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Axon's Software & Services segment gains momentum as network users, digital evidence demand and Dedrone growth fuel expansion in Q1 2026.

Pre-Market Stock Futures: 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 ... Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX,

Wedbush said each company occupies a distinct position within the evolving defense ecosystem despite recent market concerns.

Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 9.2% in the morning session after industry peer AeroVironment reported record quarterly revenue and earnings that comfortably exceeded Wall Street expectations, lifting the broader defense sector.

There's more than one reason why this drone stock is gaining altitude today.

Sector advances as AeroVironment beats expectationsShares of Unusual Machines (AMEX:UMAC), Kratos Defense & Security (NASDAQ:KTOS) and Vishay Precision Group (NYSE:VPG) moved higher on Tuesday as investors reacted to stronger-than-expected results from industry peer AeroVironment (NASDAQ:AVAV). Kratos Defense & Security gained 8%, while Vishay Precision Group advanced 5%.

The drone company AeroVironment smashed analysts' expectations when it reported earnings before the open on Tuesday.

Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 5.9% in the afternoon session after it was named the exclusive U.S. manufacturer for Elroy Air, which announced plans to go public.

What a brutal six months it’s been for Kratos. The stock has dropped 40.3% and now trades at $46.40, rattling many shareholders. This may have investors wondering how to approach the situation.

The ARK Space Exploration & Innovation ETF (CBOE:ARKX) has become a popular parking spot for investors seeking space exposure without waiting for the SpaceX IPO. With Elon Musk’s rocket company reportedly headed toward a public listing at a valuation north of a trillion dollars, retail demand for a single ticker capturing the theme has surged. ARKX, with ... Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year

The Pentagon awarded Lockheed Martin a seven-year contract to produce THAAD missile interceptors. Defense stocks tumbled this week.

“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

How Kratos Defense & Security Solutions Stock Has Been Performing Recent returns for Kratos Defense & Security Solutions give important context before looking at whether the current share price lines up with its fundamentals. Over the past week the stock declined 9.8%, and over the last 30 days it fell 9.6%, moves that investors may read as a shift in risk appetite or expectations. Even so, Kratos Defense & Security Solutions is 35.9% lower year to date, while still being up 24.6% over one...

Lockheed Martin and Boeing scored huge contracts. The Senate passed a symbolic resolution limiting President Donald Trump's war powers.

In the wake of the SpaceX IPO, investors can expect global communications and AI data processing — both via satellites — to be important themes for many years.

AXON's TASER, software and counter-drone growth outpaces KTOS as both target rising defense demand and expanding opportunities.

On CNBC’s June 18, 2026 segment, Tara Murphy Dougherty, CEO of Air (recently rebranded from Govini), delivered a blunt diagnosis of America’s defense-industrial posture. “There’s a lot of pressure on defense companies right now to deliver,” she said. “The Department of War is saying we need more equipment, we need more material, we need more ... U.S. Military Expert Issues Grave Warning: ‘We Need More Munitions, and Deliveries Are Years Behind.’ What Stocks Can Benefit?

While some companies burn cash to fuel expansion, others struggle to turn spending into sustainable growth. A high cash burn rate without a strong balance sheet can leave investors exposed to significant downside.

KTOS' Defense Rocket Systems revenues jump nearly 46% in Q1 2026 as demand for missiles and propulsion systems grows.

Kratos's Valkyrie didn't participate in the Iran war, so why is Kratos stock being punished now that the war is over?

Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 2.6% in the afternoon session after the company announced the successful completion of a cross-country autonomous tractor-trailer deployment supporting NASCAR race logistics.

The SpaceX IPO may have opened a new chapter for space investing. Between Rocket Lab and Redwire, one has the more intriguing long-term growth story.

AXON's EBITDA rises 29.9% in Q1 2026, but margin pressure from costs, tariffs and investments remains a focus for future performance.

JPMorgan upgraded Kratos Defense to Overweight, citing strong defense demand, contract wins, and growth prospects.

Kratos Defense & Security Solutions (NasdaqGS:KTOS) has secured a major U.S. government contract to build next generation space surveillance infrastructure. The award expands the company’s role in U.S. space operations and monitoring capabilities. Kratos is also being highlighted as a potential beneficiary of expected space and defense spending tied to a future SpaceX IPO. For investors tracking defense and space contractors, this contract moves Kratos further into the center of U.S. space...

AMD upgraded, Adobe downgraded: Wall Street's top analyst calls

Pre-Market Stock Futures: Futures are trading higher as excitement builds for the Elon Musk Space Exploration Technologies IPO (NASDAQ: SPCX), which is priced at $135 per share and set to begin trading later today. We saw a big risk-on Thursday, which produced a massive rally across the major indices, as once again, President Trump said ... Here Are Friday’s Best Wall Street Analyst Research Calls: Adobe, Advanced Micro Devices, Ares Capital, Coca Cola, e.l.f. Beauty, FormFactor, Kratos Defense,

The Pentagon’s FY2027 budget request totals $1.5 trillion, with $54 billion earmarked for autonomous and remotely operated systems and another $39 billion routed through what the Department of War now calls “Drone Dominance. That structural tailwind is the entire pitch behind Global X Defense Tech ETF (NYSEARCA:SHLD), a thematic vehicle that has gathered roughly $7.5 ... Forget AI Software: Why the Smart Money is Betting Billions on Autonomous Weapons

Is KTOS a good stock to buy? We came across a bullish thesis on Kratos Defense & Security Solutions, Inc. on r/investing_discussion by Variant_Invest. In this article, we will summarize the bulls’ thesis on KTOS. Kratos Defense & Security Solutions, Inc.’s share was trading at $54.82 as of June 10th. KTOS’s trailing and forward P/E were 322.47 […]

Kratos Defense & Security Solutions (NasdaqGS:KTOS) disclosed a major expansion of Spartan turbojet engine production to support missile and loitering munition programs. The company is targeting output of 3,000 Spartan engines next year and is increasing supply chain readiness to align with higher demand from U.S. and allied defense customers. This move reflects growing order visibility for high volume propulsion programs that extend beyond Kratos's traditional focus on unmanned aerial...