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
Mentions
KTOS has shady government connections so I’m betting on corruption. PLTR is even more intertwined so fundamentally sound or not, it’ll be a momentum play but I’m not touching it. LMT, RTX, BE Personally I bought KTOS.
It will be a repeat of Vietnam. Hegseth is a moron and will attribute “winning” to body count. Iranians will resort to de centralized guerilla warfare; so kegseth will keep taking meaningless “hills” à la Vietnam and point to the body counts (the count will be lied about regardless) as evidence we are winning. Fucking hell. Looks like I’m all in KTOS because of their shady government connections.
Biting myself for not getting the KTOS calls i kept debating
Yo what the fuck is this movement on KTOS, RKLB, RDW, and RCAT? Think something's gonna happen to Iran this week fs
A perfect distraction from the Epstein files cover up and the Attorney General‘s disgraceful performance in front of Congress furthering the cover-up. Oh well, my stock in KTOS, RCAT and UMAC will be a hell of a lot more valuable - better invest in RIG and NE.
My portfolio is ready for war: KTOS, KRKNF, ONDS 🤌
Fundamentally? None, not really. But here in la la land… KTOS, AAPL, UNH.
Genuinely don't understand why all these def stocks are down today. RCAT, RDW, KTOS, AVAV, RKLB
Can’t believe he name dropped KTOS in his performance
Fuck yeah, my WDC + Hecla + RDW calls boutta print tomorrow. Any reason why military stocks look bullish pre-market? KTOS, RKLB, RCAT, RDW, LMT, LHX and all of the sorts seem to be having pretty good gains. Do they think mango is gonna do something stupid soon?
Idk. AVAV KTOS? Most are already up 100%. I like to trade stocks that currently have a bullish momentum and are likely to rise another 50-150% in 1 year
Have 10k… looking at VRT, HOOD, KTOS?! Which one and why?
Hey I’m interested too! Sick of WSB today which tries to pump OPEN. Things I’ve traded in the last 6 months - Teradyne on robotics theme. KTOS on aerospace & defense theme. ENS & CAT on data center themes. I mainly pick themes and find undervalued names which have room for multiple expansion.
I added KTOS, AVAV and AXON little bit regarded
The dips I bought for long hold AXON RTX UNH MOH KTOS AVAV Sold NBIS, CRWV, IREN, PLTR and WDC
I got KTOS calls for tomorrow in case talks fail in the morning
UMAC RCAT KTOS the same. Sector crush
I liked KTOS and owned it for a bit,but it is very overvalued as of right now. On a pullback, it’s one that I d get back into.
Wouldn’t this be more beneficial to something like KTOS?
Buy KTOS before close hedging on war tonight?
NOC, LHX, RTX, KTOS, COP, OXY, maybe GLD. Unsure about silver. Just look into defense and oil and i think you'll be alright, though might want to keep an eye out for the news cause 🥭 is prolly gonna do something stupid before talks on Friday.
U can close your eyes and pick any. AVAV. KTOS. ONDS
What kind of answers do you expect to get on this sub? Do you really think the guys who VOO and chill can provide any insight on KTOS? You will have better outcomes based on your own beliefs!!! Do you feel it? When you look at that ticker do you really feel it? If you don’t understand what I’m saying that means you don’t feel it and it’s time to move on.
Garage sale picks for today; KTOS, ASTS, OKLO, IREN, and KRAKEN.
Every single thing i own is dropping. I don't know how it is possible. All 7 my stocks are killing themselves. MSFT? ded. NBIS? ded. UUUU? Suicide. ONDS? killd. KTOS? Shot ded in the corner. Western Digital literally made more money than god almighty... -6%. How am i so bad at this?
KTOS, RCAT, Archer, onds, chevron, Exxon
So… I sold KTOS at 35% gains last year but I held ASTS from that same time. Now at 300% gains. I know I should sell but I don’t want to
Fuck you KTOS. You only did this cuz I sold.
