NASDAQ
47.46USD
-0.20 (-0.42%)
We have scored 74 news catalysts on Kratos Defense & Security Solutions, Inc. (KTOS) over the past 12 months. The biggest single-day move next to one of them came Jan 10, 2026, when KTOS closed +9.3%: “With Trump's Military Maneuvers, One ETF Looks Like A Screaming Buy”. Coverage across the window leans positive (average ticker sentiment +0.63). Most of the impact sits in sector industrials and price momentum.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
8.9B
P/E
—
EPS
—
Beta
1.11
52W range
43.09-134
Day range
46.85–48.55
Open
48.16
Prev close
47.66
Volume
5.6M
Avg volume
4.4M
Dividend
0.00
IPO
1999-11-05
Analysts publish price targets on KTOS, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
10 analyst price targets from $75 to $135
as of 2026-09-14
The market is 55% below the median target — more cautious than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Kratos Defense & Security Solutions, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Kratos Defense & Security Solutions, Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for KTOS: .
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Kratos Defense & Security Solutions, Inc. primarily functions as a contractor for the United States Department of Defense. Its business operations are organized into two distinct divisions: Kratos Government Solutions and Unmanned Systems. The Kratos Government Solutions segment delivers a comprehensive suite of products and services, including advanced microwave electronics, solutions for space and satellite communications, specialized training and cybersecurity/warfare capabilities, C5ISR (Command, Control, Communications, Computers, Combat Systems, Intelligence, Surveillance, and Reconnaissance) and modular systems, cutting-edge turbine technologies, and essential defense and rocket support services. Meanwhile, the Unmanned Systems division is dedicated to developing and supplying autonomous platforms, specifically unmanned aerial, ground, and maritime systems. Kratos caters to an extensive client base, which includes various national security organizations, the DoD, intelligence and classified agencies, international government bodies, and both domestic and global commercial enterprises. The company was established in 1994 and its corporate headquarters are located in San Diego, California.
The price sits at the very bottom of the published model range, 55% below the median target, meaning the market completely rejects the bullish consensus and prices the stock as if its growth will fail to generate cash.
What the disagreement turns on
Does Kratos actually convert its record drone backlog into positive free cash flow and high-margin growth, or does the cash burn and reliance on low-margin government solutions continue to consume the business?
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim