KTOS Kratos Defense & Security Solutions, Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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14:29
Sep 03
Sep 03
Long KTOS lowering cost basis thesis
Defense names remain undervalued; will manage cost basis lower to build positions despite frustration, implying conviction in long-term trajectory.
MED
08:32
Sep 01
Sep 01
KTOS space connection noted, no direction
The speaker flags a connection between SIVE, KTOS, and YSS in the space sector, but no directional stance is committed.
LOW
22:46
Aug 31
Aug 31
Author notes Kratos Defense is down 50% from its all-time high at a $10B market cap.
Author notes Kratos Defense is down 50% from its all-time high at a $10B market cap, responding to a parent call that it looks cheap without taking a position.
LOW
22:35
Aug 31
Aug 31
The author outlines an indirect supply-chain relationship between Kratos, Hydra terminals.
The author outlines an indirect supply-chain relationship between Kratos, Hydra terminals, and Sivers beamforming ICs, framing it as a potential but unconfirmed defense-market multiplier rather than a personal position or trade call.
LOW
05:52
Aug 28
Aug 28
Author explicitly states they are invested in CIFR, while mentioning BRUN, KTOS.
Author explicitly states they are invested in CIFR, while mentioning BRUN, KTOS, and ONDS as potential additions to a broader thematic list without clear positions.
LOW
19:39
Aug 24
Aug 24
Author lists defense drone supply-chain beneficiaries from a quoted Ukraine deployment story.
Author lists defense drone supply-chain beneficiaries from a quoted Ukraine deployment story, framing them as use-case read-throughs rather than personal positions.
LOW
19:35
Aug 24
Aug 24
The author lists drone and defense supply-chain beneficiaries from a quoted Ukraine.
The author lists drone and defense supply-chain beneficiaries from a quoted Ukraine field-testing story, framing them as use-case expansion rather than personal positions.
LOW
19:21
Aug 24
Aug 24
Buy drones on bipartisan funding supercycle.
Buy drone suppliers and builders on bipartisan funding, China export controls, and US supply-chain priorities; recent earnings beat with raised guidance supports a continuing supercycle.
MED
00:18
Aug 24
Aug 24
Bipartisan funding could ignite drone stocks
Buy these drone names because bipartisan U.S. drone-security legislation and likely Democratic control could accelerate Ukraine-related defense funding, leave UAS/C-UAS budgets uncontested, and rotate risk capital from data centers into defense.
MED
19:38
Aug 22
Aug 22
Hold resilient names through bond hikes
Long these equities as the author sees them as resilient through bond-yield hikes, weak markets, and midterm turbulence, while avoiding high-multiple, unproven, debt-heavy names.
MED
20:15
Aug 20
Aug 20
The tweet reports a government initiative to onshore drone supply chains.
The tweet reports a government initiative to onshore drone supply chains, listing beneficiary tickers as factual context rather than expressing a personal position or trade call.
LOW
19:22
Aug 20
Aug 20
Company actively investing cash into business expansion.
Notes the company is actively investing cash into expansion, pushing back against bearish sentiment on the stock's price action.
MED
14:57
Aug 19
Aug 19
Research read-through notes identify Keysight as a platform winner pressuring narrower test.
Research read-through notes identify Keysight as a platform winner pressuring narrower test vendors and defense electronics beneficiaries, but all are analytical watchlist items without explicit author positions.
13:39
Aug 19
Aug 19
Taiwan drone partnership drives Kratos upside.
Kratos is perfectly positioned to secure production orders from Taiwan's increased defense budget due to its direct R&D partnership for attack drones, alongside strong US hypersonics demand.
MED
17:14
Aug 18
Aug 18
Kratos building unmanned jets at scale; long
KTOS's successful USMC Valkyrie demonstration, leading Group 5 production scale, MUX TACAIR progress, and rising Pentagon unmanned budget support long exposure as the category scales.
MED
11:27
Aug 15
Aug 15
The author compiles a thread of user-recommended non-AI tickers as a research watchlist.
The author compiles a thread of user-recommended non-AI tickers as a research watchlist, explicitly noting he cannot guarantee they are all non-AI, so these are indexed as watch rather than trade ideas.
LOW
20:23
Aug 14
Aug 14
KTOS aligned with Pentagon CCA procurement shift
Buy KTOS as a structurally sound defense-tech name with highly visible earnings expansion, directly aligned with Pentagon's CCA/loyal wingman procurement shift; author frames it as the lower-volatility, large-scale autonomous warfare entry point.
