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Why Everyone Is Watching Kratos Defense & Security Solutions (KTOS) Today

https://simplywall.st/stocks/us/capital-goods/nasdaq-ktos/kratos-defense-security-solutions/news/why-everyone-is-watching-kratos-defense-security-solutions-k
Kratos Defense & Security Solutions (KTOS) is gaining attention after a successful ignition test of its GEK800 cruise missile engine. Despite this technical milestone and strong long-term shareholder returns, the stock has recently seen a sharp decline. Analysts are divided on its valuation, with some seeing it as significantly undervalued based on future growth prospects, while others consider it expensive based on current sales multiples.

Kratos Defense & Security Solutions, Inc. • Robinhood Token Price: KTOS/USD Live Price Chart, Market Cap & News Today | CoinGecko

https://www.coingecko.com/en/coins/kratos-defense-security-solutions-inc-robinhood-token
This CoinGecko page provides detailed information about the Kratos Defense & Security Solutions, Inc. • Robinhood Token (KTOS), including its price, market cap, and historical data. It notes that KTOS tokens have stopped trading on all listed exchanges, with a last reported 24-hour trading volume of $35.09. The token's all-time high was $323.21 and its all-time low was $41.65.

Price-Driven Insight from (KTOS) for Rule-Based Strategy

https://news.stocktradersdaily.com/news_release/10/Price-Driven_Insight_from_KTOS_for_Rule-Based_Strategy_100226034401_1790970241.html
This article provides a price-driven insight into Kratos Defense & Security Solutions Inc. (NASDAQ: KTOS), highlighting weak sentiment across all horizons and suggesting a short bias. It details a high risk-reward short setup with significant downside potential, alongside various institutional trading strategies including long, momentum breakout, and risk hedging, tailored for different risk profiles. The analysis is supported by multi-timeframe signal analysis and AI-generated signals for support and resistance levels.

Can Kratos' New Rocket Motor Campus Expand Propulsion Capacity?

https://finance.yahoo.com/markets/stocks/articles/kratos-rocket-motor-campus-expand-133700007.html
Kratos Defense & Security Solutions is expanding its solid rocket motor capabilities through a new joint venture called Prometheus Energetics, which will establish a state-of-the-art manufacturing campus in Indiana. This venture, backed by Kratos and RAFAEL with up to $175 million, is expected to begin SRM production in 2027, significantly increasing Kratos' capacity in propulsion systems. Other defense companies like Northrop Grumman and Lockheed Martin are also expanding their SRM capabilities to meet growing demand.

Jefferies cuts Kratos Defense stock price target on cash flow outlook

https://www.investing.com/news/analyst-ratings/jefferies-cuts-kratos-defense-stock-price-target-on-cash-flow-outlook-93CH-4925929
Jefferies has lowered its price target for Kratos Defense & Security Solutions (NASDAQ:KTOS) from $80 to $68, while maintaining a Buy rating, due to revised free cash flow estimates. The firm now projects a cash use of $14 million in fiscal 2027 and negative $99 million in fiscal 2026, citing investments for production ramps and capacity expansion. Despite this, Jefferies maintains a positive long-term outlook, expecting significant revenue and EBITDA growth, aligning with other analysts' positive assessments of the company's performance and growth trajectory.
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Kratos breaks ground on two new defense facilities in Crane

https://www.mywabashvalley.com/news/local-news/kratos-breaks-ground-on-two-new-defense-facilities-in-crane/
Kratos Defense & Security Solutions has broken ground on two new defense facilities in Crane, Indiana, at WestGate@Crane. One facility, the Indiana Radar Integration Complex, will support advanced radar engineering, integration, and testing for the U.S. Navy’s AN/SPY-1 radar system. The second, Project HELIOS, will expand testing capabilities for thermal protection systems and hypersonic vehicles, creating hundreds of jobs and strengthening the region's defense ecosystem.

