KTOS
Kratos Defense & Security Solutions
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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
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
KTOS to gain bids over LMT and RTX
From claude ai. The Korean play is interesting im going to look into it more “Lockheed Martin (LMT) is the single biggest beneficiary. They manufacture PAC-3 MSE interceptors, THAAD interceptors, JASSM/LRASM, and PrSM — essentially the four munition families most depleted by Epic Fury and most needed for Pacific reconstitution. The Pentagon is partnering with Lockheed Martin to triple PAC-3 MSE production from roughly 600 annually to 2,000 by 2030 , and THAAD production is being quadrupled from 96 to 400 per year, including a new Munitions Acceleration Center in Arkansas. PrSM production would be quadrupled to 1,134 units in FY2027 at $1.7 million each. That’s multi-year, multi-billion-dollar revenue visibility across three separate program lines from one company. RTX (Raytheon) — Tomahawks and SM-3s. Tomahawk production is set for a 1,200% increase from 58 in 2026 to 785 in FY2027 , and RTX has framework agreements to increase SM-3 Block IB and IIA output by two to four times. RTX also builds the SM-6, which is the Navy’s do-everything interceptor for the Pacific. They co-produce Patriot interceptors with Lockheed. Northrop Grumman (NOC) — B-2 operations in Epic Fury showcased the platform, but the bigger play is that both Northrop Grumman and Raytheon have been awarded contracts to develop common rocket motors that plug into multiple missile families. If you’re building the engine that goes into SM-6, future hypersonic interceptors, and next-gen standoff weapons, you’re positioned across the entire reconstitution wave. They also build the GBI homeland defense interceptors and are a key player in the Next Generation Interceptor program. Boeing — This one’s a chokepoint story more than a growth story. Both US and Japanese PAC-3 production depends on the availability of crucial seeker heads, which have been slowly coming off production lines at Boeing. Boeing makes JDAM kits (deep stockpiles consumed), SDB IIs, and Harpoon. They’re also the other half of the Patriot interceptor production with Lockheed. Their defense revenue benefits, but their seeker head production is actually a bottleneck constraining everyone else’s ramp. L3Harris — Named in Modigliani’s piece as one of the companies with framework agreements under Deputy Secretary Feinberg’s Munitions Acceleration Council. They build key sensor and electronics components across multiple interceptor programs, and they’re the prime on some counter-drone systems that are now in urgent demand. The Second Tier — Where the Smarter Money Might Look Aerojet Rocketdyne (now part of L3Harris) — Solid rocket motors for virtually every interceptor and missile in the U.S. inventory. Every production ramp across every program flows through their motor supply. They’re the hidden dependency underneath all of the above. General Dynamics (GD) — Ordnance and tactical systems division makes the bomb bodies, propellant, and munitions components. Less sexy than the primes, but when you’re rebuilding 13,000+ expended munitions worth of inventory, someone has to make the casings and explosives. Kratos Defense (KTOS) — Target drones and low-cost attritable systems. The Epic Fury lesson about cost-exchange ratios is accelerating the push toward cheaper, mass-producible autonomous systems. Kratos is the leading pure-play in that space. If the Pentagon gets serious about not fighting the next war with $4M interceptors against $100K threats, companies like Kratos benefit. Anduril — Not publicly traded (yet, though IPO rumors persist), but their Roadrunner interceptor-drone is specifically designed to solve the cost-exchange ratio problem. Epic Fury is the best marketing case study they could ask for. The International Angle South Korea’s M-SAM (Cheongung II) achieved its first combat hit against Iranian missiles during Epic Fury in the UAE. That’s a combat validation event for LIG Nex1 and Hanwha Aerospace, the Korean manufacturers. The Korean defense export sector was already booming — this accelerates it. Eurosam (MBDA/Thales) — Currently producing around 100 interceptors in 2026, an increase from around 60 previously. European allies now have their own depletion anxiety, and MBDA’s SAMP/T is one of the few non-American systems that can handle tactical ballistic missiles. Rheinmetall — Not directly in the interceptor game, but they’re the European leader in ammunition production and are building new facilities specifically for munitions surge capacity. The lesson from Epic Fury generalizes to all munition types.”
of course the day I plan to full port into $KTOS it goes up 8%. can't bring myself to buy now lol.
fuck it man, I'm going all in on Kratos Defense $KTOS tomorrow morning. Every day there are multiple headlines of drone attacks, increasing global instability, and increase spend on defense. I can't see how investing in a mid cap defense contractor that's recently received billion dollar awards is a bad idea right now, even if the P/E is 500 and the P/S is 4x the industry average.
i need KTOS to dump another 20% before I'm comfortable dumping all my life savings into it
What's your thesis for $KTOS?
