth, and various performance metrics over different periods. The information is presented as of July 2, 2026, at 10:34 AM ET.
KTOS (NASDAQ: KTOS) Form 144 lists 4,675 shares; insider 10b5-1 sales recorded
A Form 144 filing for Kratos Defense & Security Solutions (NASDAQ: KTOS) indicates a proposed sale of 4,675 shares of Common Stock, categorized as Performance Stock Units. The filing also discloses two prior 10b5-1 insider sales by Stacey Rock, totaling 4,000 shares on April 28, 2026, for $244,100.00, and another 4,000 shares on May 28, 2026, for $261,872.00. This filing provides transparency regarding planned share dispositions and past insider transactions under a 10b5-1 plan.
Is Kratos Defense Becoming a Major Supplier for Golden Dome?
Kratos Defense & Security Solutions, Inc. (KTOS) sees the Golden Dome missile defense initiative as a significant long-term growth opportunity, aligning with the shift towards affordable, rapidly deployable technologies. The company's business model and developed capabilities position it well to benefit from the proposed $1.5 trillion 2027 defense budget, particularly in areas like missile defense, unmanned systems, and AI. Other defense contractors like RTX Corporation and Northrop Grumman are also expected to benefit from increased investments in integrated missile defense.
Debt to assets ratio of Kratos Defense & Security Solutions, Inc. – SIX:KTOS
This article displays the debt to assets ratio for Kratos Defense & Security Solutions, Inc. (SIX:KTOS). The content indicates the company's financial data is provided by ICE Data Services and FactSet, with SEC filings from Quartr. It appears to be a stub or partial financial data point from a larger platform.
Wedbush Initiates Outperform Rating for Kratos Defense (KTOS)
Wedbush has initiated an Outperform rating for Kratos Defense & Security Solutions (KTOS) with an $85 target price, recognizing its crucial role as a defense sector supplier. Despite a high P/E ratio of 293.29x indicating strong growth expectations and a GF Score of 80/100, the company faces challenges in profitability and has seen significant insider selling worth $11.7 million in the last three months. This presents a mixed outlook for investors, balancing strong potential with high valuation and insider divestment.
Kratos Defense & Security Solutions Inc (KTOS) Stock Up 6.2% but GF Value Says Overvalued -- GF Score: 80/100
Kratos Defense & Security Solutions Inc (KTOS) saw its stock rise by 6.2% to $49.86, despite a 22.2% drop over the last month. GuruFocus's GF Value rates KTOS as "Significantly Overvalued" at $49.86 compared to its intrinsic value of $28.10, indicating a limited margin of safety for investors. The company has a strong GF Score of 80/100, driven by high financial strength and growth, but its valuation score is low, further supported by $11.7 million in insider stock sales over the past three months.
Kratos Defense & Security Solutions (NASDAQ:KTOS) Trading Up 6.2% - Here's What Happened
Kratos Defense & Security Solutions (NASDAQ:KTOS) saw its stock price rise by 6.2% on Tuesday, trading up to $51.47 amid increased interest in drone and defense stocks. The company recently exceeded earnings expectations, reporting an EPS of $0.16 against an anticipated $0.13, and revenue of $371 million, surpassing the $345 million forecast with a 22.6% year-over-year growth. Despite a "Moderate Buy" consensus rating and an average price target of $101.35 from analysts, insiders have recently sold shares, including significant transactions by Phillip D. Carrai and Steven S. Fendley.
KTOS Stock Rallies As Drone And Space Backlog Powers Outlook
Kratos Defense & Security Solutions (KTOS) stock rallied by 8.71% due to new defense contract wins, strong drone spending, and an upgraded rating from JPMorgan. The company is benefiting from increased demand for autonomous and space defense systems, with significant revenue guidance increases and a record backlog. While facing risks like rare earth constraints and insider selling, KTOS is seen as a key player in autonomous warfare and space infrastructure, attracting active traders looking for catalyst-driven opportunities.
Kratos Defense & Security Solutions, Inc.(NasdaqGS:KTOS) dropped from Russell 2000 Index
Kratos Defense & Security Solutions, Inc. (NasdaqGS:KTOS) has been dropped from the Russell 2000 Index. Concurrently, the company was added to the Russell Midcap Value Benchmark, Russell Midcap Growth Benchmark, Russell 1000 Value Benchmark, Russell 1000 Growth Benchmark, Russell 2500 Value Benchmark, and Russell 1000 Index, indicating a shift in its market capitalization classification. This change reflects rebalancing within the Russell indices and positions Kratos Defense in different investment categories.
Kratos Defense & Security Solutions, Inc.(NasdaqGS:KTOS) added to Russell Midcap Value Benchmark
Kratos Defense & Security Solutions, Inc. (NasdaqGS: KTOS) has been added to the Russell Midcap Value Benchmark. This update is part of several recent index adjustments for Kratos, including being dropped from some Russell 2000 indices and added to others like Russell 1000 Value and Russell Midcap Index. The company, an aerospace and defense technology provider, saw its stock price increase by 8.49% on the day this news was published.
Form 144 KRATOS DEFENSE & SECURITY SOLUTIONS For: 29 June By Investing.com
This article announces the filing of Form 144 for KRATOS DEFENSE & SECURITY SOLUTIONS on June 29. It provides the financial news brief from Investing.com, detailing the submission of this regulatory form. No further details about the Form 144 content are given in the body of the article.