Kratos Defense stock hits 52-week low at $43.08

https://www.investing.com/news/company-news/kratos-defense-stock-hits-52week-low-at-4308-93CH-4923388
Kratos Defense & Security Solutions stock (KTOS) has fallen to a new 52-week low of $43.08, marking a 52.73% decline over the past year. Despite this, InvestingPro Tips suggest the stock is oversold, and analysts anticipate net income growth. Recent strong Q2 revenues and adjusted EBITDA have led multiple firms to reiterate Buy ratings and raise price targets, although one firm lowered its target due to foreign exchange headwinds.

Kratos Promotes Bill Wilson to Lead C5ISR Systems Division

https://www.govconwire.com/articles/kratos-bill-wilson-c5isr-division-president-promotion
Kratos Defense & Security Solutions has promoted Bill Wilson to president of its C5ISR systems division and corporate senior vice president. Wilson, who has over 35 years of industry experience and was previously the executive VP and CFO of the C5ISR division, will now oversee the unit developing military-specification hardware and mobility systems. This promotion follows several recent contract awards and investments for Kratos, highlighting the division's continued growth and strategic importance.

Kratos Defense names Bill Wilson president of C5ISR division

https://www.investing.com/news/company-news/kratos-defense-names-bill-wilson-president-of-c5isr-division-93CH-4920467
Kratos Defense & Security Solutions Inc. has appointed Bill Wilson as president of its C5ISR Systems Division and corporate senior vice president, effective immediately. Wilson, who has over 35 years of experience in the aerospace and defense industry, previously served as executive vice president and CFO of the division. He will be responsible for overseeing the company's military-specification hardware and mobility systems business, which engineers and produces military-grade hardware for national security applications.

A military hardware division gets a leader with over 35 years in aerospace and defense.

https://www.stocktitan.net/news/KTOS/kratos-announces-promotion-of-bill-wilson-to-c5isr-systems-division-cebnkz99opgz.html
Kratos Defense & Security Solutions (NASDAQ: KTOS) has promoted Bill Wilson to President of its C5ISR Systems Division and Corporate Senior Vice President, effective immediately. Wilson, who has over 35 years of experience in the aerospace and defense industry, will oversee Kratos' military-specification hardware and mobility systems business. This internal promotion moves the division's former finance chief into an operational leadership role, reflecting Kratos' continued growth in military-grade hardware.
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Kratos Defense raises 2026 revenue guidance amid strong Q2 growth despite 49% share price drop

https://pluang.com/en/news-feed/kratos-defense-solutions-beli-meski-dengan-premium-ganda
Kratos Defense & Security Solutions has increased its 2026 revenue guidance to $1.75–$1.81 billion and adjusted EBITDA to $173–$176 million, driven by robust Q2 organic growth and a strong backlog. Despite this positive outlook and its strategic investments in areas like drones and hypersonics, the company's shares have fallen by approximately 49% from previous highs. Risks include cash flow conversion challenges and potential shareholder dilution, making capital management crucial for future success.

Kratos Defense & Security Solutions (NASDAQ:KTOS) Stock Price Down 3% - Should You Sell?

https://www.marketbeat.com/instant-alerts/price-kratos-defense-security-solutions-nasdaq-ktos-stock-price-down-3-should-you-sell-2026-09-25/
Kratos Defense & Security Solutions (NASDAQ:KTOS) saw its stock price drop 3% to around $45.62, trading below its 50-day and 200-day moving averages and boasting a high P/E ratio of 268.35. Despite the stock's decline, the company reported strong quarterly earnings, surpassing consensus estimates with EPS of $0.21 and revenue of $458.8 million, representing 30.5% year-over-year growth. Analysts maintain a "Moderate Buy" rating with an average target price of $98.06, supported by long-term demand for unmanned systems, though insider selling and broader defense sector moderation present potential headwinds.

Kratos Defense vs. Draganfly: Which Drone Stock Has More Potential?

https://finance.yahoo.com/markets/stocks/articles/kratos-defense-vs-draganfly-drone-122800306.html
This article compares Kratos Defense & Security Solutions (KTOS) and Draganfly (DPRO), two companies with exposure to the growing defense drone and unmanned systems market. While both benefit from increased defense spending, Kratos is presented as a larger, more diversified company with established programs and significant revenue, whereas Draganfly is a smaller, more speculative play on tactical drones. The analysis favors Kratos Defense due to its strong near-term earnings growth and better debt management.

