Kratos Defense & Security Solutions (NASDAQ:KTOS) Stock Price Down 9.1% Following Insider Selling
Kratos Defense & Security Solutions (NASDAQ:KTOS) saw its stock price drop 9.1% on Friday after two insiders, SVP Marie Mendoza and Phillip D. Carrai, sold a combined total of 8,000 shares. Despite this insider selling and a new "neutral" rating from UBS, the company has received generally positive analyst ratings with a "Moderate Buy" consensus and significant price target increases from firms like KeyCorp and B. Riley. Positive operational developments, including wins in hypersonics and new campus groundbreaking by Prometheus Energetics, contribute to a positive long-term outlook for the company.
Kratos Defense & Security Solutions (NASDAQ:KTOS) Trading Down 7.9% on Insider Selling
Kratos Defense & Security Solutions (NASDAQ:KTOS) saw its stock drop 7.9% after two insiders, SVP Marie Mendoza and Phillip D. Carrai, sold a combined 8,000 shares. Despite this insider selling and an analyst initiating coverage with a lower price target, the company has recent positive news including new contract wins in hypersonics and increased manufacturing capacity. Analyst ratings are mixed but lean positive, with a "Moderate Buy" consensus.
Kratos Defense & Security Solutions Inc (KTOS) Shares Down 4.18% on Feb 20
Shares of Kratos Defense & Security Solutions Inc (KTOS) dropped 4.18% in mid-day trading on February 20, reaching an intraday low of $101.01 before settling at $101.25. Wall Street analysts have an average target price of $116.60, implying a 15.16% upside, and a consensus "Outperform" rating. However, GuruFocus estimates a one-year GF Value of $24.39, suggesting a significant downside.
Kratos Defense & Security Solutions (NASDAQ:KTOS) Coverage Initiated by Analysts at UBS Group
UBS Group has initiated coverage on Kratos Defense & Security Solutions (NASDAQ:KTOS) with a "neutral" rating and a $79.00 price target, suggesting a potential downside of over 25%. This follows other analysts who have issued ratings ranging from "neutral" to "market outperform," with an average target price of $93.83. The article also notes recent insider selling and institutional investment activity in the aerospace company's stock.
Kratos Defense Stock Surges Nearly 19% Amid New Contracts
Kratos Defense (KTOS) stock surged almost 19% following new contract wins, including one from the Department of War for hypersonic vehicle technology and another with Airbus Defence and Space for satellite ground segments. This positive news reversed a four-week losing streak and led to a significant shift in retail investor sentiment to "extremely bullish," with increased message volumes on Stocktwits. Analyst views are mixed, with UBS initiating a Neutral rating due to valuation concerns, while KeyBanc maintained an Overweight rating and raised its price target.
Inside KTOS’ Breakout Week: Hypersonics, Satellite Contracts And Retail Buzz
Kratos Defense & Security Solutions (KTOS) had a breakout week, with its stock jumping nearly 19% after securing defense contracts related to hypersonics and satellite ground segments. UBS initiated coverage with a 'Neutral' rating, highlighting valuation concerns despite the company's growth. Retail sentiment towards KTOS has also become "extremely bullish," with message volumes surging.
Envestnet Asset Management Inc. Sells 61,702 Shares of Kratos Defense & Security Solutions, Inc. $KTOS
Envestnet Asset Management Inc. has reduced its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 37.9%, selling 61,702 shares and retaining 101,219 shares valued at approximately $9.25 million. This comes amidst significant insider selling, with CEO Eric M. Demarco selling 200,000 shares and total insider disposals reaching over 922,407 shares in the last three months. Despite the institutional and insider selling, Kratos has seen positive operational news, securing a hypersonic thermal-protection contract and expanding its work in hypersonics, satellites, and autonomy, leading multiple analysts to raise price targets with a consensus "Moderate Buy" rating.
Kratos Defense & Security Solutions (NASDAQ:KTOS) Insider Phillip Carrai Sells 6,500 Shares
Phillip Carrai, an insider at Kratos Defense & Security Solutions (NASDAQ:KTOS), sold 6,500 shares of the company's stock for approximately $590,915 on February 17th, reducing his stake by 2.96%. Following the sale, Carrai directly owns 213,325 shares valued at an estimated $19.39 million. This transaction comes as KTOS shares recently jumped 8.7% to $105.67, with institutional ownership remaining high and analysts holding a "Moderate Buy" consensus rating.
