Kratos Defense & Security Solutions
KTOS
Market cap $8.71B

51.71 USD

+5.44

11.76%

At close Jul 11, 4:00 PM EDT

After hours

51.96

+0.25

0.48%

1 day

11.76%

5 days

13.85%

1 month

28.00%

3 months

55.57%

6 months

67.40%

Year to date

96.02%

1 year

145.07%

5 years

241.09%

10 years

731.35%

About: Kratos Defense & Security Solutions Inc develops and fields transformative, affordable technology, platforms, and systems. The company has two segments; The Kratos Government Solutions (KGS) segment is comprised of an aggregation of KGS operating segments, including its microwave electronic products, space, training, and cybersecurity, C5ISR/modular systems, turbine technologies, and defense and rocket support services operating segments and The Unmanned Systems segment consists of unmanned aerial, unmanned ground, unmanned seaborne and related command, control, and communications system businesses. The company derives a majority of its revenue from the Kratos Government Solutions segment.

Employees: 4,000

Industrials Aerospace & Defense

0

Funds holding %

of 7,312 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

126% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 38

58% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $33.2M

33% more funds holding in top 10

Funds holding in top 10: 9 [Q4 2024] → 12 (+3) [Q1 2025]

32% more capital invested

Capital invested by funds: $3.48B [Q4 2024] → $4.58B (+$1.1B) [Q1 2025]

23% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 113

13.83% more ownership

Funds ownership: 87.23% [Q4 2024] → 101.06% (+13.83%) [Q1 2025]

12% more funds holding

Funds holding: 347 [Q4 2024] → 390 (+43) [Q1 2025]

See Fund Rankings

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$44

15%

downside

Avg. target

$51

1%

downside

High target

$60

16%

upside

7 analyst ratings

6 positive

86%

1 neutral

14%

0 negative

0%

Cantor Fitzgerald Colin Canfield	16%upside $60	Overweight Initiated	8 Jul 2025
Benchmark Josh Sullivan	3%downside $50	Buy Maintained	8 Jul 2025
RBC Capital Ken Herbert	3%downside $50	Outperform Maintained	3 Jul 2025
Stifel Jonathan Siegmann	4%upside $54	Buy Maintained	3 Jul 2025
JP Morgan Seth Seifman	7%downside $48	Neutral Maintained	30 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 20 articles about KTOS published over the past 30 days

The Motley Fool

Why Kratos Defense Is Up Big Today

The U.S. government appears set to divert some of the billions in funding traditionally earmarked for fighter planes to drone manufacturers, and investors are excited about the opportunity. Shares of Kratos Defense & Security (KTOS 11.00%) traded up 13% as of 11 a.m.

Why Kratos Defense Is Up Big Today

Hegseth's Vow to Unleash American Dominance Lifts Drone Stocks

The defense secretary said he planned to boost production of drones, and supply combat units with more of them.

Hegseth's Vow to Unleash American Dominance Lifts Drone Stocks

Zacks Investment Research

Why Kratos (KTOS) Could Beat Earnings Estimates Again

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.

Why Kratos (KTOS) Could Beat Earnings Estimates Again

2 Under the Radar Space & Defense Stocks With Huge Potential

Within the space and defense industry, the world's largest players often dominate the discussion. This includes companies like Lockheed Martin NYSE: LMT and RTX NYSE: RTX.

2 Under the Radar Space & Defense Stocks With Huge Potential

5 Stock Picks For June From Wall Street's Most Accurate Analysts

U.S. stocks settled higher on Monday, with the S&P 500 hitting another record close.

5 Stock Picks For June From Wall Street's Most Accurate Analysts

Why Goldman Sachs upgraded this drone stock?

Goldman Sachs has upgraded Kratos Defense & Security Solutions (NASDAQ: KTOS), a firm known for its unmanned systems and propulsion technology, to a “Buy” rating from “Neutral.” The investment bank has also set a price target of $52 per share for Kratos, implying an approximate 13% upside from its Friday closing price of $45.84.

Why Goldman Sachs upgraded this drone stock?

5 Stocks In The Spotlight: Wall Street's Most Accurate Analysts Weigh In

U.S. stocks settled higher on Friday, with the S&P 500 surging to fresh records during the session as investors responded to easing trade tensions and geopolitical risks with robust buying.

5 Stocks In The Spotlight: Wall Street's Most Accurate Analysts Weigh In

Kratos Defense & Security Solutions, Inc. Announces Completion of Public Offering of $575 Million of Common Stock at $38.50 Per Share

SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (“Kratos”) (NASDAQ: KTOS), a Technology Company in the Defense, National Security and Commercial Markets, today announced that it has completed its previously announced offering of Kratos common stock, raising $575,000,000 in gross proceeds, at a public offering price of $38.50 per share, for a total of 14,935,065 shares of common stock, which includes the exercise of the underwriters option to purchase additional shares. Net proceeds from the offering, after deducting underwriting discounts and commissions and related fees, are approximately $556 million.

Kratos Defense & Security Solutions, Inc. Announces Completion of Public Offering of $575 Million of Common Stock at $38.50 Per Share

3 Fast-Growing Stocks Disrupting A Trillion-Dollar Industry

The U.S. defense industry is unmatched, backed by nearly $1 trillion in annual spending, supporting my long-standing investment in dividend-paying giants. A new wave of disruptors is shaking things up, blending AI and autonomy to chase growth, but sky-high valuations demand caution and realism. I prefer reliable incumbents, but I'm closely tracking promising innovators, because in this evolving battlefield, both camps may win big.

3 Fast-Growing Stocks Disrupting A Trillion-Dollar Industry

CNBC Television

Defense industry to evolve into growth industry, says Stifel's Jonathan Siegmann

CNBC's “Closing Bell” is joined by Jonathan Siegmann, managing director covering aerospace and defense industry at Stifel, to discuss under-the-radar defense stocks, his outlook and more.

Defense industry to evolve into growth industry, says Stifel's Jonathan Siegmann

See News Rankings

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