KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
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The U.S. defense budget proposal allocates $1.5 trillion, with $74 billion for drones, sparking a rally in drone-related stocks. Companies like ONDS, RCAT, AVAV, KTOS, and DPRO saw overnight gains of 2-3%. ONDS's subsidiary secured a $20 million border security order, while RCAT and KTOS won recent defense contracts.
Kratos Defense & Security Solutions (KTOS) allocated its expanded Spartan engine production capacity to supply Boeing’s Joint Direct Attack Munition Long Range program, following a $75 million contract from the U.S. Air Force. This move highlights Kratos’s role in high-volume, low-cost propulsion for next-generation munitions. The company projects $3.0 billion revenue and $189.5 million earnings by 2029, with analysts estimating up to $3.2 billion revenue and $224 million earnings.
Kratos Defense & Security Solutions Inc (KTOS) President Steven Fendley sold 7,000 shares at $56.16 each, totaling $393,120. He now owns 288,111 shares. Over the past year, insiders sold 119,000 shares with no purchases. KTOS trades at a high P/E of 311.35, with a market cap of $9.94B. GuruFocus values it at $33.24, suggesting it's overvalued.
Over the past 7 days, alphai's AI scored 9 news stories mentioning KTOS (KRATOS DEFENSE & SECURITY SOLUTIONS, INC.). Coverage has skewed bullish: 6 bullish, 1 neutral, and 2 bearish.
Recent KTOS coverage spans market movers, technology and corporate actions.
In the last 30 days, KTOS insiders filed 18 SEC Form 4 transactions — no purchases and 18 sales ($22.6M). The most active reporter was Carter David M, President, DRSS Division, with 4 filings. 94% of those filings were made under pre-arranged Rule 10b5-1 plans.
Strong upside potential from large OTA and budget focus on jet‑powered drones.
The contract could boost Kratos revenue and earnings in the near term if production ramps as expected.
Recent insider sale may signal weaker confidence from management, but size is modest relative to market cap.
Strong segment growth may boost investor sentiment and support the stock price.
Potential cost increases on defense components could pressure earnings.
alphai scores every news story that mentions KTOS with an AI model for sentiment and relevance, and aggregates insider trades from KRATOS DEFENSE & SECURITY SOLUTIONS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
The U.S. defense budget proposal allocates $1.5 trillion, with $74 billion for drones, sparking a rally in drone-related stocks. Companies like ONDS, RCAT, AVAV, KTOS, and DPRO saw overnight gains of 2-3%. ONDS's subsidiary secured a $20 million border security order, while RCAT and KTOS won recent defense contracts.
2 min readKratos Defense & Security Solutions (KTOS) allocated its expanded Spartan engine production capacity to supply Boeing’s Joint Direct Attack Munition Long Range program, following a $75 million contract from the U.S. Air Force. This move highlights Kratos’s role in high-volume, low-cost propulsion for next-generation munitions. The company projects $3.0 billion revenue and $189.5 million earnings by 2029, with analysts estimating up to $3.2 billion revenue and $224 million earnings.
2 min readKratos Defense & Security Solutions Inc (KTOS) President Steven Fendley sold 7,000 shares at $56.16 each, totaling $393,120. He now owns 288,111 shares. Over the past year, insiders sold 119,000 shares with no purchases. KTOS trades at a high P/E of 311.35, with a market cap of $9.94B. GuruFocus values it at $33.24, suggesting it's overvalued.
2 min readKratos Defense and Security Solutions reported Q2 revenue growth of 22% organically and 36.4% including acquisitions in its KGS division, which focuses on space technology. The division's revenue reached $379.4 million, according to the company.
1 min readStocks of nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint fell due to U.S.-Canada trade tensions and potential tariffs. nLIGHT dropped 7.4%, AAON 3.4%, AeroVironment 6.5%, Kratos 6.5%, and ChargePoint 4.9%. The breakdown in trade talks may impact industrial and manufacturing sectors.
3 min readKratos Defense & Security (KTOS) shares fell 5.2% to $2.98 after allocating engine production capacity to support Boeing's JDAM LR program. The U.S. Air Force awarded Boeing a $75M contract for the precision-guided munition, which will use Kratos' J85 engines. Kratos' President highlighted the company's investment in domestic supply chains for national security.
1 min readGE Aerospace and Kratos Defense have secured an Air Force contract to develop a turbofan engine for the Joint Air-to-Surface Standoff Missile. The F143 engine, derived from GE's GEK800, aims to provide low-cost, high-performance propulsion for cruise missiles and uncrewed aerial vehicles. GE employs around 1,400 in the Dayton area and 9,000 in southwestern Ohio.
2 min readOndas Holdings (ONDS), Unusual Machines (UMAC), Red Cat Holdings (RCAT), and Kratos Defense (KTOS) fell 5-8% as drone stocks experienced a theme unwind. China's call to reverse U.S. tariffs on drones had minimal impact. Macro conditions, including high Treasury yields, pressured high-multiple stocks. Investors should monitor group correlation and positioning.
2 min readPresident Trump imposed new tariffs on foreign drone imports, benefiting U.S. manufacturers AeroVironment (AVAV), Kratos (KTOS), and Red Cat (RCAT). Tariffs range from 25% to 100%, with some delayed until 2027. The policy aims to reduce U.S. dependence on foreign drone supply chains and incentivize domestic manufacturing. Institutional positioning varies, with AeroVironment seeing declines, while Kratos and Red Cat gain investor interest.
3 min readJarvis Scot B sold 10,000 shares of KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS) at $63.50 ($0.63M total) on 2026-08-18.
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