KTOS
Kratos Defense & Security Solutions
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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
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I'm not great at them at all, much better investor. However, yeah with how much momentum is in some names, been finding it easy mode just to follow the high momentum ones and then just buying calls whenever they dip. I bought some KTOS calls after the sell off and now up like 200% on them in a day.
I am terrible with options, but with this bull market, it's been pretty easy to scalp those high momentum names whenever there is a pull back. RDW calls haven't worked out, but KTOS ones have been great.
KTOS popping off today
KTOS... drones. All you need to know shitslugs.
Me: should I buy calls on a stock after they just announced a massive offering? Nah KTOS: +10%
KTOS Peeps. Gonna pull.an AVAV.
Please, everyone FOMO into this KTOS MOASS (and its totally not because I have like 100k worth of shares in my 401k from working there)
Think KTOS can pull an AVAV???
I’m going with KTOS to $55
I'm with you on that haha. I soon get good gains and then watch them poof away. I bet KTOS will come back up soon enough though!
I've learned my lesson. Lost about 1k this week so far (I am a new trader) doing option calls on companies such as UCO, KTOS, and the most important 0DTE call option on QQQ. Since the war started between Israel and Iran, I've chickened my way out of potentially great profit from ASTS. Today, i was very hopeful with my QQQ calls, but unfortunately, I've lost a big chunk of my portfolio. Regardless, the lesson was learned not to play with ODTE calls or puts. It's safe to say that my balls aren't that big😂. So now I have a new plan of action. NO MORE SHORT CALL OPTIONS! Tomorrow, i will purchase a call option for RKLB at the expiration date of 89 days. Slow and easy wins the race. We are all here to make some extra cash, so I wish you all successful trading calls/puts/ or simply just holding shares until it reaches the moon! Cheers
KTOS doing an offering. Fak
Eh? What's the deal with KTOS, I thought all defense stocks would pump now, with the new spending target and all
My strategy is really dumb, but doing it with fun money has worked out well so far. Just been scalping high momentum names when they have big sale offs. I bought some KTOS yesterday and now looking at some QXO/SMR calls.
I think KTOS has the potential to take off in the next month or two.
Pretty much, I mean it makes sense. I follow a handful of names, and the worst today are like KTOS, DRS, RTX, LMT. Seems like a reaction to the war. I'll take the bet that KTOS will bounce back that 6% by the EOD of the expiration in July. I bought RDW after it feel like that 20% on the dilution announcement.
Not the worst idea but at least KTOS is down 6.21% right now, guessing it's probably around some ceasefire stuff. However, has been high momentum. My RWD calls have worked out so far.
Going to stick with my dumb strategy of scalping high momentum names when they go down. Looking at some KTOS calls right now.
KTOS. They're a major government contractor in the UAV space. This is the future of battlefield warfare.
"Investors in Kratos Defense & Security Solutions, Inc. KTOS need to pay close attention to the stock based on moves in the options market lately. That is because the July 18, 2025 $47.50 Put had some of the highest implied volatility of all equity options today."
wtf is happening to KTOS
I have $600 CDN in my portfolio right now. Took a big hit from KTOS and UCO today. Now I'm wondering what I should do next?
Anyone in KTOS? Relatively cheap compared to other defense stocks
Anybody been looking at KTOS? Relatively cheap compared to other defense stocks. Drone supplier for US military
Tbh KTOS still has a lot more room to move upward. I still add, but in smaller bites.
It’s not too late bro. I’ve maintained and steadily added to positions in LMT, RTX, DRS, KTOS, AVAV, BAESY, GD, PLTR, and ISMAY. LMT and GD are still pretty cheap, although RTX and BAESY are kinda high atm. However, stocks like DRS, ISMAY, KTOS and AVAV all still have a lot of room left for more upward movement. NOC is another solid pick.
Hope that KTOS pump stays...
I got 2 OXI leap calls and 1 KTOS leap call… this war wars or I get wiped
Welp, my 1k in calls is fucked but my 401k with a shitload of KTOS shares from when I worked there is going to pop off at least
Yeah, KTOS has been working on drones, hypersonics, and satellite stuff. They got a $25M Space Force contract recently and have a decent backlog. The stock’s already up a lot this year and looks a bit pricey, but could still have room if those markets grow. What do you think?
Imagine not having KTOS in the port. You know... one of the leading developers of drones and drone tech.