MED
15:40
Aug 14
Aug 14
The author expresses a preference for KTOS and LPTH as top picks in reply to a bullish parent.
The author expresses a preference for KTOS and LPTH as top picks in reply to a bullish parent, but the language is hedged with "i think i like" rather than a clear position or forward call.
LOW
01:32
Aug 14
Aug 14
The proclamation targets drones of certain sizes and capabilities, plus critical components, to secure U.S. drone supply chains and reduce reliance on Chinese imports. KTOS builds unmanned aerial systems and drone-related technologies for the U.S. military; a “drone dominance” policy shift favors domestic drone developers and manufacturers. The policy supports a favorable outlook for U.S.-aligned drone makers, and KTOS is positioned within defense innovation and unmanned systems. KTOS’s revenue timing is government-contract dependent; tariff details may not directly affect its programs; broader defense budget risks remain.
MED
20:00
Aug 13
Aug 13
The same top comment names KTOS alongside ZENA as a drone trade. KTOS is the more established defense drone name, giving it some underlying fundamental support. Long KTOS as the more established way to play a drone-sector rotation. “Today is the day” may be day-trader hype rather than a sustained trend.
LOW
12:45
Aug 13
Aug 13
Kratos is levered to the high-end attritable and Collaborative Combat Aircraft (CCA) wave, commanding higher unit values and longer program tails than pure FPV drones.
HIGH
15:40
Aug 11
Aug 11
Defense stocks breaking out, buy calls
Defense stocks like Kratos and Northrop Grumman have strong charts, bouncing back from recent lows and reaching new highs. The charts look so compelling that he would not fade them and wants to buy calls on both names.
HIGH
01:27
Aug 10
Aug 10
Author merely agrees with a parent's list of autonomous defense stocks without stating.
Author merely agrees with a parent's list of autonomous defense stocks without stating a position or forward call, so the tickers are indexed as watch.
01:20
Aug 10
Aug 10
KTOS surges on blowout earnings
Buy KTOS as the author explicitly endorses defense stocks being back, citing blowout earnings as the catalyst for renewed upside momentum in the name.
MED
00:03
Aug 10
Aug 10
KTOS defense tech bottom, dual thesis
Buy KTOS alongside HAWK as a preferred defense tech name; author cites both technical bottoming and fundamental basis as reasons for the bullish view.
MED
16:19
Aug 08
Aug 08
KTOS 62% off ATH, drone budget surge
Buy KTOS as a drone-focused defense name trading ~62% below ATH, with the DoD's 2027 budget requesting a ~350% increase in drone technology funding; author identifies it as a top-ranked asymmetric opportunity in the sector.
MED
11:58
Aug 05
Aug 05
Premarket movers report shows Nvidia leading Mag 7 higher on SpaceX AI partnership while Tesla.
Premarket movers report shows Nvidia leading Mag 7 higher on SpaceX AI partnership while Tesla lags, with mixed earnings-driven moves across AMD, Arista, Booking, CVS, Digital Turbine, Elanco, Everus, Flutter, Kratos, Match, NYT, Pinterest, Shopify, and SpaceX.
22:08
Aug 04
Aug 04
Kratos earnings explode on drone demand.
Kratos Defense, a drone company, reported EPS up 91% year-over-year, reflecting the rising importance of drones in modern warfare, and the stock surged on the results.
MED
20:12
Aug 04
Aug 04
KTOS Q2 beat, raised guidance; author bullish
KTOS posted Q2 revenue/EPS beat and raised FY26 guidance in quoted summary; the author reacts with bullish defense-sector sentiment but does not state an explicit position or forward catalyst of their own.
LOW
12:00
Aug 04
Aug 04
Aptiv has won its first commercial drone award with over $500 million lifetime revenues over 5 years, signaling significant near-term growth in the drone market. — New high-margin, non-auto business is materializing more quickly than expected, with a substantial drone award that will contribute to the $300M revenue target.
MED
About KTOS Analyst Coverage
Buzzberg tracks KTOS (Kratos Defense & Security Solutions, Inc.) across 30 sources. 42 bullish vs 4 bearish calls from 44 analysts. Sentiment: predominantly bullish (36%). 107 total trade ideas tracked. Past 7 days: 1 bullish, 4 watch. Latest voices: grumpierbtday, pepinveststocks, blackpanthercap.