KTOS
Kratos Defense & Security Solutions
Mentions (24Hr)
-100.00% Today
Reddit Posts
Here Is My Long Term Growth Stock Portfolio (Higher Risk / Higher Reward), I Would Love Some Additions
Kratos Defense $KtOs- Are we sleeping? America’s Backbone
My $700k all-in bet that US drone pure-plays are going parabolic in a couple of months
My $700k all-in bet that drone pure-plays are going parabolic in a couple of months. $AVEX $AVAV $KTOS
LASE got a contract from USA department of war only 119 million mc 37.63% SI (squeeze it like car lfvn grpn ) vs $ONDS 5.3 billion market cap $KTOS 11 billion market cap $UMAC 1.3 billion mc $AVAV 9.3 billion mc $LASR 3.7 billion mc
U.S. Drone Stocks EXPLODING Premarket – Trump Admin Funding Deals Incoming! Hidden Gem $BRQL (American-Made) Flying Under the Radar
U.S. Drone Stocks EXPLODING Premarket – Trump Admin Funding Deals Incoming! Hidden Gem $BRQL (American-Made) Flying Under the Radar
U.S. Drone Stocks EXPLODING Premarket – Trump Admin Funding Deals Incoming! Hidden Gem $BRQL (100% American-Made) Flying Under the Radar
The Trump administration just announced it is buying in drone stocks. Bullish activity picked up a couple of days prior
What stock today feels like RKLB at $5 or PLTR before everyone suddenly “always believed”?
Drone Defense Mid-Caps: Ondas, Red Cat And Kratos Put $ONDS, $RCAT And $KTOS In The Same War-Tech Conversation
Pentagon’s Historic Drone Investment Signals a New Era for Unmanned Systems
14 APRIL 2026 , WHAT ARE THE BIGGEST WINNERS PRE-MARKET AND WHY ?
Why is no one here talking about drones?
🌨️ The “Snowstorm Basket” Isn’t One Sector. It’s Power + Data + Logistics + Water.
📡 When Roads Close and Towers Go Dark, This Is the Backup Layer
Week 3 of journaling my options-only portfolio as a college student
Ran a vertical pit spread that shows it worth more than the credit.
Looks like those holding defense stocks are smiling
The best stocks to own going into 2026 for a long term investment and why?
Why I’m Not Buying $KTOS Even Though I Love the Tech
Kratos Defense & Security Solutions (KTOS)
Built a ~$6k portfolio for my girlfriend, would love feedback
Drones: Separating Hype Traps From Tendies
Drones: Separating hype traps from tendies
Pre-Market Gainers and Losers for Today (August 14, 2025) 📈 📉
I'm a full time trader and this is my lesson on one way to buy the strongest growth companies for the long term at a fair price.
Defense AI is becoming a trillion-dollar industry as it is about to go parabolic
Defense AI is becoming a trillion-dollar industry as it is about to go parabolic
Warfare persists, and investors place bets on odd defence stocks.
Aerovironment $AVAV up 20% after monstrous revenue growth
$KTOS is partnering with AI company SHEILD to work with drones and seem to be turning company around, thoughts?
$KTOS to partner with shield AI, stock seeing steady rise and I believe it will hit $15 in next few days
$EPAZ Drone stock #shortsqueeze
Global Military Drone Market Expected To Reach $22.4 Billion by 2028
JBLU now has more US Govt contracts than KTOS & GEO combined.
AVAV taking flight; KTOS waiting in the wings [Forgive the puns]
Drones continue to fly [pun intended; forgive me] $KTOS $AVAV $UAVS
100K In KTOS - Christmas came early for defense stocks
Bought 100k in KTOS- it’s Christmas time for defense stocks
Thoughts on KTOS defense stock?
🥚Cage-Free Eggs 🥚 are Becoming Mandated by Law, and Cal-Maine Foods [CALM] Is Poised to Profit the Most. [Fundamentals][Technicals][Long]
Invest for profit, not morals, an impending wartime strategy. Or: how I learned to stop worrying and love the bomb.
Apes start as pilots before astronauts that fly into le space
Defense sector and war stocks are a long game due to the lack of resolutions in international conflict; also inflation protection.
