KTOS
Kratos Defense & Security Solutions
Mentions (24Hr)
-100.00% Today
Reddit Posts
Strengthens U.S. Supply Chains by Imposing Tariffs on Drones and Their Parts and Components
$1 trillion in defense spending the entire US defense sector is taking off a major US event happened the House of Representatives passed the FY2027 National Defense Authorization Act authorizing a record $1.15 trillion in defense spending US defense giants saw their stock prices surge today
Kratos Defense Announced ~$400 million Funding from Department of War for Hypersonic System
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.
Mentions
KTOS big bounce expected after earnings call. Trading at a huge discount.
KTOS having more cash than debt does make it stand out from the pure drone plays getting dumped alongside it
Yeah it's a gamble and a lot of luck, I'm with you. I have a lot of UMAC and a little AVAV. Thinking about KTOS next week and need to look into AVEX. Lots of FUD here though and my hands are getting shaky from all the pain lately. My entries were pretty good too :/
I have a little AVAV and a lot of UMAC. Looking at KTOS for next week maybe. That's all I have now though.
I have a lot of UMAC and a little AVAV. I was in ONDS and RCAT and got out. Looking into KTOS for next week.
KTOS | Kratos Defense & Security Solutions - Current Price: $40.00 - Market Cap: ~$7.5B - Bull Target (12–18m): $65–$80 - Bear Target: $28–$32 - Upside: +63% to +100% - Downside: -20% to -30% - Reward-to-Risk: ~2.7:1 🟢 - Success Probability: 55% - Expected ROI: ~+25% - Forward P/E: ~44x 🟡 - Debt-to-Equity: ~0.06 🟢 - Total Debt: ~$194M - Net Cash: ~$1.24B 🟢 - Dividend Yield: 0% - Revenue (TTM): ~$1.52B, +25.5% 🟢 - Profitability: Profitable, but thin earnings relative to valuation 🟡 - Free Cash Flow: Negative 🔴 - Share Dilution: +15.1% YoY 🔴 - 2026 Revenue Guidance: $1.70B–$1.76B 🟢 - Backlog: ~$1.57B 🟢 - Price Trend: Down roughly 54% over the past year 🔴 - 52-Week High: $134 🔴 - Bull-Case Market Cap: ~$12.2B–$15.0B - Comparable Companies: AeroVironment, L3Harris, Northrop Grumman - Risk: High - Conviction: 5/10 - Grade: B- (Speculative) Kratos develops drones, propulsion systems, satellite technology and other defense systems, giving it strong exposure to rapidly growing defense spending and autonomous warfare. At $40, the upside and balance sheet are attractive, but a 54% one-year collapse, negative free cash flow, 15% dilution and ~44x forward earnings are too significant for me to give KTOS a B+ until the chart establishes a genuine reversal.
Fine, ONDS, KTOS, UMAC, RCAT, AVEX All these companies have the same playbook, doesn't matter if the ones I listed are drone companies or not. When all they do is list and then dilute every two months it's a scamco
I would never hold anybody to stock advice especially here, just thinking it is a fair trade, same sector and they are both down. I don't mind being concentrated in the sector but would like some company diversification and I cut out ONDS and RCAT around a month ago. Are you saying that UMAC is working on differentiating or KTOS?
yeah if WSB was totally on board I would actually be a lot more nervous lol I was looking at KTOS the other day, you think I should trade some of my UMAC for KTOS?
Man after looking at the doom responses here i’m more bullish now on some of these drones companies. Especially KTOS that is way more than just drones
LMT, AVAV, RTX, KTOS, DRS ONDS is a dilution scam and prints money for the board
Buy AVAV and KTOS
AVAV and KTOS green
AVAV and KTOS still holding after hours
https://preview.redd.it/0heru1p5cfvh1.jpeg?width=1320&format=pjpg&auto=webp&s=14f5e6b588168918fcde2e3b4467a843e46a745f KTOS and AVAV — rcat and onds have too much dilution
Adding more KTOS, AVAV and KRMN
KTOS | Kratos Defense & Security Solutions - Current Price: $42.36 - Bull Target (12–18m): $75–$95 - Bear Target: $30–$35 - Upside: +77% to +124% - Downside: -17% to -29% - Reward-to-Risk: 4.3:1 - Success Probability: 55% - Expected ROI: +43% - Return per 1% Downside: 1.87% - Forward P/E: 46.01 - Debt-to-Equity: 0.06 - 1-Year Return: -59.9% 🔴 - 5-Year Return: +89% 🟢 - Profitability: Profitable 🟢 - Revenue Growth: +25.5% 🟢 - Free Cash Flow: Negative 🔴 - Price Trend: Water slide 🔴 - Risk: High - Conviction: 6/10 - Grade: B (Speculative) Kratos develops military drones, defense electronics, and advanced weapons systems. Strong growth and attractive upside, but the severe downtrend and thin profit margins limit my conviction. --- BEPC | Brookfield Renewable Corporation - Current Price: $29.63 - Bull Target (12–18m): $40–$48 - Bear Target: $20–$24 - Upside: +35% to +62% - Downside: -19% to -33% - Reward-to-Risk: 1.9:1 - Success Probability: 55% - Expected ROI: +14% - Return per 1% Downside: 0.54% - Forward P/E: N/M - Debt-to-Equity: 2.29 - Dividend Yield: 5.29% - 1-Year Total Return: -19.8% 🔴 - 5-Year Total Return: -5.6% 🔴 - Profitability: Net losses 🔴 - Revenue Growth: -1.5% 🔴 - Free Cash Flow: Negative 🔴 - Price Trend: Water slide 🔴 - Risk: High - Conviction: 4/10 - Grade: C+ Brookfield Renewable operates hydroelectric, wind, and solar power infrastructure. Attractive dividends and established assets offer stability, but heavy debt, weak shareholder returns, and poor profitability make me cautious.
