Kratos Defense & Security Solutions Inc

Kratos Defense & Security Solutions Inc

A specialized aerospace and defense technology company providing advanced technical solutions to the U.S. government and other key defense contractors.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Kratos' stock, expecting it to rise towards its target price of $95.46.

Above Average

Financial Health

Kratos Defense & Security Solutions is performing well with strong revenue and cash flow generation.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring KTOS

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Published: October 14, 2025

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Space Defense Convergence Explained | Investment Guide

Space Defense Convergence Explained | Investment Guide

Firefly Aerospace's acquisition of SciTec for $855 million signals a major convergence of the space and defense sectors. This theme focuses on companies poised to benefit as space technology becomes increasingly integrated with national security data and analytics.

Published: October 6, 2025

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Defensive Stocks: Government Shutdown Risks & Stability

Defensive Stocks: Government Shutdown Risks & Stability

A partial U.S. government shutdown has begun, halting many federal services and creating economic uncertainty. This theme focuses on defensive stocks in sectors like consumer staples and utilities that tend to remain stable during periods of political and market volatility.

Published: October 1, 2025

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Critical Energy Security | Defense Contractor Demand

Critical Energy Security | Defense Contractor Demand

ExxonMobil is seeking security guarantees from Mozambique's government for its $30 billion LNG project, which is threatened by regional instability. This situation highlights a growing need for specialized security and defense contractors to protect critical energy infrastructure worldwide.

Published: September 30, 2025

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Corporate Tech Ethics Shift Stocks 2025

Corporate Tech Ethics Shift Stocks 2025

Microsoft's decision to suspend some services to the Israeli military due to surveillance concerns highlights a growing trend of corporate accountability in the tech sector. This creates opportunities for specialized cybersecurity and technology firms that prioritize ethical guidelines and can meet the demand from government clients seeking new partners.

Published: September 27, 2025

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The Great LEO Satellite Race

The Great LEO Satellite Race

Amazon's successful launch of over 100 Kuiper satellites significantly advances its competition with SpaceX's Starlink for dominance in the satellite internet market. This escalating space race is fueling a boom for the entire supply chain, from launch providers to the manufacturers of critical satellite components.

Published: August 12, 2025

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The Pentagon's Software Pivot

The Pentagon's Software Pivot

The U.S. Army's $10 billion enterprise agreement with Palantir signals a major shift in defense procurement toward consolidated software contracts. This new model creates opportunities for other large technology firms capable of providing streamlined, large-scale IT and AI solutions to the military.

Published: August 4, 2025

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Defense Sector Shake-Up: Boeing's Labor Woes

Defense Sector Shake-Up: Boeing's Labor Woes

The rejection of a contract by Boeing's fighter jet union raises the risk of a production-halting strike. This disruption could create a strategic advantage for competing aerospace and defense firms, who may be viewed as more stable suppliers for critical military hardware.

Published: July 28, 2025

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Firefly's Flight to Wall Street

Firefly's Flight to Wall Street

This carefully selected group of stocks represents companies poised to benefit from Firefly Aerospace's upcoming IPO. Our professional analysts have identified opportunities across the aerospace ecosystem that could see growth from renewed investor confidence in the commercial space sector.

Published: July 14, 2025

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America's Undersea Arsenal

America's Undersea Arsenal

Dive into a selection of defense stocks set to benefit from the $1.85 billion Virginia-class submarine program. These companies have been carefully selected by our analysts for their critical roles in building America's advanced undersea fleet.

Published: July 3, 2025

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AI & Big Data for Government

AI & Big Data for Government

These carefully selected companies are leading the digital transformation within federal agencies. Analysts are watching this space closely as government spending on AI and data technology continues to grow, potentially creating long-term investment opportunities.

Published: July 1, 2025

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Naval Shield: Missile Defense at Sea

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Discover companies at the forefront of naval missile defense technology. These carefully selected stocks represent the manufacturers behind the ships, combat systems, and interceptors that recently proved their effectiveness in real-world scenarios.

Published: July 1, 2025

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Aftermath of Airstrikes: Defense & Energy Fortification

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A carefully selected group of defense contractors and energy companies positioned to benefit from recent US military action against Iran. These stocks were handpicked by our analysts to capture potential gains from increased defense spending and energy price volatility in an unstable Middle East.

Published: July 1, 2025

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Poland's Artillery Ambition

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Poland is investing $663 million to dramatically increase production of artillery shells, creating ripple effects across the defense industry. These carefully selected stocks represent companies throughout the supply chain poised to benefit from this strategic shift in defense spending.

Published: July 1, 2025

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Trump's 'Big Beautiful Bill' Beneficiaries

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Published: June 30, 2025

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First Responder Safety

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Invest in companies developing critical safety equipment for emergency personnel. These carefully selected stocks represent businesses working to protect those who protect us, with solutions ranging from body armor to surveillance technology.

Published: June 30, 2025

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Mideast Escalation: Defense & Security

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A carefully curated group of defense, aerospace, and cybersecurity companies positioned to benefit from increased military spending. These stocks were selected by professional analysts in response to rising Middle East tensions following Iran's suspension of IAEA cooperation.

Published: June 27, 2025

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National Defense

National Defense

These carefully selected defense companies are at the cutting edge of military technology, providing critical systems to governments worldwide. With stable, long-term government contracts, these stocks offer investment potential that can withstand economic fluctuations.

Published: June 17, 2025

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Wartime Money

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This carefully selected group of stocks focuses on the companies building modern defense systems, from aircraft to cybersecurity. These stocks are handpicked by our professional analysts based on their stable government contracts and potential to perform well during periods of global tension.

Published: June 17, 2025

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Solar Eclipse Black Box

Solar Eclipse Black Box

This carefully selected group of stocks represents breakthrough technologies developing in the shadows before their dramatic market emergence. Our professional analysts have identified companies pioneering quantum computing, gene editing, and other innovations with potential for explosive growth once they step into the spotlight.

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Space

Space

Houston, we've got an investing opportunity! This collection features carefully selected companies powering the next space race through satellite technology, defense innovation, and commercial space travel. Handpicked by our professional analysts for their potential in an industry projected to reach $1.4 trillion by 2030.

Published: May 13, 2025

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Why Youโ€™ll Want to Watch This Stock

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Revenue Drivers

Contract awards and programme scaling drive growth, though timing can be lumpy and dependent on government budgets.

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Technology Edge

Focus on unmanned systems, satellite ground stations and microwave electronics can offer differentiated capabilities, but execution risk remains.

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Geopolitical Exposure

US and allied defence spending supports demand, yet policy changes or procurement shifts can affect order flow and outlook.

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Trusted & Regulated

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6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

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Frequently asked questions