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Stock Now Rated "Moderate Buy" by Wall Street Brokerages

https://www.marketbeat.com/instant-alerts/consensus-kratos-defense-security-solutions-inc-nasdaq-ktos-stock-now-rated-moderate-buy-by-wall-street-brokerages-2026-09-25/
Kratos Defense & Security Solutions (NASDAQ:KTOS) has received a consensus "Moderate Buy" rating from 23 Wall Street brokerages, with an average 12-month price target of $98.06. The company reported strong quarterly revenue of $458.8 million, up 30.5% year over year, and EPS of $0.21, beating estimates. Despite positive business momentum and successful engine tests, risks include a high P/E ratio and recent insider stock sales totaling $24.6 million, although some were pre-arranged.

Kratos Defense & Security Solutions, Inc. (KTOS) Options Chain - Yahoo Finance

https://ca.finance.yahoo.com/quote/KTOS/options/?date=1810857600&straddle=false&type=all
This article provides a snapshot of the options chain for Kratos Defense & Security Solutions, Inc. (KTOS) as of September 25, 2026. It indicates that there are currently no calls or puts available for the May 21, 2027 expiration date. The stock closed at $45.62 with an after-hours price of $45.73.
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Kratos Defense & Security Solutions (KTOS) Clears GEK800 Test As Fair Value Debate Builds

https://simplywall.st/stocks/us/capital-goods/nasdaq-ktos/kratos-defense-security-solutions/news/kratos-defense-security-solutions-ktos-clears-gek800-test-as
Kratos Defense & Security Solutions (KTOS) has successfully cleared a GEK800 cruise missile engine test, validating its technology amidst a recent stock price decline. While some analyses suggest KTOS is 56% undervalued with a fair value of $105.62 due to its strategic positioning in unmanned systems and hypersonics, others argue it appears pricey based on sales metrics, trading at a P/S ratio of 5.7x compared to an industry average of 4x. The article highlights the ongoing debate about the company's fair value, urging investors to examine underlying data.

Form 4 Kratos Defense & Security Solutions For: 23 September By Investing.com

https://ca.investing.com/news/stock-market-news/form-4-kratos-defense--security-solutions-for-23-september-93CH-4850877
This article reports on a Form 4 filing for Kratos Defense & Security Solutions (KTOS) for September 23. It includes a basic headline and the company's stock symbol and current performance. The content appears to be an automated financial update, characteristic of Investing.com's market reporting.

Insider Selling: Kratos Defense & Security Solutions (NASDAQ:KTOS) CFO Sells 7,000 Shares of Stock

https://www.marketbeat.com/instant-alerts/insider-insider-selling-kratos-defense-security-solutions-nasdaq-ktos-cfo-sells-7000-shares-of-stock-2026-09-23/
Kratos Defense & Security Solutions (NASDAQ:KTOS) CFO Deanna Lund sold 7,000 shares of the company's stock for a total of $341,460.00. This transaction, made under a pre-arranged Rule 10b5-1 plan, reduced her direct ownership by 2.5%. Despite the insider selling and a recent 1.7% dip in stock price, Kratos reported stronger-than-expected quarterly results, and analysts maintain a "Moderate Buy" rating with an average price target of $98.06.

Kratos Defense & Security Solutions (KTOS) EVP & CFO Deanna Lund Sells 7,000 Shares

https://www.gurufocus.com/news/9094653/kratos-defense-security-solutions-ktos-evp-cfo-deanna-lund-sells-7000-shares
Kratos Defense & Security Solutions (KTOS) EVP & CFO Deanna Lund sold 7,000 shares of the company on September 21, 2026, adding to a consistent pattern of insider selling over the past year with no insider purchases. The stock is considered "Significantly Overvalued" by GuruFocus, trading at $48.78 against a GF Value of $33.86, and its high P/E ratio suggests thin profitability relative to its share price. While the defense technology sector has long-term tailwinds, investors are advised to exercise caution due to the consistent insider selling and overvaluation.

