A Redburn analyst sees opportunities for Lockheed Martin, Northrop Grumman, and Kratos as militaries invest in advanced weapons and lower-cost technology.
SAN DIEGO, Oct. 05, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, today announced multiple contract awards totaling over $100 million to develop prototype mission applications and cyber capabilities providing space intelligence data in support of joint operations across the space and cyberspace domains.
The Pentagon handed drone suppliers the autonomous warfare announcement they craved, yet one stock with a 75% year-to-date gain is tumbling while its rivals barely flinch. The gap between winners and losers inside the drone sector reveals something the policy headlines are not saying outright.
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SAN DIEGO, Sept. 28, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc., (NASDAQ: KTOS) a technology company in the defense, national security and global markets announced today that Bill Wilson has been named President of Kratos' C5ISR Systems Division and Corporate Senior Vice President, effective immediately.
Kratos Defense & Security Solutions remains a buy, with a revised price target of $106.14 reflecting increased share count and updated financial expectations. KTOS's investment case spans drones, hypersonics, small jet engines, and satellite communications, but hinges on execution and disciplined capital deployment post-equity raise. 2026 guidance was raised to $1.75–$1.81 billion revenue and $173–$176 million adjusted EBITDA, with 18–23% organic revenue growth projected and EBITDA margin expansion into 2027.
Kratos Defense and Security Solutions, Inc. (NASDAQ: KTOS - Get Free Report) CFO Deanna Lund sold 7,000 shares of the company's stock in a transaction on Monday, September 21st. The stock was sold at an average price of $48.78, for a total value of $341,460.00. Following the sale, the chief financial officer directly owned 273,511 shares