Ondas vs. Kratos: Which Drone Defense Stock Is the Better Investment?
ONDS and KTOS take different routes into drone defense, with growth, valuation and execution shaping a closer contest than it may seem.
KTOS - Kratos Defense & Security Solutions, Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$99.00
DETAILS
HIGH:
$130.00
LOW:
$80.00
MEDIAN:
$89.00
CONSENSUS:
$99.00
UPSIDE:
106.72%
Stock News
KTOS vs. LHX: Which Defense Contractor is the Better Pick Today?
Both Kratos Defense and L3Harris operate in the U.S. aerospace and defense sector and are positioned to benefit from rising global defense spending.
Kratos Receives Mobile Counter-Unmanned Aircraft System(C-UAS) Approximate $156 Million Single Award Contract by U.S. Department of Energy Office of Secure Transportation
SAN DIEGO, July 21, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in the defense, national security and global markets, today announced it has been awarded a sole-source, single award Indefinite Delivery/Indefinite Quantity (IDIQ) contract for approximately $156 million, by the U.S. Department of Energy's National Nuclear Security Administration (NNSA) Office of Secure Transportation (OST), in support of Project Solar Shield. Under this new contract award, Kratos will provide mobile Counter-Unmanned Aircraft System (C-UAS) platforms designed to support OST's critical National Security mission.
Bank of New York Mellon Corp Boosts Stock Holdings in Kratos Defense & Security Solutions, Inc. $KTOS
Bank of New York Mellon Corp grew its stake in shares of Kratos Defense and Security Solutions, Inc. (NASDAQ: KTOS) by 12.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,515,997 shares of the aerospace company's stock after buying an
Amova Asset Management Americas Inc. Decreases Stake in Kratos Defense & Security Solutions, Inc. $KTOS
Amova Asset Management Americas Inc. decreased its position in Kratos Defense and Security Solutions, Inc. (NASDAQ: KTOS) by 10.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,144,337 shares of the aerospace company's stock after selling 137,350 shares
Kratos to Manufacture Elroy Air Chaparral Autonomous Cargo Aircraft in Expanded California Facility
Elroy Air Recently Announced a Demand Pipeline Exceeding 1,400 Aircraft Kratos to Increase Current Sacramento Workforce of 450+ High-Tech Employees as Production of Elroy Air's Autonomous Cargo Aircraft Accelerates SAN DIEGO, July 20, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a Technology Company in the Defense, National Security and Global Markets, today announced that it will manufacture Elroy Air's Chaparral autonomous cargo aircraft in its expanding Sacramento, California production facility, supporting increasing demand across commercial logistics and defense markets while expecting to further grow its regional workforce of 450 high-tech employees by more than 50 as Chaparral production ramps. The Chaparral is a hybrid-electric, vertical takeoff and landing (VTOL) autonomous cargo aircraft designed to transport more than 500 pounds of payload with a maximum range of up to 450 miles without requiring traditional airport infrastructure.
3 Drone Defense Stocks to Buy in July
Drone warfare has moved from niche capability to central pillar of U.S. defense strategy, and July's setup for military drone stocks looks unusually attractive.
Kratos Opens New 167,000-Square-Foot Manufacturing Facility in Pennsylvania, Expanding Existing Footprint in the State
Kratos' Pennsylvania Operations Engineer, Manufacture and Test Mission-Critical, Military-Grade Hardware Supporting Certain of the Nation's Highest-Priority Hypersonic, Air Defense, Missile, Radar and Counter-Unmanned Aircraft System (C-UAS) Programs Kratos' Expanded Pennsylvania Operations Accelerate Development and Large-Scale Mass Production of Mil-Spec Hardware to Strengthen National Security SAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company specializing in defense, national security and global markets, today announced the opening of a 167,000-square-foot advanced manufacturing facility in York, Pennsylvania. The plant expands Kratos' existing Pennsylvania operations, which now span three facilities and employ more than 440 people, supporting a growing portfolio of critical national security programs.
Kratos: The Numbers That Matter Aren't The Ones You're Watching
Kratos Defense & Security Solutions earns a cautious Buy on strong backlog, book-to-bill, and funded multi-year growth visibility. KTOS's premium valuation is justified by standout organic growth, margin-accretive mix evolution, and a robust pipeline, despite lumpy revenue timing. Dilution from equity raises is a real drag, but EV and EBITDA growth, not per-share metrics, should be the investor's focus.
How Is KTOS Benefiting From the US Defense Industrial Base Expansion?
Kratos Defense expands US manufacturing and supply-chain capabilities to pursue larger defense contracts as military modernization drives demand.
