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While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

KTOS scales its manufacturing footprint across propulsion, hypersonics and unmanned systems to support affordable defense production.

AVAV's expanding autonomous and defense technology portfolio is driving growth, contracts and new opportunities across UAS and directed energy.

Kratos Defense & Security Solutions: Why A Missile Test Matters To Shareholders Kratos Defense & Security Solutions (KTOS) just logged another successful ARAV-B ballistic missile target mission during Pacific Dragon 2026 near Hawaii, taking the system to 43 completed target flights for missile defense testing. For Kratos Defense & Security Solutions, the fresh missile test success lands against a tougher tape, with the share price down 23.2% over the past month and the year to date share...

Monday evening, Guggenheim analyst Michael Ciarmoli launched coverage of the Aerospace & Defense sector with a bevy of Buy-rated stocks.

Ondas' $205M GATE deal expands its defense footprint, adding ESAD expertise and manufacturing capabilities as loitering munitions demand grows.

AeroVironment won a $465 million Army laser weapon contract and posted record revenue, while Kratos and Red Cat Holdings also stand to benefit from growing military demand for high-energy laser and counter-drone technology.

KTOS' $175 million Project Anaconda deal is likely to expand its U.S. Navy radar sustainment role and position it for additional work in later phases.

Rocket Lab's stock has been hammered over the past month even as its backlog swells and a transformative acquisition looms, and that tension between near-term pain and long-term potential is exactly where the most interesting price setups tend to emerge.

Ondas' shares are down 21.9% YTD despite surging revenues and backlog, as losses, cash burn and M&A execution risks keep investors cautious.

Kratos (KTOS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The Trump administration is determined to bring manufacturing activity back to the U.S., and tariffs are one of its important tools. In mid-August, President Donald Trump announced a 100% tariff on certain drones and their components to take effect on Sept. 3, 21 days later. “We view the move as positive for domestic producers,” wrote Jefferies analyst Sheila Kahyaoglu at the time, noting that AeroVironment AEVEX Teledyne Technologies Redwire Kratos Defense & Security Solutions and Elbit Systems could benefit.

Kratos Defense and Security Solutions and Northrop Grumman are two great ways to play the trend toward increased military drone spending.

Kratos Defense's new awards and strong earnings growth offer upside, but supply-chain pressures and a lower ROE cloud its investment outlook.

Oil price strength and higher energy costs are feeding through to inflation readings, which keeps pressure on interest rates and government budgets. Defense spending can become harder to plan in this setting, so financially solid contractors can have an edge. This article focuses on drone defense companies with robust balance sheets and strong cash positions and highlights three stocks from this group that merit a closer look. The three stocks profiled below are just a starting point, since...

In August 2026, Kratos Defense & Security Solutions announced that Kratos and Northrop Grumman Mission Systems had been awarded the U.S. Marine Corps’ MUX TACAIR CCA contract to rapidly develop Missionized Valkyrie Air Vehicle platforms using Northrop Grumman’s mission kit and Open Architecture Autonomy Software, with the first prototype targeted for completion in summer 2026. This contract underscores Northrop Grumman’s growing role in autonomous, open-architecture combat aircraft systems,...

In the defense and aerospace sector, commercial scale and rapid tactical innovation represent two distinct pathways to growth. On August 17, Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) announced that their jointly developed GEK800 engine received the U.S. Military Engine Type Designation F143-ZZ-100 and secured a U.S. Air Force Engineering, Manufacturing, […]

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

KTOS and ESLT are expanding in advanced defense technologies as demand rises for unmanned systems, electronic warfare and more.

Dividend declaration and new contract draw attention to Northrop Grumman stock Northrop Grumman (NOC) has attracted fresh investor interest after its board declared a quarterly dividend of US$2.47 per share and its Mission Systems segment announced a new Marine Corps contract with Kratos Defense. Despite the fresh contract win and dividend announcement, Northrop Grumman’s share price has eased in the short term, with a 1-day share price return of 1.23% lower and a 7-day share price return of...

TradeSmith's Jeff Clark favors call options over shares on TLT, UNG and SMH to limit risk, citing Treasury bonds, natural gas and semiconductors as contrarian plays as major indexes trade near record highs.

A number of stocks fell in the afternoon session after trade negotiations between the United States and Canada broke down, sparking concerns over new 50% tariffs and retaliatory trade measures.

General Electric (GE) is back in focus after GE Aerospace and Kratos Defense & Security Solutions secured a U.S. Air Force contract tied to the GEK800 F143 engine, along with updated capital return plans. See our latest analysis for General Electric. General Electric’s share price has moved up 15.03% over the past 90 days and the 1-year total shareholder return of 31.37% points to momentum that has built over both shorter and longer periods as investors weigh defense contracts, capital...

President Trump signed a proclamation on August 13, imposing sweeping new tariffs on foreign drone imports. American drone manufacturers, including AeroVironment Inc. (NASDAQ:AVAV), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), and Red Cat Holdings Inc. (NASDAQ:RCAT), are among the clear winners of a policy specifically designed to redirect business their way. The Tariff Structure The […]

Drone stocks are bouncing Friday after Thursday's brutal selloff, but the recovery tells a more complicated story than the headlines suggest. Not every name is clawing back at the same pace, and the reason why reveals exactly how fragile this group's momentum really is.

KTOS is ramping production as defense demand grows, with a $2.08B backlog and plans for major capacity expansion through 2028.

A number of stocks fell in the afternoon session after the White House pivoted its Iran strategy toward financial sanctions, signaling a de-escalation of military options. President Donald Trump announced the U.S. will launch "Economic Warfare and Isolation on an unprecedented scale" against Iran, CNBC reported.

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.

China urged the U.S. to remove new tariffs on drones and related parts.

Kratos trades at 95x forward earnings while Nokia sits at 27x, but one generates $1.7 billion in free cash flow annually and the other burned $137 million last year.