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The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Kratos’ first quarter was defined by broad-based momentum across its core defense segments, but the market responded negatively to its results despite notable outperformance against Wall Street’s key expectations. Management pointed to particularly strong execution in its Microwave Electronics, Turbine Technologies, and Unmanned Systems businesses as the main contributors. CEO Eric DeMarco highlighted that Kratos’ “engine business, KTT, is ripping right now,” citing increased demand from missile

Mirion Technologies delivers radiation detection and monitoring solutions to healthcare and industrial clients worldwide.

Lincoln Educational Services delivers hands-on technical and healthcare training across 22 campuses, serving workforce needs nationwide.

Download the Complete Report Here Swarmer, Inc. (SWMR) Combat-Validated Autonomy Platform Positioned for Accelerated Growth as License Activation Scales Key Takeaways: 1Q26 establishes the starting revenue baseline ahead of expected sequential growth. Meta Bureau’s $2.86 million SkyKnight award covers 16,000+ licenses, with $10.4 million of upgrade options creating software attach upside. Japan / Rakuten, HIMERA, […]

Kratos Defense & Security Solutions (KTOS) is back in focus after a strong first quarter, raised 2026 revenue guidance, and a record backlog, as investors weigh growth in drones, hypersonics, and space contracts against valuation and cash flow questions. See our latest analysis for Kratos Defense & Security Solutions. Despite strong first quarter figures and raised 2026 guidance, the stock has come under pressure recently, with the 30 day share price return down 28.63% and the year to date...

Kratos Defense & Security Solutions (NasdaqGS:KTOS) selected Odon, Indiana for a new hypersonic materials test facility under Project Helios. The facility is intended to support hypersonic weapons and materials testing within the U.S. defense test infrastructure. Kratos' satellite and space business recently reported a 3:1 book-to-bill ratio, supported by a major U.S. Space Force MEO constellation ground network contract. These developments relate to Kratos' Government Solutions division and...

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts. On May 7, RBC Capital cut its price target on the stock to $80 from $100, while maintaining an Outperform rating. The adjustment followed the company’s first-quarter 2026 results, which reported 16% organic revenue […]

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Kratos Defense & Security Solutions (NASDAQ:KTOS) ranks #8 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 41 A key defense name in Grok’s stock portfolio, Kratos Defense & Security […]

ONDS heads into Q1 earnings with explosive revenue growth expectations, but mounting losses, execution risks and heavy M&A activity keep uncertainty high.

In early May 2026, Kratos Defense & Security Solutions reported first-quarter 2026 results showing revenue of US$371.0 million and net income of US$11.9 million, alongside higher full-year guidance that reflects recent contract wins and the integration of Nomad and Orbit Technologies acquisitions. An interesting angle for investors is that Kratos raised its 2026 outlook while still projecting negative free cash flow, highlighting the tension between growth-driven capital spending and...

ONDS stock has slipped 1.1% in a month as rising losses, cash burn and acquisition risks cloud its ambitious growth strategy.

KTOS beats Q1 estimates as adjusted EPS rises to 16 cents, and revenues jump 22.6% to $371 million, with the backlog climbing to $1.635 billion.

Kratos Defense & Security Solutions (NASDAQ:KTOS) reported a first-quarter 2026 performance that management said significantly exceeded its internal forecast, driven by strength across several product lines and supported by what CEO Eric DeMarco described as an expanding U.S. and global defense

Eric M. DeMarco: Kratos Defense & Security Solutions, Inc.'s balanced business model of making internally funded investments, including property, plant, and equipment, and the rapid development and fielding of relevant products for the Department of Defense, while also generating organic growth, increased profitability, and value for all Kratos Defense & Security Solutions, Inc. stakeholders, is succeeding. The success is reflected in our Q1 results, including a 1.6-to-1 book-to-bill ratio, a record backlog of $2 billion, and an increased opportunity pipeline up to $14 billion, and the $14 billion is after the 1.6-to-1 book-to-bill, reflecting Kratos Defense & Security Solutions, Inc.'s accelerating growth trajectory. As Deanna will go through in detail, we significantly exceeded our first-quarter forecast across the board, with EBITDA being particularly strong as a result of execution and product delivery mix, with Kratos Defense & Security Solutions, Inc.'s microwave electronics, turbine technologies, and unmanned systems businesses each having a particularly strong Q1.

Aerospace and defense company Kratos (NASDAQ:KTOS) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 22.6% year on year to $371 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $405 million was less impressive, coming in 2.3% below expectations. Its non-GAAP profit of $0.16 per share was 19.3% above analysts’ consensus estimates.

The headline numbers for Kratos (KTOS) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Investors may be wondering whether Kratos Defense & Security Solutions remains attractively priced after its strong run, or whether the current level already reflects most of the positive developments. The stock closed at US$59.31, with a 1-year return of 63.7% and a very large gain over 3 years, even though the year-to-date return is a 25.2% decline and the last 30 days show an 11.9% pullback. Recent months have kept Kratos in focus as investors continue to weigh its position in defense and...

Kratos Defense heads into Q1 earnings with solid growth expectations, but weak signals from its model and macro pressures cloud prospects ahead of the report.

Tank warfare defined World War II. German blitzkrieg tactics showed how armored columns could slice through lines when supported by air power and infantry. Today, drones play that same disruptive role in Ukraine and the Middle East. Low-cost, expendable systems overwhelm expensive defenses, deliver precision strikes, and provide persistent intelligence. Battle-tested swarms and loitering munitions ... Which Drone Stock Will Dominate the Next War: AVAV, KTOS, or ONDS?

The drone company has landed multiple big contracts in 2026.

Meta downgraded, Qualcomm upgraded: Wall Street's top analyst calls

Pre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at 24,603, up 0.04%. The combination of soaring oil prices, the Federal Reserve keeping interest rates unchanged for the third straight meeting, and bogged-down ... Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok

Kratos Defense & Security Solutions (KTOS) is under pressure, with recent reports pointing to weak operating margins, shrinking free cash flow, and underwhelming returns on invested capital. These factors are contributing to more cautious sentiment around the stock. See our latest analysis for Kratos Defense & Security Solutions. Recent news around the Mk1 Firejet unmanned aerial system and upcoming first quarter 2026 results has come against a tougher backdrop, with a 30 day share price...

Cathie Wood Ramps Up Alphabet Stake Hours Before Key Earnings

Ark Invest didn't buy a lot last week, making the names that it did pounce on that much more interesting.

On 21 April 2026, Kratos Defense & Security Solutions announced it had completed initial flight tests of the Mk1 Firejet unmanned aerial system, a new J85-powered variant that boosts range, speed, endurance, and climb performance while using a U.S.-made engine to reduce supply chain risk. This second major Firejet configuration broadens Kratos’ addressable market in both target and tactical roles, positioning the platform as a first-to-market, high-performance jet UAS in the sub-US$500,000...