Kratos Defense & Security Solutions forms a strategic partnership with Korea Aerospace Industries to advance Manned-Unmanned Teaming technologies.
Quiver AI Summary
Kratos Defense & Security Solutions, Inc. announced a strategic partnership with Korea Aerospace Industries (KAI) to enhance Manned-Unmanned Teaming (MUM-T) technologies. This collaboration leverages Kratos’ expertise in tactical unmanned aerial systems, such as the XQ-58A Valkyrie, alongside KAI’s aerospace technologies to create interoperable solutions aimed at improving joint force readiness. The partnership will focus on research, system integration, and development of scalable MUM-T applications, including autonomous loyal wingmen and collaborative strike missions. Both companies aim to explore joint technology development and production opportunities in line with U.S. and allied defense needs, emphasizing their commitment to innovation and enhancing allied capabilities.
Potential Positives
- Formation of a strategic partnership with Korea Aerospace Industries to advance Manned-Unmanned Teaming (MUM-T) technologies, enhancing innovation and operational capabilities.
- The collaboration focuses on integrating complementary systems, which may lead to the accelerated development of next-generation MUM-T solutions, potentially increasing market competitiveness.
- Partnership emphasizes joint research and system integration, indicating an investment in future defense technologies that could bolster the company's position within the defense sector.
- Opportunities for technology co-development and production in alignment with U.S. and allied defense requirements, suggesting potential for expanded revenue streams and partnerships.
Potential Negatives
- Announcement of a strategic partnership may raise concerns about the company's reliance on external collaborations for technological advancements in defense.
- Forward-looking statements indicate potential risks and uncertainties, which could lead to investor skepticism regarding the company's future performance.
- The necessity to evaluate opportunities for technology co-development suggests challenges in internal capabilities that may not fully meet market demands.
FAQ
What is the purpose of the partnership between Kratos and KAI?
The partnership aims to advance Manned-Unmanned Teaming technologies for enhanced defense capabilities and operational flexibility.
What technologies will Kratos and KAI focus on developing?
The collaboration will develop scalable MUM-T applications, including autonomous loyal wingmen and collaborative strike missions.
How does this partnership benefit U.S. and allied forces?
The partnership enhances joint force readiness and offers advanced, interoperable defense technologies for increased capability and resilience.
What expertise does Kratos bring to the partnership?
Kratos contributes deep experience in affordable, high-performance tactical unmanned aerial systems like the XQ-58A Valkyrie and Mako.
Where can I find more information about Kratos Defense?
More information about Kratos Defense can be found on their official website at www.KratosDefense.com.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$KTOS Insider Trading Activity
$KTOS insiders have traded $KTOS stock on the open market 80 times in the past 6 months. Of those trades, 1 have been purchases and 79 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 13 sales selling 67,000 shares for an estimated $3,203,797.
- PHILLIP D CARRAI (President, STC Division) has made 0 purchases and 13 sales selling 36,000 shares for an estimated $2,164,825.
- JONAH ADELMAN (President, ME Division) sold 40,000 shares for an estimated $1,350,340
- STACEY G ROCK (President, KTT Division) has made 0 purchases and 12 sales selling 23,846 shares for an estimated $1,301,006.
- DEANNA H LUND (EVP & CFO) has made 0 purchases and 11 sales selling 22,567 shares for an estimated $1,237,034.
- DAVID M CARTER (President, DRSS Division) has made 0 purchases and 9 sales selling 16,000 shares for an estimated $972,674.
- MARIE MENDOZA (SVP & General Counsel) has made 0 purchases and 9 sales selling 9,267 shares for an estimated $577,542.
- THOMAS E IV MILLS (President, C5ISR Division) has made 0 purchases and 5 sales selling 11,544 shares for an estimated $568,972.
- DE BURGREEN MARIA CERVANTES (VP & Corp. Controller) has made 0 purchases and 4 sales selling 6,264 shares for an estimated $437,202.
- ERIC M DEMARCO (President & CEO) purchased 7,455 shares for an estimated $250,378
- 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.
$KTOS Hedge Fund Activity
We have seen 307 institutional investors add shares of $KTOS stock to their portfolio, and 191 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,817,931 shares (+inf%) to their portfolio in Q2 2025, for an estimated $84,442,894
- ROVIDA ADVISORS INC. added 1,773,655 shares (+inf%) to their portfolio in Q2 2025, for an estimated $82,386,274
- WESTWOOD HOLDINGS GROUP INC removed 1,675,325 shares (-76.9%) from their portfolio in Q2 2025, for an estimated $77,818,846
- VANGUARD GROUP INC added 1,530,198 shares (+9.3%) to their portfolio in Q2 2025, for an estimated $71,077,697
- FMR LLC removed 1,324,108 shares (-35.4%) from their portfolio in Q2 2025, for an estimated $61,504,816
- STEPHENS INVESTMENT MANAGEMENT GROUP LLC removed 1,280,958 shares (-33.2%) from their portfolio in Q2 2025, for an estimated $59,500,499
- CITADEL ADVISORS LLC added 1,280,055 shares (+564.6%) to their portfolio in Q2 2025, for an estimated $59,458,554
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$KTOS Analyst Ratings
Wall Street analysts have issued reports on $KTOS in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 10/15/2025
- Canaccord Genuity issued a "Buy" rating on 10/09/2025
- JMP Securities issued a "Market Outperform" rating on 10/02/2025
- Baird issued a "Outperform" rating on 09/26/2025
- BTIG issued a "Buy" rating on 08/14/2025
- B. Riley Securities issued a "Buy" rating on 08/11/2025
- RBC Capital issued a "Outperform" rating on 08/08/2025
To track analyst ratings and price targets for $KTOS, check out Quiver Quantitative's $KTOS forecast page.
