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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...
LUNR is expanding beyond lunar missions into satellite production, NASA programs, and national security projects, creating multiple growth paths.
KTOS expands Spartan turbojet engine production as demand rises for missiles, loitering munitions and autonomous defense systems.
Redwire (NYSE: RDW) is the space-and-drones story dominating retail feeds right now, riding a 107.2% year-to-date run on record backlog and a viral “drones plus space” thesis. But the data underlying the rally tells a different story. The dilution complaint is well-documented. Redwire’s Q1 shareholders’ equity ballooned 1,531% to $1.09 billion, distorted by stock-based compensation, ... Unhappy With Redwire’s Dilution? 5 Space and Defense Stocks to Buy Instead
A number of stocks fell in the afternoon session after early gains reversed and a midday helicopter incident introduced a new layer of uncertainty across cyclical sectors.
If you are wondering whether Kratos Defense & Security Solutions stock is still good value after its run in recent years, the key is to look closely at what the current price implies about the company. The share price closed at US$57.73, with the stock down 9.1% over the past week and down 27.2% year to date, even though the 1 year return is 42.2% and the 3 year return is a little over 3x. Recent headlines around defense spending, military technology contracts and shifting priorities across...
Cathie Wood has been buying and selling significant amounts of KTOS stock over the past few years. Now that the stock has come down, should you follow suit?
ONDS gains 23.7% in six months as strong orders, backlog and acquisitions fuel growth, but execution risks and profitability concerns cloud near-term outlook.
Kratos Defense is ramping up Valkyrie drone production, restoring Unmanned Systems profitability and investing in bigger defense opportunities ahead.
AXON surges 23.3% in a month as Connected Devices and Software & Services growth, acquisitions and raised revenue outlook fuel momentum.
A number of stocks fell in the afternoon session after defense contractor stocks extended their broader 2026 underperformance, with the sector offering little protection from the macro repricing triggered by the jobs report.
Kratos Defense & Security Solutions (NasdaqGS:KTOS) has secured new production contracts for solid rocket motors and vector control kits. The company has also won work on missile defense ground infrastructure and was selected for German uncrewed combat aircraft efforts. Additional awards cover Asia Pacific 5G defense communications systems, widening Kratos' role in global defense projects. At a share price of $58.52, NasdaqGS:KTOS reflects a business that has already seen very large 3 year...
Kratos (KTOS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Kratos Defense is expanding across drones, hypersonics and satellite systems, backed by a $14.3B pipeline and new missile-defense awards.
Baron Capital, an investment management company, released its first quarter 2026 investor letter for its “Baron SMID Cap EFT”. This is the first full quarter of results for Baron SMID Cap ETF (BCSM). A copy of the letter can be downloaded here. Baron SMID Cap ETF focuses on investing in small, fast-growing businesses that demonstrate […]
The Pentagon’s Drone Dominance initiative, a US$1.1b program to field large numbers of low cost weaponized drones by 2027, has pushed Kratos Defense & Security Solutions (KTOS) into sharper focus for defense oriented investors. See our latest analysis for Kratos Defense & Security Solutions. After the initial jump on the Drone Dominance headlines, Kratos’ share price has recently cooled, with a 7 day share price return of 11.39% but a 90 day share price return down 29.01%, while the 1 year...
Steve Eisman said on a recent podcast: “I’m sort of bewildered, given that there’s a war going on, why people would be selling defense stocks.” The reason that bewilderment matters to your portfolio is sitting on top of a wall of capital nobody is talking about. Peter Arment, on the same segment, laid out the ... Top 5 Stocks That Will Profit From the Silicon Valley Defense Tech Surge
The Pentagon is pushing forward its Drone Dominance initiative, and drone stocks are soaring as the government signals funding support for the industry.
Ondas Holdings has emerged as one of the biggest winners in the defense sector, fueled by acquisitions, explosive revenue growth, and growing U.S. demand for autonomous military systems.
In recent days, reports emerged that the Trump administration and Pentagon are exploring funding arrangements and potential equity support for U.S. drone manufacturers, including Kratos Defense & Security Solutions, to bolster domestic production and reduce reliance on Chinese components, alongside Kratos lifting its longer-term revenue guidance on the back of a record backlog and expanding Valkyrie output plans. Beyond possible direct funding, the news underscores how Kratos’ AI-enabled...
A net seller through much of HOOD's run ARK reversed in Q1 2026, lifting its stake 24.9% to 6 million shares.
Report says White House is exploring potential funding deals to boost domestic drone production.
Companies with more cash than debt often have stronger financial flexibility, making them attractive in uncertain markets. With interest payments less of a worry, these businesses can invest more in growth, innovation, or buybacks and dividends.
Drone stocks erupted higher yesterday after reports surfaced that the Trump administration is considering directing government funding toward domestic drone manufacturers. According to a Wall Street Journal report cited by Barron’s, Pentagon officials are evaluating ways to support America’s drone supply chain, with several U.S. companies — including Unusual Machines (NASDAQ:UMAC) — viewed by investors ... Trump’s Next Government Investment May Be Drones. His Son Could Be the Big Winner
Jensen Huang keeps quoting a $40 trillion humanoid robot TAM, and the market is rewarding every concept video and 2030 roadmap that mentions the word robot. I have been studying physical AI deployments for the better part of two years, and here is what I keep coming back to: the names that survive the inevitable ... 5 Stocks With Real Revenue From Physical AI Today (Not 2030 Promises)
According to Koyfin analyst targets, KTOS offers the largest implied upside at 73%, followed by ONDS and then RCAT.
The U.S. government is exploring direct funding arrangements, potentially including equity stakes, with domestic drone manufacturers. Kratos Defense & Security Solutions (NasdaqGS:KTOS) is repeatedly cited among the companies that could be included in these discussions. The initiative is tied to a broader Trump administration and Pentagon push to expand U.S. unmanned systems production and reduce dependence on foreign suppliers. Kratos Defense & Security Solutions, traded on NasdaqGS:KTOS,...
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