KTOSKratos Defense & Security Solutions, Inc.

A number of stocks fell in the afternoon session after the White House pivoted its Iran strategy toward financial sanctions, signaling a de-escalation of military options. President Donald Trump announced the U.S. will launch "Economic Warfare and Isolation on an unprecedented scale" against Iran, CNBC reported.

Four drone stocks with wildly different year-to-date performances are all dropping by the same amount Thursday morning, and the reason has nothing to do with any news hitting the wires.

China urged the U.S. to remove new tariffs on drones and related parts.

Kratos trades at 95x forward earnings while Nokia sits at 27x, but one generates $1.7 billion in free cash flow annually and the other burned $137 million last year.

AppLovin boasts a 60% net margin and 70% revenue growth, while Kratos trades at a fraction of the valuation despite heavy government dependence.

Kratos Defense & Security Solutions and GE Aerospace recently announced that their jointly developed GEK800 turbofan engine, now designated F143-ZZ-100, secured a U.S. Air Force Engineering, Manufacturing and Development contract as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile program. This win highlights GE Aerospace’s expanding role in supplying compact, lower-cost propulsion for long-range missiles and uncrewed aerial systems, reinforcing its presence...

Axon's Software & Services momentum continues as premium software adoption and new users lift revenues, though margins remain under pressure.

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Kratos Defense & Security Solutions (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) have secured a U. S.

Unusual Machines (NYSE:UMAC) stock is soaring 22% to $33.24 midday Friday, leading a scattered rally in domestic drone names. The catalyst was President Trump signing a proclamation Thursday imposing tariffs on imported drones and unmanned aircraft parts, citing national security. Red Cat Holdings (NASDAQ:RCAT) shares are climbing 8% to $11.02, while Ondas Holdings (NASDAQ:ONDS) stock ... Unusual Machines Soars 22%, Red Cat Climbs 8%, Ondas Gains 4% on Trump’s 100% Drone Tariff

In early August 2026, Kratos Defense & Security Solutions reported second-quarter revenue of US$458.8 million and higher net income year-on-year, raised its 2026 revenue outlook to US$1.75–US$1.81 billion, and highlighted new defense work including Javelin seeker development and support for Japan’s SPY-7 missile defense tests. These developments, alongside new U.S. tariffs aimed at boosting domestic drone production, highlight Kratos’ growing role in priority defense programs spanning...

American drone companies got a sudden lift in the stock market Friday after President Trump announced plans to impose tariffs on imported drones.

KTOS' $15B pipeline and rising defense demand could fuel growth as new awards expand backlog and revenues.

ONDS' Q2 revenues jump more than 13-fold to $83.8 million, while losses widen and the 2026 revenue outlook rises to $525-$550 million.

Drone makers and suppliers, including two companies with ties to the Trump family, rallied Friday after the White House said it’s applying a tariff on imports of unmanned aircraft systems and their components.

ONDS enters the second half of 2026 with a $757 million backlog, strong order momentum and several major programs set to ramp.

Drone stocks are rising following President Donald Trump’s new tariff policies on imported drones and components.

Trump’s new tariffs put duties of up to 100% on imported drones and parts while encouraging companies to manufacture more products in the U.S.

Investing.com -- President Donald Trump signed a proclamation Thursday imposing aggressive tariffs on imports of unmanned aircraft systems and their critical components under Section 232 of the Trade Expansion Act. The action establishes a layered duty regime designed to curb reliance on foreign supply chains, address pressing national security concerns, and accelerate domestic production capacity across the industrial base. Under the new order, heavy industrial and military-grade drones, specif

ONDS wins a multi-million-dollar Israeli defense tender for tactical attack drones, expanding its autonomous defense platform and global opportunity.

Rapid spending isn’t always a sign of progress. Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.

Kratos' second quarter results drew a notably positive market response, with leadership attributing the strong performance to accelerated demand across its hypersonics, jet engine, and defense support businesses. CEO Eric DeMarco highlighted the company’s alignment with Department of Defense priorities, noting that Kratos' recent investments in scalable, affordable manufacturing positioned it to capture a growing pipeline of government contracts. Management credited new program awards in hyperso

Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 2.5% in the afternoon session after the company announced its target systems were successfully used in a joint missile defense exercise with the U.S. Missile Defense Agency (MDA) and the Japan Maritime Self-Defense Force (JMSDF).