Kratos Defense & Security Solutions shares slip as recent insider sale filing may weigh on sentiment

https://www.quiverquant.com/news/Kratos+Defense+%26+Security+Solutions+shares+slip+as+recent+insider+sale+filing+may+weigh+on+sentiment
Kratos Defense & Security Solutions (KTOS) shares fell 3.0% due to an insider sale filing, rather than negative operating news. The company had positive recent announcements, including a program milestone with GE Aerospace and a $20 million contract for mobile SATCOM gateways. Several insiders have sold shares totaling millions of dollars in the past six months, with no insider purchases during that period.
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How Investors Are Reacting To Kratos Defense & Security Solutions Stock Ignites Cruise Missile Engine

https://simplywall.st/stocks/us/capital-goods/nasdaq-ktos/kratos-defense-security-solutions/news/how-investors-are-reacting-to-kratos-defense-security-soluti
Kratos Defense & Security Solutions and GE Aerospace successfully ignited the GEK800 (now F143) turbofan cruise missile engine, achieving a 100% success rate and keeping the program on schedule. This milestone reinforces Kratos' focus on affordable manufacturing and complex propulsion technology for future long-range cruise missile demand. Investors are evaluating this development within Kratos' broader narrative of unmanned systems and propulsion, considering both the reduction in technical risk and ongoing execution challenges regarding contract timing and financial conversion.

Kratos and GE Aerospace achieve first ignition of GEK800 missile engine

https://www.airforce-technology.com/news/kratos-ge-aerospace-gek800/
Kratos Defense & Security Solutions and GE Aerospace successfully achieved the first ignition of the GEK800 turbofan engine, recently designated F143. This engine is designed for next-generation US cruise missiles and other uncrewed systems, providing 800 pounds of thrust. The achievement marks a significant milestone in their collaboration and maintains the program's timeline.

Insider plans another stock sale at Kratos (NASDAQ: KTOS)

https://www.stocktitan.net/sec-filings/KTOS/144-kratos-defense-security-solutions-inc-sec-filing-aaa092863a9a.html
Kratos Defense & Security Solutions (NASDAQ: KTOS) insider Deanna Lund has filed a Form 144, indicating her intention to sell 20,584 shares of common stock on or after September 21, 2026, with an aggregate market value of $976,916.64. These shares were acquired from the vesting of restricted and performance stock units in early 2025. Lund has also reported previous 10b5-1 sales in July and August 2026.

Form 144 KRATOS DEFENSE & SECURITY SOLUTIONS For: 22 September By Investing.com

https://ca.investing.com/news/stock-market-news/form-144-kratos-defense--security-solutions-for-22-september-93CH-4847478
This article announces a Form 144 filing for KRATOS DEFENSE & SECURITY SOLUTIONS (KTOS) for September 22, 2026. The brief post from Investing.com does not provide further details on the filing but indicates KTOS experienced a -5.12% change.

GE Aerospace and Kratos Achieve Significant Program Milestone with Successful Ignition of GEK800 Turbofan Cruise Missile Propulsion System

https://www.geaerospace.com/news/press-releases/ge-aerospace-and-kratos-achieve-significant-program-milestone-successful-ignition
GE Aerospace and Kratos Defense & Security Solutions, Inc. announced the successful ignition of the GEK800 turbofan cruise missile propulsion system, marking a significant program milestone. This achievement, tested at the X-58 test facility, initiates a new testing campaign and maintains the program's schedule for developing affordable, high-performance cruise missile technology. The GEK800, now designated F143, is designed to meet the Department of War's requirements for long-range, stand-off strike capabilities, demonstrating strong performance and reliability.
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Kratos, GE Aerospace successfully ignite F143 cruise missile engine, advancing programme towards large-volume production

https://defence-industry.eu/kratos-ge-aerospace-successfully-ignite-f143-cruise-missile-engine-advancing-programme-towards-large-volume-production/
Kratos Defense & Security Solutions and GE Aerospace have successfully ignited the first GEK800 turbofan propulsion system, now designated the F143, marking a critical step towards large-volume production for cruise missiles. This achievement, part of a new testing campaign, aims to provide affordable, high-performance propulsion systems for long-range stand-off strike capabilities for the Department of War and allied contractors. The collaboration emphasizes modern engineering and cost-effective manufacturing to support wider deployment of attritable weapons and meet demanding cruise missile application requirements.