Yeah I'm still going to buy KTOS, guess I just get a nice discount
# Could AI & war take the drone market parabolic this year: AVAV, ONDS, KTOS, etc. # [https://www.cnbc.com/2026/03/25/the-drone-market-is-about-to-go-parabolic-because-of-ai-and-war-how-to-play-it.html](https://www.cnbc.com/2026/03/25/the-drone-market-is-about-to-go-parabolic-because-of-ai-and-war-how-to-play-it.html)
Not necessarily for $ONDS. $RCAT, $AVAV, and $KTOS are hitting bigger contracts.
People that have been shorting KTOS have made some good money
KTOS 🥭 is making it very easy for retail investors to make money, people who are losing got nothing to blame but themselves
that's it, I'm going all in on KTOS when market opens. I thought about it and 🥭 is actually making it very easy for investors to make money, people who are losing have no one but to blame but themselves.
Man I hear this guy loud and clear. KTOS @ 98, NBIS @ 101, PANW @ 167, CRDO @ 115, IREN @ 46. Taking a beating. These are investments. I don’t day trade or swing trade.
It's down 56% since October but up 95% since last year. Are we going to keep leapfrogging over each other's dates to suit our respective narratives? You're welcome to carry on but I'm already bored after one round. Saying that a small-cap stock went down a few percent on the day of earnings means absolutely nothing when S&P500 hits a 6-month low and multi-billion companies are dropping far more than that. I can absolutely blame it all on the war because when I open my investment app there is a clear pattern. \- KTOS had two great announcements last week, including a $49mln contract on Thursday and still dropped over 5%. \- AVAV -5% \- BKSY -17% \- ONDS -6.8% \- UMAC -12% \- LPTH -13.5% (also an optics company with much larger market cap than KOPN) Look at the price per share of some of those companies. I don't know what the earnings figures would have had to look like for KOPN yesterday to not to drop and who was expecting them to look like that (certainly nobody who's been following the company closely enough) but to reiterate, 6% drop for a small company like that is a very small drop indeed. Also, if you look at the chart, you will see that the stock went well over 10% up on market open yesterday whereas I see no jumps of any kind for any other small-cap stock I hold - just steady downhill straight out of the gates. If the earnings were as shit as you suggest, the stock would've fallen off sharply. Also, you don't need to tell us you are down on your position - I gathered as much from how emotional you got in your post. Speculative investments clearly don't suit you and I hope KOPN has opened your eyes to that. I'd suggest you consider index funds or Coca-Cola instead.
$RCAT,$ONDS,$KTOS for next week?
what do you think of KTOS then? they recently just turned profitable
I prefer naked options instead of spreads, so strangles and short puts, but sometimes I will do iron condors, verticals or diagonals. Mostly equity, a mix of smaller cap, hot names like RKLB, RIVN, SOFI, KTOS, etc, but also larger cap, AMD, NVDA, AMZN, MSFT. I've also dabbled in commodities like oil, silver, gold, copper, corn, soybean, etc. I actually stay away from indices except for hedging.
Wow...I'm out. Google and KTOS wiping me out. GG WP
You guys talk stocks in here? KTOS looking a little tasty
ZEUS! YOUR CALLS HAVE RETURNED... I BRING THE DESTRUCTION OF YOUR PORT! Anyways, KTOS up 6% is very nice, always bet on more meaningless death and destruction.
Drones are going to be the biggest play this year. Big money just poured into these companies in the last 30 minutes before closing today $AVAV $RCAT $DPRO $KTOS $ONDS (skeptical about this one but reddit loves it..)