Marie Mendoza Sells 1,500 Shares of Kratos Defense & Security Solutions (NASDAQ:KTOS) Stock
Marie Mendoza, SVP at Kratos Defense & Security Solutions (NASDAQ:KTOS), sold 1,500 shares of the company's stock on February 17th at an average price of $88.08, totaling $132,120. This transaction reduced her stake by 2.36%. The article also notes recent stock performance, institutional ownership, and analyst ratings for KTOS.
L & S Advisors Inc Cuts Stock Position in Kratos Defense & Security Solutions, Inc. $KTOS
L & S Advisors Inc significantly reduced its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 30.4% in the third quarter, selling 16,343 shares and now owning 37,462 shares valued at $3.423 million. Other institutional investors have adjusted their positions, while company insiders have also sold a substantial amount of shares. Kratos Defense & Security Solutions has a market cap of $16.56 billion and analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $93.83.
Kratos Defense & Security Solutions, Inc. $KTOS Shares Sold by Advisors Capital Management LLC
Advisors Capital Management LLC reduced its stake in Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) by 26.0% in the third quarter, selling 62,438 shares and holding 177,998 shares valued at $16,264,000. Other institutional investors also adjusted their positions, with insider sales totaling 914,407 shares worth $74,930,858 over the last three months. Analysts currently rate KTOS with a "Moderate Buy" and a consensus target price of $93.83.
US Ramps Up Middle East Air Assets To 2003 Levels Amid Iran Tensions, Trump Briefed On Strike Options: Report
The U.S. is reportedly deploying its largest air power presence in the Middle East since the 2003 Iraq invasion, including F-35s, F-22s, a second aircraft carrier, and critical air defense systems, amid escalating tensions with Iran. President Trump has been briefed on military strike options, aiming to maximize damage to Iran's regime and its proxies, though his decision remains uncertain as he has previously expressed a preference for negotiations. Meanwhile, prediction markets show increased odds of Iran's Supreme Leader, Ayatollah Ali Khamenei, being removed from power, and U.S. defense stocks have surged.
Kratos Awarded Contract to Streamline Hypersonic Material's Development
Kratos Defense & Security Solutions has secured a contract from the Department of War's Joint Hypersonics Transition Office to enhance the testing and evaluation of thermal protection systems for hypersonic vehicles. The company will use its expertise to define standard test conditions and methodologies, accelerating the development of new materials for hypersonic systems. This initiative aims to improve the nation's testing infrastructure and advance U.S. hypersonic vehicle technologies.
Kratos awarded contract to advance hypersonic thermal protection system testing and materials development
Kratos Defense & Security Solutions has secured a contract from the U.S. Department of War through its Joint Hypersonics Transition Office. The contract focuses on advancing the testing and evaluation of thermal protection systems for hypersonic vehicles. This initiative aims to accelerate hypersonic materials development by establishing standardized test conditions and methodologies, ultimately supporting faster and more consistent testing across the hypersonic development community.
Kratos Awarded Contract to Accelerate Hypersonic Material Development – SatNews
Kratos Defense & Security Solutions, Inc. has been awarded a contract by the Department of War’s Joint Hypersonics Transition Office (JHTO) to develop and test thermal protection systems for hypersonic vehicles. This initiative aims to standardize test conditions and methodologies, improving the throughput of national testing infrastructure. Kratos will leverage its SRE division's expertise to analyze flight environments, establish standardized aerothermal test conditions, and validate new thermal protection materials, aligning with previous strategic expansions in the hypersonics sector.
Kratos Defense & Security Solutions Inc (KTOS) Trading 3.29% Higher on Feb 17
Shares of Kratos Defense & Security Solutions Inc (KTOS) saw a 3.29% increase in mid-day trading on February 17, reaching $91.99. Wall Street analysts have an average target price of $116.60, implying a 26.76% upside, and an "Outperform" recommendation. However, GuruFocus estimates a one-year GF Value of $24.39, suggesting a significant downside.
Is KTOS Stock a Smart Investment Option Before Q4 Earnings Release?
Kratos Defense & Security Solutions (KTOS) is expected to report its fourth-quarter 2025 results on Feb. 23, with earnings projected to grow by 7.69% and revenues by 15.95%. While the company has a strong earnings surprise history and a Zacks Rank #2, a quantitative model does not predict an earnings beat this quarter due to a 0.00% Earnings ESP. Despite potential supply-chain challenges, Kratos is strengthening its growth outlook through leadership in unmanned systems and expanding defense roles, making it a potential investment option given its growth projections, price performance, and discounted valuation.