Kratos and GE Aerospace Achieve Significant Program Milestone with Successful Ignition of GEK800 Turbofan Cruise Missile Propulsion System

https://finance.yahoo.com/technology/articles/kratos-ge-aerospace-achieve-significant-130000266.html
Kratos Defense & Security Solutions and GE Aerospace have successfully ignited the GEK800 turbofan cruise missile propulsion system, marking a significant program milestone. This achievement, tested at the X-58 facility, keeps the development of the cost-effective, high-performance cruise missile technology on schedule. The GEK800, now designated F143, is designed to meet the Department of War's requirements for long-range, stand-off strike capabilities and is progressing towards production.

Kratos and GE Aerospace Achieve Significant Program Milestone with Successful Ignition of GEK800 Turbofan Cruise Missile Propulsion System Test at Kratos X-58 Test Facility Keeps Cost-Effective, Advanced Strike Technology on Schedule as High-Performance Jet Engine Advances Toward Production

https://www.globenewswire.com/news-release/2026/09/21/3365522/0/en/kratos-and-ge-aerospace-achieve-significant-program-milestone-with-successful-ignition-of-gek800-turbofan-cruise-missile-propulsion-system.html
Kratos Defense & Security Solutions, Inc. and GE Aerospace have achieved a major program milestone with the successful ignition of the GEK800 turbofan cruise missile propulsion system. This test, conducted at Kratos' X-58 facility, marks a 100% success rate for this critical development phase, keeping the program on schedule. The GEK800, now designated F143, is designed to provide affordable, high-performance long-range strike capabilities for the Department of War.

Kratos Defense president Carrai sells $310,900 in company stock

https://www.investing.com/news/insider-trading-news/kratos-defense-president-carrai-sells-310900-in-company-stock-93CH-4906598
Phillip D. Carrai, President of the STC Division at Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), sold $310,900 worth of company stock on September 15, 2026, under a pre-arranged 10b5-1 trading plan. The sales involved shares transacted at prices between $47.2425 and $48.8919, after which Carrai directly holds 175,653 shares and indirectly holds 46,644 shares. This news follows strong Q2 results for Kratos Defense, which surpassed analyst estimates and led to increased price targets from several firms.

Kratos Defense & Security Solutions (NASDAQ:KTOS) Stock Rating Upgraded by Guggenheim

https://www.marketbeat.com/instant-alerts/analyst-kratos-defense-security-solutions-nasdaq-ktos-stock-rating-upgraded-by-guggenheim-2026-09-17/
Guggenheim upgraded Kratos Defense & Security Solutions (NASDAQ:KTOS) to a "strong buy" rating. The stock currently holds a "Moderate Buy" consensus among analysts with an average price target of $98.06, despite trading at a high P/E ratio of 279.94. The company exceeded recent quarterly expectations with $0.21 EPS and $458.8 million in revenue, a 30.5% year-over-year increase.
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Kratos Defense SVP & general counsel sells $48,500 in stock By Investing.com

https://ng.investing.com/news/stock-market-news/kratos-defense-svp--general-counsel-sells-48500-in-stock-93CH-2700734
Marie Mendoza, SVP and General Counsel at Kratos Defense & Security Solutions, sold 1,000 shares of company stock worth $48,500. This sale was part of a pre-arranged trading plan, and her remaining direct holdings include over 61,000 shares. The transaction occurred amidst recent positive financial results for Kratos Defense, which saw increased revenues and adjusted EBITDA, leading to several analyst target increases and upgrades despite a decline in stock price from its 52-week high.

Kratos Defense & Security Solutions (NASDAQ:KTOS) SVP Sells $48,500.00 in Stock

https://www.marketbeat.com/instant-alerts/insider-kratos-defense-security-solutions-nasdaq-ktos-svp-sells-4850000-in-stock-2026-09-17/
Marie Mendoza, SVP at Kratos Defense & Security Solutions (NASDAQ:KTOS), sold 1,000 shares of the company's stock for $48,500. This transaction, executed under a pre-arranged Rule 10b5-1 trading plan, reduced her holdings by 1.61% to 61,200 shares. The company recently reported strong quarterly earnings, surpassing analyst expectations, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $98.06.