Kratos Receives Approximately $400 Million in New Funding for Hypersonic System and Other Programs
SAN DIEGO, July 14, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company specializing in defense, national security, and global markets, today announced that it has recently received approximately $400 million in funding from the Department of War (DoW) related to certain hypersonic system and other National Security related programs. Kratos is an industry leader in the engineering, development, production and integration of hypersonic systems, flight vehicles, solid rocket motors and other high-speed systems and vehicles.
$50 Billion Is About to Flood Into Defense Stocks: Here's Who Cashes In
Jerry McGinn, who runs the Center for the Industrial Base at CSIS, went on CNBC with a number that will define the defense trade for the rest of the year.
Kratos Receives Approximate $100 Million Sole Source Prime Space Domain Awareness System Program Award
SAN DIEGO, July 13, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a Technology Company in the Defense, National Security and Global Markets, today announced that the company has recently received an approximate $100 million sole source prime contract award for the production of a ground-based modular space domain awareness system. Kratos is an industry leader in space domain awareness, directed energy and other relevant national security systems.
Why Investors Need to Take Advantage of These 2 Aerospace Stocks Now
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
Cathie Wood's Ark Invest Has Bought $9.1 Million of Kratos Defense Stock So Far in July
Kratos specializes in drones, satellite technology, and counter-drone systems. The company has landed multiple defense contracts this year.
Drone Stocks Are Down, But Defense Backlogs Tell a Different Story
Drone stocks such as AeroVironment NASDAQ: AVAV, Red Cat Holdings NASDAQ: RCAT, and Kratos Defense & Security Solutions NASDAQ: KTOS are down significantly in 2026, driven by macroeconomic and sector-specific headwinds and company-specific hurdles that mask the mounting potential. While near-term events have weighed on their stock prices, backlogs continue to swell.
Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity
Buried inside President Trump's Fiscal Year 2027 defense budget request sits a line item that dwarfs almost every other increase in the document.
Why Kratos (KTOS) is Poised to Beat Earnings Estimates Again
Kratos (KTOS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why Investors Need to Take Advantage of These 2 Aerospace Stocks Now
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
KTOS Stock Jumps 23.6% in a Year: Is the Momentum Sustainable?
Kratos Defense expands unmanned systems and missile production with new contracts and capacity investments while building for rising defense demand.
Price Targets
Kratos Defense price target lowered to $89 from $100 at Goldman Sachs
$89.00
(was $46.96)
Goldman Sachs
Kratos Defense initiated with an Outperform at Wedbush
$85.00
(was $49.86)
Wedbush
Kratos Defense price target lowered to $80 from $85 at Jefferies
$80.00
(was $57.89)
Jefferies
Kratos Defense price target lowered to $80 from $100 at RBC Capital
$80.00
(was $59.42)
RBC Capital
Kratos Defense price target lowered to $82 from $95 at UBS
$82.00
(was $58.99)
Gavin Parsons
·
UBS
Kratos Defense price target lowered to $100 from $115 at BTIG
$100.00
(was $58.53)
Andre Madrid
·
BTIG
Kratos Defense price target raised to $130 from $125 at Canaccord
$130.00
(was $61.52)
Austin Moeller
·
Canaccord Genuity
Kratos Defense & Security (KTOS) Stock: Investors Should Be More Constructive, Says Analyst
$115.00
(was $90.03)
Colin Canfield
·
Cantor Fitzgerald
Kratos Defense price target raised to $115 from $95 at BTIG
$115.00
(was $94.31)
BTIG
Kratos Defense price target raised to $125 from $120 at Canaccord
$125.00
(was $94.31)
Austin Moeller
·
Canaccord Genuity
Kratos Defense initiated with a Neutral at UBS
$79.00
(was $91.97)
UBS
Kratos Defense price target raised to $130 from $90 at KeyBanc
$130.00
(was $118.06)
KeyBanc
Kratos Defense initiated with a Neutral at Piper Sandler
$99.00
(was $120.59)
Piper Sandler
Kratos Defense price target raised to $125 from $93 at Goldman Sachs
$125.00
(was $130.72)
Anthony Valentini
·
Goldman Sachs
Kratos Defense price target raised to $134 from $112 at Stifel
$134.00
(was $117.86)
Jonathan Siegmann
·
Stifel Nicolaus
Kratos Defense price target raised to $135 from $125 at Truist
$135.00
(was $104.04)
Truist Financial
Kratos Defense initiated with an Overweight at KeyBanc
$90.00
(was $71.40)
KeyBanc
B.Riley Upgrades Kratos Defense & Security (KTOS) to Buy
$105.00
(was $76.10)
Mike Crawford
·
B.Riley Financial
Kratos Defense initiated with a Neutral at BNP Paribas Exane
$80.00
(was $70.36)
BNP Paribas
Kratos Defense & Security (KTOS) PT Lowered to $85 at Jefferies
$85.00
(was $71.04)
Sheila Kahyaoglu
·
Jefferies