Director reports three 7,000-share sales — Kratos (KTOS) Form 144 notices
Steven S. Fendley, a director at Kratos Defense & Security Solutions (KTOS), reported three separate sales of 7,000 shares each of Common Stock under Rule 144. These sales occurred on March 30, 2026, April 27, 2026, and May 26, 2026, generating gross proceeds of $487,119.93, $431,451.23, and $400,692.36 respectively. The shares originated from a grant dated February 28, 2025.
Kratos Defense & Security Solutions, Inc.(NasdaqGS:KTOS) added to Russell 1000 Growth Benchmark
Kratos Defense & Security Solutions, Inc. (NasdaqGS:KTOS) has been added to the Russell 1000 Growth Benchmark. This news follows a series of other updates for the company, including being dropped from the Russell 2000 Growth Benchmark and added
Is Kratos (KTOS) Using NASCAR Logistics to Quietly Reframe Its Core Defense Tech Narrative?
Kratos Defense & Security Solutions (KTOS) recently used its autonomous tractor-trailer platooning technology to transport NASCAR equipment cross-country, showcasing the commercial application of its defense-grade logistics. This deployment highlights Kratos' dual-use strategy, aiming to expand its addressable markets beyond traditional defense. The article discusses how this successful venture might influence Kratos' investment narrative, which is currently focused on drones, hypersonics, and advanced defense technologies.
Louisiana State Employees Retirement System Purchases New Position in Kratos Defense & Security Solutions, Inc. $KTOS
The Louisiana State Employees Retirement System has acquired a new position of 53,500 shares, valued at approximately $3.77 million, in Kratos Defense & Security Solutions (NASDAQ:KTOS) during the first quarter. Kratos recently reported strong Q1 earnings, surpassing analyst expectations with $0.16 EPS and $371 million in revenue, a 22.6% year-over-year increase. Despite a "Moderate Buy" consensus from analysts with a median price target of $101.35, the stock is currently trading at $47.21, and some insiders have recently sold shares.
Price to book forward of Kratos Defense & Security Solutions, Inc. – NASDAQ:KTOS
The article focuses on the "Price to book forward" financial metric for Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS). It appears to be a stub or a section of a larger financial data page on TradingView, indicating where this specific financial data point can be found within the platform.
Is Kratos Defense & Security Solutions (KTOS) Undervalued As Autonomous Logistics Progress Raises Valuation Questions?
Kratos Defense & Security Solutions (KTOS) recently completed a cross-country autonomous truck platooning run, showcasing its defense autonomy technology for commercial freight. Despite its share price falling recently, analysts see Kratos as undervalued with a fair value of $112.20 per share compared to its last close of $47.21, driven by its leadership in tactical drones and missile propulsion. However, its current P/S ratio of 6.2x appears demanding, and the company faces risks such as dependence on government budgets and supplier concentration.
Kratos Defense & Security Solutions (NASDAQ:KTOS) Trading Up 1.9% - Here's What Happened
Kratos Defense & Security Solutions (NASDAQ:KTOS) saw its shares rise by 1.9% on Friday, trading at $47.21 with volume five times higher than average. The company recently exceeded quarterly earnings expectations, reporting an EPS of $0.16 against an estimated $0.13, and revenue of $371 million, a 22.6% increase year-over-year. Analysts maintain a "Moderate Buy" rating for KTOS, with an average target price of $101.35, despite some recent reductions in individual price targets and insider selling by key executives.
Kratos Defense & Security Solutions Stock Slides 21% With A 9-Day Losing Spree
Kratos Defense & Security Solutions (KTOS) stock has experienced a significant downturn, sliding 21% over a nine-day losing streak. The article provides only the headline and suggests a longer-form analysis in a linked dashboard.
Kratos Defense & Security Solutions Stock Plummets -21% With 9-Day Losing Streak
Kratos Defense & Security Solutions (KTOS) stock has experienced a significant downturn, plummeting 21% over a 9-day losing streak, causing its market cap to crash by $2.2 billion to $8.2 billion. Despite its moderate operating performance, the stock is considered "Unattractive" due to its high valuation. The article also provides historical performance data against the S&P 500 and points to the importance of predictive signals for managing stock risk.
Enterprise value to revenue forward of Kratos Defense & Security Solutions, Inc. – LS:A0YAND
This article focuses on the enterprise value to revenue forward metric for Kratos Defense & Security Solutions, Inc. (A0YAND) on the TradingView platform. It appears to be a stub or a section focused solely on this financial metric without additional commentary or data within the provided content. The surrounding text primarily consists of navigation and platform-related information.
Kratos Defense & Security Solutions (KTOS) Stock After Recent Pullback Is The Price Now Justified
This article analyzes Kratos Defense & Security Solutions (KTOS) stock after a recent pullback, evaluating its current price using Discounted Cash Flow (DCF) and Price to Sales (P/S) ratio methods. Both valuation approaches suggest that the stock is currently overvalued compared to its intrinsic value and fair ratio. The article encourages investors to use community-driven "Narratives" for a more dynamic and personalized valuation assessment.