Guggenheim initiates Kratos Defense stock with buy on defense growth

https://www.investing.com/news/analyst-ratings/guggenheim-initiates-kratos-defense-stock-with-buy-on-defense-growth-93CH-4901648?ampMode=1
Guggenheim initiated coverage on Kratos Defense & Security Solutions (NASDAQ:KTOS) with a buy rating and a $74.00 price target, identifying it as a leading small- to mid-cap defense contractor poised for growth in critical defense areas like unmanned systems and hypersonics. The firm anticipates the company will outgrow peers, expand margins, and benefit from the Department of Defense's need for low-cost systems and technology. This positive outlook follows Kratos' strong Q2 2026 results, which led to an increased full-year revenue growth outlook and mixed but generally positive analyst reactions.

California State Teachers Retirement System Has $540.52 Million Stock Position in Kratos Defense & Security Solutions, Inc. $KTOS

https://www.marketbeat.com/instant-alerts/filing-california-state-teachers-retirement-system-has-54052-million-stock-position-in-kratos-defense-security-solutions-inc-ktos-2026-09-15/
The California State Teachers Retirement System increased its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 10.9% in the second quarter, bringing its total holdings to 217,425 shares valued at approximately $10.8 million. Other institutional investors also significantly increased their positions, with institutional ownership now at 75.92%. Kratos reported strong second-quarter earnings, beating analyst estimates with an EPS of $0.21 and revenue of $458.8 million, though insider selling occurred during the period.

Baird Financial Group Inc. Sells 46,679 Shares of Kratos Defense & Security Solutions, Inc. $KTOS

https://www.marketbeat.com/instant-alerts/filing-baird-financial-group-inc-sells-46679-shares-of-kratos-defense-security-solutions-inc-ktos-2026-09-15/
Baird Financial Group Inc. reduced its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 31.5%, selling 46,679 shares and retaining 101,666 shares valued at $5.069 million. Despite this, institutional investors collectively own 75.92% of the company, and analysts maintain a "Moderate Buy" rating with an average price target of $98.06. However, company insiders have sold approximately $23.9 million worth of shares over the past three months.
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Kratos Defense & Security Solutions, Inc. $KTOS Shares Bought by Sequoia Financial Advisors LLC

https://www.marketbeat.com/instant-alerts/filing-kratos-defense-security-solutions-inc-ktos-shares-bought-by-sequoia-financial-advisors-llc-2026-09-12/
Sequoia Financial Advisors LLC significantly increased its stake in Kratos Defense & Security Solutions, Inc. (KTOS) by 29.8% in Q2, contributing to a total institutional ownership of 75.92%. Despite substantial insider selling, including a major transaction by CEO Eric DeMarco, the company reported strong Q2 earnings, surpassing revenue and EPS estimates. Analysts maintain a "Moderate Buy" rating with an average price target of $99.47, although some recent price targets have been lowered.

Waverly Advisors LLC Sells 36,134 Shares of Kratos Defense & Security Solutions, Inc. $KTOS

https://www.marketbeat.com/instant-alerts/filing-waverly-advisors-llc-sells-36134-shares-of-kratos-defense-security-solutions-inc-ktos-2026-09-11/
Waverly Advisors LLC decreased its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 28.2% in the second quarter, selling 36,134 shares and retaining 92,087 shares valued at $4.59 million. Despite this reduction and recent insider selling totaling $24.4 million, analysts maintain a "Moderate Buy" rating with an average price target of $99.47. Kratos also reported strong Q2 earnings, beating EPS and revenue expectations with 30.5% year-over-year revenue growth.

Public Employees Retirement System of Ohio Invests $2.65 Million in Kratos Defense & Security Solutions, Inc. $KTOS

https://www.marketbeat.com/instant-alerts/filing-public-employees-retirement-system-of-ohio-invests-265-million-in-kratos-defense-security-solutions-inc-ktos-2026-09-06/
The Public Employees Retirement System of Ohio has invested $2.65 million in Kratos Defense & Security Solutions, acquiring 53,063 shares in the second quarter. Kratos (NASDAQ:KTOS) reported strong quarterly results, exceeding revenue and EPS estimates, with analysts maintaining a "Moderate Buy" rating despite significant insider selling. The stock's current market cap is $8.98 billion, with institutional investors owning 75.92% of its shares.

