Research Analysts Set Expectations for KTOS FY2026 Earnings

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) – Equities researchers at B. Riley increased their FY2026 earnings estimates for Kratos Defense & Security Solutions in a note issued to investors on Monday, January 13th. B. Riley analyst M. Crawford now anticipates that the aerospace company will post earnings per share of $0.74 for the year, up from their prior estimate of $0.58. B. Riley has a “Buy” rating and a $35.00 price objective on the stock. The consensus estimate for Kratos Defense & Security Solutions’ current full-year earnings is $0.31 per share.

Other equities analysts also recently issued research reports about the stock. JMP Securities upped their price objective on shares of Kratos Defense & Security Solutions from $27.00 to $30.00 and gave the company a “market outperform” rating in a research note on Monday, November 11th. Jefferies Financial Group boosted their price objective on Kratos Defense & Security Solutions from $25.00 to $30.00 and gave the company a “hold” rating in a research note on Friday, December 13th. Robert W. Baird raised their target price on shares of Kratos Defense & Security Solutions from $35.00 to $40.00 and gave the stock an “outperform” rating in a research report on Tuesday. StockNews.com raised shares of Kratos Defense & Security Solutions from a “sell” rating to a “hold” rating in a report on Wednesday, November 27th. Finally, Truist Financial increased their price target on shares of Kratos Defense & Security Solutions from $27.00 to $32.00 and gave the stock a “buy” rating in a research note on Tuesday. Five research analysts have rated the stock with a hold rating, six have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $28.30.

Kratos Defense & Security Solutions Trading Down 1.3 %

NASDAQ KTOS opened at $33.61 on Wednesday. The firm’s fifty day moving average price is $27.33 and its 200 day moving average price is $24.15. Kratos Defense & Security Solutions has a 12 month low of $16.71 and a 12 month high of $34.83. The company has a debt-to-equity ratio of 0.13, a current ratio of 3.22 and a quick ratio of 2.61. The company has a market capitalization of $5.08 billion, a price-to-earnings ratio of 336.13 and a beta of 1.07.

Insider Transactions at Kratos Defense & Security Solutions

In other news, VP De Burgreen Maria Cervantes sold 19,528 shares of the company’s stock in a transaction on Tuesday, January 7th. The shares were sold at an average price of $30.00, for a total transaction of $585,840.00. Following the transaction, the vice president now directly owns 51,121 shares of the company’s stock, valued at $1,533,630. This represents a 27.64 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Steven S. Fendley sold 7,000 shares of the stock in a transaction dated Monday, October 28th. The shares were sold at an average price of $24.01, for a total transaction of $168,070.00. Following the completion of the transaction, the insider now owns 356,414 shares of the company’s stock, valued at $8,557,500.14. This represents a 1.93 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 96,928 shares of company stock worth $2,611,696. Company insiders own 2.27% of the company’s stock.

Hedge Funds Weigh In On Kratos Defense & Security Solutions

Institutional investors have recently made changes to their positions in the stock. Contravisory Investment Management Inc. boosted its stake in shares of Kratos Defense & Security Solutions by 68.7% during the 3rd quarter. Contravisory Investment Management Inc. now owns 1,090 shares of the aerospace company’s stock worth $25,000 after purchasing an additional 444 shares during the last quarter. Farther Finance Advisors LLC increased its position in Kratos Defense & Security Solutions by 582.3% during the 3rd quarter. Farther Finance Advisors LLC now owns 1,078 shares of the aerospace company’s stock worth $25,000 after purchasing an additional 920 shares in the last quarter. Point72 Hong Kong Ltd acquired a new stake in shares of Kratos Defense & Security Solutions in the second quarter worth $36,000. Truvestments Capital LLC purchased a new position in Kratos Defense & Security Solutions in the third quarter valued at about $39,000. Finally, Meeder Asset Management Inc. acquired a new position in Kratos Defense & Security Solutions during the 3rd quarter worth approximately $53,000. 75.92% of the stock is owned by institutional investors and hedge funds.

Kratos Defense & Security Solutions Company Profile

Kratos Defense & Security Solutions, Inc operates as a technology company that addresses the defense, national security, and commercial markets. It operates through two segments, Kratos Government Solutions and Unmanned Systems. The company offers ground systems for satellites and space vehicles, including software for command and control, telemetry, and tracking and control; jet-powered unmanned aerial drone systems, hypersonic vehicles, and rocket systems; propulsion systems for drones, missiles, loitering munitions, supersonic systems, spacecraft, and launch systems; command, control, communication, computing, combat, intelligence surveillance and reconnaissance; and microwave electronic products for missile, radar, missile defense, space, and satellite; counter unmanned aircraft systems, directed energy, communication and other systems, and virtual and augmented reality training systems for the warfighter.