Analysts Set Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Price Target at $95.28

Shares of Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) have been given a consensus rating of “Moderate Buy” by the twenty-two brokerages that are covering the stock, Marketbeat reports. Five investment analysts have rated the stock with a hold recommendation, sixteen have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year price target among brokerages that have updated their coverage on the stock in the last year is $95.2778.

A number of research firms have issued reports on KTOS. B. Riley Financial boosted their price objective on shares of Kratos Defense & Security Solutions from $105.00 to $128.00 and gave the company a “buy” rating in a report on Friday, January 9th. BTIG Research lifted their price target on shares of Kratos Defense & Security Solutions from $80.00 to $95.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. Piper Sandler assumed coverage on Kratos Defense & Security Solutions in a research report on Wednesday, January 21st. They set a “neutral” rating and a $99.00 price target on the stock. Jefferies Financial Group restated a “hold” rating and set a $85.00 price objective on shares of Kratos Defense & Security Solutions in a research note on Thursday, November 6th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Kratos Defense & Security Solutions in a report on Thursday, January 22nd.

Trending Headlines about Kratos Defense & Security Solutions

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

• Positive Sentiment: Seeking Alpha initiated coverage with a bullish thesis highlighting Kratos’ role in U.S. defense industrial rebuilding and growth areas like unmanned systems and attrition‑driven defense spending — a narrative that can support higher valuation and investor interest. Kratos Defense: A $134 Story In The Age Of Attrition
• Positive Sentiment: Kratos expanded a commercial application — a partnership with Champion Tire & Wheel to extend automated truck platooning for the NASCAR 2026 season — showing revenue diversification and commercial validation of its autonomy technologies. Kratos and Champion Tire & Wheel Expand Automated Truck Platooning for NASCAR 2026 Season
• Positive Sentiment: Recent Wall Street support and institutional flows appear constructive: multiple buy/overweight analyst ratings and elevated price targets (median ~$125) plus reported institutional adds (e.g., BlackRock increasing shares) bolster investor confidence. Earnings release / Quiver summary (includes analyst & institutional notes)
• Neutral Sentiment: Kratos scheduled its Q4 and FY2025 earnings release and conference call for Feb. 23 (post‑market) — a near‑term catalyst that can drive volatility either way depending on results and guidance. Earnings Conference Call Announcement
• Neutral Sentiment: Analysis pieces are debating market support for KTOS (mixed takeaways); these narratives can amplify moves but don’t change fundamentals immediately. Is Kratos Defense & Security Solutions Inc Gaining or Losing Market Support?
• Neutral Sentiment: Recent short‑interest reports in feeds show anomalous/zero and NaN values — data appears inconsistent and likely unreliable; unclear near‑term impact until corrected reporting.
• Negative Sentiment: Significant insider selling activity has been reported (many executives selling shares, no purchases shown), which can create perception of selling pressure or governance concerns for some investors. Quiver report with insider trading details

Kratos Defense & Security Solutions Trading Up 2.3%

Shares of NASDAQ:KTOS opened at $89.06 on Thursday. The firm has a market cap of $15.04 billion, a price-to-earnings ratio of 685.13 and a beta of 1.09. Kratos Defense & Security Solutions has a 12 month low of $23.90 and a 12 month high of $134.00. The company’s fifty day simple moving average is $94.49 and its 200 day simple moving average is $82.91. The company has a quick ratio of 3.68, a current ratio of 4.30 and a debt-to-equity ratio of 0.04.

Insider Buying and Selling

In other Kratos Defense & Security Solutions news, SVP Marie Mendoza sold 1,676 shares of Kratos Defense & Security Solutions stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $120.18, for a total transaction of $201,421.68. Following the transaction, the senior vice president directly owned 63,393 shares of the company’s stock, valued at $7,618,570.74. The trade was a 2.58% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Steven S. Fendley sold 7,000 shares of Kratos Defense & Security Solutions stock in a transaction on Monday, January 26th. The stock was sold at an average price of $107.97, for a total value of $755,790.00. Following the sale, the insider owned 341,631 shares in the company, valued at $36,885,899.07. This trade represents a 2.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 921,815 shares of company stock valued at $75,465,021. Corporate insiders own 2.37% of the company’s stock.

Hedge Funds Weigh In On Kratos Defense & Security Solutions

A number of large investors have recently bought and sold shares of KTOS. Amalgamated Bank lifted its position in shares of Kratos Defense & Security Solutions by 57.7% in the 3rd quarter. Amalgamated Bank now owns 73,673 shares of the aerospace company’s stock worth $6,732,000 after purchasing an additional 26,946 shares during the period. Mission Wealth Management LP bought a new position in Kratos Defense & Security Solutions in the third quarter worth approximately $1,828,000. Baillie Gifford & Co. purchased a new stake in Kratos Defense & Security Solutions during the third quarter worth $19,048,000. ARK Investment Management LLC lifted its holdings in Kratos Defense & Security Solutions by 22.2% during the second quarter. ARK Investment Management LLC now owns 4,507,692 shares of the aerospace company’s stock worth $209,382,000 after buying an additional 818,104 shares during the period. Finally, WCM Investment Management LLC bought a new stake in Kratos Defense & Security Solutions during the 3rd quarter valued at $17,922,000. 75.92% of the stock is owned by hedge funds and other institutional investors.

Kratos Defense & Security Solutions Company Profile

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.