Kratos Defense & Security Solutions (NASDAQ: KTOS) Share Price, KTOS Stock News, KTOS Share Price & Updates

https://kalkine.com.au/company/nasdaq-ktos/
Kratos Defense & Security Solutions (NASDAQ: KTOS) is a technology company operating in the defense, national security, and commercial markets, offering unmanned systems, satellite technologies, electronic warfare, and C5ISR. The company's long-term growth is expected to be supported by increased defense spending on unmanned and space capabilities. However, it faces risks such as dependence on U.S. government contracts, program execution challenges, and competitive pressures.

Better Drone Stock: Kratos Defense vs. Northrop Grumman

https://currently.att.yahoo.com/att/better-drone-stock-kratos-defense-133500587.html
This article compares Kratos Defense and Security Solutions with Northrop Grumman as investment options in the military drone market. Kratos is presented as a high-growth, pure-play drone maker, while Northrop Grumman is a larger, more diversified defense contractor with significant drone exposure and stable franchise programs. The analysis concludes that Northrop Grumman is generally the better stock due to its product balance, profitability, better valuation, and dividend, though Kratos may appeal to risk-tolerant investors seeking high revenue growth.
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Kratos Defense & Security Solutions, Inc. $KTOS Shares Sold by Wellington Management Group LLP

https://www.marketbeat.com/instant-alerts/filing-kratos-defense-security-solutions-inc-ktos-shares-sold-by-wellington-management-group-llp-2026-09-02/
Wellington Management Group LLP reduced its stake in Kratos Defense & Security Solutions (KTOS) by 13.3% in the second quarter, selling 343,972 shares, but still holds a significant position. Despite this sale and recent insider sales totaling $26.7 million, institutional investors maintain a 75.92% ownership. Kratos reported strong Q2 earnings, beating analyst expectations with $0.21 EPS and $458.8 million in revenue, while analysts generally maintain a "Moderate Buy" rating with an average price target of $99.47, though some have recently lowered their targets.

Kratos Defense & Security Solutions, Inc. Wins USD 20 Million Contract to Deliver Mobile Satcom Gateways for Resilient Defense Network

https://www.marketscreener.com/news/kratos-defense-security-solutions-inc-wins-usd-20-million-contract-to-deliver-mobile-satcom-gate-ce7858d2d98df124
Kratos Defense & Security Solutions, Inc. has secured a contract worth over $20 million to provide mobile satellite communication (SATCOM) gateways to an Asian defense customer. The system will include Kratos' rapid-deployable, truck-mounted Trifold transportable antennas and a shelter with baseband platforms and advanced monitoring software for resilient defense operations. This turnkey solution aims to deliver high-throughput, dependable communications in dynamic field environments.

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Receives Consensus Rating of "Moderate Buy" from Brokerages

https://www.marketbeat.com/instant-alerts/consensus-kratos-defense-security-solutions-inc-nasdaq-ktos-receives-consensus-rating-of-moderate-buy-from-brokerages-2026-08-31/
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) has received a "Moderate Buy" consensus rating from 22 analysts, with an average 12-month price target of $99.47. The company recently exceeded quarterly expectations with EPS of $0.21 and revenue of $458.8 million, a 30.5% year-over-year increase. Despite strong analyst sentiment, company insiders have sold a significant number of shares recently.

Kratos Defense & Security Solutions, Inc. Receives USD 35 Million National Security Related Military-Grade Hardware Production Program Award

https://www.marketscreener.com/news/kratos-defense-security-solutions-inc-receives-usd-35-million-national-security-related-military-ce7858dcd08df727
Kratos Defense & Security Solutions, Inc. has announced it received a $35 million national security-related military-grade hardware production program award. The hardware and systems are intended to support warfighters in the field, with work to be conducted at a secure Kratos facility. Due to the sensitive nature of the contract, no further details will be disclosed.