Lets talk about SPACE baby - the next wave of companies ARKX will pick up
Discussion on $KTOS (ARKX top 3 holding)
ARKX is officially listed can't wait to start trading this. Top holdings at the launch of the fund (ticker: ARKX ) will include Trimble (TRMB), specializing in areas such as geospatial, laser, and optical technologies; defense and aerospace names like Kratos Defense & Security Solutions (KTOS) and
Mentions
sorry did an edit but i believe we need leadership in the industry first, we dont have that AVAV and KTOS both kind of cratered. Maybe we need Andruil IPO
Look at KTOS for guidance - real solid company also way down (-22% or so) from 6 weeks ago. The whole sector shit itself after the major news pump and sell off. The entire sector will move up again soon, so get in and hold on. im in KTOS (40%) / ONDS (30%) / RCAT (20%) / UMAC (10%) and adding mostly to which ever is on a dip or KTOS
KTOS AVAV rally on the way
I’m just gonna keep buying RCAT and KTOS
Drones probably are going to rally hard soon if the NDAA gets passed without too much trimming. 250x increase military spending on autonomous weapons (from 20sh million to 50 billion). KTOS, AVAV, UMAC, RDW, RCAT are my picks. I’m simping particularly hard for AVAV though. They’re wayyyy oversold with the best PE ratio and they go beyond UAVs into other robotics, interceptors, drone defense and aerospace. If they get a lot of work from their scar contract back, they’ll moon ontop of the increased spending.
Loading up on KTOS and AVAV
So we all knew drones where next, why did my KTOS bet fail, was it because they are mainly IP, and the real hegemony is on hardware when it comes to drones?
Thanks! Relatively limited I think my port is current cash (20%) then it's split between GOOG, MSFT, AVEX & KTOS (drone companies - little unsure on these, but there upcoming contracts are suggesting potentially good things for both in the next 12-months), CCL (cruise company - heavy debt from Covid but keep posting great numbers every year). I also have a stake in the crypto-currency company Ripple which has grown a fair bit, but that's only available on private markets. GOOG, CCL and Ripple I've owned for years at this point. AVEX, KTOS & MSFT were all purchased in the last few months on dips.
Well you're right about avav looks like shit is up 33% now i might buy KTOS calls today for their august earnings
So with AVAV results what do we think about KTOS calls
Couldn’t get a fill order on KTOS yesterday and now I’m upset 😭 😭😭😭😭
I’ve been watching RCAT, RDW, KTOS, and AVAV. AVAV was the best for market tape, but I forgot to buy stake. I think their company is dogshit though. RCAT has the best business imo because they’re focusing on DJI type replacement drones, but they’re struggling to find profitable footing, and RDW/KTOS is the moonshot KTOS has a lot of legal issues though. None of these companies look that great under the surface, but no government contractor really does. NFA for sure, but I’m holding RDW and RCAT, watching KTOS, and was planning on being in AVAV but. Now I think they’re “overvalued”, once they hit some profit taking point I’ll add a symbolic position and watch them.
Just won big from the AVAV earnings today. Did shares only though. Gonna roll into shares of RCAT and KTOS tomorrow
Fair picks. AVAV is definitely the most established of the group with proven execution and growing defense demand. KTOS has quietly built a solid business across drones and autonomous defense systems, while RCAT probably has the highest volatility but also some interesting catalysts if it keeps winning military programs. I still like UMAC because it's more of a picks and shovels play on the domestic drone supply chain.
I like AVAV KOTS and RCAT a bit better but yes UMAC is an interesting speculative. AVAV has revenue now from drones, which just doubled. KTOS is also growing. RCAT is very volatile and is speculative but I like it. And own it.
My god I just checked KTOS(Kratos Defense)... it was beloved on here about 12 months ago... it's down 40% in the past 6 months
Half of my portfolio is -30% over the past 3 weeks. I should probably delete the app and not sign in for 3 months. All gains from the beginning of the year wiped out. Even my position largest position in MU could save it overall. Losing positions: \- RKLB (-32%) \- ASTS (-31%) \- ONDS (-30%) \- RCAT (-23%) \- TUN (-14%) \- AVAV (-22%) \- PLYR (-27%) \- KTOS (-19%) \- HOVR (-40%) Am I regarded for picking the above stocks and buying in at almost ATH?
The whole sector is solid right now. UMAC, RCAT, LPTH, AVAV, KTOS, DPRO, ONDS. I believe the US has 55-70b slated for next year with this current administration. There is also a new ETF - DRZN, but I would hold off on that for now. Market just went through a downswing, but CSP and long dated Leaps are strong plays. China just restricted a bunch of stuff, but the US is looking to build their own supply chains and pipelines. NFA of course, but I believe this is the next big sector to pop off. I also am looking at vertical integrations into the Space sector with drones given countries are trying to establish moon bases. Happy hunting. Fun times ahead.
I am $650k into KTOS at $89. Losing my shirt at present and regretting it. Using all the copium I have to hope you're right.
You may take a look at $PDYN if you want to be “early” — really solid position. KTOS is not “early” by any means
Hoping for a better day tomorrow for KTOS. Idk if it will reach the peak again
At least KTOS is having a decent day!!!
Me when I lost -$1,000 on UMAC, RCAT, and KTOS just this week.
They're all in a bear market, e.g. 60% drawdown on KTOS. Pretty bad stocks to own right now, would not touch them unless they at least regain 200ma. But good luck, hope it goes well.