Yes, $NFLX and $KTOS!
KTOS and AVAV circling the drain.
Finally got a chance to unload the 3,500 shares of KTOS I was holding for the last 3 weeks. Booked a small profit. I will now be staying away from drones/defense (outside of my core ONDS position) until a true sector rotation presents itself.
Somebody talk me out of buying more AVAV and KTOS
I would pick AVAV or RCAT over KTOS personally if you specifically want drone companies and can stomach volatility
All sounds great! Never heard of KTOS though. Are they worth researching?
Ok I’m eying: -MTZ -STRL -VRT -RH (thanks Jeremy) -KTOS -AVAV Any thoughts on those? With the last two I’m pretty convinced rn.
Wtf is the point of manned aircraft? Total waste of time and money. Almost everything should just be drones tbh. Calls on KTOS and AVAV
KTOS and RCAT…. Maybe 🤷♂️
Today I think the best short is NET and the best buy is CF or KTOS.
Well KTOS has ties to the most openly corrupt, blatantly willing to manipulate markets, administration of all time. So do with that what you will.
KTOS moving the wrong direction
KTOS going much higher
I’ve been in KTOS🎯🛰️ since $12
Today is the day to play drone co's ZENA KTOS
this\^ UMAC wants to be the Mouser of drones \[parts\]. Then you got the drone makers: RCAT, ONDS, AVAV, KTOS and the private unicorns Anduril, Neros, Shield, PDW.
UMAC LPTH KTOS AVAV etc are the ones I like, but yeah def good for ONDS too imo
I’m waiting from KTOS to get traction or LASE to move to final rounds of government testing to blast tf off 
This dip on KTOS feels like a gift entry price. Last time to get in before it moons
KTOS pumped, RDW pumped, RCAT DUMPS
KTOS literally being held down below where it was exactly 1 year ago at $58.93. Not much between $59 and $70. I think she rips once it breaks $59
KTOS slept on because people still burned from the Q1 dilution at $85
Yep 👍 LMT, RTX, NOC, KTOS
5/5 on my earnings play and prediction . MSFT, KTOS, RDW, APP, SNDK. Lmao
KTOS War, war never changes. Stonks only go up
Whatever TOS says. Seems delayed though on KTOS. I bought a call for 64 when it was 52 and tried to sell when it was 60. It wouldn’t then it kept dropping and I kept following it. Did like 5 cancel and replace orders.
Oh hey… my 500 KTOS shares finally moving
$KTOS massive beat, are dones stocks back?
Is KTOS and other drone stocks going to rip today on China news?
KTOS, sorry for saying that you were ass last night. Lmao
Jesus KTOS already gave up a 7% pop on a double beat, defense tech really just can’t win
let the rage of the titans fuel your blades, KTOS
KTOS won't save my port but only because I was reminded being a gay bear simply doesn't work in the modern age
Yeah man, saved you your time, KTOS a pos
Bro as someone who’s been with KTOS for months now, it’s genuinely ass, war escalated stock dips, deal comes in from govt. stock dips, it bled everyday for 2 months, we all know it isn’t holding squat even if earnings are good lol
KTOS, please! Don’t dump now.
damn why didn't i play KTOS, such a regard, I belong here
KTOS 10% earnings move 🚀
KTOS ripping, good for drone sector?
I bought KTOS before close for earnings right now at $51 what should i sell it at
RIOT was one of the top holdings of ASSBERGER. Just like BE. I would not do puts. Same with KTOS. Shit has been beaten down enough and last I checked they do what the world is demanding.
