Brokerages Set Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Target Price at $102.41

Shares of Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) have received a consensus recommendation of “Moderate Buy” from the twenty-two analysts that are covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, two have given a hold rating, seventeen have given a buy rating and two have issued a strong buy rating on the company. The average 1 year price objective among brokerages that have updated their coverage on the stock in the last year is $101.2941.

A number of equities research analysts have recently issued reports on KTOS shares. Stifel Nicolaus dropped their price objective on Kratos Defense & Security Solutions from $134.00 to $115.00 and set a “buy” rating on the stock in a research note on Thursday, August 6th. Piper Sandler raised shares of Kratos Defense & Security Solutions from a “neutral” rating to an “overweight” rating and set a $75.00 price objective for the company in a research report on Wednesday, August 5th. Wedbush assumed coverage on shares of Kratos Defense & Security Solutions in a research note on Tuesday, June 30th. They set an “outperform” rating and a $85.00 price objective on the stock. Citizens Jmp dropped their target price on shares of Kratos Defense & Security Solutions from $125.00 to $105.00 and set a “market outperform” rating on the stock in a report on Friday, May 8th. Finally, Canaccord Genuity Group raised their target price on shares of Kratos Defense & Security Solutions from $130.00 to $135.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th.

Insider Transactions at Kratos Defense & Security Solutions

In other news, insider Steven S. Fendley sold 7,000 shares of Kratos Defense & Security Solutions stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $47.13, for a total transaction of $329,910.00. Following the completion of the transaction, the insider directly owned 295,120 shares in the company, valued at approximately $13,909,005.60. The trade was a 2.32% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Deanna H. Lund sold 5,000 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $48.55, for a total value of $242,750.00. Following the transaction, the chief financial officer directly owned 280,487 shares in the company, valued at $13,617,643.85. The trade was a 1.75% 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. Over the last ninety days, insiders have sold 144,036 shares of company stock valued at $8,034,017. Company insiders own 1.50% of the company’s stock.

Hedge Funds Weigh In On Kratos Defense & Security Solutions

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. New Age Alpha Advisors LLC lifted its stake in shares of Kratos Defense & Security Solutions by 435.1% during the 4th quarter. New Age Alpha Advisors LLC now owns 43,011 shares of the aerospace company’s stock worth $3,265,000 after buying an additional 34,973 shares during the last quarter. BNP Paribas Financial Markets boosted its holdings in shares of Kratos Defense & Security Solutions by 245.2% during the 4th quarter. BNP Paribas Financial Markets now owns 601,674 shares of the aerospace company’s stock worth $45,673,000 after buying an additional 427,396 shares during the period. M&T Bank Corp grew its stake in Kratos Defense & Security Solutions by 6,900.4% in the 4th quarter. M&T Bank Corp now owns 176,831 shares of the aerospace company’s stock valued at $13,423,000 after buying an additional 174,305 shares during the last quarter. Principal Financial Group Inc. grew its stake in Kratos Defense & Security Solutions by 65.2% in the 4th quarter. Principal Financial Group Inc. now owns 714,083 shares of the aerospace company’s stock valued at $54,206,000 after buying an additional 281,811 shares during the last quarter. Finally, B. Metzler seel. Sohn & Co. AG bought a new position in Kratos Defense & Security Solutions in the 4th quarter valued at about $1,821,000. 75.92% of the stock is owned by institutional investors.

Kratos Defense & Security Solutions Price Performance

NASDAQ:KTOS opened at $63.82 on Thursday. Kratos Defense & Security Solutions has a 52-week low of $43.09 and a 52-week high of $134.00. The company has a market cap of $11.98 billion, a P/E ratio of 375.41 and a beta of 1.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 4.99 and a current ratio of 5.54. The stock’s 50-day simple moving average is $52.37 and its 200 day simple moving average is $68.93.

Kratos Defense & Security Solutions (NASDAQ:KTOS) last issued its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $0.21 EPS for the quarter, beating the consensus estimate of $0.14 by $0.07. The firm 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 3.07% and a net margin of 2.03%.The business’s quarterly revenue was up 30.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.11 earnings per share. As a group, sell-side analysts forecast that Kratos Defense & Security Solutions will post 0.58 EPS for the current fiscal year.

Kratos Defense & Security Solutions News Summary

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

• Positive Sentiment: Kratos said its target systems were successfully used in a joint missile-defense exercise involving the U.S. Missile Defense Agency and Japan Maritime Self-Defense Force. The validation strengthens Kratos’ position in allied missile-defense testing and was the clearest immediate catalyst for the stock’s advance. Kratos Stock Is Up, What You Need to Know
• Positive Sentiment: The company also recently won a U.S. Army contract to supply next-generation Javelin missile seekers, expanding its exposure to priority tactical-weapons programs. Kratos Lands Javelin Seeker Deal
• Positive Sentiment: Kratos’ latest quarterly results showed revenue growth of 30.5% year over year to $458.8 million, exceeding expectations, while earnings per share of $0.21 surpassed the $0.14 consensus estimate. Rocket and hypersonic demand is supporting momentum. Kratos Q2 2026 Earnings Call Transcript
• Positive Sentiment: Analysts’ average price target implies roughly 66% potential upside, and some earnings forecasts have been raised, including Noble Financial’s FY2026 and FY2027 estimates. However, price targets are not reliable predictors by themselves. Wall Street Analysts See Upside in Kratos
• Neutral Sentiment: Kratos has delivered a 316.5% three-year return, but its valuation is considered expensive, leaving the shares dependent on sustained contract wins and earnings growth. Kratos Looks Strong on Returns but Rich on Sales
• Negative Sentiment: Investors continue to weigh supply-chain risks and the possibility that the stock’s premium valuation already reflects much of its growth outlook. A Noble Financial reduction in its Q4 2026 EPS estimate adds a modest cautionary signal.

About Kratos Defense & Security Solutions

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.