Man... who the hell would have imagined meme stocks being good long term investments: ASTS, RKLB, KTOS, CRWV...
I regret selling all my KTOS last year at only 35% profit.
Except ONDS and KTOS what other listed companies are into drones with military aplication?
KTOS Kratos Defense - what is the general consensus regarding this stock here?
See what happens by June. Even KTOS had a tough week. I closed most options out and put the money in shares instead.
Need headlines to mention KTOS in some sort of capacity for the strikes in Iran this weekend
Grabbed KTOS(down 25% already) and RTX calls for this weekends war and hedged with HOOD calls
KTOS is like "everyone else is being cool and green and I'm just gonna be a bitch and lose another 5%."
Damn AVAV KTOS taking it in the ass lately
Defense is looking good to attack $KTOS, $ONDS $RKLB. Each one hitting $200 end of year for sure
Ty 🥭 for finally giving me an opportunity to buy a PL and KTOS dip
I had like 150k shares in a single 401k that I deemed too "concentrated" last year and rolled into another 401k That was at like KTOS 55 and now I want to shoot myself
I'd like to add: Kratos (KTOS) & Rocketlab (RKLB) There's gonna be a pull back after the defense budget is passed, but if you grab both once that happens, you'll be golden. Lots and lots of upside for both. I also love LASR, FEIM, FLY
KTOS is going to be so green tomorrow!
It depends on what your goal is. KTOS and AVAV are definitely more established and therefore more expensive. They’re a little lower risk, but the upside is probably a little less as I doubt they’re going to 10 or 20x. They already hold massive defense contracts. UMAC is likely to blow up. They specialize in the manufacture of parts for small drones and they are a US base manufacturer. They’ve been given quite a moat by this president who has outlawed foreign drone ports. Not really a surprise given his son sits on the advisory board holding millions of dollars of shares. This is a sure fire win in my book for the next few years while Trump holds power. It’s basically like Trump giving money to himself and his family. The drone dominance program coupled with outlawing foreign drone parts in one year is targeted to benefit UMAC or at least that is the effect. RCAT is closely allied with UMAC. They come from common roots and UMAC used to be called RCAT and they both have the same one connection. eMac makes a lot of of the parts for our cat. When UMAC wins RCAT wins. This is small drone and small unmanned boats launching drone swarms. ONDS- probably the fastest growing small drone operator and counter drone company in the country. Just yesterday it raised its revenue guidance for this year from $120,000,000 to $180,000,000, a dramatic upgrade. The company stock price growth last year was explosive, and I expect the same thing this year. If I had to pick, I would say UMAC, ONDS and RCAT and i would buy all 3
They have run for the last 2-3 years as I have been long since Ukraine. There are 3 ETFs: ITA and PPA are mainly domestic plays and SHLD which has Palantir as a large holding and European defense contractors. RTX and KTOS have had great runs. But, I have not sold any shares. I also own KRKNS and VOYG which are plays on the next gen of defense. The other one own that I still think is a reasonable price is HII. While it has also had a run, they have been given many new contracts so the run is justified. They focus on the US navy. One other that is still cheap and a turnaround is Boeing. But they are only 50% defense. Good luck!
Solid picks honestly. NBIS and IREN are getting tons of attention lately, I track reddit sentiment for stocks and these two have been popping up constanty the past few weeks (https://adanos.org/reddit-stock-sentiment if your curious). ASTS is a lotto ticket but I get the appeal. MU is the safest bet here with actual earnings behind it. From your watchlist KTOS is intresting, defense AI is a real theme rn. SERV I’d be careful with, robot delivery is cool but the unit economics are still questionable.
My KTOS cost average is low $20s. started selling shares at about $75. Still have 75% initial for long term hold. Price action has been crazy
All of space and drones are pumping, where you been? RKLB and ASTS getting expensive, may correct. PL LUNR RDW SPIR are still cheap. KTOS getting expensive, but ONDS and RCAT still cheap.