Went all in on drones and lasers $KTOS $DRS $HEI ... and $GOOGL
As in KTOS? I was thinkin bout going long
Maybe already priced in but KTOS is a strong company
KTOS approaching its pullback limit
Back when I last looked into AVAV, I think I remember KTOS also being a contractor that came up in my research as having a bunch of contracts with the Israeli defense sector, so it might be worth looking into as well.
I was on an r/aliens type sub and someone asked the question "What stocks would you buy if there was an alien invasion?" Some wonderful person said - PLTR and KTOS. I had never heard of either , so I looked into them and bought 2000k each. PLTR was at $17, KTOS $16
KTOS drone and unmanned tanks and shit. It will go BRRR I’m looking at $50 Calls Jan 2026 🤔
Buy KTOS 😈 mid cap defense stock with potential
S&P 500 about to rebalance into RTX, BA, LMT, and KTOS
DFEN and KTOS calls!
Looking at drone company financials kept me from buying KTOS back when it was $18. I probably won't buy RCAT either outside of trades but drone / UAV companies are getting a lot of big speculative money right now.
Looking at KTOS over LMT and NOC
Anybody wlse looking at drone stocks? Im in RTX KTOS and LHX. Thinking about NOC
Jesus Christ, when did KTOS pop off? I worked there years ago so a good chunk of my 401k is KTOS shares from the matching stock thing they did and its all at like sub $10 buyins lmao
Does KTOS make $500 drones? Who does? I’ve looked into drone companies and I think ultimately no company is a good investment when Anduril will eat their lunch
Imagine not knowing that $500 drones wiped out 30% of Russia's heavy bombers and their ability to drop 'little boys.' Then imagine not knowing about KTOS.
KTOS huge move. Drones are the way. Everything else is a sitting duck.
I think KTOS is gonna go parabolic. Leading edge of warfare with their drones.
What are the best drone sticks out there besides KTOS. That Umrainian drone attack was devastating. Total change in warfare.
Time to buy or add LMT, KTOS, Palantir? He always gives us normies hints. The best!
Bought SPY PUTS at -.06% and sold at -.70% Masterful execution on my SPY ODTES. Made a cool 2K. That covers my GME and KTOS calls for the next week and 2 weeks. Now would be a good time to buy a short term bounce IMO, but don't hold too long.
KTOS not stopping. Hypersonic missiles and golden dome bullish af. SPY will collapse today though.
Watched the bear trailer today MARKET DIPPED AND IT HAD A TWIST WHERE IT ROSE. But then 🌮 said tariffs Hegseth said chynnnaaaa The movie release is next week and im loaded with puts. Bears are gonna feast. Also long PLTR and KTOS. War is on the menu. Now, tomorrow, or next year, but it's coming.
Actually destroying the market. After the 2nd big tariff fall i sold a lot of spy and bought individual stocks. HOOD,NET,KTOS,SOFI, USAR. When they ran i periodically sold. 60% in stock gains in just a month basicly. Also after Googles giant fall, that same day I bought 2 calls 3 months out and had 150% and 100% gain on. I sold those recently and bought MTCH calls and a fuck ton of webull stock with some Etsy. Redcat was my worse pick but I'm still up. I question if I should do more individual trading because I'm destroying the market. But it's my roth so I'm a little more of a bitch. My HOOD is up 91% on stock alone in a month and a half. I'm 60% invested in spy and 40% in individual stock. It was like 10-20% of my port in individual, problem is my individual gains is growing so much it's now 40% of my port even with periodic selling
Iv'e been ponzi'd so much lately I decided to join the ponzi only to get ponzi'd with worthless calls going into the end of the week. SPY GME KTOS
That golden dome tweet has me so pumped for $KTOS. Moving like Palantir did before going ape.
War stocks are the vibe this week. Huge yearly cup and handle on KTOS
Intern.... just buy KTOS.
News is suggesting the big beautiful bill won’t get passed until June. AVAV and KTOS are also going up, but not GD or LMT. We are not invading Iran?
KTOS, inked a ton of contracts and trading at around $34 right now. 2026 should be almost double.
