Exchange: NASDAQ·Updated 06:15 PM EDT
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KTOS Kratos Defense & Security Solutions Inc

$43.25
$0.25
(0.58%)
Today
Closed $43.07
$0.18
(0.42%)
After Hours
EarningsNov 3
Mkt Cap$8.04B
Vol4.43M

About KTOS

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.
41

Bearish Sentiment

How do you feel about KTOS?

ADKnomad
$KTOS The run to $100 will start soon. I was here at $18 to $110. I don’t give a shit what the shorts say they are bottom feeders and trannies.
1
17
GorillaofWallStreet
$KTOS The 3 Stooges are back! Rafalfid, ItsCarRamRod, and ItsTimeforUtility Its kind of of an insult to the original 3 Stooges
10
HeavyHangers
$KTOS hoping that the AVAV rally from earnings will finally give this sector some love. I think we found bottom. Went into the January 40c leap today.
1
7
Reacherman
$KTOS We are at war. This company will do just fine. The chatter from nay sayers is just static.
9
GfromTn
$KTOS very nice start the new uptrend today please for the love of Ktos!!! This is so crazy oversold right now I am also waiting for earnings and defense spending bill to pass !!! I bet we hear some new bulls come in talking big game
9
GfromTn
$KTOS back to the real resistance price accumulation is happening sit back be quiet and relax soon when the earnings come out and guidance goes ballistic or when the defense spending package passes and they hand ktos 15-20billion I will be here laughing 🤣 short it all you want and beat it down sell even I don’t care I know the potential of this and $AVAV is real and it’s just a matter of time !!! Analyst pt seem very very very conservative right now I expect upgrades Into mid100’s by January or Feb
9
ItsCarRamRod
$KTOS funny that all the drone stocks getting a nice pop today, but KTOS is STILL at the very bottom of the list.
3
FantomAZ
$KTOS My new home work "On September 6, 2026, SEC filings revealed that the Public Employees Retirement System of Ohio initiated a brand new stake in Kratos Defense, purchasing 53,063 shares valued at approximately $2.65 million." only for info not any fin advice or recommendation
9
GfromTn
$KTOS respectfully please stop selling shares from the company insiders it’s freaking outrageous at this point in the past 12 months yall have sold over 1.8 million!!!!!!!! Shares and I don’t see any buys shows some confidence in the stock and company and stop selling and buy some freaking shares help us out we’ve been faithful and you haven’t been loyal to your own shareholders!!! Buy some or give us something substantial soon
1
5
LGDRYInvestor
$KTOS Kratos is a company I would love to own as a story and cannot justify owning as an investment at this price. The story - affordable mass production for a defense establishment that has run out of time - is plausible, and the numbers are not lying about the growth: 19% organic, a 1.3x book-to-bill, a $2 billion backlog. But value is not revenue. My base story gives Kratos a better-than-average defense margin and better capital efficiency than it has ever shown, and it is worth about $16; weight in the bear and bull stories and I get $20; let a hundred thousand versions of the future play out and fewer than half a percent of them get to $45.62. To pay today's price you have to believe Kratos becomes a $9 billion company with 15%+ margins and prime-like capital efficiency - a bull case plus a premium. I am not a seller of stories, but I am not a buyer of other people's certainty either. Recommendation: Overvalued - would not buy at $45.62; value zone below ~$20
1
4
theoptionsplug
$KTOS defense name on a discount and potential inverse head & shoulders formation. Good potential
7
thereisalwaysaway
$KTOS KTOS is the future for military. Should be trading above $80 already. This is my opinion.
7
Oruveek70
$KTOS "Incumbent sellers beware" - Kratos Defense is integral to the shift in the areospace and defense sector. Kratos is much more than a 'drone' play - positioned to continue to up returns in hypersonics & propulsion, space and satellite communications, cyber defense & C5ISR systems.
7
1guru
$KTOS I just hope that the analyst haven't been completely wrong Hopefully this will gain towards earnings date
5
DonCorleone77
$KTOS Guggenheim starts Kratos Defense with a Buy, sees 57% upside As previously reported, Guggenheim initiated coverage of Kratos Defense with a Buy rating and $74 price target, which represents 57% upside potential. Kratos is "the best positioned SMID cap defense contractor" to exploit growth in the DOW's fastest growing and highest priority growth vectors, including affordable mass munitions, unmanned systems, space and hypersonics, the analyst tells investors.
6
Dontknowwhentoexit
$KTOS this thing ripped to $130 in 2026 with way less contracts in place and less financial certainly. These prices are a gift for MM to load up. Don't miss out.
6
darioras
$KTOS I'm already inside with a big amount, but ready to buy more as soon as we restart the climb
6
peloswing
$400M hypersonics, $231.5M Marine Corps CCA (w/ Northrop), $36M air defense, Javelin seeker contract... $KTOS is probably the most attractive Drone Name behind $AVAV $RCAT/ $ONDS close seconds Or $DRNZ for exposure to all!
5
Texasbuckeye
$KTOS On September 9, 2026, Kratos announced that its ARAV-B ballistic-missile target successfully flew in the multinational Pacific Dragon 2026 exercise. The ARAV-B uses Kratos’ Oriole solid rocket motor as its upper stage, and Kratos says the system has now completed 43 successful target missions supporting the Navy and Missile Defense Agency.
5
CatalystAtlas
$KTOS Expanding in York, PA: new 167k sq ft advanced manufacturing facility to support air defense, missile, radar and C-UAS work.
5

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