The mean of analysts' price targets for Kratos (KTOS) points to a 66.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here. Baron Discovery Fund appreciated by 19.08% (Institutional Shares) in the quarter, underperforming the Russell 2000 Growth Index, which gained 25.71%. This lag was primarily due to a momentum-driven “AI […]

KTOS gains ground in unmanned systems and hypersonics, but supply-chain risks remain as investors weigh its growth and valuation.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Defense contractor posts 30.5% revenue growth on rocket and hypersonic demand.

Kratos Defense & Security Solutions (NasdaqGS: KTOS) supplied key systems for Japan's Flight Test Experiment-01 missile defense trial alongside the U.S. Missile Defense Agency and Japan Maritime Self-Defense Force. The company recently secured a new U.S. Army contract to provide next-generation Javelin missile seekers for advanced munitions programs. These wins expand Kratos' role in allied missile defense testing and in core U.S. tactical weapons programs that are priorities for defense...

Kratos Defense & Security Solutions stock has delivered a very strong 316.5% return over the past three years, yet its valuation checks flag the shares as expensive rather than a clear bargain. Recent contract wins and hypersonics ambitions have sharpened interest in the story, while the low value score suggests investors are paying up for that optimism. The 316.5% three year return puts Kratos Defense & Security Solutions among the stronger performers in its space, which can leave new...

ONDS heads into Q2 earnings with surging revenue expectations, a growing defense pipeline and M&A-driven scale, but integration and profit risks linger.

Unusual Machines just posted revenue that obliterated Wall Street estimates, yet the EPS miss and a massive stock compensation charge tell a messier story beneath the headline. With the entire drone sector surging in lockstep, figuring out whether UMAC deserves its momentum or is simply riding a policy wave matters now.

Red Cat Holdings just erased its post-earnings selloff in a matter of days despite missing on both revenue and profit, and the reason behind that reversal reaches far beyond one company's quarterly numbers.

ONDS has secured a more than $50 million U.S. Army LUS order under Mistral's $982 million IDIQ contract, extending production visibility and its defense footprint.

Kratos ramps up hypersonics, jet engines and unmanned systems as new capacity, program funding and bookings support stronger second-half growth.

ONDS stock surges 20.6% in a month as acquisitions and rising orders lift its outlook, but profitability issues and execution risks temper the upside case.

Fortinet and Ecopetrol have been highlighted as Zacks Bull and Bear of the Day

Kratos reported second-quarter earnings per share of 21 cents, up from 11 cents a year ago. Wall Street was looking for 14 cents.

Kratos Defense cleared Q2 estimates, lifted its guidance. KTOS stock jumps on upgrade as outlook offers "comfort" to analyst.

Investment firm Piper Sandler upgraded Kratos Defense & Security Solutions to Overweight with a $75 price target.

Kratos's earnings last night weren't quite as good as they first appeared.

Kratos Defense & Security Solutions (KTOS) just delivered second quarter 2026 results that came in above earlier expectations for revenue and adjusted EBITDA, and management raised full year revenue and organic growth outlooks. See our latest analysis for Kratos Defense & Security Solutions. Kratos Defense & Security Solutions’ latest earnings and raised guidance arrived after a weak stretch for the stock, with the share price down 34.6% year to date despite a very large 3 year total...

KTOS delivers sharp Q2 earnings and revenue growth as government solutions, organic gains and strong bookings support performance.

Wall Street analysts reshuffled their ratings on Wednesday, sending some familiar names higher while punishing others with sharp target cuts. Find out which stocks got surprise upgrades and which ones analysts are now walking away from.

Kratos Defense & Security (NASDAQ:KTOS) shares jumped 7. 8% in pre-market trading after the defense technology company reported second-quarter 2026 results that comfortably exceeded Wall Street expectations and raised its growth outlook for the full year.

Kratos Defense & Security Solutions Inc (KTOS) delivers 19.1% organic growth and raises full-year guidance, driven by surging demand for hypersonics, unmanned systems, and affordable mass munitions.

Kratos Defense & Security Solutions (NASDAQ:KTOS) reported second-quarter 2026 revenue and adjusted EBITDA above its prior forecast, citing demand across hypersonics, jet engines, space systems, counter-unmanned aircraft systems and unmanned aircraft. Revenue for the quarter was $458.8 million,

Kratos (KTOS) delivered earnings and revenue surprises of +61.54% and +11.44%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The headline numbers for Kratos (KTOS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Aerospace and defense company Kratos (NASDAQ:KTOS) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 30.5% year on year to $458.8 million. Guidance for next quarter’s revenue was better than expected at $470 million at the midpoint, 1.1% above analysts’ estimates. Its non-GAAP profit of $0.21 per share was 44.4% above analysts’ consensus estimates.