Cantor Fitzgerald Cuts Kratos Defense & Security Solutions (NASDAQ:KTOS) Price Target to $100.00

Posted by Brian Himes on Aug 7th, 2026

Kratos Defense & Security Solutions (NASDAQ:KTOS – Free Report) had its price target lowered by Cantor Fitzgerald from $115.00 to $100.00 in a research report report published on Tuesday, MarketBeat reports. Cantor Fitzgerald currently has an overweight rating on the aerospace company’s stock.

Other equities analysts also recently issued reports about the stock. Weiss Ratings restated a “hold (c)” rating on shares of Kratos Defense & Security Solutions in a research note on Friday, July 17th. Jefferies Financial Group reiterated a “buy” rating and issued a $80.00 price objective on shares of Kratos Defense & Security Solutions in a research note on Wednesday, July 8th. Wedbush started coverage on shares of Kratos Defense & Security Solutions in a report on Tuesday, June 30th. They issued an “outperform” rating and a $85.00 price objective for the company. The Goldman Sachs Group decreased their target price on shares of Kratos Defense & Security Solutions from $100.00 to $89.00 and set a “buy” rating on the stock in a research report on Tuesday, July 14th. Finally, Truist Financial raised shares of Kratos Defense & Security Solutions to a “strong-buy” rating in a report on Friday, May 1st. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $101.29.

Read Our Latest Analysis on KTOS

Kratos Defense & Security Solutions Stock Performance

NASDAQ:KTOS opened at $57.41 on Tuesday. The stock has a 50 day simple moving average of $52.34 and a 200 day simple moving average of $70.64. The stock has a market cap of $10.78 billion, a P/E ratio of 337.71 and a beta of 1.08. Kratos Defense & Security Solutions has a 1-year low of $43.09 and a 1-year high of $134.00. The company has a current ratio of 5.54, a quick ratio of 5.08 and a debt-to-equity ratio of 0.04.

Kratos Defense & Security Solutions (NASDAQ:KTOS – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $0.21 EPS for the quarter, beating analysts’ consensus estimates of $0.14 by $0.07. The firm had revenue of $458.80 million for the quarter, compared to analyst estimates of $410.36 million. Kratos Defense & Security Solutions had a return on equity of 3.07% and a net margin of 2.03%.The company’s revenue for the quarter was up 30.5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.11 EPS. Research analysts anticipate that Kratos Defense & Security Solutions will post 0.48 earnings per share for the current year.

Insider Buying and Selling

In related news, insider Phillip D. Carrai sold 6,500 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $52.13, for a total transaction of $338,845.00. Following the completion of the sale, the insider owned 221,550 shares of the company’s stock, valued at $11,549,401.50. This represents a 2.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Deanna H. Lund sold 5,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $63.74, for a total transaction of $318,700.00. Following the completion of the transaction, the chief financial officer directly owned 290,161 shares in the company, valued at approximately $18,494,862.14. This represents a 1.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 140,036 shares of company stock worth $7,810,417 in the last ninety days. 1.50% of the stock is owned by company insiders.

Institutional Investors Weigh In On Kratos Defense & Security Solutions

Several institutional investors and hedge funds have recently added to or reduced their stakes in KTOS. Geode Capital Management LLC raised its holdings in shares of Kratos Defense & Security Solutions by 3.5% during the 4th quarter. Geode Capital Management LLC now owns 4,446,230 shares of the aerospace company’s stock worth $337,565,000 after buying an additional 148,622 shares in the last quarter. Morgan Stanley grew its position in Kratos Defense & Security Solutions by 3.9% in the fourth quarter. Morgan Stanley now owns 3,311,095 shares of the aerospace company’s stock valued at $251,345,000 after acquiring an additional 124,607 shares during the last quarter. Invesco Ltd. grew its position in Kratos Defense & Security Solutions by 7.4% in the third quarter. Invesco Ltd. now owns 3,046,194 shares of the aerospace company’s stock valued at $278,331,000 after acquiring an additional 209,189 shares during the last quarter. Northern Trust Corp raised its stake in Kratos Defense & Security Solutions by 13.6% during the third quarter. Northern Trust Corp now owns 2,072,700 shares of the aerospace company’s stock worth $189,383,000 after acquiring an additional 247,652 shares in the last quarter. Finally, Corient Private Wealth LLC raised its stake in Kratos Defense & Security Solutions by 7,701.6% during the fourth quarter. Corient Private Wealth LLC now owns 1,593,549 shares of the aerospace company’s stock worth $120,966,000 after acquiring an additional 1,573,123 shares in the last quarter. 75.92% of the stock is currently owned by institutional investors.

More Kratos Defense & Security Solutions News

Here are the key news stories impacting Kratos Defense & Security Solutions this week:

Positive Sentiment: New U.S. Army contract strengthens the defense-growth story. Kratos will develop an Enhanced Seeker for the Javelin Close Combat Missile System under a contract from the Army’s DEVCOM C5ISR Center. The award expands Kratos’ role in missile and precision-defense technology, although financial terms were not disclosed. Kratos Receives U.S. Army Javelin Seeker Contract
Positive Sentiment: Second-quarter results comfortably exceeded expectations. Kratos reported earnings of $0.21 per share, up from $0.11 a year earlier and above consensus near $0.13-$0.14. Revenue climbed 30.5% year over year to $458.8 million, surpassing estimates of approximately $410 million. Kratos Defense Q2 Earnings and Revenues Outpace Estimates
Positive Sentiment: Management raised its growth outlook. Kratos lifted 2026 revenue guidance to about $1.8 billion and projected 19%-23% organic revenue growth. Demand remains strong across hypersonics, space, jet engines, counter-drone systems and unmanned aircraft; management is also targeting production of 3,000 Spartan engines in 2027. Kratos Forecasts 2026 Organic Revenue Growth
Positive Sentiment: Analyst sentiment improved. Piper Sandler upgraded KTOS, while BTIG raised its price target from $100 to $104 and maintained a Buy rating. These actions suggest analysts view the earnings beat and raised outlook as catalysts for a recovery after the stock’s prior weakness. Kratos Defense Upgraded at Piper Sandler
Neutral Sentiment: Third-quarter revenue guidance of $460 million-$480 million roughly brackets consensus, indicating continued expansion but limited immediate upside from the near-term forecast.
Negative Sentiment: Valuation and insider selling temper the bullish case. Cantor Fitzgerald cut its price target to $100 while retaining an Overweight rating, and KTOS trades at a very high earnings multiple. CFO Deanna Lund also sold 5,000 shares worth $242,750 under a pre-arranged Rule 10b5-1 plan, reducing her holdings by 1.75%. Kratos CFO Stock Sale

About Kratos Defense & Security Solutions

(Get Free Report)

Kratos Defense & Security Solutions, Inc (NASDAQ: KTOS) is a technology-driven company that specializes in national security and defense solutions for government and military customers. The firm’s core capabilities span unmanned systems, satellite communications, missile defense, cyber security, and directed-energy weapons. Through its integrated approach, Kratos delivers mission-critical products and services designed to enhance operational readiness and support force modernization initiatives.

In the unmanned systems arena, Kratos develops high-performance aerial platforms used as target drones, low-cost attritable aircraft and experimental stealth demonstrators.