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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...

The space economy is real and growing. And SpaceX isn’t the only way to invest, says Stifel’s Jonathan Siegmann.

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 […]

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.

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.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.84%. June E-mini S&P futures (ESM26 ) rose +0.59%, and June E-mini Nasdaq futures...

(Bloomberg) -- Shares of drone makers and suppliers rallied Thursday after a report said the Trump Administration is exploring potential funding deals with a group of companies to increase domestic production and lower costs.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsEx-Preside

Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct federal equity stakes. Unusual Machines (NYSE:UMAC) stock leads the rally with a 58% intraday jump, while Red Cat Holdings (NASDAQ:RCAT) stock is up ... Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.

The Trump administration continues efforts to bolster its drone arsenal as the Pentagon discusses potential funding deals with companies.

Shares of several U. S. drone manufacturers moved sharply higher Monday after a report from The Wall Street Journal said the Trump administration is considering funding agreements with domestic drone companies to strengthen U.

This hospitality group runs thousands of hotels across China and abroad, using a hybrid model of ownership and franchising.

Callaway Golf Company combines branded equipment sales with experiential entertainment through its Topgolf venues and lifestyle offerings.

Draganfly gains from rising military drone demand, AI-powered systems, and new defense partnerships, with shares soaring 180.2% in a year.

KTOS gains traction with major defense contracts and drone demand, but supply-chain pressures and weak ROE may keep new investors cautious.

Modern warfare is being reshaped by drones, but Western reliance on Chinese-controlled rare earth supply chains exposes a critical vulnerability - one these three companies can exploit.

Kratos (KTOS) delivered earnings and revenue surprises of +26.28% and +7.70%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Is KTOS a good stock to buy? We came across a bullish thesis on Kratos Defense & Security Solutions, Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on KTOS. Kratos Defense & Security Solutions, Inc.’s share was trading at $65.52 as of April 23rd. KTOS’s trailing and forward P/E were […]