Pentagon Contracts: Social media discussions highlight Kratos Defense & Security Solutions' key role in leading the Pentagon's MACH-TB 2.0 hypersonic test bed program. Analysts on the platform point to the firm's $1.45 billion prime contract from early 2025 as a foundation for its unmanned systems work, including Valkyrie autonomous combat drones and counter-UAS technologies.
Stock Trajectory: Observers note the stock's rise to an all-time high of $131 in January 2026 before settling around current levels, even as contract execution continues. Participants in the conversation often reference partnerships with launch providers and the broader push for advanced defense capabilities as potential catalysts amid ongoing program 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 198 times in the past 6 months. Of those trades, 0 have been purchases and 198 have been sales.
Here’s a breakdown of recent trading of $KTOS stock by insiders over the last 6 months:
- ERIC M DEMARCO (President & CEO) has made 0 purchases and 13 sales selling 800,000 shares for an estimated $63,381,568.
- WILLIAM A HOGLUND has made 0 purchases and 4 sales selling 105,500 shares for an estimated $7,747,366.
- DEANNA H LUND (EVP & CFO) has made 0 purchases and 35 sales selling 80,000 shares for an estimated $6,011,897.
- STACEY G ROCK (President, KTT Division) has made 0 purchases and 30 sales selling 47,183 shares for an estimated $4,412,544.
- STEVEN S. FENDLEY (President, US Division) has made 0 purchases and 12 sales selling 42,000 shares for an estimated $3,345,700.
- SCOT B JARVIS has made 0 purchases and 8 sales selling 35,417 shares for an estimated $3,319,149.
- PHILLIP D CARRAI (President, STC Division) has made 0 purchases and 25 sales selling 38,500 shares for an estimated $3,251,268.
- SCOTT I ANDERSON has made 0 purchases and 10 sales selling 33,901 shares for an estimated $2,742,566.
- DAVID M CARTER (President, DRSS Division) has made 0 purchases and 33 sales selling 28,123 shares for an estimated $2,520,948.
- JONAH ADELMAN (President, ME Division) sold 30,000 shares for an estimated $2,243,877
- THOMAS E IV MILLS (President, C5ISR Division) has made 0 purchases and 12 sales selling 14,281 shares for an estimated $1,317,904.
- MARIE MENDOZA (SVP & General Counsel) has made 0 purchases and 9 sales selling 8,772 shares for an estimated $755,659.
- AMY ZEGART sold 10,000 shares for an estimated $741,671
- DE BURGREEN MARIA CERVANTES (VP & Corp. Controller) has made 0 purchases and 4 sales selling 6,270 shares for an estimated $559,844.
- BRADLEY L BOYD sold 3,000 shares for an estimated $156,240
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Kratos Defense & Security Solutions Revenue
Kratos Defense & Security Solutions had revenues of $371M in Q1 2026. This is an increase of 22.6% from the same period in the prior year.
You can track KTOS financials on Quiver Quantitative's KTOS stock page.
You can access data on KTOS stock through the Quiver Quantitative API.
Kratos Defense & Security Solutions Hedge Fund Activity
We have seen 419 institutional investors add shares of Kratos Defense & Security Solutions stock to their portfolio, and 323 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 3,325,247 shares (+11.7%) to their portfolio in Q1 2026, for an estimated $234,463,165
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 2,649,578 shares (+inf%) to their portfolio in Q1 2026, for an estimated $186,821,744
- WELLINGTON MANAGEMENT GROUP LLP added 2,216,438 shares (+585.5%) to their portfolio in Q1 2026, for an estimated $156,281,043
- CORIENT PRIVATE WEALTH LLC removed 1,538,478 shares (-96.5%) from their portfolio in Q1 2026, for an estimated $108,478,083
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,421,935 shares (+199.5%) to their portfolio in Q1 2026, for an estimated $100,260,636
- NORGES BANK added 1,257,133 shares (+1017.6%) to their portfolio in Q4 2025, for an estimated $95,428,966
- MACQUARIE GROUP LTD removed 1,113,933 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $84,558,654
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Kratos Defense & Security Solutions Analyst Ratings
Wall Street analysts have issued reports on $KTOS in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 01/20/2026
- Jones Trading issued a "Buy" rating on 01/05/2026
- Keybanc issued a "Overweight" rating on 12/19/2025
- B. Riley Securities issued a "Buy" rating on 12/01/2025
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 12 analysts offer price targets for $KTOS in the last 6 months, with a median target of $102.5.
Here are some recent targets:
- Trevor Walsh from Citizens set a target price of $105.0 on 05/08/2026
- Clarke Jeffries from Piper Sandler set a target price of $75.0 on 05/07/2026
- Andre Madrid from BTIG set a target price of $100.0 on 05/07/2026
- Matt Akers from BNP Paribas set a target price of $85.0 on 05/07/2026
- Ken Herbert from RBC Capital set a target price of $80.0 on 05/07/2026
- Austin Moeller from Canaccord Genuity set a target price of $130.0 on 05/07/2026
- Sheila Kahyaoglu from Jefferies set a target price of $85.0 on 04/06/2026
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.