$KTOS Price Targets
Multiple analysts have issued price targets for $KTOS recently. We have seen 13 analysts offer price targets for $KTOS in the last 6 months, with a median target of $80.0.
Here are some recent targets:
- Michael Ciarmoli from Truist Securities set a target price of $125.0 on 10/15/2025
- Jonathan Siegmann from Stifel set a target price of $112.0 on 10/15/2025
- Austin Moeller from Canaccord Genuity set a target price of $120.0 on 10/09/2025
- Mike Crawford from B. Riley Securities set a target price of $105.0 on 10/08/2025
- Trevor Walsh from JMP Securities set a target price of $105.0 on 10/02/2025
- Peter Arment from Baird set a target price of $87.0 on 09/26/2025
- Andre Madrid from BTIG set a target price of $80.0 on 08/14/2025
Full Release
SAN DIEGO, Oct. 27, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a leading technology company in the defense, national security, and global markets, today announced the formation of a strategic partnership with Korea Aerospace Industries (KAI), a major Korean defense organization to advance Manned-Unmanned Teaming (MUM-T) technologies and capabilities.
The collaboration builds on Kratos’ deep experience in affordable, high-performance tactical unmanned aerial systems—including the XQ-58A Valkyrie, Mako, and Tactical Firejet—and KAI’s aerospace technologies. Together, the organizations will work to integrate complementary systems and expertise to accelerate the development of interoperable, next-generation MUM-T solutions that enhance joint force readiness and operational flexibility.
“This partnership represents the next step in evolving how crewed and uncrewed aircraft operate together in contested environments,” said Steve Fendley, President of Kratos’ Unmanned Systems Division . “By combining Kratos’ proven autonomous jet systems with KAI’s advanced technologies, we are expanding the boundaries of affordable mass and collaborative combat capability for U.S. and allied forces.”
“Kratos has long believed that strategic international partnerships are key to ensuring readiness and deterrence through innovation,” said Eric DeMarco, President and CEO of Kratos . “Our collaboration with KAI, a world-class Korean organization, underscores our shared commitment to developing advanced, interoperable defense technologies that strengthen allied capability, resilience, and industrial cooperation.”
The strategic partnership will focus on joint research, system integration, and evolution of scalable MUM-T applications, including autonomous loyal wingmen, distributed sensing, and collaborative strike missions, all focused on affordable mass. Kratos and KAI will also evaluate opportunities for technology co-development, production, and export in alignment with U.S. and allied defense requirements.
About Kratos Defense & Security Solutions, Inc.
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, products, system and software company addressing the defense, national security, and commercial markets. Kratos makes true internally funded research, development, capital and other investments, to rapidly develop, produce and field solutions that address our customers’ mission critical needs and requirements. At Kratos, affordability is a technology, and we seek to utilize proven, leading-edge approaches and technology, not unproven bleeding edge approaches or technology, with Kratos’ approach designed to reduce cost, schedule and risk, enabling us to be first to market with cost effective solutions. We believe that Kratos is known as an innovative disruptive change agent in the industry, a company that is an expert in designing products and systems up front for successful rapid, large quantity, low-cost future manufacturing which is a value-add competitive differentiator for our large traditional prime system integrator partners and also to our government and commercial customers. Kratos intends to pursue program and contract opportunities as the prime or lead contractor when we believe that our probability of win (PWin) is high and any investment required by Kratos is within our capital resource comfort level. We intend to partner and team with a large, traditional system integrator when our assessment of PWin is greater or required investment is beyond Kratos’ comfort level. Kratos’ primary business areas include virtualized ground systems for satellites and space vehicles including software for command & control (C2) and telemetry, tracking and control (TT&C), jet powered unmanned aerial drone systems, hypersonic vehicles and rocket systems, propulsion systems for drones, missiles, loitering munitions, supersonic systems, space craft and launch systems, C5ISR and microwave electronic products for missile, radar, missile defense, space, satellite, counter UAS, directed energy, communication and other systems, and virtual & augmented reality training systems for the warfighter. For more information, visit
www.KratosDefense.com
.
Notice Regarding Forward-Looking Statements
Certain statements in this press release may constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are made on the basis of the current beliefs, expectations and assumptions of the management of Kratos and are subject to significant risks and uncertainty. Investors are cautioned not to place undue reliance on any such forward-looking statements. All such forward-looking statements speak only as of the date they are made, and Kratos undertakes no obligation to update or revise these statements, whether as a result of new information, future events or otherwise. Although Kratos believes that the expectations reflected in these forward-looking statements are reasonable, these statements involve many risks and uncertainties that may cause actual results to differ materially from what may be expressed or implied in these forward-looking statements. For a further discussion of risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of Kratos in general, see the risk disclosures in the Annual Report on Form 10-K of Kratos for the year ended December 29, 2024, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the SEC by Kratos.
Press Contact:
Claire Cantrell
[email protected]
Investor Information:
877-934-4687
[email protected]