Recent discussions on X about Kratos Defense & Security Solutions (KTOS) have been ignited by a series of analyst updates and company developments. Posts on the platform highlight a significant boost in confidence following a raised price target by a major brokerage from $74 to $120, with some users pointing to new defense contracts and government funding as key drivers. The buzz also includes excitement over a Phase 1 award for modernizing U.S. Navy radar systems, seen as a strategic win.
However, not all chatter is uniformly positive, as some discussions note a downgrade to a neutral rating by another analyst firm, citing concerns over valuation amidst rising defense-tech multiples. Despite this, many on X remain focused on the potential for long-term growth tied to Kratos’ role in critical national security projects. The conversation reflects a dynamic mix of optimism and caution as investors weigh recent developments.
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 76 times in the past 6 months. Of those trades, 1 have been purchases and 75 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 10 sales selling 36,000 shares for an estimated $1,781,392.
- 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.
- THOMAS E IV MILLS (President, C5ISR Division) has made 0 purchases and 5 sales selling 11,544 shares for an estimated $568,972.
- MARIE MENDOZA (SVP & General Counsel) has made 0 purchases and 8 sales selling 7,827 shares for an estimated $437,718.
- 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.
Kratos Defense & Security Solutions Hedge Fund Activity
We have seen 284 institutional investors add shares of Kratos Defense & Security Solutions stock to their portfolio, and 177 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 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:
- 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
- Stifel issued a "Buy" rating on 07/21/2025
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 13 analysts offer price targets for $KTOS in the last 6 months, with a median target of $70.0.
Here are some recent targets:
- 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
- Ken Herbert from RBC Capital set a target price of $65.0 on 08/08/2025
- Jonathan Siegmann from Stifel set a target price of $70.0 on 07/21/2025
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.
