Kratos Defense & Security Solutions, Inc. (KTOS)
- Analysts21
- Implied upside+130.9%
- Target range$60.00 to $150.00
Insider activity
| Date | Insider | Action | Value | Type |
|---|---|---|---|---|
| July 15, 2026 | Carrai Phillip D President, STC Division | Sell | $329,105 | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | July 17, 2026 | PRIMARY DOCUMENT |
| 4 | July 17, 2026 | PRIMARY DOCUMENT |
| 144 | July 15, 2026 | View on EDGAR |
| 144 | July 15, 2026 | View on EDGAR |
| 4 | July 10, 2026 | PRIMARY DOCUMENT |
| 144 | July 8, 2026 | View on EDGAR |
| 4 | July 2, 2026 | PRIMARY DOCUMENT |
| 4 | July 2, 2026 | PRIMARY DOCUMENT |
Our KTOS coverage
8 articles
All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.

The House passed a $1.15 trillion defense bill. I think Lockheed Martin (LMT) is due for a bounce, and earnings tomorrow is the real test.
The House passed a $1.15 trillion defense authorization bill Wednesday and defense stocks rallied, but not evenly. Lockheed Martin and Northrop Grumman are still down 25% to 30% from their 2026 highs, RTX and General Dynamics already recovered, and Lockheed reports earnings Thursday morning.

The Close, July 14: IBM lost a quarter of its value, and SK Hynix's Nasdaq stock jumped 27%
IBM lost about a quarter of its value in a single session after a weak preliminary report, and the damage spread across enterprise software. SK Hynix's brand-new Nasdaq stock went the other way, jumping 27% on a day chips broadly rallied.

The government is banking on drones becoming the future of warfare. The stocks got crushed anyway
Ukraine is fighting with cheap, disposable drones and the Pentagon wants nearly $75 billion for unmanned systems next year. AeroVironment, Kratos, Red Cat, Ondas, Unusual Machines, and AIRO are all down 45% to 65% anyway. Here's why.

Micron cracks $1,000 as the chip scare returns from Korea (MU, AVAV)
Stocks opened firm, then chips rolled over after 10 a.m. Micron (MU) cracked $1,000 as the Korea selloff spread. The Dow held, and healthcare and AVAV rallied.

Drone stocks jump: AeroVironment AVAV, Unusual Machines UMAC, Ondas ONDS and Red Cat RCAT rally
Drone stocks jumped on June 30, 2026 after AeroVironment's (AVAV) beat, with AeroVironment up about 20% and Unusual Machines (UMAC) about 15%. Beaten-down names Ondas (ONDS) and Red Cat (RCAT) finally bounced, even as Washington and Beijing escalate a drone trade war.
Frequently asked questions
What do analysts expect for KTOS?
21 analysts cover Kratos Defense & Security Solutions, Inc. (KTOS). The consensus rating is Strong buy and the average price target is $109.33, in a range of $60.00 to $150.00.
Are insiders buying or selling KTOS?
We track Form 4 filings for Kratos Defense & Security Solutions, Inc. (KTOS). The most recent activity shows 0 open-market purchase filing(s) and 1 qualifying sale filing(s) in our records. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, or Own call when they did not.
Where can I see KTOS SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed July 17, 2026.