I bought KTOS just because of GOW to be honest. Their autonomous vehicle also looks rad
Time to add BA ? ✈️ . Already holding KTOS, LPTH, ONDS
KTOS, RCAT, and SHLD for broad exposure. War has fundamentally changed to drone based, already accelerated military spending due to multi-polarism will ensure countries calibrate accordingly. Defense budgets don’t correlate with economic cycles. Long shot on ACHR/Anduril partnership.
KTOS, DRS, RTX, RCAT, ONDS, UMAC and UAVS — especially DRS
Going to hold these KTOS calls and hope the magic words “increased funding for drones” is said
Currently tryna eye out KTOS, has any thesis changed since this write up? how you find the valuation at 87 a share.
“TRADING THE PROPHECY” Defense LMT, NOC Drone warfare AVAV, KTOS Naval conflict HII Energy spike XOM, CVX Chaos hedge Gold, BTC
RKLB, ACHR, ASTS, KTOS.. plenty of room for growth
drones have been talked about here and there, but they’re kind of in that weird spot where the tech is real but the hype cycle isn’t at full WSB meme levels yet. a lot of the drone plays are also tied to defense contracts, which move slower and depend on government budgets, so they don’t always give the crazy short-term volatility WSB chases. plus some of the big money exposure is already priced into larger defense companies. RCAT, KTOS, and AVAV are the obvious pure-ish plays. if people here start smelling big military contracts or war-driven demand spikes, that’s usually when the posts start multiplying. right now it’s more of a “watch list” sector than a full meme trade.
These are speculative, but I just put 7k into my roth ira for 2025. And waiting for it to clear. Of the 7k here is my plan. RKLB -2k GOOG -2k KTOS -1k KRKNF - 1k Last 1k im not too sure on tbh, maybe sp500. I currently have about 38k in my roth ira all sp500 via fxiax, so feeling maybe I can get some individual stocks this year. RKLB I already have in my main brokerage under a 20$ avg do thinking of putting some individual retirement as well.
Breaking news phase 2 going to start within 24hrs !!! Calls on XLE, Chevron, ONDS, AVAV, KTOS
oh ew Cathy Wood is in on KTOS now? We’ve had a good run shares, it’s time to part ways
Holy fuck man, look at that V on drone companies. Wish my cash settled so I could have sold at the high and bought at the low but oh well. Hey, at least I'm not AVAV. KTOS, RDW, and RCAT seem to be doing well
Cashing in on my AVAV and KTOS calls and buying a pizza. Thank you Netanyahu 🙏🇮🇱🥀✌️💔
Green thanks to KTOS was a nice surprise
I regret selling KTOS around $40… I should have loaded up. Drives are the future of warfare
What do you think this is? We're going from Iran straight to the Afghanistan/ Pakistan war. I need my RTX and KTOS Leaps to pay daddy's rent.
RTX, NOC, LMT with a dash of AVAV and KTOS
If KTOS AVAV red tomorrow then those stocks got no hope
KTOS as well since Hegseth has a drone Boner and has name dropped them several times. AKA him and the cabinet probably have shares in the company.
My mom's so sweet she texted me and was like 'All this crazy stuff going on don't forget to protect your investments sweetie'. My positions XLE calls FRO calls GLD calls SLV calls KTOS calls LMT calls.
I made a pretty penny off Kratos (KTOS) a few months ago. Might be time to get back in
#Some KEY defense stocks (LMT, RTX, GD, BA, AXON, AVAV, ONDS, AIRO, KTOS)
Now that war is back on the menu, get ready for an in and out KTOS play.
I think Cathie 🪵 was actually right for once buying heavy into KTOS on Friday 😦🤌
KTOS / LMT / RTX / etc. probably all pumping Monday
LMT NOC KTOS and ITA for exposure to them all
If it does, get ready for an in and out KTOS play.
they always talk about wars over the weekends. Getting in KTOS.
To buy Crowdstrike before or after earnings. KTOS has good earnings and went downhill fast.
KTOS margin locked and loaded. 90.12$ 6k
There better plays out there like KTOS or PLTR
Absolutely not, if others can do it then so can you. Im yoloing on AVAV and KTOS to cash in in the war stuff too, its capitalism. Not in favor of Iran getting bombed, but if its gonna happen anyway might as well make some cash.
A guy asked for defense stocks and I said AVAV KTOS It dropped 10% since. I feel a bit bad