Kratos Defense & Security Solutions, Inc. (KTOS)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $30.9M net income over the last four reported quarters, up from $15.2M the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 49 sells worth $25.7M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 1 new 5%+ stake disclosure (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings1/15
Share count up 11.2% in a year and 6 offering-related filings. Heavy dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts25
- Implied upside+148.2%
- Target range$50.00 to $150.00
- EPS expected$0.20 +45%
- A year ago$0.14
- Revenue expected$470.1M +35%
- Estimate range$0.14 to $0.23
KTOS closed at $38.27 on Oct 22, down 17.1% since Sep 23. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 0% of the 52-week range ($38.27 to $130.72).
Insider buying and selling at Kratos Defense & Security Solutions, Inc. (KTOS)
The most recent Form 4 on record for Kratos Defense & Security Solutions, Inc. (KTOS) is August 18, 2026, when Scot B Jarvis, Director, sold $634,961 of stock. Nothing in the filing ties this one to a pre-arranged plan, so it was the filer's own call.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Scot B Jarvis · Director | Sell | $634,961 | August 18, 2026 | Worth a look |
| Phillip D Carrai · President, STC Division | Sell | $1.7M | August 17, 2026 | Routine |
| Eric M Demarco · President & CEO | Sell | $19.3M | August 14, 2026 | Routine |
| Steven S. Fendley · President, US Division | Sell | $2.0M | June 8, 2026 | Worth a look |
| Jonah Adelman · President, ME Division | Sell | $1.8M | May 26, 2026 | Worth a look |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Carrai Phillip D · Officer | $766,935 | October 15, 2026 | Executed | Routine |
| Lund Deanna H · Director, Officer | $976,917 | September 21, 2026 | Executed | Routine |
| Fendley Steven S. · Officer | $393,107 | August 24, 2026 | Executed | Routine |
| Jarvis Scot B · Director | $636,000 | August 17, 2026 | Executed | Own call |
| Carrai Phillip D · Director | $1.3M | August 17, 2026 | Executed | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | October 16, 2026 | PRIMARY DOCUMENT |
| 144 | October 15, 2026 | View on EDGAR |
| POSASR | October 14, 2026 | POSASR |
| 424B3 | October 14, 2026 | 424B3 |
| 3 | September 28, 2026 | PRIMARY DOCUMENT |
| 4 | September 23, 2026 | PRIMARY DOCUMENT |
| 144 | September 21, 2026 | View on EDGAR |
| 4 | September 17, 2026 | PRIMARY DOCUMENT |
Kratos Defense & Security Solutions news
All 14 articles
Kratos' CEO had to file notice of his $19 million KTOS sale. That filing is a Form 144.
Kratos CEO Eric DeMarco sold $19.3 million of KTOS stock last week, and a Form 144 flagged it the same day. Here is what that notice is, how it differs from a Form 4, and why a planned sale is not the warning it looks like.
Kratos (KTOS), AeroVironment (AVAV) and Ondas (ONDS) jumped at least 16% in two weeks. All three are still down this year.
Lockheed Martin, Palantir and Kratos all beat estimates and raised guidance inside twelve days, and every drone maker we track gained at least 16% over the two weeks. Kratos and AeroVironment are still the worst performers in the group for 2026.
Articles that mention Kratos Defense & Security Solutions without it being the main subject.
Palantir (PLTR) CEO Alex Karp filed to sell $86 million in stock after a 31% rally
Two SEC filings show Palantir CEO Alex Karp intends to sell $86.1 million in stock, the same week PLTR closed at a new high after its Q2 earnings beat.
The White House signals more drone deals within two weeks. So why did drone stocks drop today? (AVAV, UMAC, ONDS)
The White House signaled more drone funding deals within two weeks at its first 'Drone Dominance' meeting on August 20. AeroVironment, Unusual Machines, Ondas, Red Cat and Kratos all fell the same day anyway, in what looks like a broader selloff tied to rising bond yields, not the meeting.
I let Claude AI trade $100 on Robinhood, week 7: It wrote a longer risk memo than the trade was worth
Claude AI ran five-minute bars on four stocks, caught an earnings call that had been quietly postponed, computed a risk-reward ratio and wrote a memo against its own trade. Then it bought four shares of a battery company and went red in twenty minutes.
Frequently asked questions
When does KTOS report earnings?
Kratos Defense & Security Solutions, Inc. (KTOS) is scheduled to report quarterly results on November 3, 2026 (estimated). The 18-analyst consensus is $0.20 per share on revenue of $470.1M for the quarter ended September 30, 2026, against $0.14 and $347.6M a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for KTOS?
25 analysts cover Kratos Defense & Security Solutions, Inc. (KTOS). The consensus rating is Strong buy. The average price target is $95.00, in a range of $50.00 to $150.00.
Are insiders buying or selling KTOS?
We track Form 4 filings for Kratos Defense & Security Solutions, Inc. (KTOS). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see KTOS SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed October 16, 2026.