Kratos Defense & Security Solutions

KTOS

Market cap $15.3B

Kratos's flagship Valkyrie drone, hypersonic testbeds, and sole-source contracts position it at the forefront of next-gen warfare and defense innovation. Engagement with NATO and strong ties with the U.S. military would enable bigger contracts in the future. KTOS has strong near-term revenue visibility, as they expect to deliver up to 20 Valkyries in 2026 for a sum of $10 million each.

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Kratos Defense stock surges 280% in a year, fueled by new missile systems, UAV innovations, and strong defense partnerships, but valuation may temper fresh buys.

Kratos' Valkyrie CCA Displayed with Both Internal and External Carry $150,000 High Performance Strike System at Recent Miramar Air Show Kratos' Valkyrie CCA Displayed with Both Internal and External Carry $150,000 High Performance Strike System at Recent Miramar Air Show

KTOS secures a $175M U.S. Navy contract to boost radar sustainment, reinforcing its role in advanced defense radar systems.

As the market continues its record-breaking surge, several leading themes, including data storage, artificial intelligence, quantum computing, and defense, have propelled select stocks to remarkable highs. Yet, in the midst of this euphoric run, some names have become extremely overbought, flashing potential warning signs for near-term investors.

After climbing more than 11% last week, Kratos Defense and Security Solutions (KTOS -6.70%) stock has continued its ascent over the past few days. And a large part of it has to do with analysts' bullish opinions on Kratos stock.

KTOS soars 280% year to date, powered by U.S. drone dominance policy, major defense partnerships and surging demand.

To this day, an age-old battle between stock market investing strategies wages: value versus momentum. Value investing is a tactic famously employed by legends like Warren Buffett.

Projected Initial Ceiling Across Program Phases $175 Million 155,000-Square-Foot Indiana Radar Integration Complex Will Deliver Next-Generation Readiness for Naval Surface Fleet SAN DIEGO, Oct. 06, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, announced today that it has been awarded Phase 1 to begin developing an organic sustainment capability for the U.S. Navy's AN/SPY-1 radar systems. Known internally to Kratos as Project Anaconda, the single-award agreement has an initial total projected ceiling of $175 million across multiple phases.