Kratos Defense & Security Solutions

KTOS

Market cap $20.5B

SAN DIEGO, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, announced today the grand opening of its new 55,000-square-foot state-of-the-art hypersonic and “Other” system manufacturing and payload integration facility in Princess Anne, Maryland. The advanced facility will significantly enhance Kratos' capabilities to support launch operations and hypersonic testing for the Multi-Service Advanced Capability Hypersonics Test Bed (MACH-TB) 2.0 program and other customers from agencies including the U.S. Navy, US Air Force, DARPA, and the Missile Defense Agency.

Kratos Defense is building a new factory to expand weapons production. President Trump has promised more money for defense contractors who invest in production.

Kratos touches an all-time high on Friday. TopBuild, Oshkosh, and NWPX Infrastructure also hit new price peaks.

Kratos' stock is soaring on the back of increased defense spending budgets for 2027. The company also just won a sizable contract this week with the U.S. Marine Corps.

Two separate Wall Street analysts raised their price targets on Kratos today. Kratos builds drones for the military, and may win contracts under an expanded defense budget.

KTOS has jumped 35.3% in a month on contract wins and rising unmanned system demand, but weaker ROIC and sector risks complicate the entry timing.

Kratos (KTOS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

A massive policy shift just sent an unexpected signal to income investors. Some of the biggest winners from Trump's defense budget proposal may not be who everyone thinks they are. My portfolio was built for this, and the market hasn't noticed yet.

President Donald Trump sent defense stocks on a rollercoaster on Wednesday after threatening a total ban on stock buybacks and dividends until supply issues are resolved and following up with a proposed 50% increase in the military budget in 2027.

Kratos Defense & Security Solutions, Inc. is riding a wave of defense sector momentum, driven by surging demand for drones and geopolitical tensions. KTOS forecasts robust organic revenue growth: 14–15% for 2025, 15–20% for 2026, and 18–23% for 2027, underpinned by major U.S. and international programs. Despite strong top line growth, KTOS remains unprofitable, with persistent cash burn and margin pressures from fixed-price contracts and heavy capital investment.