Kratos (KTOS) Down 13.7% Since Last Earnings Report: Can It Rebound?
Kratos (KTOS) reported earnings 30 days ago. What's next for the stock?
KTOS - Kratos Defense & Security Solutions, Inc.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$100.17
DETAILS
HIGH:
$135.00
LOW:
$75.00
MEDIAN:
$102.00
CONSENSUS:
$100.17
UPSIDE:
109.47%
Stock News
KTOS Stock Falls 37% YTD: Can New Defense Awards Spark a Rebound?
Kratos Defense's new awards and strong earnings growth offer upside, but supply-chain pressures and a lower ROE cloud its investment outlook.
AeroVironment Rises 4% on $464.8M Army Laser Award, Unusual Machines and Red Cat Tick Up
The U.S. Army just crossed a threshold it has never crossed before, and one battered defense stock is suddenly the center of a sector-wide scramble to figure out what comes next.
Better Drone Stock: Kratos Defense vs. Northrop Grumman
Kratos Defense and Security Solutions has a high rate of revenue growth. Northrop Grumman has a greater diversity of revenue streams.
Kratos Defense Has a Massive Drone Opportunity With High-Stakes Orders
Kratos Defense is moving from drone demonstrations toward a much bigger manufacturing test. Here's what investors should watch as Valkyrie, global demand, and production scale converge.
Kratos Wins $20 Million Contract to Deliver Mobile SATCOM Gateways for Resilient Defense Network
SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security and global markets, announced today that it has been awarded a contract valued at more than $20 million to deliver mobile satellite communication (SATCOM) gateways for a defense customer in Asia.
Kratos Receives $35 Million National Security Related Military-Grade Hardware Production Program Award
SAN DIEGO, Aug. 31, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, today announced that it recently received an approximate $35 million National Security-related military-grade hardware production program award. It is expected that the hardware and related systems being produced and supported under this recent award will be in direct support of the warfighter in the field.
Kratos Defense vs. Elbit Systems: Which One Is the Better Defense Bet?
KTOS and ESLT are expanding in advanced defense technologies as demand rises for unmanned systems, electronic warfare and more.
Bank of New York Mellon Corp Invests $65.29 Million in Kratos Defense & Security Solutions, Inc. $KTOS
Bank of New York Mellon Corp acquired a new position in shares of Kratos Defense and Security Solutions, Inc. (NASDAQ: KTOS) in the undefined quarter, according to the company in its most recent filing with the SEC. The fund acquired 1,309,524 shares of the aerospace company's stock, valued at approximately $65,293,000. Bank of
1,077,941 Shares in Kratos Defense & Security Solutions, Inc. $KTOS Purchased by Bamco Inc. NY
Bamco Inc. NY purchased a new stake in Kratos Defense and Security Solutions, Inc. (NASDAQ: KTOS) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 1,077,941 shares of the aerospace company's stock, valued at approximately $53,746,000. Bamco Inc. NY
Drone Stocks Slide as Risk Appetite Fades: Unusual Machines Tumbles 9%, Red Cat Falls 7%, Ondas Declines 5%
The REX Drone ETF (NASDAQ:DRNZ) is down 4% to $21.58 in Monday trading, while the Invesco QQQ Trust (NASDAQ:QQQ) is off just 0.7% to $708.26.
Kratos Providing Spartan J85 Engines to Support Boeing JDAM LR Production Contract
SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, today announced an allocation of its expanded Spartan engine production capacity to support Boeing's Joint Direct Attack Munition Long Range production program with TDI-J85 (J85) engines. This month, the U.S. Air Force awarded Boeing a $75 million Undefinitized Contract Action (UCA) to acquire the BSU-111/B Payload Delivery Unit (PDU) Joint Direct Attack Munition Long Range (JDAM LR), a precision-guided munition that can travel over 300 nautical miles with a 500-pound class (226-kilogram) payload.
Unusual Machines Jumps 7%, Ondas Climbs 4%, Kratos Defense Rises 3% as the Drone Trade Snaps Back
Thursday's
Is Kratos Defense Entering the Scale-Up Phase of Defense Modernization?
KTOS is ramping production as defense demand grows, with a $2.08B backlog and plans for major capacity expansion through 2028.
Ondas Drops 7%, Unusual Machines Sinks 8%, Kratos Falls 5% as the Drone Trade Unwinds
Four drone stocks with wildly different year-to-date performances are all dropping by the same amount Thursday morning, and the reason has nothing to do with any news hitting the wires.
Kratos Defense vs. Nokia: Is Defense or Telecom a Better Stock Buy in 2026?
Kratos is a leader in high-growth defense niches like unmanned aerial systems and hypersonic flight technology. Nokia offers a stable, global infrastructure business with significant positive free cash flow generation.
AppLovin vs. Kratos Defense: Which Technology Stock Is a Better Buy in 2026?
AppLovin demonstrates massive profitability and growth through its AI-powered advertising platform. Kratos Defense & Security Solutions maintains a critical role in unmanned systems and satellite communications for the military.
Kratos: A Production Powerhouse That No Longer Feels Speculative
Kratos (KTOS) delivered a robust Q2 2026, with revenue up 30.5% YoY to $458.8M and EPS beating by $0.06. KTOS reported consolidated organic growth of 19.1%, led by 22% in KGS and 8.1% in Unmanned Systems segments. Key business lines—defense rocket support, turbine tech, microwave products—posted standout organic growth rates of 50.2%, 43.3%, and 29.5%, respectively.
Kratos Receives Multi-Million-Dollar Orders for GAIA 100 Tri-Band Ground Station Systems Through Newly Acquired Orbit
Orders for both the GAIA 100 5.5-meter and the 6.1-meter systems underscore growing demand for Orbit's GAIA tri-band S/X/Ka capability with advanced Ka-band tracking systems Orders for both the GAIA 100 5.5-meter and the 6.1-meter systems underscore growing demand for Orbit's GAIA tri-band S/X/Ka capability with advanced Ka-band tracking systems
Kratos: A Cautious Buy At The Inflection Point, Hinged On Margin Improvement
Kratos is rated a buy, driven by strong Q2 earnings beats and robust forward guidance, despite a recent stock pullback. KTOS's investment thesis centers on resilient near-term revenues, a $2.08B backlog, and expanding production capacity, but hinges on margin improvement. Valuation is stretched—current price implies growth far above guidance; the market is paying for a long-term terminal story, not near-term value.
Price Targets
Kratos Defense price target lowered to $104 from $135 at Truist
$104.00
(was $62.99)
Truist Financial
Kratos Defense price target raised to $104 from $100 at BTIG
$104.00
(was $55.34)
BTIG
Kratos Defense & Security (KTOS) PT Lowered to $115 at Stifel
$115.00
(was $55.34)
Jonathan Siegmann
·
Stifel Nicolaus
Kratos Defense & Security (KTOS) PT Raised to $135 at Canaccord
$135.00
(was $55.33)
Austin Moeller
·
Canaccord Genuity
Kratos Defense & Security (KTOS) Reiterated at Market Outperform by Citizens
$105.00
(was $51.87)
Jefferies
Piper Sandler Upgrades Kratos Defense & Security (KTOS) to Overweight
$75.00
(was $51.87)
Clarke Jefferies
·
Piper Sandler
Kratos Defense price target lowered to $100 from $115 at Cantor Fitzgerald
$100.00
(was $49.21)
Cantor Fitzgerald
B.Riley Reiterates Buy Rating on Kratos Defense & Security (KTOS)
$128.00
(was $47.35)
Mike Crawford
·
B.Riley Financial
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