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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”.
Ondas' $205M GATE deal expands its defense footprint, adding ESAD expertise and manufacturing capabilities as loitering munitions demand grows.
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, […]
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.
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.
AppLovin boasts a 60% net margin and 70% revenue growth, while Kratos trades at a fraction of the valuation despite heavy government dependence.
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
American drone companies got a sudden lift in the stock market Friday after President Trump announced plans to impose tariffs on imported drones.
ONDS wins a multi-million-dollar Israeli defense tender for tactical attack drones, expanding its autonomous defense platform and global opportunity.
KTOS gains ground in unmanned systems and hypersonics, but supply-chain risks remain as investors weigh its growth and valuation.
Shares of Red Cat Holdings (NASDAQ:RCAT) are extending a sharp post-earnings rebound, rising 6.84% in Monday trading to $9.84. That builds on a 22.31% gain over the past week, a run that started from a $7.53 base on July 31. The question worth asking: is the entire drone group moving, or is this RCAT alone? ... Red Cat Holdings (RCAT) Stock Is Jumping Today: What’s Moving Drone Stocks?
Investment firm Piper Sandler upgraded Kratos Defense & Security Solutions to Overweight with a $75 price target.
Kratos Defense cleared Q2 estimates, lifted its guidance. KTOS stock jumps on upgrade as outlook offers "comfort" to analyst.
Wall Street analysts reshuffled their ratings on Wednesday, sending some familiar names higher while punishing others with sharp target cuts. Find out which stocks got surprise upgrades and which ones analysts are now walking away from.
Kratos Defense & Security (NASDAQ:KTOS) shares jumped 7. 8% in pre-market trading after the defense technology company reported second-quarter 2026 results that comfortably exceeded Wall Street expectations and raised its growth outlook for the full year.
Aerospace and defense company Kratos (NASDAQ:KTOS) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 30.5% year on year to $458.8 million. Guidance for next quarter’s revenue was better than expected at $470 million at the midpoint, 1.1% above analysts’ estimates. Its non-GAAP profit of $0.21 per share was 44.4% above analysts’ consensus estimates.
One powers AI data centers with explosive growth but customer concentration risk; the other feeds defense spending with steady demand but negative cash flow.
The Pentagon just earmarked tens of billions for drone dominance, yet the purest military UAV plays have cratered in July, creating the kind of entry window that tends to close fast once appropriations lock in.
Kratos Defense & Security Solutions (KTOS) has moved into focus after securing an approximate US$36 million sole source contract for a new air defense missile system and announcing a sizeable expansion of its Oklahoma City manufacturing campus. See our latest analysis for Kratos Defense & Security Solutions. Despite the new contract and manufacturing expansion, Kratos Defense & Security Solutions’ share price has been under pressure, with a year to date share price return down 32.48%, even as...
Kratos (KTOS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Kratos Defense expands unmanned systems and missile production with new contracts and capacity investments while building for rising defense demand.
AXON crosses its 200-day SMA as strong TASER, software and counter-drone demand support growth, despite an elevated valuation.
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%.
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 […]
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
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...
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 […]
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