Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$12.0B
188M shares
52-week range
$43.09 – $134.00
24% from low
Sector
GUIDED MISSILES & SPACE VEHICLES & PARTS
Exchange
NASDAQ
CS
Kratos Defense & Security Solutions Inc develops and fields transformative, affordable technology, platforms, and systems. The company has two segments; The Kratos Government Solutions (KGS) segment is comprised of an aggregation of KGS operating segments, including its microwave electronic products, space, training, and cybersecurity, C5ISR/modular systems, turbine technologies, and defense and rocket support services operating segments and The Unmanned Systems segment consists of unmanned aerial, unmanned ground, unmanned seaborne and related command, control, and communications system businesses. The company derives a majority of its revenue from the Kratos Government Solutions segment.
www.kratosdefense.comNo one on the platform currently holds KTOS.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 74,867 | $5.3M |
| Execution date | Ratio |
|---|---|
| 2009-09-11 | 1-for-10reverse |
No one on the platform has traded KTOS yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.8B | +34.0% | $0.82 | $0.64–$0.96 | 79.3× | 11 |
| 2027 | $2.2B | +23.9% | $1.10 | $0.84–$1.70 | 59.1× | 12 |
| 2028 | $2.7B | +21.4% | $1.45 | $1.01–$1.89 | 44.8× | 7 |
| 2029 | $3.1B | +14.9% | $2.12 | $1.95–$2.37 | 30.8× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $0.14 | $0.21 | +51.3% |
| 2026-05-06 | $0.13 | $0.16 | +19.2% |
| 2026-02-23 | $0.16 | $0.18 | +14.0% |
| 2025-11-04 | $0.13 | $0.14 | +12.0% |
| 2025-08-07 | $0.10 | $0.11 | +15.8% |
| 2025-05-07 | $0.09 | $0.12 | +33.3% |
| 2025-02-26 | $0.09 | $0.13 | +44.4% |
| 2024-11-07 | $0.08 |
| $0.11 |
| +37.5% |
| -0.32% |
| $12.8B |
| — |
| KRMNKarman Holdings Inc. | $60.50 | -2.28% | $8.0B | — |
| LUVSouthwest Airlines Co. | $44.87 | -0.24% | $22.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ONDS Defense & Drone companies should continue to grow over the next few quarters, with a higher defense budget and a drone dominance program. $ONDS, $UMAC, $AVAV, $KTOS
View on StockTwits ↗$UMAC $DJT $AVAV $ONDS $ktos wonder if orange tard gave advance notice to the 100k subscriber payers🤭😅
View on StockTwits ↗$UMAC, $RCAT, $AVAV, and $KTOS shares jumped in premarket as Trump imposed tariffs on foreign drones and parts to cut reliance on imports and strengthen national security. https://notreload.xyz/us-drone-stocks-surge-after-trump-tariffs-on-foreign-imports/
View on StockTwits ↗$KTOS $UMAC $AVAV $RCAT $LMT AI sovereignty needs security Drones are at the forefront of future security
View on StockTwits ↗$KTOS Web digs 😁 " tested the Valkyrie drone using a landing gear configuration for a runway takeoff rather than a static launcher. Despite the failed first test, this is highly positive news."
View on StockTwits ↗$KTOS Sector update: the defense and space names are showing unified strength this morning, with ASTS printing 72.00, KTOS steady at 64.02, ONDS climbing to 9.22, PDYN at 6.33, RDW leading at 13.52, and SPCX confirming the broad move at 142.40. Even SIDU managed 2.52, though it remains the lone laggard — the “mouse” still struggling to catch momentum while the rest of the cluster lifts. This is a coordinated bid across the sector, with ONDS green despite heavy short pressure and RDW anchoring leadership. The tape is telling us buyers are stepping in across the board, leaving only the smallest player behind. May the flow be with you.
View on StockTwits ↗$KTOS Market in a Minute-Global tone is mixed heading into Friday. Europe futures are uneven, while Asia also trades mixed, reflecting indecision across regions. In the U.S., Dow futures are off 61, S&P futures show a modest +5, and the NASDAQ leads with +40, signaling tech resilience. The 10‑year bond yield has slipped to 4.66%, easing pressure on rates, while the VIX sits at 14.58, still low but hinting at cautious hedging. Bitcoin is down 500, continuing its retrace from last week’s highs. On the commodities tape, oil is up $1.32 to $82.50 per barrel after new threats from Trump rattled energy markets, tightening supply expectations. This move reinforces crude’s role as the macro swing driver. Takeaway: Futures show rotation — tech leading, industrials lagging, bonds easing, and oil firming on geopolitical tension. Risk appetite remains intact but cautious. May the Flow be with You.
View on StockTwits ↗$KTOS Kratos Defense Could Be a Huge Winner in Autonomous Warfare https://www.theglobeandmail.com/investing/markets/stocks/KTOS/pressreleases/3827623/kratos-defense-could-be-a-huge-winner-in-autonomous-warfare/
View on StockTwits ↗$AVAV $UMAC $ONDS $KTOS $RCAT UMAC, RCAT, ONDS, AVAV, KTOS Stocks Rise Overnight: Trump Takes Aim At Foreign Drones With New Tariffs https://stocktwits.com/news-articles/markets/equity/umac-rcat-onds-avav-ktos-stocks-rise-overnight-trump-takes-aim-at-foreign-drones-with-new-tariffs/cZotbPSRJib
View on StockTwits ↗UMAC, RCAT, ONDS, AVAV, KTOS Stocks Rise Overnight: Trump Takes Aim At Foreign Drones With New Tariffs $UMAC $ONDS $RCAT $AVAV $KTOS https://stocktwits.com/news/equity/markets/umac-rcat-onds-avav-ktos-stocks-rise-overnight-trump-takes-aim-at-foreign-drones-with-new-tariffs/cZotbPSRJib
View on StockTwits ↗$AMPX $KTOS $AVAV $LPTH $LASR Critical components under the tarrif aren't specified but obviously bullish UMAC very likely LPTH and AMPX as well with their pilot facility in fremont set to go into production. AVAV, KTOS ++ as well SEND THE WHOLE SECTOR
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.