Calls: INOD, KTOS, APP, VST, and ZETA
I’ll be watching KTOS. I don’t expect they will have the backlog “issue” NOC had as they are more R&D than manufacturing. I think this will help in the current environment. Drones, rockets, space, hypersonics. Great portfolio. Mind you, this won’t be a 10x stock ever, but it’s already been up to $130 this year (which was over priced). But I could see it driving back close to $90 (2x from current) by the fall. It’s contract award season after all.
I just bought a starter position in KTOS. Looks to be building a bottom/base here. AppLovin has gone down again offering a good entry point. HOOD is also looking good. I was also tempted to buy RBRK on the dip today, but held off, because I already have some.
AVAV and KTOS gonna be green by 103
Watch AVAV and KTOS go green
My portfolio is now ai proof: BA, ELF, ONDS, AVAV, LPTH, OUST, AAPL, KTOS, SHAK, GLD....... Or will Claude be able to vibe code replacements for these ?..... 😦🤌
Is KTOS or AMPX good buys? or any better recommendations? Thanks
here is my plan, you may copy. full port into $AMZN, all aspects of their business have been popping off (prime video, retail, ads, grocery, aws, and now their satellite internet LEO). Jassy who has been historically known for sandbagging himself has been saying their chip business has $200B+ in commitments (gravitron and trainium). Google is cool too but Amazon is trading at a lower relative historic valuation and has more operating leverage. after amazon earnings, I believe the stock will be $275-$300, sell and full port into $KTOS (Kratos Defense). They are a small military contractor who are rapidly expanding, and building solid rocket motors, lasers, missiles, microwaves, and drones for a lot of prime contractors. If the stock pumps on earnings similar to AVAV, sell and dump everything into $UBER. If the stock is flat or goes down, hold for a while, as the CEO has stated he's received verbal commitment for a $1B hypersonics contract that they haven't added to the bookings but he believes will strongly turn into a formal contract (he has a history of being truthful). that's what im doing atleast.
I'm on a long flight so will give a long answer. You are gonna get a bunch of the same BS with a post like this, instead of answers to your actual question. Why? Because the majority have no clue how the sector works, they have no idea what the health of these businesses are and most have no idea how funds make money from these businesses. The people you are asking just throw money at whatever reddit hype is the loudest and they regurgitate their stock tickers in the comments to reinforce their own thesis, "RCAT and KTOS for me," "AVAV all the way biiiitches," "If you're not in UMAC, you are missing out." 😂 Here is an actual answer to your question. ONDS dropping makes far more sense because the market reaction to the big capital raise was expected. It naturally created short term pressure because shareholders are being diluted. Investors reacted to the share count increase and regardless of whether the business guidance or fundamentals have changed, they then became uncertain that any of it will translate to revenue. These are the same investors that believed in the company and it's vision 3 months earlier. ONDS also has an issue with funds shorting the stock right now in order to regain their premium losses from the warrants. AVEX didn't have a similar dilution event or an obvious negative catalyst so it's likely that It is just getting caught in the bigger institutional rotation out of small cap/speculative defense tickers. When funds reduce risk, they usually sell the entire basket, which also means names with lower liquidity. Also important to share, a large percentage of AVEX revenue comes from a relatively small number of government programs. Their backlog can decline very fast because of contract completion, amendments, or even cancellations mid cycle. ONDS had a clear reason for the pullback. I see AVEX more like a sector selloff versus a change in the companys outlook.
its so funny how stock rallys cause a snowball effect with panic selling in this fear market KTOS was up 10 percent yesterday and erased all of its gain and more before close today its headed for its 20 day low the more good news a stock has the more it gets dumped
Scooping up lasr and KTOS at these prices
🤷♂️ I’ve owned KTOS since 21 lol. I trimmed my options back in 2025 so this position is risk free and just an investment for me. I keep tracking it, but I wouldn’t add until I see structure repair, technically speaking, but they way I manage my trades and enter them is probably very different than yours
$KTOS https://finance.yahoo.com/technology/articles/kratos-opens-167-000-square-120000065.html
this could be a good trade. market open 8:35 and KTOS is up $3.50 more action than yesterday
Buy KTOS while you’re still can
* From your list, these are the ones i like... and of these, so far, i'm only holding small positions in SAP and PATH (but I want a small position in all 4 of these) * Kratos (KTOS) -60% - yes, war machine, drones baby * Aerovironment (AVAV) -60% - more drones, cheaper drones * UIPATH Inc (PATH) -27% - profitable robotics for industry * SAP SE (SAP) -36% - yes, still the most widely used/imbedded ontology in use by fortune 500 companies. Adding AI enhancements that actually work and add value.
KTOS announces $100 million contract and red $1.50. Good stuff.