B. Riley Has Bullish Forecast for KTOS FY2026 Earnings

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) – Research analysts at B. Riley upped their FY2026 earnings per share estimates for Kratos Defense & Security Solutions in a report released on Monday, January 13th. B. Riley analyst M. Crawford now anticipates that the aerospace company will earn $0.74 per share for the year, up from their previous forecast of $0.58. B. Riley has a “Buy” rating and a $35.00 price objective on the stock. The consensus estimate for Kratos Defense & Security Solutions’ current full-year earnings is $0.31 per share.

Several other research firms have also weighed in on KTOS. Truist Financial boosted their target price on shares of Kratos Defense & Security Solutions from $27.00 to $32.00 and gave the company a “buy” rating in a research note on Tuesday. JMP Securities increased their price objective on shares of Kratos Defense & Security Solutions from $27.00 to $30.00 and gave the stock a “market outperform” rating in a research note on Monday, November 11th. Jefferies Financial Group raised their target price on shares of Kratos Defense & Security Solutions from $25.00 to $30.00 and gave the stock a “hold” rating in a report on Friday, December 13th. Robert W. Baird upped their target price on Kratos Defense & Security Solutions from $35.00 to $40.00 and gave the company an “outperform” rating in a report on Tuesday. Finally, StockNews.com raised Kratos Defense & Security Solutions from a “sell” rating to a “hold” rating in a report on Wednesday, November 27th. Five investment analysts have rated the stock with a hold rating, six have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat, Kratos Defense & Security Solutions has an average rating of “Moderate Buy” and a consensus price target of $28.30.

Kratos Defense & Security Solutions Stock Performance

KTOS stock opened at $34.05 on Wednesday. The stock’s 50 day simple moving average is $27.14 and its 200 day simple moving average is $24.08. Kratos Defense & Security Solutions has a 12-month low of $16.71 and a 12-month high of $34.33. The firm has a market cap of $5.14 billion, a P/E ratio of 340.53 and a beta of 1.07. The company has a current ratio of 3.22, a quick ratio of 2.61 and a debt-to-equity ratio of 0.13.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Acadian Asset Management LLC acquired a new stake in Kratos Defense & Security Solutions in the 2nd quarter valued at about $418,000. American Century Companies Inc. lifted its stake in Kratos Defense & Security Solutions by 20.4% during the second quarter. American Century Companies Inc. now owns 290,968 shares of the aerospace company’s stock valued at $5,822,000 after purchasing an additional 49,392 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in Kratos Defense & Security Solutions by 3.4% during the second quarter. Dimensional Fund Advisors LP now owns 4,190,639 shares of the aerospace company’s stock worth $83,855,000 after buying an additional 136,696 shares in the last quarter. Waterloo Capital L.P. boosted its holdings in Kratos Defense & Security Solutions by 18.7% during the second quarter. Waterloo Capital L.P. now owns 38,754 shares of the aerospace company’s stock worth $775,000 after buying an additional 6,111 shares in the last quarter. Finally, Seven Eight Capital LP acquired a new position in Kratos Defense & Security Solutions in the second quarter worth approximately $469,000. 75.92% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Kratos Defense & Security Solutions

In other Kratos Defense & Security Solutions news, VP De Burgreen Maria Cervantes sold 19,528 shares of the firm’s stock in a transaction dated Tuesday, January 7th. The shares were sold at an average price of $30.00, for a total transaction of $585,840.00. Following the transaction, the vice president now owns 51,121 shares of the company’s stock, valued at approximately $1,533,630. This trade represents a 27.64 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Stacey G. Rock sold 4,000 shares of the business’s stock in a transaction dated Friday, November 1st. The stock was sold at an average price of $22.96, for a total transaction of $91,840.00. Following the sale, the insider now owns 51,063 shares in the company, valued at $1,172,406.48. This trade represents a 7.26 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 96,928 shares of company stock worth $2,611,696 in the last three months. 2.27% of the stock is owned by company insiders.

About Kratos Defense & Security Solutions

Kratos Defense & Security Solutions, Inc operates as a technology company that addresses the defense, national security, and commercial markets. It operates through two segments, Kratos Government Solutions and Unmanned Systems. The company offers ground systems for satellites and space vehicles, including software for command and control, telemetry, and tracking and control; jet-powered unmanned aerial drone systems, hypersonic vehicles, and rocket systems; propulsion systems for drones, missiles, loitering munitions, supersonic systems, spacecraft, and launch systems; command, control, communication, computing, combat, intelligence surveillance and reconnaissance; and microwave electronic products for missile, radar, missile defense, space, and satellite; counter unmanned aircraft systems, directed energy, communication and other systems, and virtual and augmented reality training systems for the warfighter.