UBS Initiates Coverage on Kratos Defense & Security Solutions With Neutral Rating, $79 Price Target
UBS has initiated coverage on Kratos Defense & Security Solutions (KTOS) with a "Neutral" rating and a price target of $79.00. This news comes alongside other recent developments for the company, including contract awards and insider stock sales. Kratos Defense & Security Solutions specializes in technology, products, systems, and software for defense, national security, and commercial markets, operating through Kratos Government Solutions and Unmanned Systems segments.
New Kratos contract to speed U.S. hypersonic vehicle testing
Kratos Defense & Security Solutions (KTOS) has been awarded a contract by the Department of War’s Joint Hypersonics Transition Office to develop standardized testing methodologies and run material test campaigns for hypersonic vehicle thermal protection systems. This contract aims to accelerate materials development and validate procedures within the hypersonic testing community. Following the announcement, Kratos's stock saw a positive market reaction, gaining 4.96%.
UBS initiates Kratos Defense stock at neutral on valuation concerns
UBS has initiated coverage on Kratos Defense & Security Solutions (NASDAQ:KTOS) with a Neutral rating and a price target of $79.00, citing concerns about the company's current valuation despite growth potential. The firm notes Kratos trades at significantly higher multiples than its historical average and defense primes, suggesting it would need substantial EBITDA increases to justify its valuation or consensus price targets. Meanwhile, Kratos has secured new contracts and expanded operations, including a deal with Airbus for OmanSat-1 and participation in the Pentagon’s Drone Dominance program.
Kratos Awarded Multi-Million Dollar Ground System Contract by Airbus to Support OmanSat-1
Kratos Defense & Security Solutions has been awarded a multi-million dollar contract by Airbus Defence and Space to deliver a ground segment for Space Communication Technologies (SCT) SPC. This ground system will support the OmanSat-1 software-defined satellite, designed to maximize the full capabilities of the advanced satellite and offer reconfigurable high-throughput services for Oman and neighboring regions. Kratos will integrate its ground system with Airbus' mission and control platform, enabling dynamic spectrum planning and automated coordination of payload configurations with ground assets.
Kratos awarded multi-million contract from Airbus to deliver ground system for OmanSat-1 software-defined satellite
Kratos Defense & Security Solutions secured a multi-million-dollar contract from Airbus Defence and Space to provide a comprehensive ground segment for the OmanSat-1 software-defined satellite. This system will enable Space Communication Technologies (SCT) SPC, Oman's national satellite operator, to manage and monitor the reconfigurable high-throughput satellite, optimizing its payload and orchestrating ground resources dynamically. The agreement emphasizes the critical integration of space and ground segments for the flexible operation of software-defined satellites, supporting Oman and expanding into East African and East Asian markets.
Kratos (KTOS) Secures Ground Segment Contract for OmanSat-1 Proj
Kratos Defense & Security Solutions (KTOS) has secured a contract with Airbus Defence and Space to provide a ground segment for the OmanSat-1 satellite project. While the company demonstrates strong financial strength and a positive long-term stock trend, it faces issues with declining margins, insider selling, and potential inefficiencies in capital utilization. Investors are advised to be cautious despite the positive contract news.
Kratos to provide ground system for Oman’s first satellite
Kratos Defense & Security Solutions has secured a contract from Airbus Defence and Space to supply the ground segment for OmanSat-1, Oman's inaugural national satellite. This system will integrate with Airbus's mission and control platform to manage and monitor the satellite, offering dynamic spectrum planning and efficient payload configuration. This initiative aims to provide high-throughput services for Oman and the wider region, with Kratos also involved in on-site implementation and training.
Kratos Awarded Multi-Million Dollar Ground System Contract by Airbus to Support OmanSat-1
Kratos Defense & Security Solutions, Inc. has been awarded a multi-million dollar contract by Airbus Defence and Space to deliver a ground segment for Space Communication Technologies (SCT) SPC to support OmanSat-1, a software-defined satellite. This ground system will enable SCT to provide high-throughput services with extensive flexibility across Oman, the region, and expanding into East African and East Asian markets. The agreement emphasizes the growing need for integrated space and ground systems to optimize resource allocation and meet changing demands effectively.