Never bought KTOS since the valuation never made any sense, but yeah, the growth in the area has been so wild. So many awesome names.
Doubled my money on my KTOS calls a while back. Had I held they would have six bagged. Life's a bitch.
Man, no kidding. I've held ISSC through the last 2 big swings. What a wild ride that's been. Wish I doubled down. I still wish I owned Rolls Royce (their products seem like they have such a high barrier to entry), but what I own is doing well! Might need to trim KTOS due to this straight rocketship though. I assume they'll be getting some (more) big spending from the government.
Shout to whatever random one of you regards mentioned KTOS last week Bought some random lottos 2-4 weeks and someone they are in the money already
Any news on KTOS why the jump?
KTOS is just vertical. When will that chart take a break
KTOS has a PE ration of 1024, all these drone/space companies who have less than a billion in revenue are being priced to perfection. It’s 100% a bubble, not all these companies will succeed, it’s nuts what’s going on in the market. Look at the YTD for KRKN, KTOS, ONDS, RKLB, ASTS and also the ram companies like SNDK, MU and then INTC too. Everything is up 20/30/40/50/60%+ YTD. It’s absolutely crazy
Why KTOS keep climbing like crazy but not AVAV?
Ticker not mentioned: KTOS has more room to grow for the future wars we will be in IMO lol. 260% growth for just last year. This and RKLB were my best bets last year along with good ole precious metals.
Last year only 35% of stocks beat the S&P (GOOG and NVDA were the only Mag7s to outperform). This was one of the worst years for stock picking in recent memory. Unless you had RKLB, ASTS, PLTR, WDC, and KTOS like me. Or you had the balls to buy around Liberation Day.
Yeah, I personally think it’s just today’s downturn. I saw a ssb post a few days ago talking about some lady (idk who) talking about drone warfare and how the US is (I think) teaming up with some companies for it? I saw the comments mention RCAT, UMAC, AVAV, ONDS, KTOS, and DRS. I also have a shit memory but have a screenshot of the comments saying what they’ve invested in.
hell yea all drones are flying. KTOS, AVAV, AMPX my picks
KTOS, RTX, LMT and chill if that happens.
I’m in KTOS. Waiting for a bit of a pill to get on this I wanted to fill port when it hit $5 per share but I didn’t. If it sees 10 again I’m going all in
I bookmarked PL TTMI KTOS and CMBT for the beginning of 2026, but didn’t buy and all went to the moon. Serious question. Would yall buy them after they went up a lot? Or just on to the next ones? I feel like I missed the boat but am pissed bc I was too much of a regard to buy them. I am doing good recently, but still
Premarket STNG Sold KTOS at open Loaded up AVGO
KTOS, with the way geopolitics is shaping up.
https://preview.redd.it/kgahir3n7ucg1.jpeg?width=1320&format=pjpg&auto=webp&s=9f00239aadd74ce4e65992c3302348bfabb4372c After buying RTX, drs, avav, KRMN, KTOS and hon back in December— I’m adding some smith and Wesson
Deciding to reduce a position or deciding to close a position is a personal decision that only you could have made OP. I'm not knowledgeable about KTOS so all I can do is look at the stock chart and then offer an opinion yet it's just an opinion. Here is my reply. For you to think about is all What was your specific reason to sell ? Did your position size make you nervous ? Could you have reduced your size to 500 shares and then let the rest run ? To answer your question all I can say is we all have to manage our finances based upon our own individual risk profile. You made a decision and now that you have you should ignore the stock and move on. Making a decision to sell can be more difficult than buying sometimes. Good job
AVAV KTOS ONDS +50% in 1M and hit ATH I could be wrong but i feel it's late for these. Some red days are due
What’s your logic with waiting? Help me understand. I played KTOS all week and scalped profits daily. It ripped alllll week and had a similar pattern everyday. Soft action at open then a massive rip, then sideways, dip then pop again to previous high earlier in the morning. I assumed everyone would take profits Friday but to my surprise to pumped HARD. I’m curious what Monday will look like
Not foolish at all taking profits when a stock feels overhyped is actually disciplined. KTOS could have long-term potential, but protecting gains is a smart, valid choice.