Kratos Defense & Security Solutions (NASDAQ:KTOS) Stock Price Up 1.4% - Time to Buy?

https://www.marketbeat.com/instant-alerts/price-kratos-defense-security-solutions-nasdaq-ktos-stock-price-up-14-time-to-buy-2026-08-27/
Kratos Defense & Security Solutions (NASDAQ:KTOS) saw its stock price increase by 1.4% to $53.69, despite a 52% drop in trading volume. The company exceeded quarterly earnings expectations, reporting $0.21 EPS against a $0.14 consensus and $458.8 million in revenue. Analysts maintain a "Moderate Buy" rating with an average target price of $99.47, though insider selling of approximately $27 million was noted over the past 90 days.
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Kratos: Space-dominated KGS division organic revenue up 22% in Q2, and 36.4% including Orbit, Nomad acquisitions

https://www.spaceintelreport.com/kratos-space-dominated-kgs-division-organic-revenue-up-22-in-q2-and-36-4-including-orbit-nomad-acquisitions/
Kratos Defense and Security Solutions reported strong growth in its Kratos Government Systems (KGS) division, which heavily features space technology. The division saw an organic revenue increase of 22% in Q2, and 36.4% when including acquisitions like Nomad Global Communications Solutions and Orbit Technologies, reaching $379.4 million. The company noted that while growth is as expected, specific details are often classified due to the nature of their contracts.

Paradigm Capital Management Inc. NY Makes New $34.84 Million Investment in Kratos Defense & Security Solutions, Inc. $KTOS

https://www.marketbeat.com/instant-alerts/filing-paradigm-capital-management-inc-ny-makes-new-3484-million-investment-in-kratos-defense-security-solutions-inc-ktos-2026-08-25/
Paradigm Capital Management Inc. NY has initiated a new position in Kratos Defense & Security Solutions (NASDAQ:KTOS) by acquiring 698,800 shares worth approximately $34.84 million, making it their 23rd largest holding. Despite analysts maintaining a "Moderate Buy" rating with a $99.47 consensus price target, Kratos's stock opened near its 52-week low. The company recently exceeded quarterly earnings expectations with $0.21 EPS and $458.8 million in revenue, although insiders have sold a significant amount of stock.

XQ-58 Valkyrie Grows Landing Gear, Then Crashes

https://migflug.com/afterburner/es/kratos-xq-58-valkyrie-landing-gear-production-dugway-crash-2026/
The XQ-58A Valkyrie, a Collaborative Combat Aircraft, is being developed with new landing gear for conventional runway operations, a feature requested by the U.S. Marine Corps. Despite this advancement, one of the test aircraft crashed in Utah, though the incident is viewed as a learning opportunity rather than a crisis due to the program's focus on "attritable" (affordable to lose) drones. This development allows for greater operational flexibility, as the drones can now be launched from runways or boosters and landed conventionally, improving turnaround times.

Kratos Defense & Security Solutions Drops 5.5% in Broad Selloff

https://news.alphastreet.com/kratos-defense-security-solutions-drops-5-5-in-broad-selloff-2/
Kratos Defense & Security Solutions (KTOS) saw its stock tumble 5.5% to $54.01 on Monday due to a broad selloff across the aerospace and defense sector. The decline was mirrored by other sector peers, suggesting that macroeconomic factors or sector rotation, rather than company-specific news, drove the selling pressure. Investors are advised to monitor whether this sector weakness persists or is a temporary pullback.

Kratos Providing Spartan J85 Engines to Support Boeing JDAM LR Production Contract

https://www.asdnews.com/news/defense/2026/08/24/kratos-providing-spartan-j85-engines-support-boeing-jdam-lr-production-contract
Kratos Defense & Security Solutions announced it will provide its Spartan TDI-J85 engines to support Boeing's Joint Direct Attack Munition Long Range (JDAM LR) production program. The engines will power the precision-guided munition, which can travel over 300 nautical miles, fulfilling a recent $75 million U.S. Air Force contract awarded to Boeing. Kratos is expanding its Auburn Hills, Michigan facility and proactively procuring long-lead components to meet high-volume demand for these propulsion systems for the U.S. military and allied partners.
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