Recent Surge: Kratos Defense & Security Solutions has seen a sharp uptick in attention on social media following a significant stock price jump of over 18% this week. Discussions highlight a recent analyst rating from Jones Research with a buy recommendation and a $150 price target, fueling optimism among investors. Many are pointing to the company’s potential in drone technology and defense contracts as key drivers.
Military Contracts Buzz: Social media chatter also focuses on Kratos securing approximately $30 million in contracts for military hardware, with some linking this to urgent national security needs. There’s speculation about the company’s role in hypersonic test launches and broader defense initiatives, adding to the excitement. However, a few voices question the sustainability of the high earnings multiple amidst slowing growth.
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 124 times in the past 6 months. Of those trades, 0 have been purchases and 124 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.
- DEANNA H LUND (EVP & CFO) has made 0 purchases and 28 sales selling 75,000 shares for an estimated $5,649,512.
- WILLIAM A HOGLUND sold 75,000 shares for an estimated $5,576,070
- STEVEN S. FENDLEY (President, US Division) has made 0 purchases and 16 sales selling 42,000 shares for an estimated $3,167,033.
- PHILLIP D CARRAI (President, STC Division) has made 0 purchases and 15 sales selling 36,000 shares for an estimated $2,597,599.
- JONAH ADELMAN (President, ME Division) sold 30,000 shares for an estimated $2,243,877
- STACEY G ROCK (President, KTT Division) has made 0 purchases and 10 sales selling 20,395 shares for an estimated $1,443,527.
- SCOTT I ANDERSON has made 0 purchases and 5 sales selling 18,901 shares for an estimated $1,405,852.
- DAVID M CARTER (President, DRSS Division) has made 0 purchases and 17 sales selling 16,000 shares for an estimated $1,285,787.
- AMY ZEGART sold 10,000 shares for an estimated $741,671
- MARIE MENDOZA (SVP & General Counsel) has made 0 purchases and 9 sales selling 9,823 shares for an estimated $697,277.
- DE BURGREEN MARIA CERVANTES (VP & Corp. Controller) has made 0 purchases and 4 sales selling 6,264 shares for an estimated $437,202.
- THOMAS E IV MILLS (President, C5ISR Division) has made 0 purchases and 4 sales selling 5,758 shares for an estimated $377,384.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Kratos Defense & Security Solutions Revenue
Kratos Defense & Security Solutions had revenues of $347.6M in Q3 2025. This is an increase of 25.99% from the same period in the prior year.
You can track KTOS financials on Quiver Quantitative's KTOS stock page.
Kratos Defense & Security Solutions Hedge Fund Activity
We have seen 367 institutional investors add shares of Kratos Defense & Security Solutions stock to their portfolio, and 247 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLIANCEBERNSTEIN L.P. added 2,525,921 shares (+1389.0%) to their portfolio in Q3 2025, for an estimated $230,793,401
- BAMCO INC /NY/ removed 2,151,380 shares (-52.7%) from their portfolio in Q3 2025, for an estimated $196,571,590
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,909,845 shares (+1315.2%) to their portfolio in Q3 2025, for an estimated $174,502,537
- BLACKROCK, INC. removed 1,801,350 shares (-6.9%) from their portfolio in Q3 2025, for an estimated $164,589,349
- ROVIDA ADVISORS INC. removed 1,773,655 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $162,058,857
- UBS GROUP AG removed 1,445,304 shares (-50.0%) from their portfolio in Q3 2025, for an estimated $132,057,426
- VANGUARD GROUP INC removed 1,396,358 shares (-7.8%) from their portfolio in Q3 2025, for an estimated $127,585,230
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:
- 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
- BTIG issued a "Buy" rating on 11/06/2025
- 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
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 10 analysts offer price targets for $KTOS in the last 6 months, with a median target of $100.0.
Here are some recent targets:
- Michael Leshock from Keybanc set a target price of $90.0 on 12/19/2025
- Mike Crawford from B. Riley Securities set a target price of $105.0 on 12/01/2025
- Andre Madrid from BTIG set a target price of $95.0 on 11/06/2025
- Jonathan Siegmann from Stifel set a target price of $112.0 on 10/15/2025
- Michael Ciarmoli from Truist Securities set a target price of $125.0 on 10/15/2025
- Austin Moeller from Canaccord Genuity set a target price of $120.0 on 10/09/2025
- Trevor Walsh from JMP Securities set a target price of $105.0 on 10/02/2025
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.