$KTOS Reports Q1 adjusted EPS 12c, consensus 9c Reports Q1 revenue $302.6M, consensus $292.25M. DeMarco said, "Since our last report to you, the Defense and National Security Funding and priorities environment for the industry and for Kratos has become clearer, including a government full year fiscal 2025 CRA and funding now being put in place, a potential additional $150 billion defense related 2025 Reconciliation Bill progressing and the potential for a $1 trillion fiscal 2026 U.S. National Security Budget, all increasing our confidence in Kratos' 2025 and 2026 full year financial forecasts, including approximately 10 percent and 14 percent year over year, organic revenue growth, respectively. With funding, programmatic, contractual and schedule clarity also now in place, and a 1.2 to 1.0 Q125 and last twelve months book to bill ratio, Kratos' 2025 Q3 and Q4 are forecasted to be particularly strong, as customer related predictability is expected to return. Also, importantly, Kratos being a military quality hardware and software company, with substantially all of our vendor base and supply chain being U.S. located and sourced, we expect little impact from existing or any currently contemplated tariffs."
We also get KTOS earnings today after the bell, should be interesting to see so more insight on the defense names. ESE will also give us some more insight on aerospace. CW for more defense as well.
> KTOS P/E ratio of 355 jesus christ
Actually, the opposite of war happens. Looking at loading up more KTOS
KTOS reports earnings too! on wednesday after close I think. I'm hoping for big uppies
AVAV RCAT UMAC are all down big. KTOS and DRS are sitting at ATHs but still have a ton of upside with the figures being thrown out and ONDS if you want to play both sides and get in on anti drone tech.
Re: ISSC. Yeah haha. I rode that sucker all the way up and all the way down. Added more recently. I think long-term it'll do well. MOG.A had some fine earnings, right? Might be my next investment this week. Hm I haven't heard of KRMN before. Or FEIM (wow look at that chart!). What makes that and KTOS not your style? The mention of MPTI reminded me of AMSC. That was on my watchlist for a while. Might be the right time to get in for its grid and ship exposure?
I recently bought some ISSC. Sold off a lot last quarter, but it seems like management was saying it la because of the on ramping of the Honeywell stuff they bought. They bought a line of business around upgrading and repairing Honeywell stuff. Sounds like things should be better later this year. Should also be a revenue growth driver. TTMI is so interesting. Get to invest in data center and missiles lol. I also got some MOG.A recently. There’s so many interesting names out there. Like I own CRS, they just crushed it. They do like custom metal for aerospace and energy names. ATI is another company like that. Not my style of buying but stuff like KRMN and KTOS are also interesting. I’ve owned MPTI, which has been killing it. Same with FEIM, just opened a position in them. Both are small caps, but both deal with components in satellites. Amazon just reported they need to like triple or quadruple their production of satellites in hopes of building out constellation. So many names out there lol.
Nice! KTOS is a name I keep forgetting about. that recent dip would've been a nice time to snag it. I'm in RCAT though and used to have AVAV.
yeah I'm still holding KTOS and XAR but not increasing any US defense positions at the moment. but you may be right on spending overall in the mid to long term. will depend on desire to cut spending vs. political reality of defense spending.
They're talking about cutting contracts to place them in the hands of new companies that are modern. KTOS is looking extremely strong right now with a beautiful cup and handle. I've been watching the price action the last 4 weeks and every dip is being bought and even during some of the carnage days it was barely down. Compared to all the other tech companies, defense contractors aren't as overvalued. I'm really looking at going long on JOBY right now. Toyota made a deal with JOBY, and based on how these talks are going with Japan, I have a suspicion JOBY will benefit massively with manufacturing. It's very possible there's a push to modernize our helicopter fleet with eVTOLs.
I was up 12K this month trading SPY ODTES, officially started trading April 2nd. Took a 2k loss on Thursday for my first red day. Taking quick $70-130 snipes multiple times a day. Back to the drawing board. Looking at JOBY and KTOS. Both charts look like they are about to breakout.
Top picks for calls: KTOS JOBY
Up 11k in 7 trading days by trading SPY 0DTE and 1DTE, how "good" is this? Sustainable? I bought about $2500 worth of KTOS 37.50 November calls before the Friday meltup. Could cash in 1k profit this Monday on the pump. I've been burned on long calls before. But with breathing room would you hold for a few more months?
The Telsa/PLTR thing kind of makes sense, sine it's probably related to rumor of Musk going away from government. Like AMTM, CACI, KBR, KTOS, LDOS are all having great days, which are all kind of government IT related stocks.
Should I sell and reenter later? Feel like this is just the start. Way overexposed in NBIS and KTOS fml
I have 10 grand in KTOS right now that is up 15% since I bought. I think I’m gonna put it into something else. A win is rare right now. These dips are fucking insane.
KTOS is primed with plenty of government contracts for the defense space. 2026 will be great for it.
KTOS is big green today also. Back to break even for me.
Why is KTOS 6% up today? Anyone knows?