KTOS. literally zero headwinds. Multiple potential tailwinds with huge growth opportunities
You made money. Took some profits. No harm in that. KTOS may come back down hard or soar to new heights (eventually). No one knows. But now you live to fight another day and have fresh powder to find a new stock to ride up. Lots of possibilities. No harm no foul.
I rode it down from 105 (last year) to 72. Bought more at 72 and had covered calls. Those shares will be taken away at 100 and 110. Instead of closing the covered calls, I decided to buy CSP at 90 instead. KTOS in in index funds and ETFs. I do expected to go up.
ONDS KTOS UMAC RTX LMT all printing and will keep printing lol
KTOS +50% YTD, ASTS +35% YTD, ONDS +38% YTD, RKLB +20% YTD, KRKB +22% YTD, MU +17% YTD, INTC +20% YTD, OKLO +43% YTD, SNDK +56% YTD, SK HYNIX +14% YTD This is absolutely fkn insanity
KTOS is up 50% YTD, holy fk
Listen to everyone telling you to sell. I'm I personally bullish, yes, do I think it could go higher into Friday yes, but this is basic risk management looking at the Trade you have running. First, and *least* important you are now going to be running into the period where Theta becomes a notable negative multiplier on *extrinsic* value if you end up holding around or below this price. I do not recommend this and think you should close the position judiciously tmrw, but at least roll up and out to secure profits and reset your Trade. You buying lottery tickets, gambling (no hate, it's all risk mgmt), or learning a skilled trade? More importantly though is the premium to cost buy right now versus to just close (i.e. Realized Volatility effect on IV, that leads to IV crush). If you are truly that bullish on ONDS and I am bullish on ONDS you can pour those profits in to shares preferably over a couple-few different buys instantly if you want to avoid Vega (i.e. this is a VRP-Risk-Volitlity Premium context). The risk here is Mean Reversion on news, not fundamentals. Timelines align, I think drone stocks are an incredible growth area *overtime*, but the fact that all drone stocks in my holdings and watch lists (ONDS, RCAT, AVAV, KTOS, LMT, LHX, etc) show this is a *sector pump* on potential news. That's just an exit with 650% profits with a Jan deadline. Flat out. Don't be overly greedy, reset the winners too.
I think ONDS (and KTOS and SSYS) is still speculative and will move on news. They've had some great wins recently, and have also been bouyed by the recent $1.5T defense spend announcement...but they need the US Drone Investment story to continue building to maintain momentum. I think we're a bit more established now than during the last bump in October...but we have to expect volatility until ONDS earns it's stripes. Put differently - as much as I like the company in this market, a $5B+ market cap on $30M-ish (2025 financials due in March) in annual Revenue is pricing in a huge surge in business.
Some more aggressive traders might take the risk and jump into KTOS over the weekend
Do you think KTOS puts would be good? Feel like they have to pull back the reigns on the roller coaster
For US defense, I'm currently in RTX, KTOS, and ONDS. My defense adjacent plays are TDY (sensors, cameras, etc. used in drones and missiles), HEI (replenishment and refurbishment), and SSYS (3D printing patents; one of the few vendors certified to 3D print drone/aerospace components for DoD).
Did KTOS go up 40% in a week? Yes Will it do another 40% anytime soon? Probably not Did I buy some random lottos expiring between 2-4 weeks from now anyway? ABSOLUTELY YES
KTOS and Raytheon, LMT
I'll take the KTOS gains but wondering if the entire stock market is a mirage - detached from the real economy and a bit like being good at a video game - I bet the most successful investors get this thought often.
JFC another day wondering why I didn’t buy more KTOS