I’d sub KTOS for ONDS. AVEX is solid.
2000 shares of AVEX, plus another $30k across KTOS, AVAV, and ONDS. Already made some good coin on this last year before the drone play fell off my radar. Happy to roll again.
Its KTOS, $57k position, up +10.99%
Dang, AVAV down $10 already today, KTOS down some too
I like it. I have AVAV, ONDS, KTOS, and will now be adding AVEX. Although not to the same extent, lol
I’ve just bought calls on KTOS and AEVEX, and shares for AVAV. Godspeed 🫡
Would be useful to explain KTOS. Share price evolution as of now doesn't really look like of a tempting stock...
Yea, its small amounts but he's bought regularly. Given his position its certainly interesting. Normally I'd look for a convergence of several politicians or insiders buying or selling as well as the contract back test info for a really strong buy signal. FYI no politicians have been buying or selling KTOS recently although Bill Hagerty has a declared position from 2024. There has been some interesting insider dealings though. two of the directors Bobbi Doorenbos and Boyd Bradley were awarded $525k in shares in May and both shortly sold around $150k of stock afterwards. This may just be them taking profits while the market is strong, however its notable. The bigger story is Jonah Adelman, President ME Division. He sold $1.79m in shares in May. This would definitely make me slow down on an investment into KTOS.
KTOS doubles as a Laurentian oligarchy play
Hey, I've built a back test that compares share price moves for 90 days after a DoD contract is awarded. Here's what I got for KTOS, AVAV. Can't backtest AVEX because it only IPOd this year so there is little price data. I did find over 90 DoD contracts though so its definitely on my watch list. Can't backtest Onds as its down a downstream components maker which does not get any direct contracts from DoD. RCAT have only had 1 DoD contract with a value of over $1m so there's not enough date. KTOS had 241 contracts over $10m awarded over the last 3 years. The average share price move after contract award is 1.4% at T10, 5.3% at T30, 4.2% at T60, and 4.9% at T90. At T30 is average return is up 4.5% on SPY. AVAV had 159 contracts over $10m awarded over the last 3 years The average share price move after contract award is 2.3% at T10, 8.5% at T30, 14.5% at T60, and 20.9% at T90. At T30 is average return is up 6.9% on SPY, T90 gets it to 15.6% above SPY. Both stocks show that contracts from the DoD are acting as a catalyst but AVAV's price is much more sensitive to those contracts.
AVAV is best balanced play in the space in terms of value and credibility/proven track record. I might make a longer post about KTOS about some point if there is interest.
KTOS is losing every contract it goes for
Thanks for the share. Can you share you thesis on AVAV and KTOS also?
Okay convinced $300K in KTOS in at $64 sadly
I agree the networking layer will largely be owned by the primes. That doesn’t automatically mean there won’t be meaningful profits for AVAV or KTOS. AVAV is already profitable, and KTOS isn’t selling commodity quadcopters. Valkyrie, target drones, propulsion, and defense electronics are all higher-value products with much higher barriers to entry. The real question isn’t whether they’ll make money, it’s whether they’ll make enough money to justify their valuations. Personally, I think they will.
What drone names are you following and long? I got ONDS and KTOS. Had RCAT but dumped it all at 18.
Hear me out on this one KTOS… idk how it’s been under the radar for so long lol… I mean… that’s kinda their job but still lol
I understand your point but what caught my attention is that AVAV & KTOS are both way below their early 2026 peak despite the demand, the positive yoy performance and the hype on the new awarded contracts. The bet is that these two companies have been oversold around the same time a military drone hype is occurring and the war makes it even more apparent. I usually avoid buying into hype when the stock has been rallying, but it’s the opposite in this case. People already lost money and divested or panic sold. It’s just my theory
Some of them fall into that category. LASR and DRO are more pure play. AVAV and KTOS are larger companies who have acquired or made anti-drone tech as well.
Why KTOS over AVAV, just curious
Why would I trade KTOS when I could trade UMAC or ONDS or RCAT?
What’s going on with KTOS??
I asked Claude what to buy and it said V, GOOG, KTOS
Holy shit I’m so glad I bought 500 shares of HOOD yesterday instead of KTOS. Get bent drone bois
Too late to join the KTOS train? Sold that garbage of a stock last week when it was putting up a goose egg weekly
> AVAV calls... ngl this contract was the first time... actually timed right Same here! Was gonna go into all three yesterday, beating myself up about missing two, but hey, at least I got AVAV literally the day before it popped - can't get better than that! > KTOS and RCAT feel like pure greater fool plays but also it is drones and war season so screw it, I am the fool This is wsb lol prudent and responsible investments are out the door! I think there's still plenty of space on this drone elevator for all three even with how they're running today. That said, while these are significant plays for my usual position sizing, they won't wipe me out if they go to 0.
