Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Given Consensus Rating of “Buy” by Analysts

Posted by on Aug 6th, 2026

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Get Free Report) has been assigned a consensus recommendation of “Buy” from the twenty-three ratings firms that are presently covering the firm, MarketBeat reports. Three equities research analysts have rated the stock with a hold rating, seventeen have given a buy rating and three have assigned a strong buy rating to the company. The average 1-year target price among analysts that have issued ratings on the stock in the last year is $102.4118.

KTOS has been the subject of several analyst reports. BNP Paribas Exane lifted their price objective on shares of Kratos Defense & Security Solutions from $80.00 to $85.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. JPMorgan Chase & Co. upgraded shares of Kratos Defense & Security Solutions from a “neutral” rating to an “overweight” rating and decreased their target price for the stock from $99.00 to $82.00 in a research report on Friday, June 12th. Canaccord Genuity Group set a $135.00 target price on shares of Kratos Defense & Security Solutions in a report on Wednesday. The Goldman Sachs Group dropped their price target on shares of Kratos Defense & Security Solutions from $100.00 to $89.00 and set a “buy” rating for the company in a research report on Tuesday, July 14th. Finally, Citizens Jmp cut their price target on Kratos Defense & Security Solutions from $125.00 to $105.00 and set a “market outperform” rating for the company in a research note on Friday, May 8th.

Check Out Our Latest Stock Analysis on Kratos Defense & Security Solutions

Insider Buying and Selling

In other Kratos Defense & Security Solutions news, insider Phillip D. Carrai sold 6,500 shares of the firm’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $52.13, for a total value of $338,845.00. Following the sale, the insider owned 221,550 shares of the company’s stock, valued at approximately $11,549,401.50. This trade represents a 2.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jonah Adelman sold 31,348 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $57.06, for a total value of $1,788,716.88. Following the completion of the sale, the insider directly owned 8,000 shares in the company, valued at $456,480. This trade represents a 79.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 140,036 shares of company stock valued at $7,810,417 over the last 90 days. 1.50% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Kratos Defense & Security Solutions

Several hedge funds and other institutional investors have recently made changes to their positions in KTOS. Geode Capital Management LLC increased its holdings in shares of Kratos Defense & Security Solutions by 3.5% during the fourth 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 raised its position in shares of Kratos Defense & Security Solutions by 3.9% during the fourth quarter. Morgan Stanley now owns 3,311,095 shares of the aerospace company’s stock worth $251,345,000 after acquiring an additional 124,607 shares during the last quarter. Invesco Ltd. raised its holdings in Kratos Defense & Security Solutions by 7.4% during the 3rd quarter. Invesco Ltd. now owns 3,046,194 shares of the aerospace company’s stock worth $278,331,000 after purchasing an additional 209,189 shares during the last quarter. Northern Trust Corp lifted its position in shares of Kratos Defense & Security Solutions by 13.6% in the 3rd quarter. Northern Trust Corp now owns 2,072,700 shares of the aerospace company’s stock worth $189,383,000 after purchasing an additional 247,652 shares during the period. Finally, Corient Private Wealth LLC lifted its position in shares of Kratos Defense & Security Solutions by 7,701.6% in the 4th quarter. Corient Private Wealth LLC now owns 1,593,549 shares of the aerospace company’s stock worth $120,966,000 after purchasing an additional 1,573,123 shares during the period. 75.92% of the stock is owned by institutional investors.

Kratos Defense & Security Solutions News Summary

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

  • Positive Sentiment: Second-quarter results beat expectations. Kratos reported adjusted earnings of $0.21 per share, up from $0.11 a year earlier and above the roughly $0.13-$0.14 consensus. Revenue rose 30.5% year over year to $458.8 million, exceeding estimates near $410 million. Kratos Reports Second Quarter 2026 Financial Results
  • Positive Sentiment: Growth was broad-based. Kratos Government Solutions revenue increased 36.4% to $379.7 million, while Unmanned Systems revenue rose 8.1% to $79.1 million. Management cited demand across hypersonics, space, jet engines, counter-drone systems and unmanned aircraft, along with strong bookings. Kratos Defense Q2 Earnings and Revenues Outpace Estimates
  • Positive Sentiment: Management raised its outlook. Full-year 2026 revenue guidance was lifted to approximately $1.8 billion, above the roughly $1.7 billion analyst consensus, with projected organic revenue growth of 19%-23%. Kratos also outlined plans to produce 3,000 Spartan engines in 2027. Kratos 2026 Organic Growth Forecast
  • Positive Sentiment: Analyst sentiment improved. Piper Sandler upgraded KTOS, citing a buying opportunity, while BTIG raised its price target to $104 and maintained a Buy rating. The upgrades reinforce the view that the earnings beat and raised outlook may have been overly discounted by the market. Kratos Defense Upgraded at Piper Sandler
  • Neutral Sentiment: Near-term guidance was roughly in line. Third-quarter revenue guidance of $460 million-$480 million brackets the $462.8 million consensus estimate, suggesting continued growth but limited immediate upside from the next-quarter forecast. Kratos Defense Rallies on Results and Upgrade
  • Neutral Sentiment: Call-option activity was elevated, with 13,877 contracts purchased versus average daily volume of 10,153, indicating increased bullish speculation but not a fundamental change in the business.
  • Negative Sentiment: Cantor Fitzgerald lowered its price target from $115 to $100, although it retained an Overweight rating. Kratos also continues to trade at a demanding valuation, making the stock sensitive to any slowdown in growth or execution.

Kratos Defense & Security Solutions Stock Up 6.7%

Shares of KTOS opened at $55.34 on Thursday. The firm has a market cap of $10.38 billion, a P/E ratio of 325.53 and a beta of 1.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 5.08 and a current ratio of 5.63. Kratos Defense & Security Solutions has a 52 week low of $43.09 and a 52 week high of $134.00. The firm’s 50-day simple moving average is $52.50 and its 200 day simple moving average is $71.15.

Kratos Defense & Security Solutions (NASDAQ:KTOS – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $0.21 earnings per share for the quarter, topping the consensus estimate of $0.14 by $0.07. The business had revenue of $458.80 million during the quarter, compared to analysts’ expectations of $410.36 million. Kratos Defense & Security Solutions had a return on equity of 3.37% and a net margin of 2.03%.The firm’s revenue for the quarter was up 30.5% compared to the same quarter last year. During the same period last year, the firm posted $0.11 EPS. On average, analysts forecast that Kratos Defense & Security Solutions will post 0.48 earnings per share for the current year.

Kratos Defense & Security Solutions Company Profile

(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.

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Analyst Recommendations for Kratos Defense & Security Solutions (NASDAQ:KTOS)

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