Inside Kratos' new OmanSat-1 deal to boost high-throughput satellite service
Kratos (Nasdaq: KTOS) has been awarded a multi-million dollar contract by Airbus to deliver an end-to-end ground segment for Space Communication Technologies' OmanSat-1 software-defined OneSat satellite. This ground system will enable dynamic spectrum planning, coordinated payload configurations, and automated operations for high-throughput services. Kratos will also provide local installation, training, and support from its Oman office, leveraging its expertise in software-defined satellite infrastructure.
Kratos Defense & Security Solutions, Inc. $KTOS Shares Acquired by Zweig DiMenna Associates LLC
Zweig DiMenna Associates LLC significantly increased its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 33.6%, bringing their total shares to 208,350. Other institutional investors like ARK Investment Management and Baillie Gifford also built substantial positions, contributing to institutional ownership of approximately 75.92%. Despite this, company insiders have been net sellers in the last three months, offloading over 900,000 shares.
Northwestern Mutual Investment Management Company LLC Acquires Shares of 37,623 Kratos Defense & Security Solutions, Inc. $KTOS
Northwestern Mutual Investment Management Company LLC recently acquired 37,623 shares of Kratos Defense & Security Solutions (NASDAQ:KTOS) valued at $3.44 million. This investment comes amidst strong institutional and analyst support for Kratos, with institutional ownership at 75.92% and several analysts issuing "Moderate Buy" ratings with high price targets. However, significant insider selling totaling $74.93 million in the last 90 days and upcoming Q4/FY2025 earnings present potential volatility and governance concerns.
Kratos Defense & Security Solutions (KTOS) to Release Quarterly Earnings on Monday
Kratos Defense & Security Solutions (KTOS) is scheduled to release its Q4 2025 earnings before market open on Monday, February 23rd, with analysts forecasting an EPS of $0.14 and revenue of approximately $327.5 million. The stock is currently trading around $89 with a high P/E ratio, and while analysts have a "Moderate Buy" consensus, significant insider selling has been observed despite high institutional ownership. The upcoming earnings release is a key near-term catalyst that could introduce volatility.
Rhumbline Advisers Grows Stake in Kratos Defense & Security Solutions, Inc. $KTOS
Rhumbline Advisers significantly increased its stake in Kratos Defense & Security Solutions (NASDAQ: KTOS) by 40.3% in Q3, now holding over 534,000 shares worth approximately $48.8 million. While institutional investors collectively own a substantial portion of the company and analysts have a "Moderate Buy" rating with raised price targets, there has been considerable insider selling. Upcoming Q4/FY2025 earnings on February 23 are expected to be a major catalyst potentially driving stock volatility.
A Look Into Kratos Defense & Security Inc's Price Over Earnings
Kratos Defense & Security Inc. (NASDAQ: KTOS) experienced a 3.50% stock price increase in the current market session, despite a 31.07% decrease over the past month. The article examines the company's price-to-earnings (P/E) ratio of 669.62, which is significantly higher than the Aerospace & Defense industry's aggregate P/E of 93.45, suggesting the stock might be overvalued. It cautions that while a high P/E can indicate future growth expectations, investors should consider multiple financial metrics and trends before making investment decisions.
Kratos Autonomy Tests Dual Use Truck Platooning Across NASCAR And Defense
Kratos Defense & Security Solutions is expanding its autonomous truck platooning support for Champion Tire & Wheel's NASCAR operations into 2026, with Kratos trailers debuting at the Daytona 500. This initiative extends to a cross-country auto platooning deployment to Naval Base Coronado, showcasing the dual-use potential of Kratos' autonomy technology for both commercial and military logistics. The project aims to provide real-world performance data in demanding environments and offers investors new insights into Kratos' autonomy stack beyond traditional defense programs.
Kratos Defense & Security Solutions Schedules Fourth Quarter and Fiscal Year 2025 Earnings Conference Call for Monday, February 23rd
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) announced it will release its fourth-quarter and fiscal year 2025 financial results after the market closes on Monday, February 23rd. The company will host a conference call at 2:00 p.m. Pacific (5:00 p.m. Eastern) to discuss its operations and financial performance. A replay of the call will be available on Kratos' website for those unable to attend the live broadcast.