I read this in the voice of a guy mainlining Monster while watching defense stonks on 3 monitors. Already in AVAV calls from last month and ngl this contract was the first time my YOLO actually timed right. KTOS and RCAT feel like pure greater fool plays but also it is drones and war season so screw it, I am the fool.
I bought KTOS yesterday after mr gpt told me to. Before govt deals were announced. Thank mr gpt.
Thinking about going long now, KTOS is fantastic
AVAV and KTOS calls at open are the move. Dept of War leaning heavy into drones
My $KTOS bag getting lighter. Drone stocks all up: $RCAT $AVAV $UMAC $ONDS
I would love for ONDS to have a double digit % day but looking like RCAT KTOS and UMAC are already doing better…
anyone have any preferred names to play this new report that the WH might be buying stakes in American drone companies? I jumped into KTOS but the uptake is slow and not sure it's actually the best bet (on float mechanics, actual promise etc).
https://preview.redd.it/yixutj4gls3h1.jpeg?width=1320&format=pjpg&auto=webp&s=86b16b4346b4fcded2bfaf1c9dd19bcfe1a1e793 Leveraged AVAV at 158 avg Leveraged KTOS at 51 avg Took 1k profit along the way Acct is just for funsies LFG
Drone / Defense AI Cluster RCAT — Small-cap military drone & drone software play. Extremely speculative but has strong retail momentum. ONDS — Autonomous drones + industrial wireless infrastructure. One of the higher-risk/higher-upside names. AVAV — The established leader here. Makes military drones already used in real operations. Less “moonshot,” more institutional-quality. KTOS — Defense drones, unmanned systems, tactical tech. Often viewed as a safer long-term defense growth stock.
HOVR, NOKIA, RCAT, KTOS, probably ASML hitting 1450 plus
KTOS is a hidden gem imo .. future battlefield speculation becoming reality, great company with huge market combined with defense spending climbing globally it's a no brainer! Not the average play but it's definitely one to watch!
It's kind of hard to find 8 stocks you have full confidence in. Furthermore to beat the S&P500 you need growth stories, which are not really long-term buys. But I'll try based on fundamentals: - AMZN (20%) - AMD (15%) - ASTS (15%) - IBKR (15%) - CAT (15%) - LLY (10%) - KTOS (5%) - QS (5%) You've got AI, retail, semis, telecommunications, space, fintech, industrials, pharma/health, drones, and energy in this. Disclaimer: this is not financial advice, and I'm in ASTS and QS at the moment.
Kratos Defense and Security Solutions (KTOS) down from a peak of 134 to 51.98 which drone company will be next?
I think AI enabled/autonomous drone sector is the next pump. KTOS and ONDS both double beats and raised guidance. No my AVAV bags have nothing to do with this statement.
Don’t know how much longer my port can hold onto AVAV and KTOS… everyday good news for these two and everyday I bleed more and more. Capitulation draws near.
Damn, KTOS jump non stop dumping from $130 earlier this year. $50 looks like good entry
Anyone know what the f is up with KTOS?????? Falling off a cliff!!!!
$SWMR partners Palantir Technologies — $PLTR Anduril Industries — private L3Harris Technologies — $LHX Shield AI — private RTX Corporation — $RTX Kratos Defense & Security Solutions — $KTOS Rakuten Group — $4755 HIMERA — private Helsing — private Leonardo — $LDO Saab — $SAAB.B
asts has soft dilution only they take care of investors unlike KTOS
Da fuk happened to KTOS. It used to be my friend
RDDT: great earnings- tanking. KTOS: great earnings- tanking. I’m sick of this market bro.
Bought META, GLW, KDK, PLTR, KTOS and MRVL premarket — all long positions vs KDK + KTOS (short)
AMPX down 7% but KTOS up 4% off earnings. You win some you lose some.
Why is defence moving so much after hours? AVAV and KTOS shooting up and down like crazy
Buying KTOS and AVAV at these levels
Either $UBER or $KTOS need to dump 5% today or me angry
KTOS is down significantlu. There is currently feces in the bed.
KTOS already down like -21% YTD and you're still not happy? Lol
please $UBER, $KTOS, $INOD, one of you shit the bed so I can start a position
"AeroVironment (AVAV) and Kratos Defense (KTOS)" It's a much smaller, earlier stage company. I think it's been lifted moderately by the association with Anduril, as well. I've owned it for a while. I don't know that I'd be buying more here but am content to continue to own what I own. Norbit and Exail are European peer names of interest (Norbit a larger company/Exail similar but both having to do with underwater drones), as well but both of those have run quite a bit too.
Weekly 80c KTOS - 2000% gain
Hope so. Already heavy in KRKNF, ONDS, KTOS, LPTH