Kratos Defense & Security Solutions (NASDAQ:KTOS) Shares Up 2.7% – What’s Next?

Posted by Francis Steltz on Aug 10th, 2026

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Get Free Report)’s share price shot up 2.7% during mid-day trading on Monday . The company traded as high as $63.17 and last traded at $62.42. Approximately 4,540,038 shares were traded during trading, an increase of 1% from the average daily volume of 4,505,535 shares. The stock had previously closed at $60.77.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on KTOS shares. BNP Paribas Exane boosted their price target on shares of Kratos Defense & Security Solutions from $80.00 to $85.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Truist Financial upgraded Kratos Defense & Security Solutions to a “strong-buy” rating in a research note on Friday, May 1st. Jefferies Financial Group set a $105.00 price target on Kratos Defense & Security Solutions in a research note on Wednesday, August 5th. Canaccord Genuity Group raised their price objective on Kratos Defense & Security Solutions from $130.00 to $135.00 and gave the company a “buy” rating in a research report on Wednesday, August 5th. Finally, Piper Sandler raised shares of Kratos Defense & Security Solutions from a “neutral” rating to an “overweight” rating and set a $75.00 target price on the stock in a research report on Wednesday, August 5th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $101.29.

Check Out Our Latest Report on KTOS

Kratos Defense & Security Solutions Price Performance

The company has a quick ratio of 4.99, a current ratio of 5.54 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $11.72 billion, a P/E ratio of 367.18 and a beta of 1.08. The firm has a fifty day moving average price of $52.27 and a two-hundred day moving average price of $70.15.

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

Insider Activity

In related news, insider Steven S. Fendley sold 35,000 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $58.23, for a total value of $2,038,050.00. Following the transaction, the insider directly owned 309,087 shares of the company’s stock, valued at approximately $17,998,136.01. This represents a 10.17% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Deanna H. Lund sold 5,000 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $63.74, for a total value of $318,700.00. Following the sale, the chief financial officer 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 144,036 shares of company stock valued at $8,034,017 in the last quarter. Insiders own 1.50% of the company’s stock.

Hedge Funds Weigh In On Kratos Defense & Security Solutions

A number of hedge funds have recently bought and sold shares of the business. Greenleaf Trust raised its position in shares of Kratos Defense & Security Solutions by 2.7% in the 4th quarter. Greenleaf Trust now owns 3,830 shares of the aerospace company’s stock worth $291,000 after acquiring an additional 100 shares in the last quarter. CENTRAL TRUST Co lifted its stake in shares of Kratos Defense & Security Solutions by 7.3% during the 4th quarter. CENTRAL TRUST Co now owns 1,698 shares of the aerospace company’s stock worth $129,000 after purchasing an additional 115 shares during the last quarter. Quadrant Capital Group LLC boosted its position in Kratos Defense & Security Solutions by 2.1% during the fourth quarter. Quadrant Capital Group LLC now owns 5,918 shares of the aerospace company’s stock valued at $449,000 after purchasing an additional 122 shares in the last quarter. Parkside Financial Bank & Trust grew its stake in Kratos Defense & Security Solutions by 6.9% in the fourth quarter. Parkside Financial Bank & Trust now owns 1,945 shares of the aerospace company’s stock valued at $148,000 after purchasing an additional 125 shares during the last quarter. Finally, Northwestern Mutual Investment Management Company LLC grew its stake in Kratos Defense & Security Solutions by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 37,776 shares of the aerospace company’s stock valued at $2,868,000 after purchasing an additional 153 shares during the last quarter. Hedge funds and other institutional investors own 75.92% of the company’s stock.

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.