Automated truck convoys to haul NASCAR gear in 2026 Kratos backed
Kratos, a technology company, announced the expansion of its automated truck platooning services to support Champion Tire & Wheel's NASCAR logistics for the 2026 season. This initiative builds on their 2025 debut, showcasing scalable autonomy in time-critical environments. The company plans a cross-country deployment to Naval Base Coronado in June, aligning with the U.S. Navy's 250th anniversary, further demonstrating their dual-use defense-to-commercial autonomy strategy.
Kratos Defense & Security Solutions Schedules Fourth Quarter and Fiscal Year 2025 Earnings Conference Call for Monday, February 23rd
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) announced it will release its fourth quarter and fiscal year 2025 financial results on Monday, February 23rd, after market close. Management will host a conference call at 2:00 p.m. Pacific (5:00 p.m. Eastern) to discuss the results and company operations. A replay will be available on Kratos' website for those unable to join the live broadcast.
Kratos Defense & Security Solutions to Release Fourth Quarter and Fiscal Year 2025 Financial Results on February 23rd
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) announced it will release its fourth quarter and fiscal year 2025 financial results after market close on February 23, 2026, followed by a conference call at 2:00 p.m. Pacific time. The company, which focuses on providing cost-effective defense and security solutions, emphasized its commitment to affordability and innovation. The article also provides details on insider trading, revenue, hedge fund activity, analyst ratings, and price targets for KTOS.
14,149 Shares in Kratos Defense & Security Solutions, Inc. $KTOS Bought by Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft recently acquired 14,149 shares of Kratos Defense & Security Solutions (NASDAQ:KTOS) valued at approximately $1.29 million, establishing a new position in the company. Several major institutional investors, including Franklin Resources and ARK Investment Management, also significantly increased their stakes, bringing total institutional ownership to 75.92%. Despite some insider selling, Kratos maintains a "Moderate Buy" consensus from analysts with an average target price of $95.28.
State of Michigan Retirement System Takes Position in Kratos Defense & Security Solutions, Inc. $KTOS
The State of Michigan Retirement System has acquired a new position in Kratos Defense & Security Solutions (NASDAQ:KTOS), purchasing 40,200 shares valued at approximately $3.67 million in the third quarter. While institutional investors collectively own 75.92% of the company, insiders have recently been significant sellers, reducing their ownership to about 2.37%. Despite insider selling, analysts maintain a "Moderate Buy" consensus rating for Kratos, with an average price target of $95.28 following several recent upgrades.
AIR Outperforms Industry in the Past Year: How to Play the Stock?
AAR Corp (AIR) stock has significantly outperformed its industry and the broader market over the past year, driven by strong quarterly results, facility expansions, and technological advancements. The company's shares are currently trading at a discount compared to peers, and analysts show increasing confidence in its future earnings growth. With a strong liquidity position and a "Buy" rating from Zacks, AIR presents a potentially attractive investment opportunity for sustained growth.
Kratos Selected to Participate in Phase 1 Gauntlet for the O
Kratos Defense & Security Solutions has been chosen to participate in the initial Phase 1 Gauntlet for the Office of the Secretary of War’s Drone Dominance Program. This program aims to evaluate and identify platforms capable of performing multiple one-way attack missions through live competition, with a $1.1 billion investment to procure approximately 350,000 unmanned units over two years. Kratos emphasizes its ability to deliver highly capable and affordable unmanned systems quickly, which is critical for national security.
Kratos Defense & Security Solutions, Inc. Selects to Participate in Phase 1 Gauntlet for the Office of the Secretary of War's Drone Dominance Program
Kratos Defense & Security Solutions, Inc. has been chosen to participate in Phase 1 Gauntlet of the Office of the Secretary of War's Drone Dominance Program. This program aims to identify and assess platforms for one-way attack missions through a live competition. Successful participants will be ranked and receive a prototype delivery award based on their performance.
‘Drone Dominance’ program taps Kratos for one-way attack drone trials
Kratos Defense & Security Solutions (NASDAQ: KTOS) has been selected to participate in Phase 1 of the Office of the Secretary of War’s Drone Dominance Program. This gauntlet is a live competition designed to evaluate platforms for various one-way attack missions, with potential prototype delivery awards tied to performance and placement. Kratos emphasizes its small unmanned aerial systems portfolio, highlighting speed and affordability as key differentiators for this critical national security initiative.
