Recent chatter on X about Kratos Defense & Security Solutions (KTOS) has been buzzing with excitement following a significant analyst upgrade. Posts on the platform highlight a notable shift in sentiment, with many users pointing to a recent upgrade by a major financial firm to a 'buy' rating, accompanied by a raised price target, as a key driver of interest. The focus appears to be on the company’s potential growth in unmanned systems and hypersonic technology, which has sparked lively discussions.
Additionally, the company’s strong quarterly performance and raised full-year guidance have fueled further conversation on X, with some users expressing optimism about its role in key defense programs. The momentum in the stock price, which has seen substantial gains year-to-date, is frequently mentioned as evidence of growing investor confidence. These discussions reflect a broader interest in how Kratos is positioning itself within the evolving defense sector.
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 55 times in the past 6 months. Of those trades, 2 have been purchases and 53 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 11 sales selling 67,000 shares for an estimated $2,486,836.
- PHILLIP D CARRAI (President, STC Division) has made 0 purchases and 11 sales selling 62,000 shares for an estimated $2,242,474.
- 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 9 sales selling 24,000 shares for an estimated $913,439.
- DEANNA H LUND (EVP & CFO) has made 0 purchases and 4 sales selling 24,567 shares for an estimated $786,023.
- DAVID M CARTER (President, DRSS Division) has made 0 purchases and 4 sales selling 16,000 shares for an estimated $509,775.
- 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 8 sales selling 8,450 shares for an estimated $403,631.
- THOMAS E IV MILLS (President, C5ISR Division) has made 0 purchases and 3 sales selling 8,786 shares for an estimated $273,463.
- 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 285 institutional investors add shares of Kratos Defense & Security Solutions stock to their portfolio, and 205 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.
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 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 08/14/2025
- Canaccord Genuity issued a "Buy" rating on 08/11/2025
- B. Riley Securities issued a "Buy" rating on 08/11/2025
- RBC Capital issued a "Outperform" rating on 08/08/2025
- Stifel issued a "Buy" rating on 07/21/2025
- Truist Securities issued a "Buy" rating on 06/27/2025
- Benchmark issued a "Buy" rating on 06/23/2025
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 11 analysts offer price targets for $KTOS in the last 6 months, with a median target of $65.0.
Here are some recent targets:
- Andre Madrid from BTIG set a target price of $80.0 on 08/14/2025
- Mike Crawford from B. Riley Securities set a target price of $72.0 on 08/11/2025
- Austin Moeller from Canaccord Genuity set a target price of $74.0 on 08/11/2025
- Ken Herbert from RBC Capital set a target price of $65.0 on 08/08/2025
- Rustam Kanga from JMP Securities set a target price of $70.0 on 07/22/2025
- Jonathan Siegmann from Stifel set a target price of $70.0 on 07/21/2025
- Josh Sullivan from Benchmark set a target price of $50.0 on 07/08/2025
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.
