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.
KTOS - Kratos Defense & Security Solutions, Inc.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$99.00
DETAILS
HIGH:
$130.00
LOW:
$80.00
MEDIAN:
$94.00
CONSENSUS:
$99.00
UPSIDE:
115.08%
Stock News
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.
ITA Just Ripped Higher, but America’s Rearmament Cycle May Still Be in the First Inning
The iShares U.S. Aerospace and Defense ETF (BATS: ITA) has climbed 35% over the past year and nearly 17% year to date, and the reflexive retail question is whether the run is exhausted. The more useful question is whether ITA still fits the trade you actually want to make, which is long-cycle Western rearmament. Buying ITA... ITA Just Ripped Higher, but America's Rearmament Cycle May Still Be in the First Inning
Kratos Expands Oklahoma City Manufacturing Facility to Accelerate Production of Valkyrie, Firejet and Other Jet Drone Systems
106,000 Square Foot Facility Expansion Reflects Increased Demand for Kratos Jet Drones and Kratos' Continued Investment in Strengthening the United States Defense Industrial Base Through Scalable, Efficient Manufacturing Capacity Capable of Producing Affordable, Mission-Ready Systems at Quantity and at Speed 106,000 Square Foot Facility Expansion Reflects Increased Demand for Kratos Jet Drones and Kratos' Continued Investment in Strengthening the United States Defense Industrial Base Through Scalable, Efficient Manufacturing Capacity Capable of Producing Affordable, Mission-Ready Systems at Quantity and at Speed
Kratos Receives Approximate $36 Million Air Defense System Single Award Contract
SAN DIEGO, July 02, 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 has recently received an approximate $36 million sole-source contract award for a new air defense missile system. Kratos is a recognized industry leader in the rapid engineering, development and production at scale of affordable military-grade hardware, products and systems, including for hypersonic, missile, radar, air defense, directed energy, high-powered microwave, counter unmanned aerial system (C-UAS), chemical, biological, radiological, and nuclear (CBRN), unmanned aerial drone, strategic, and other systems.
Is Kratos Defense Becoming a Major Supplier for Golden Dome?
KTOS sees the proposed Golden Dome missile defense initiative as a long-term growth opportunity backed by its investments in scalable defense technologies.
Here Are Wednesday's Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX, and More
Futures are trading lower as we get ready to start the third quarter after a record-setting second quarter that saw the Dow Jones Industrial Average close at 52,317, up 0.26% to finish the venerable index's best first half since 2021, while the Nasdaq finished the session at 26,213, up 1.52% for the tech-heavy index's best quarterly finish since 2020.
Why Kratos Defense & Security Solutions Stock Is Soaring Today
Ark Invest added Kratos shares to one of its ETFs yesterday. The U.K. plans on making a sizable investment in drones over the next four years.
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