Kratos Defense & Security Solutions Says Defense Department Selects it to Participate in Drone Program Competition
Kratos Defense & Security Solutions announced that it has been selected by the Department of Defense to participate in Phase 1 Gauntlet for the Office of the Secretary of War's Drone Dominance Program. This participation highlights Kratos' role in developing advanced unmanned systems for national security. The company's stock information and recent news regarding its defense contracts and facility expansions are also noted.
Essex Investment Management Co. LLC Sells 106,297 Shares of Kratos Defense & Security Solutions, Inc. $KTOS
Essex Investment Management Co. LLC significantly reduced its stake in Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) by over 30% in the third quarter, selling 106,297 shares and making KTOS its largest holding. Despite this sale, other hedge funds and institutional investors have either acquired new positions or increased their holdings in the company. Insider transactions also show sales of shares by Kratos CFO Deanna H. Lund and SVP Marie Mendoza.
Kratos Defense & Security Solutions Inc (KTOS) Stock Price Up 4.
Shares of Kratos Defense & Security Solutions Inc (KTOS) surged 4.83% to $98.97 on February 9, 2026. This places KTOS 26.14% below its 52-week high and 314.10% above its 52-week low. Analyst forecasts suggest an average target price of $116.60, implying an upside of 17.82%, while GuruFocus estimates a fair value of $24.39, indicating a potential downside of 75.36%.
From 50,000 “Battle Droids” To New Robot Laws: Why An Autonomous Security Force May Be America’s Next Upgrade
A Silicon Valley startup, Foundation, aims to produce 50,000 humanoid robots for military and industrial applications within two years, developing "battle droids" for dangerous tasks. This initiative aligns with new legislation designed to bolster US robotics leadership and restrict foreign-made autonomous systems from critical sectors. Several public companies, including Knightscope, Inc., Palantir Technologies Inc., Ouster, Inc., SoundHound AI, Inc., and Kratos Defense & Security Solutions, Inc., are commercializing the supporting technologies for this emerging autonomous security ecosystem.
Jones Financial Companies Lllp Purchases 24,451 Shares of Kratos Defense & Security Solutions, Inc. $KTOS
Jones Financial Companies LLP significantly increased its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 270.3%, purchasing an additional 24,451 shares to hold a total of 33,498 shares valued at $2.908 million. This move coincides with positive operational news for Kratos, including a partnership with Taiwan for jet-powered attack drones and a successful Mighty Hornet IV test, which boosted the stock by about 10.7%. Despite favorable analyst ratings, recent heavy insider selling and high institutional ownership are noted as potential tempering factors.
Thrivent Financial for Lutherans Has $3.80 Million Stake in Kratos Defense & Security Solutions, Inc. $KTOS
Thrivent Financial for Lutherans significantly reduced its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 66% in Q3, selling 80,815 shares and retaining 41,564 shares valued at approximately $3.80 million. Despite KTOS shares recently jumping 10.7% with a high P/E of 726.29 and analysts maintaining a "Moderate Buy" rating, there's a potential sentiment headwind due to significant insider selling totaling 916,815 shares worth about $75 million over the past three months. The company has seen positive operational news with a Taiwan drone partnership and successful Mighty Hornet IV tests.
Waterloo Capital L.P. Has $1.91 Million Stock Position in Kratos Defense & Security Solutions, Inc. $KTOS
Waterloo Capital L.P. significantly reduced its stake in Kratos Defense & Security Solutions (NASDAQ:KTOS) by 40.5% during the third quarter, now holding 20,924 shares valued at $1.91 million. Despite this reduction and recent insider selling, Kratos is showing positive momentum from a new Taiwan partnership for jet-powered attack drones and successful tests of its Mighty Hornet IV system, leading to increased analyst enthusiasm and a stock rise of 10.7%. However, substantial insider selling totaling over $75 million in the last 90 days could impact investor sentiment.
BI Asset Management Fondsmaeglerselskab A S Invests $6.31 Million in Kratos Defense & Security Solutions, Inc. $KTOS
BI Asset Management Fondsmaeglerselskab A S recently acquired a new stake of 69,045 shares, valued at $6.31 million, in Kratos Defense & Security Solutions, Inc. during the third quarter. Despite having a high P/E ratio, Kratos has seen positive momentum from drone partnerships and analyst upgrades, with institutional investors now owning approximately 75.92% of the company's stock. However, significant insider selling totaling over $75 million has occurred in the past three months, reducing insider ownership to 2.37%.
