Recent discussions on X about Kratos Defense & Security Solutions (KTOS) have centered around the company's significant developments in drone technology and defense contracts, particularly following a notable policy shift by the U.S. Department of Defense on drone production. Many users have expressed enthusiasm over the company's strategic moves, including a new manufacturing facility in Oklahoma and a substantial equity raise of $575 million, viewing these as strong indicators of growth potential in the defense sector.
Additionally, posts on X have highlighted analyst upgrades, with some price targets reaching as high as $60, reflecting a belief among certain investors that Kratos is well-positioned to capitalize on increasing defense budgets and demand for low-cost, high-tech solutions. The buzz also includes mentions of partnerships and innovations in hypersonic test launches, further fueling optimism about the company's future in national security technology. These conversations underscore a dynamic interest in how Kratos could shape the evolving landscape of military tech.
Note: This discussion summary was generated from an AI condensation of post data.
Kratos Defense & Security Solutions Insider Trading Activity
Kratos Defense & Security Solutions insiders have traded $KTOS stock on the open market 48 times in the past 6 months. Of those trades, 2 have been purchases and 46 have been sales.
Here’s a breakdown of recent trading of $KTOS stock by insiders over the last 6 months:
- STEVEN S. FENDLEY (President, US Division) has made 0 purchases and 9 sales selling 67,000 shares for an estimated $2,309,205.
- PHILLIP D CARRAI (President, STC Division) has made 0 purchases and 6 sales selling 50,000 shares for an estimated $1,527,279.
- JONAH ADELMAN (President, ME Division) sold 40,000 shares for an estimated $1,350,340
- DEANNA H LUND (EVP & CFO) has made 0 purchases and 5 sales selling 30,567 shares for an estimated $983,367.
- STACEY G ROCK (President, KTT Division) has made 0 purchases and 9 sales selling 24,000 shares for an estimated $822,972.
- DAVID M CARTER (President, DRSS Division) has made 0 purchases and 5 sales selling 20,000 shares for an estimated $641,294.
- THOMAS E IV MILLS (President, C5ISR Division) has made 0 purchases and 4 sales selling 17,423 shares for an estimated $507,906.
- ERIC M DEMARCO (President & CEO) has made 2 purchases buying 16,955 shares for an estimated $500,700 and 0 sales.
- MARIE MENDOZA (SVP & General Counsel) has made 0 purchases and 5 sales selling 7,450 shares for an estimated $255,616.
- BOBBI DOORENBOS sold 5,000 shares for an estimated $175,018
- BRADLEY L BOYD sold 3,800 shares for an estimated $132,544
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Kratos Defense & Security Solutions Hedge Fund Activity
We have seen 213 institutional investors add shares of Kratos Defense & Security Solutions stock to their portfolio, and 151 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 11,605,372 shares (+88.3%) to their portfolio in Q1 2025, for an estimated $344,563,494
- STATE STREET CORP added 3,998,398 shares (+68.7%) to their portfolio in Q1 2025, for an estimated $118,712,436
- COOPER CREEK PARTNERS MANAGEMENT LLC removed 2,438,674 shares (-80.4%) from their portfolio in Q1 2025, for an estimated $72,404,231
- UBS GROUP AG added 2,242,229 shares (+306.2%) to their portfolio in Q1 2025, for an estimated $66,571,779
- VANGUARD GROUP INC added 1,728,179 shares (+11.7%) to their portfolio in Q1 2025, for an estimated $51,309,634
- FIRST TRUST ADVISORS LP added 1,551,374 shares (+544.7%) to their portfolio in Q1 2025, for an estimated $46,060,294
- VAN ECK ASSOCIATES CORP added 1,372,514 shares (+106.2%) to their portfolio in Q1 2025, for an estimated $40,749,940
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Kratos Defense & Security Solutions Government Contracts
We have seen $334,776 of award payments to $KTOS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Kratos Defense & Security Solutions Analyst Ratings
Wall Street analysts have issued reports on $KTOS in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 07/03/2025
- Stifel issued a "Buy" rating on 07/03/2025
- Truist Securities issued a "Buy" rating on 06/27/2025
- Benchmark issued a "Buy" rating on 06/23/2025
- Noble Capital Markets issued a "Outperform" rating on 06/17/2025
- JMP Securities issued a "Market Outperform" rating on 02/04/2025
To track analyst ratings and price targets for Kratos Defense & Security Solutions, check out Quiver Quantitative's $KTOS forecast page.
Kratos Defense & Security Solutions Price Targets
Multiple analysts have issued price targets for $KTOS recently. We have seen 8 analysts offer price targets for $KTOS in the last 6 months, with a median target of $50.0.
Here are some recent targets:
- Colin Canfield from Cantor Fitzgerald set a target price of $60.0 on 07/08/2025
- Josh Sullivan from Benchmark set a target price of $50.0 on 07/08/2025
- Jonathan Siegmann from Stifel set a target price of $54.0 on 07/03/2025
- Ken Herbert from RBC Capital set a target price of $50.0 on 07/03/2025
- Seth Seifman from JP Morgan set a target price of $48.0 on 06/30/2025
- Michael Ciarmoli from Truist Securities set a target price of $52.0 on 06/27/2025
- Joe Gomes from Noble Capital Markets set a target price of $44.0 on 06/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
